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 2,687 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 $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
3,225
shares
|
$207,528
0.07% of portfolio
|
Q2 2025
Reduced 42.67%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,225
shares
|
$207,528
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
3,185
shares
|
$204,954
0.04% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3,150
shares
|
$202,702
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
3,090
shares
|
$198,841
0.05% of portfolio
|
Q1 2024
Added 272.74%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
3,057
shares
|
$196,717
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
3,050
shares
|
$196,267
0.0% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,043
shares
|
$195,817
0.06% of portfolio
|
Q3 2022
Reduced 18.35%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
3,023
shares
|
$194,530
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
3,021
shares
|
$194,401
0.08% of portfolio
|
Q1 2025
Added 45.24%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,020
shares
|
$194,336
0.27% of portfolio
|
Q2 2022
Added 3.74%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,010
shares
|
$193,693
0.04% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,996
shares
|
$192,792
0.13% of portfolio
|
Q4 2022
Reduced 12.27%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
2,980
shares
|
$191,762
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,975
shares
|
$191,441
0.07% of portfolio
|
Q1 2025
Reduced 76.45%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,973
shares
|
$191,312
0.07% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,886
shares
|
$185,714
1.12% of portfolio
|
Q2 2022
Reduced 23.49%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
2,864
shares
|
$184,298
0.21% of portfolio
|
Q3 2017
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,799
shares
|
$180,115
0.03% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
2,785
shares
|
$179,214
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
2,760
shares
|
$177,605
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
2,754
shares
|
$177,219
0.06% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,743
shares
|
$176,512
3.1% of portfolio
|
Q4 2023
Reduced 29.54%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
2,730
shares
|
$175,675
0.15% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$173,938
0.06% of portfolio
|
Q1 2023
Reduced 1.46%
|