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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
835,714
shares
|
$55 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
826,582
shares
|
$54.4 Million
6.8% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
822,862
shares
|
$54.1 Million
6.55% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
822,715
shares
|
$54.1 Million
0.19% of portfolio
|
Q2 2025
Added 6106.36%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
820,549
shares
|
$54 Million
5.39% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
814,600
shares
|
$53.6 Million
0.27% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
805,239
shares
|
$53 Million
14.89% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
798,326
shares
|
$52.5 Million
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
798,274
shares
|
$52.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
792,742
shares
|
$52.1 Million
1.33% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
792,654
shares
|
$52.1 Million
4.65% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
790,118
shares
|
$52 Million
4.48% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
787,509
shares
|
$51.8 Million
4.73% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
785,794
shares
|
$51.7 Million
4.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
782,741
shares
|
$51.5 Million
4.79% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
780,507
shares
|
$51.3 Million
6.13% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
780,470
shares
|
$51.3 Million
3.67% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
776,230
shares
|
$51.1 Million
2.26% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
771,412
shares
|
$50.7 Million
0.67% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
764,628
shares
|
$50.3 Million
2.32% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
764,313
shares
|
$50.3 Million
29.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
763,065
shares
|
$50.2 Million
4.54% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
756,141
shares
|
$49.7 Million
0.92% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
732,133
shares
|
$48.2 Million
0.95% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
725,169
shares
|
$47.7 Million
6.41% of portfolio
|
Q2 2025
Reduced 4.48%
|