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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
120,743
shares
|
$7.77 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
119,907
shares
|
$7.72 Million
0.09% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
119,557
shares
|
$7.69 Million
3.36% of portfolio
|
Q1 2025
Reduced 48.11%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
119,314
shares
|
$7.68 Million
2.45% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
118,883
shares
|
$7.65 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
118,871
shares
|
$7.65 Million
2.78% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
118,627
shares
|
$7.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
118,219
shares
|
$7.61 Million
0.08% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
118,001
shares
|
$7.59 Million
4.74% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
117,912
shares
|
$7.59 Million
3.35% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
117,863
shares
|
$7.58 Million
9.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
117,611
shares
|
$7.57 Million
1.28% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
117,608
shares
|
$7.57 Million
0.12% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
117,543
shares
|
$7.56 Million
0.66% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
116,864
shares
|
$7.52 Million
0.34% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
116,789
shares
|
$7.52 Million
0.44% of portfolio
|
Q3 2023
Reduced 2.67%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
116,783
shares
|
$7.51 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
116,658
shares
|
$7.51 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
116,646
shares
|
$7.51 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
116,106
shares
|
$7.47 Million
0.16% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
115,940
shares
|
$7.46 Million
2.06% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
115,858
shares
|
$7.46 Million
0.22% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
115,847
shares
|
$7.45 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
115,555
shares
|
$7.44 Million
1.16% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
115,510
shares
|
$7.43 Million
2.43% of portfolio
|
Q3 2022
Added 0.58%
|