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 2,722 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 $77.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
1,066,129
shares
|
$70.1 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
1,043,500
shares
|
$68.6 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
1,033,266
shares
|
$68 Million
5.75% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,032,262
shares
|
$67.9 Million
11.15% of portfolio
|
Q3 2023
Added 8.93%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,027,417
shares
|
$67.6 Million
1.93% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,011,058
shares
|
$66.5 Million
4.34% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,004,429
shares
|
$66.1 Million
1.44% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
990,856
shares
|
$65.2 Million
2.59% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
976,846
shares
|
$64.3 Million
5.43% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
969,258
shares
|
$63.8 Million
0.62% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
951,472
shares
|
$62.6 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
940,102
shares
|
$61.8 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
932,456
shares
|
$61.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 63.32%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
916,270
shares
|
$60.3 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
898,676
shares
|
$59.1 Million
1.76% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
897,275
shares
|
$59 Million
4.98% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
894,894
shares
|
$58.9 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
877,935
shares
|
$57.8 Million
8.04% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
873,652
shares
|
$57.5 Million
5.86% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
862,279
shares
|
$56.7 Million
1.32% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
860,479
shares
|
$56.6 Million
31.33% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
857,595
shares
|
$56.4 Million
11.32% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
856,853
shares
|
$56.4 Million
6.19% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
850,048
shares
|
$55.9 Million
2.21% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
837,126
shares
|
$55.1 Million
0.06% of portfolio
|
Q2 2025
Added 238.19%
|