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 |
|---|---|---|---|---|---|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
107,333
shares
|
$6.91 Million
3.22% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
107,257
shares
|
$6.9 Million
0.8% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
107,141
shares
|
$6.89 Million
2.91% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
107,007
shares
|
$6.89 Million
1.74% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
106,846
shares
|
$6.88 Million
0.21% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
106,306
shares
|
$6.84 Million
3.39% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
106,283
shares
|
$6.84 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
106,128
shares
|
$6.83 Million
3.7% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
105,925
shares
|
$6.82 Million
3.87% of portfolio
|
Q2 2025
Reduced 41.19%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
105,924
shares
|
$6.82 Million
0.9% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
105,383
shares
|
$6.78 Million
3.08% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
102,638
shares
|
$6.6 Million
2.37% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
102,380
shares
|
$6.59 Million
1.67% of portfolio
|
Q2 2025
Added 239.81%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
102,012
shares
|
$6.56 Million
4.06% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
101,899
shares
|
$6.56 Million
4.13% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
101,610
shares
|
$6.54 Million
1.58% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
101,436
shares
|
$6.53 Million
3.24% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
101,204
shares
|
$6.51 Million
5.8% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
101,015
shares
|
$6.5 Million
0.49% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
100,980
shares
|
$6.5 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
100,784
shares
|
$6.49 Million
0.27% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
100,680
shares
|
$6.48 Million
2.76% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
100,418
shares
|
$6.46 Million
0.22% of portfolio
|
Q1 2025
Reduced 90.05%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
99,931
shares
|
$6.43 Million
0.85% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
99,667
shares
|
$6.41 Million
0.43% of portfolio
|
Q2 2025
Reduced 5.16%
|