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 2,672 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 $70.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
890
shares
|
$54,031
0.01% of portfolio
|
Q1 2025
Added 152.84%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
880
shares
|
$53,424
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
875
shares
|
$53,121
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
855
shares
|
$51,907
0.02% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
848
shares
|
$51,482
0.15% of portfolio
|
Q1 2023
Reduced 8.03%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
840
shares
|
$50,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
827
shares
|
$50,207
0.22% of portfolio
|
Q3 2023
Reduced 0.72%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
809
shares
|
$49,114
0.62% of portfolio
|
Q3 2024
Added 134.49%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
803
shares
|
$48,750
0.03% of portfolio
|
Q1 2024
Added 398.76%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
798
shares
|
$48,446
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
776
shares
|
$47,110
0.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
775
shares
|
$47,050
0.03% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
750
shares
|
$45,532
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
750
shares
|
$45,532
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
735
shares
|
$44,621
0.03% of portfolio
|
Q4 2024
Added 59.78%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
735
shares
|
$44,621
0.01% of portfolio
|
Q2 2024
Reduced 61.62%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
725
shares
|
$44,014
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
710
shares
|
$43,104
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
695
shares
|
$42,193
0.03% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
677
shares
|
$41,100
0.01% of portfolio
|
Q4 2024
Reduced 35.03%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
665
shares
|
$40,372
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
665
shares
|
$40,372
0.0% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
655
shares
|
$39,765
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
650
shares
|
$39,461
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
644
shares
|
$39,097
0.0% of portfolio
|
Q1 2025
New holding
|