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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
1,060
shares
|
$69,726
0.02% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,058
shares
|
$69,595
0.02% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,043
shares
|
$68,608
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
1,040
shares
|
$68,411
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,033
shares
|
$67,950
0.02% of portfolio
|
Q4 2022
Reduced 45.66%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,030
shares
|
$67,753
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,022
shares
|
$67,227
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
1,020
shares
|
$67,095
0.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
1,004
shares
|
$66,043
0.38% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,002
shares
|
$65,911
0.04% of portfolio
|
Q1 2023
Added 0.6%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$65,780
0.03% of portfolio
|
Q2 2025
Reduced 55.93%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$65,780
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
999
shares
|
$65,714
0.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
990
shares
|
$65,122
0.01% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
957
shares
|
$62,951
0.05% of portfolio
|
Q3 2023
Reduced 98.96%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
952
shares
|
$62,622
0.02% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
950
shares
|
$62,491
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
940
shares
|
$61,833
0.02% of portfolio
|
Q4 2024
Reduced 44.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
935
shares
|
$61,504
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
932
shares
|
$61,306
0.01% of portfolio
|
Q4 2024
Added 1231.43%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
898
shares
|
$59,070
0.04% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
895
shares
|
$58,873
0.09% of portfolio
|
Q3 2022
Reduced 0.44%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
895
shares
|
$58,873
0.02% of portfolio
|
Q1 2025
Added 5866.67%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
880
shares
|
$57,886
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
874
shares
|
$57,491
0.01% of portfolio
|
Q2 2025
New holding
|