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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
76
shares
|
$4,999
0.0% of portfolio
|
Q4 2023
Reduced 80.26%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
75
shares
|
$4,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
68
shares
|
$4,473
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
66
shares
|
$4,341
0.0% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
65
shares
|
$4,275
0.01% of portfolio
|
Q3 2023
Reduced 35.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
60
shares
|
$3,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
58
shares
|
$3,815
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
57
shares
|
$3,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
41
shares
|
$2,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$2,302
0.0% of portfolio
|
Q4 2022
Reduced 79.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
35
shares
|
$2,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$1,776
0.0% of portfolio
|
Q1 2022
Reduced 83.83%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
25
shares
|
$1,644
0.0% of portfolio
|
Q2 2025
Reduced 84.85%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
21
shares
|
$1,381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
20
shares
|
$1,315
0.0% of portfolio
|
Q2 2025
Reduced 99.05%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
20
shares
|
$1,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19
shares
|
$1,249
0.0% of portfolio
|
Q2 2021
Reduced 66.07%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
18
shares
|
$1,184
0.0% of portfolio
|
Q4 2021
Reduced 67.86%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
18
shares
|
$1,184
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
16
shares
|
$1,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
16
shares
|
$1,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
10
shares
|
$657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
5
shares
|
$328
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
5
shares
|
$328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4
shares
|
$263
0.0% of portfolio
|
Q1 2022
Reduced 92.59%
|