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 |
|---|---|---|---|---|---|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
367,493
shares
|
$24.2 Million
6.98% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
367,244
shares
|
$24.2 Million
1.04% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
365,394
shares
|
$24 Million
0.34% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
365,071
shares
|
$24 Million
1.69% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
362,514
shares
|
$23.8 Million
7.21% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
361,893
shares
|
$23.8 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
359,658
shares
|
$23.7 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
359,171
shares
|
$23.6 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
Aug 07, 2025 Q2 2025 |
359,000
shares
|
$23.6 Million
2.74% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
358,152
shares
|
$23.6 Million
9.97% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
356,605
shares
|
$23.5 Million
3.98% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
356,555
shares
|
$23.5 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
353,131
shares
|
$23.2 Million
0.39% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
352,929
shares
|
$23.2 Million
0.33% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
349,143
shares
|
$23 Million
7.68% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
348,503
shares
|
$22.9 Million
2.05% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
347,335
shares
|
$22.8 Million
3.65% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
347,210
shares
|
$22.8 Million
10.31% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
343,931
shares
|
$22.6 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
343,568
shares
|
$22.6 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
342,735
shares
|
$22.5 Million
15.82% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
342,302
shares
|
$22.5 Million
3.21% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
337,920
shares
|
$22.2 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
337,303
shares
|
$22.2 Million
0.53% of portfolio
|
Q2 2025
Added 428.96%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
334,802
shares
|
$22 Million
2.88% of portfolio
|
Q2 2025
Added 7.17%
|