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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
632
shares
|
$38,368
0.02% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
625
shares
|
$37,943
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
607
shares
|
$36,850
0.02% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
592
shares
|
$35,940
0.02% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
573
shares
|
$34,786
0.04% of portfolio
|
Q1 2025
Reduced 52.99%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
565
shares
|
$34,301
0.02% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
565
shares
|
$34,301
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
562
shares
|
$34,119
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
562
shares
|
$34,119
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
555
shares
|
$33,694
0.01% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
554
shares
|
$33,633
0.0% of portfolio
|
Q2 2024
Added 21.76%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
554
shares
|
$33,633
0.01% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
552
shares
|
$33,511
0.13% of portfolio
|
Q3 2023
Reduced 12.66%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
540
shares
|
$32,783
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$30,355
0.02% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$30,355
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
500
shares
|
$30,355
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
493
shares
|
$29,930
0.01% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
490
shares
|
$29,747
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
487
shares
|
$29,565
0.04% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
479
shares
|
$29,080
0.02% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
475
shares
|
$28,837
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
469
shares
|
$28,472
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
465
shares
|
$28,230
0.02% of portfolio
|
Q4 2024
Reduced 41.06%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
437
shares
|
$26,530
0.01% of portfolio
|
Q1 2025
Reduced 8.19%
|