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 |
|---|---|---|---|---|---|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,983
shares
|
$256,306
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
3,975
shares
|
$255,791
0.09% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
3,965
shares
|
$255,147
0.04% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
3,959
shares
|
$254,761
0.05% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
3,958
shares
|
$254,697
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
3,955
shares
|
$254,504
0.07% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
3,946
shares
|
$253,925
0.2% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,931
shares
|
$252,959
0.08% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
3,925
shares
|
$252,573
0.08% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,917
shares
|
$252,058
1.56% of portfolio
|
Q1 2023
Reduced 77.01%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
3,910
shares
|
$251,608
0.07% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
3,900
shares
|
$250,964
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
3,900
shares
|
$250,964
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,900
shares
|
$250,964
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
3,870
shares
|
$249,034
0.02% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
3,870
shares
|
$249,034
0.23% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
3,868
shares
|
$248,905
0.25% of portfolio
|
Q4 2024
Reduced 30.98%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,865
shares
|
$248,712
0.05% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
3,850
shares
|
$247,747
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
3,849
shares
|
$247,683
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,843
shares
|
$247,297
0.04% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
3,843
shares
|
$247,297
0.04% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
3,838
shares
|
$246,975
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
3,837
shares
|
$246,910
0.02% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,835
shares
|
$246,782
0.08% of portfolio
|
Q1 2024
New holding
|