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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
179,925
shares
|
$11.6 Million
0.99% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
179,914
shares
|
$11.6 Million
1.53% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
179,845
shares
|
$11.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
179,405
shares
|
$11.5 Million
1.7% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
179,235
shares
|
$11.5 Million
4.02% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
178,998
shares
|
$11.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
178,360
shares
|
$11.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
178,111
shares
|
$11.5 Million
0.25% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
178,014
shares
|
$11.5 Million
3.23% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
177,621
shares
|
$11.4 Million
0.42% of portfolio
|
Q1 2024
Added 342.29%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
177,487
shares
|
$11.4 Million
0.33% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
177,010
shares
|
$11.4 Million
4.36% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
175,484
shares
|
$11.3 Million
0.07% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
175,391
shares
|
$11.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
174,571
shares
|
$11.2 Million
9.15% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
173,905
shares
|
$11.2 Million
2.07% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
173,215
shares
|
$11.1 Million
8.07% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
173,093
shares
|
$11.1 Million
7.2% of portfolio
|
Q2 2025
Added 208.47%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
173,090
shares
|
$11.1 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
172,529
shares
|
$11.1 Million
4.4% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
172,395
shares
|
$11.1 Million
3.19% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
171,987
shares
|
$11.1 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
171,537
shares
|
$11 Million
6.11% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
170,622
shares
|
$11 Million
2.15% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
169,813
shares
|
$10.9 Million
1.82% of portfolio
|
Q1 2025
Added 4.57%
|