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 2,686 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 $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
146,334
shares
|
$9.42 Million
3.62% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
146,334
shares
|
$9.42 Million
3.62% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
145,559
shares
|
$9.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
145,105
shares
|
$9.34 Million
1.44% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
144,933
shares
|
$9.33 Million
5.23% of portfolio
|
Q2 2025
Added 67.0%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
144,227
shares
|
$9.28 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
142,641
shares
|
$9.18 Million
3.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
142,231
shares
|
$9.15 Million
5.86% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
141,859
shares
|
$9.13 Million
1.73% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
141,835
shares
|
$9.13 Million
1.46% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
141,022
shares
|
$9.07 Million
5.62% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
140,004
shares
|
$9.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 44.23%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
139,825
shares
|
$9 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
139,586
shares
|
$8.98 Million
5.86% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
139,139
shares
|
$8.95 Million
0.4% of portfolio
|
Q2 2025
Added 24.3%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
138,937
shares
|
$8.94 Million
3.98% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
138,768
shares
|
$8.93 Million
3.59% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
138,722
shares
|
$8.93 Million
1.52% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
138,618
shares
|
$8.92 Million
4.39% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
137,726
shares
|
$8.86 Million
4.15% of portfolio
|
Q2 2023
Added 1.52%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
137,387
shares
|
$8.84 Million
2.09% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
137,258
shares
|
$8.83 Million
2.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
136,779
shares
|
$8.8 Million
0.71% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
136,340
shares
|
$8.77 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
136,286
shares
|
$8.77 Million
7.85% of portfolio
|
Q4 2022
Reduced 4.89%
|