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 |
|---|---|---|---|---|---|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
724,525
shares
|
$47.7 Million
13.44% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
716,177
shares
|
$47.1 Million
0.16% of portfolio
|
Q2 2025
Reduced 28.93%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
708,892
shares
|
$46.6 Million
5.32% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
707,403
shares
|
$46.5 Million
5.18% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
696,158
shares
|
$45.8 Million
2.81% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
695,131
shares
|
$45.7 Million
2.76% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
690,178
shares
|
$45.4 Million
9.36% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
688,843
shares
|
$45.3 Million
4.28% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
683,248
shares
|
$44.9 Million
3.4% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
679,302
shares
|
$44.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
679,166
shares
|
$44.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 50.54%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
671,772
shares
|
$44.2 Million
0.86% of portfolio
|
Q2 2025
Reduced 41.13%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
669,107
shares
|
$44 Million
0.32% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
669,029
shares
|
$44 Million
0.46% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
667,558
shares
|
$43.9 Million
3.27% of portfolio
|
Q2 2025
Reduced 23.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
662,339
shares
|
$43.6 Million
1.51% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
662,091
shares
|
$43.6 Million
4.21% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
659,073
shares
|
$43.4 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
655,386
shares
|
$43.1 Million
8.36% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
654,440
shares
|
$43 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
648,678
shares
|
$42.7 Million
0.56% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
647,999
shares
|
$42.6 Million
3.6% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
647,557
shares
|
$42.6 Million
4.99% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
640,753
shares
|
$42.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
639,038
shares
|
$42 Million
18.08% of portfolio
|
Q2 2025
Added 0.53%
|