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 2,687 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
302,884
shares
|
$19.5 Million
3.84% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
302,507
shares
|
$19.5 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
|
$19.4 Million
0.45% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
302,188
shares
|
$19.4 Million
0.88% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
300,852
shares
|
$19.4 Million
2.13% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
300,467
shares
|
$19.3 Million
4.05% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
298,995
shares
|
$19.2 Million
14.86% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
298,923
shares
|
$19.2 Million
5.62% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
298,875
shares
|
$19.2 Million
5.84% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
298,638
shares
|
$19.2 Million
4.86% of portfolio
|
Q2 2022
Reduced 2.67%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
297,644
shares
|
$19.2 Million
1.65% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
296,975
shares
|
$19.1 Million
2.36% of portfolio
|
Q1 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
296,947
shares
|
$19.1 Million
1.6% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
293,632
shares
|
$18.9 Million
2.72% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
290,657
shares
|
$18.7 Million
6.27% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
290,628
shares
|
$18.7 Million
4.83% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
289,460
shares
|
$18.6 Million
2.99% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
289,122
shares
|
$18.6 Million
0.32% of portfolio
|
Q2 2025
Added 144.55%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
289,121
shares
|
$18.6 Million
1.85% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
288,590
shares
|
$18.6 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
287,758
shares
|
$18.5 Million
0.69% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
287,251
shares
|
$18.5 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
285,424
shares
|
$18.4 Million
0.02% of portfolio
|
Q1 2025
Added 35.92%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
285,184
shares
|
$18.4 Million
0.16% of portfolio
|
Q2 2025
Added 15.07%
|
|
|
Artemis Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
282,963
shares
|
$18.2 Million
3.01% of portfolio
|
Q1 2025
New holding
|