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 |
---|---|---|---|---|---|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
282,928
shares
|
$18.6 Million
5.98% of portfolio
|
Q2 2025
Added 9.06%
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
280,506
shares
|
$18.5 Million
10.58% of portfolio
|
Q2 2025
Added 3.56%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
279,986
shares
|
$18.4 Million
0.12% of portfolio
|
Q2 2025
Added 1.99%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
279,893
shares
|
$18.4 Million
4.76% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
279,215
shares
|
$18.4 Million
1.25% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
276,678
shares
|
$18.2 Million
2.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
276,388
shares
|
$18.2 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
275,656
shares
|
$18.1 Million
0.3% of portfolio
|
Q2 2025
Added 194.29%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
274,195
shares
|
$18 Million
2.71% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
273,254
shares
|
$18 Million
3.12% of portfolio
|
Q3 2024
Added 3.68%
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
272,604
shares
|
$17.9 Million
4.76% of portfolio
|
Q2 2025
Added 58.13%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
269,334
shares
|
$17.7 Million
3.41% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
268,929
shares
|
$17.7 Million
2.92% of portfolio
|
Q1 2025
Added 6.75%
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
266,583
shares
|
$17.5 Million
24.17% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
265,492
shares
|
$17.5 Million
1.94% of portfolio
|
Q2 2025
Added 0.34%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
264,304
shares
|
$17.4 Million
0.4% of portfolio
|
Q2 2025
Reduced 60.81%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
262,276
shares
|
$17.3 Million
2.83% of portfolio
|
Q2 2025
Added 3.25%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
259,762
shares
|
$17.1 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
258,700
shares
|
$17 Million
4.37% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
258,694
shares
|
$17 Million
0.58% of portfolio
|
Q2 2025
Added 5.06%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
258,226
shares
|
$17 Million
3.0% of portfolio
|
Q2 2025
Reduced 65.77%
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
257,720
shares
|
$17 Million
0.02% of portfolio
|
Q2 2025
Reduced 44.7%
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
257,478
shares
|
$16.9 Million
9.69% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
257,361
shares
|
$16.9 Million
5.8% of portfolio
|
Q2 2025
Added 0.05%
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
254,800
shares
|
$16.8 Million
9.39% of portfolio
|
Q2 2025
Added 2.26%
|