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 2,671 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 $70.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
2,068,072
shares
|
$124 Million
2.16% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,996,043
shares
|
$120 Million
7.25% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
1,897,636
shares
|
$114 Million
9.18% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
1,895,732
shares
|
$114 Million
1.5% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
1,775,949
shares
|
$107 Million
0.14% of portfolio
|
Q1 2025
Added 67.25%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,738,884
shares
|
$104 Million
1.44% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,732,602
shares
|
$104 Million
6.12% of portfolio
|
Q1 2025
Added 13300.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,665,942
shares
|
$100 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,647,131
shares
|
$98.9 Million
0.88% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
1,641,452
shares
|
$98.6 Million
2.36% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,606,003
shares
|
$96.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 98.29%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,604,635
shares
|
$96.3 Million
0.35% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,595,279
shares
|
$95.8 Million
3.0% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,591,955
shares
|
$95.6 Million
5.6% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
1,560,787
shares
|
$93.7 Million
4.62% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
1,556,031
shares
|
$93.4 Million
0.18% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,502,441
shares
|
$90.2 Million
0.0% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
1,479,545
shares
|
$88.8 Million
5.32% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,472,640
shares
|
$88.4 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
1,458,552
shares
|
$87.6 Million
6.97% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,452,416
shares
|
$87.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,437,089
shares
|
$86.3 Million
2.3% of portfolio
|
Q2 2023
Reduced 82.88%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,432,678
shares
|
$86 Million
5.13% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,375,706
shares
|
$82.6 Million
6.05% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
1,375,303
shares
|
$82.6 Million
15.13% of portfolio
|
Q1 2025
Added 10.18%
|