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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,829
shares
|
$246,396
0.17% of portfolio
|
Q4 2024
Added 22.18%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,810
shares
|
$245,173
0.04% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
3,791
shares
|
$243,950
0.03% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
3,785
shares
|
$243,564
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
3,760
shares
|
$241,955
0.02% of portfolio
|
Q4 2024
Reduced 29.06%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
3,755
shares
|
$241,634
0.04% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$241,312
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,743
shares
|
$240,862
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
3,737
shares
|
$240,475
0.08% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
3,725
shares
|
$239,703
0.09% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,720
shares
|
$239,381
0.02% of portfolio
|
Q1 2025
Reduced 53.62%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
3,717
shares
|
$239,188
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
3,716
shares
|
$239,124
0.03% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,715
shares
|
$239,060
0.04% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,713
shares
|
$238,931
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
3,710
shares
|
$238,738
0.13% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
3,710
shares
|
$238,738
0.01% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
3,704
shares
|
$238,352
0.17% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
3,680
shares
|
$236,807
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,674
shares
|
$236,421
0.02% of portfolio
|
Q2 2025
Reduced 48.46%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
3,646
shares
|
$234,620
0.07% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,640
shares
|
$234,233
0.03% of portfolio
|
Q3 2024
Reduced 19.38%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,640
shares
|
$234,233
0.16% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,628
shares
|
$233,461
0.01% of portfolio
|
Q1 2025
Reduced 16.54%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
3,620
shares
|
$232,946
0.03% of portfolio
|
Q1 2025
New holding
|