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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
417,503
shares
|
$25.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
416,055
shares
|
$25 Million
2.73% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
414,318
shares
|
$24.9 Million
3.3% of portfolio
|
Q1 2025
Reduced 49.7%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
414,254
shares
|
$24.9 Million
4.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
411,957
shares
|
$24.7 Million
10.15% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
403,084
shares
|
$24.2 Million
4.47% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
401,718
shares
|
$24.1 Million
11.7% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
398,103
shares
|
$23.9 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
396,879
shares
|
$23.8 Million
15.04% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
394,253
shares
|
$23.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
393,736
shares
|
$23.6 Million
7.68% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
393,098
shares
|
$23.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
391,386
shares
|
$23.5 Million
0.65% of portfolio
|
Q1 2025
Added 99.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
390,487
shares
|
$23.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
389,152
shares
|
$23.4 Million
0.8% of portfolio
|
Q1 2025
Added 23.52%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
388,920
shares
|
$23.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
388,240
shares
|
$23.3 Million
3.98% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
386,706
shares
|
$23.2 Million
11.67% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
385,807
shares
|
$23.2 Million
2.41% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
385,488
shares
|
$23.1 Million
3.41% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
379,536
shares
|
$22.8 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
378,527
shares
|
$22.7 Million
0.54% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
376,359
shares
|
$22.6 Million
4.74% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
375,378
shares
|
$22.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
375,184
shares
|
$22.5 Million
4.64% of portfolio
|
Q1 2025
Added 7.73%
|