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 |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
114,948
shares
|
$7.4 Million
1.49% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
114,376
shares
|
$7.36 Million
2.24% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
114,299
shares
|
$7.36 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
113,824
shares
|
$7.32 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
113,593
shares
|
$7.31 Million
2.87% of portfolio
|
Q1 2025
Reduced 30.97%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
113,264
shares
|
$7.29 Million
4.31% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
113,076
shares
|
$7.28 Million
2.57% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
112,894
shares
|
$7.26 Million
2.05% of portfolio
|
Q2 2025
Added 61.32%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
112,425
shares
|
$7.23 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
112,340
shares
|
$7.23 Million
0.37% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
112,243
shares
|
$7.22 Million
3.65% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
111,744
shares
|
$7.19 Million
3.28% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
111,634
shares
|
$7.18 Million
1.34% of portfolio
|
Q1 2025
Added 25.03%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
111,330
shares
|
$7.16 Million
6.13% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
109,394
shares
|
$7.04 Million
1.54% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
109,195
shares
|
$7.03 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
109,032
shares
|
$7.02 Million
1.66% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
108,780
shares
|
$7 Million
0.39% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
108,272
shares
|
$6.97 Million
2.2% of portfolio
|
Q2 2025
Added 112.0%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
108,219
shares
|
$6.96 Million
4.84% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
108,203
shares
|
$6.96 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
108,066
shares
|
$6.95 Million
1.16% of portfolio
|
Q4 2024
Reduced 44.54%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
107,955
shares
|
$6.95 Million
0.51% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
107,434
shares
|
$6.91 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
107,344
shares
|
$6.91 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.07%
|