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 2,686 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
627,190
shares
|
$40.4 Million
2.39% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
621,233
shares
|
$40 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
620,416
shares
|
$39.9 Million
1.74% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
617,043
shares
|
$39.7 Million
0.56% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
614,400
shares
|
$39.5 Million
2.39% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
613,911
shares
|
$39.5 Million
8.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
603,680
shares
|
$38.8 Million
3.9% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
601,273
shares
|
$38.7 Million
0.2% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
590,405
shares
|
$38 Million
0.27% of portfolio
|
Q1 2025
Added 30.14%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
589,967
shares
|
$38 Million
4.68% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
586,193
shares
|
$37.7 Million
0.12% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
585,289
shares
|
$37.7 Million
0.28% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
580,932
shares
|
$37.4 Million
0.8% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
580,661
shares
|
$37.4 Million
7.9% of portfolio
|
Q1 2025
Added 100.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
577,020
shares
|
$37.1 Million
0.06% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
573,885
shares
|
$36.9 Million
1.25% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
572,606
shares
|
$36.8 Million
3.1% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
572,380
shares
|
$36.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 45.04%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
566,203
shares
|
$36.4 Million
3.17% of portfolio
|
Q2 2025
Reduced 46.18%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
563,444
shares
|
$36.3 Million
0.75% of portfolio
|
Q1 2025
Added 26.53%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
558,845
shares
|
$36 Million
0.02% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
558,637
shares
|
$35.9 Million
2.66% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
554,578
shares
|
$35.7 Million
11.45% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
548,316
shares
|
$35.3 Million
2.16% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
547,686
shares
|
$35.2 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.76%
|