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 2,690 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 $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
216,185
shares
|
$13.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
216,119
shares
|
$13.9 Million
9.61% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
215,861
shares
|
$13.9 Million
4.5% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
214,529
shares
|
$13.8 Million
0.45% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
213,886
shares
|
$13.8 Million
0.44% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
212,821
shares
|
$13.7 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
211,422
shares
|
$13.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
211,136
shares
|
$13.6 Million
1.24% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
210,234
shares
|
$13.5 Million
1.22% of portfolio
|
Q2 2025
Reduced 38.24%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
209,867
shares
|
$13.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
209,360
shares
|
$13.5 Million
4.11% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
208,174
shares
|
$13.4 Million
4.8% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
208,149
shares
|
$13.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
207,903
shares
|
$13.4 Million
0.49% of portfolio
|
Q1 2025
Added 133.34%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
207,723
shares
|
$13.4 Million
5.21% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
206,887
shares
|
$13.3 Million
2.5% of portfolio
|
Q1 2025
Added 209.54%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
205,886
shares
|
$13.2 Million
0.69% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
203,844
shares
|
$13.1 Million
7.06% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
203,412
shares
|
$13.1 Million
3.22% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
201,708
shares
|
$13 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
200,039
shares
|
$12.9 Million
6.36% of portfolio
|
Q2 2022
Reduced 76.93%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
198,770
shares
|
$12.8 Million
0.38% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
198,611
shares
|
$12.8 Million
0.49% of portfolio
|
Q1 2025
Added 39.3%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
198,593
shares
|
$12.8 Million
3.73% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
198,562
shares
|
$12.8 Million
3.0% of portfolio
|
Q1 2025
Added 2.2%
|