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 |
|---|---|---|---|---|---|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
302,507
shares
|
$19.9 Million
2.58% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
302,236
shares
|
$19.9 Million
0.45% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
301,406
shares
|
$19.8 Million
9.93% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
300,467
shares
|
$19.8 Million
4.05% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
299,143
shares
|
$19.7 Million
1.51% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
298,995
shares
|
$19.7 Million
14.86% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
298,923
shares
|
$19.7 Million
5.62% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
298,875
shares
|
$19.7 Million
5.84% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
298,638
shares
|
$19.6 Million
4.86% of portfolio
|
Q2 2022
Reduced 2.67%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
295,919
shares
|
$19.5 Million
1.02% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
295,652
shares
|
$19.4 Million
0.84% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
295,058
shares
|
$19.4 Million
1.87% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
293,843
shares
|
$19.3 Million
0.9% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
293,179
shares
|
$19.3 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
292,734
shares
|
$19.3 Million
6.16% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
292,281
shares
|
$19.2 Million
0.23% of portfolio
|
Q2 2025
Added 39.27%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
290,823
shares
|
$19.1 Million
2.99% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
289,460
shares
|
$19 Million
2.99% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
289,122
shares
|
$19 Million
0.32% of portfolio
|
Q2 2025
Added 144.55%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
288,286
shares
|
$19 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
285,596
shares
|
$18.8 Million
3.39% of portfolio
|
Q2 2025
Reduced 50.82%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
285,378
shares
|
$18.8 Million
4.85% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
285,184
shares
|
$18.8 Million
0.16% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
284,800
shares
|
$18.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
284,300
shares
|
$18.7 Million
0.34% of portfolio
|
Q2 2025
Added 25.72%
|