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 |
|---|---|---|---|---|---|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
537,167
shares
|
$35.3 Million
5.91% of portfolio
|
Q1 2024
Added 417.33%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
533,142
shares
|
$35.1 Million
5.24% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
523,597
shares
|
$34.4 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
519,773
shares
|
$34.2 Million
5.2% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
518,912
shares
|
$34.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
511,419
shares
|
$33.6 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
511,041
shares
|
$33.6 Million
1.68% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
509,522
shares
|
$33.5 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
502,767
shares
|
$33.1 Million
1.68% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
499,581
shares
|
$32.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
499,519
shares
|
$32.9 Million
1.08% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
498,748
shares
|
$32.8 Million
0.6% of portfolio
|
Q2 2025
Added 31.76%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
496,179
shares
|
$32.6 Million
0.56% of portfolio
|
Q2 2025
Added 461.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
493,559
shares
|
$32.5 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
491,535
shares
|
$32.3 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
491,457
shares
|
$32.3 Million
3.02% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
491,387
shares
|
$32.3 Million
3.65% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
490,041
shares
|
$32.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
489,221
shares
|
$32.2 Million
7.45% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
485,256
shares
|
$31.9 Million
0.21% of portfolio
|
Q2 2025
Added 56.67%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
484,786
shares
|
$31.9 Million
0.95% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
478,814
shares
|
$31.5 Million
1.95% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
473,707
shares
|
$31.2 Million
14.77% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
473,034
shares
|
$31.1 Million
9.31% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
473,005
shares
|
$31.1 Million
1.87% of portfolio
|
Q4 2024
Reduced 2.42%
|