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 2,687 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
170
shares
|
$10,939
0.01% of portfolio
|
Q2 2025
Reduced 46.71%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
165
shares
|
$10,617
0.0% of portfolio
|
Q1 2025
Added 560.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
162
shares
|
$10,424
0.0% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
152
shares
|
$9,781
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
150
shares
|
$9,652
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
126
shares
|
$8,108
0.02% of portfolio
|
Q1 2022
Reduced 31.89%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
125
shares
|
$8,043
0.01% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
119
shares
|
$7,657
0.0% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
115
shares
|
$7,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
100
shares
|
$6,434
0.04% of portfolio
|
Q1 2023
Reduced 42.86%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
91
shares
|
$5,855
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
90
shares
|
$5,791
0.0% of portfolio
|
Q2 2024
Reduced 61.7%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
83
shares
|
$5,341
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
80
shares
|
$5,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
79
shares
|
$5,083
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
76
shares
|
$4,890
0.0% of portfolio
|
Q4 2023
Reduced 80.26%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
68
shares
|
$4,375
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
66
shares
|
$4,247
0.0% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
65
shares
|
$4,182
0.01% of portfolio
|
Q3 2023
Reduced 35.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
60
shares
|
$3,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
58
shares
|
$3,732
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
57
shares
|
$3,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
50
shares
|
$3,217
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
41
shares
|
$2,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$2,252
0.0% of portfolio
|
Q4 2022
Reduced 79.17%
|