Institutional Ownership Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH). We have compiled data on the 2,722 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $77.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
2,055
shares
|
$135,177
0.11% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,050
shares
|
$134,849
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
2,041
shares
|
$134,256
0.02% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,035
shares
|
$133,862
0.05% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,030
shares
|
$133,533
0.01% of portfolio
|
Q1 2024
Added 341.3%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,011
shares
|
$132,283
0.05% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,000
shares
|
$131,560
0.05% of portfolio
|
Q3 2024
Reduced 76.43%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
2,000
shares
|
$131,560
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,998
shares
|
$131,428
0.06% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
1,980
shares
|
$130,244
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,958
shares
|
$128,797
0.15% of portfolio
|
Q2 2023
Added 1139.24%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,947
shares
|
$128,073
0.06% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,945
shares
|
$127,942
0.06% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,941
shares
|
$127,678
0.11% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
1,920
shares
|
$126,297
0.05% of portfolio
|
Q2 2025
Added 63900.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,896
shares
|
$124,718
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,892
shares
|
$124,455
0.05% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,866
shares
|
$122,745
0.0% of portfolio
|
Q2 2025
Reduced 20.66%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,845
shares
|
$121,364
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,835
shares
|
$120,706
0.03% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,810
shares
|
$119,061
0.22% of portfolio
|
Q3 2023
Added 136.29%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,790
shares
|
$117,746
0.01% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
1,775
shares
|
$116,759
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
1,750
shares
|
$115,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$111,826
0.01% of portfolio
|
Q4 2024
Added 116.56%
|