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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
477,896
shares
|
$28.7 Million
1.89% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
476,738
shares
|
$28.6 Million
0.43% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
475,403
shares
|
$28.5 Million
0.7% of portfolio
|
Q1 2025
Reduced 34.76%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
473,005
shares
|
$28.4 Million
1.87% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
471,416
shares
|
$28.3 Million
9.3% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
469,637
shares
|
$28.2 Million
15.14% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
468,500
shares
|
$28.1 Million
2.34% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
466,001
shares
|
$28 Million
0.03% of portfolio
|
Q1 2025
Reduced 33.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
457,822
shares
|
$27.5 Million
1.02% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
456,674
shares
|
$27.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
455,099
shares
|
$27.3 Million
0.43% of portfolio
|
Q2 2023
Added 0.69%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
453,027
shares
|
$27.2 Million
1.75% of portfolio
|
Q1 2025
Added 25.81%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
442,257
shares
|
$26.6 Million
2.98% of portfolio
|
Q1 2025
Added 52.93%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
438,409
shares
|
$26.3 Million
2.05% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
434,628
shares
|
$26.1 Million
0.67% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
429,243
shares
|
$25.8 Million
8.54% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
428,794
shares
|
$25.7 Million
7.41% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
428,347
shares
|
$25.7 Million
0.5% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
426,653
shares
|
$25.6 Million
4.58% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
426,375
shares
|
$25.6 Million
0.78% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Apr 16, 2025 Q1 2025 |
423,293
shares
|
$25.4 Million
2.89% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
423,262
shares
|
$25.4 Million
0.14% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
420,143
shares
|
$25.2 Million
0.3% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
420,079
shares
|
$25.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
417,900
shares
|
$25.1 Million
6.47% of portfolio
|
Q1 2025
Reduced 4.36%
|