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 |
|---|---|---|---|---|---|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,670
shares
|
$171,814
0.05% of portfolio
|
Q1 2025
Added 118.85%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
2,656
shares
|
$170,913
0.07% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,644
shares
|
$170,141
0.01% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,635
shares
|
$169,562
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,623
shares
|
$168,790
0.03% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,618
shares
|
$168,468
0.05% of portfolio
|
Q4 2023
Reduced 56.04%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
2,615
shares
|
$168,275
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,527
shares
|
$162,612
0.05% of portfolio
|
Q3 2022
Reduced 2.17%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,509
shares
|
$161,454
0.04% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,506
shares
|
$161,261
0.01% of portfolio
|
Q1 2025
Reduced 30.31%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
2,500
shares
|
$160,875
0.02% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,491
shares
|
$160,295
8.0% of portfolio
|
Q2 2022
Added 0.32%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,469
shares
|
$158,880
0.31% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
2,463
shares
|
$158,494
0.06% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
2,450
shares
|
$157,657
0.03% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,420
shares
|
$155,727
0.09% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
2,410
shares
|
$155,083
0.13% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,405
shares
|
$154,761
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,385
shares
|
$153,474
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
2,375
shares
|
$152,831
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,360
shares
|
$151,866
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,352
shares
|
$151,351
0.0% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
2,342
shares
|
$150,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,324
shares
|
$149,549
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,309
shares
|
$148,584
0.03% of portfolio
|
Q1 2025
Added 0.26%
|