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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
996
shares
|
$64,092
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
957
shares
|
$61,582
0.05% of portfolio
|
Q3 2023
Reduced 98.96%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
952
shares
|
$61,261
0.02% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
950
shares
|
$61,132
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
950
shares
|
$61,132
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
944
shares
|
$60,746
0.01% of portfolio
|
Q1 2025
Added 46.36%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
940
shares
|
$60,488
0.02% of portfolio
|
Q4 2024
Reduced 44.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
935
shares
|
$60,167
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
932
shares
|
$59,974
0.01% of portfolio
|
Q4 2024
Added 1231.43%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
898
shares
|
$57,786
0.04% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
895
shares
|
$57,593
0.09% of portfolio
|
Q3 2022
Reduced 0.44%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
895
shares
|
$57,593
0.02% of portfolio
|
Q1 2025
Added 5866.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
890
shares
|
$57,271
0.01% of portfolio
|
Q1 2025
Added 152.84%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
880
shares
|
$56,627
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
875
shares
|
$56,306
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
848
shares
|
$54,568
0.15% of portfolio
|
Q1 2023
Reduced 8.03%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
840
shares
|
$54,053
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
827
shares
|
$53,217
0.22% of portfolio
|
Q3 2023
Reduced 0.72%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
809
shares
|
$52,059
0.62% of portfolio
|
Q3 2024
Added 134.49%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
803
shares
|
$51,673
0.03% of portfolio
|
Q1 2024
Added 398.76%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
803
shares
|
$51,673
0.05% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
798
shares
|
$51,351
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
775
shares
|
$49,871
0.03% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
750
shares
|
$48,262
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
750
shares
|
$48,262
0.02% of portfolio
|
Q4 2024
New holding
|