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 |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
870,956
shares
|
$52.3 Million
4.36% of portfolio
|
Q1 2025
New holding
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
868,325
shares
|
$52.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
866,247
shares
|
$52 Million
5.8% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
852,868
shares
|
$51.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 58.53%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
850,319
shares
|
$51.1 Million
7.14% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
850,083
shares
|
$51 Million
6.23% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
849,733
shares
|
$51 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
846,561
shares
|
$50.8 Million
11.25% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
827,556
shares
|
$49.7 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
816,408
shares
|
$49 Million
0.61% of portfolio
|
Q1 2025
Added 24639.64%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
814,266
shares
|
$48.9 Million
6.83% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
801,253
shares
|
$48.1 Million
0.59% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
796,784
shares
|
$47.8 Million
0.03% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
794,715
shares
|
$47.7 Million
4.83% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
793,501
shares
|
$47.6 Million
4.6% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
789,327
shares
|
$47.4 Million
3.72% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
785,794
shares
|
$47.2 Million
4.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
782,994
shares
|
$47 Million
15.06% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
774,389
shares
|
$46.5 Million
4.52% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
773,320
shares
|
$46.4 Million
4.89% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
764,679
shares
|
$45.9 Million
12.05% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
764,313
shares
|
$45.9 Million
29.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
763,901
shares
|
$45.9 Million
1.24% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
759,661
shares
|
$45.6 Million
6.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
759,194
shares
|
$45.6 Million
6.65% of portfolio
|
Q1 2025
Reduced 2.98%
|