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 2,722 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $77.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,973
shares
|
$195,563
0.06% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,886
shares
|
$189,841
1.12% of portfolio
|
Q2 2022
Reduced 23.49%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
2,864
shares
|
$188,393
0.21% of portfolio
|
Q3 2017
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
2,814
shares
|
$185,104
0.04% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,799
shares
|
$184,118
0.03% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,755
shares
|
$181,223
0.02% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
2,754
shares
|
$181,158
0.06% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,743
shares
|
$180,434
3.1% of portfolio
|
Q4 2023
Reduced 29.54%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
2,730
shares
|
$179,579
0.15% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$177,803
0.06% of portfolio
|
Q1 2023
Reduced 1.46%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
2,685
shares
|
$176,619
0.07% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,670
shares
|
$175,632
0.05% of portfolio
|
Q1 2025
Added 118.85%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
2,649
shares
|
$174,251
0.04% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,644
shares
|
$173,922
0.01% of portfolio
|
Q2 2025
Added 19.64%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
2,635
shares
|
$173,330
0.02% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,635
shares
|
$173,330
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,623
shares
|
$172,540
0.03% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,618
shares
|
$172,212
0.05% of portfolio
|
Q4 2023
Reduced 56.04%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
2,609
shares
|
$171,620
0.09% of portfolio
|
Q2 2025
Reduced 32.22%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
2,540
shares
|
$167,081
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,527
shares
|
$166,226
0.05% of portfolio
|
Q3 2022
Reduced 2.17%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$164,450
0.02% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,491
shares
|
$163,857
8.0% of portfolio
|
Q2 2022
Added 0.32%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,469
shares
|
$162,410
0.31% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
2,463
shares
|
$162,016
0.06% of portfolio
|
Q1 2025
Added 10.6%
|