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 2,690 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 $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
750
shares
|
$47,910
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
750
shares
|
$47,910
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
735
shares
|
$46,951
0.03% of portfolio
|
Q4 2024
Added 59.78%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
735
shares
|
$46,951
0.01% of portfolio
|
Q2 2024
Reduced 61.62%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
725
shares
|
$46,313
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
710
shares
|
$45,354
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
695
shares
|
$44,396
0.02% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
665
shares
|
$42,480
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
665
shares
|
$42,480
0.0% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
655
shares
|
$41,841
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
650
shares
|
$41,522
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
649
shares
|
$41,458
0.02% of portfolio
|
Q2 2025
Added 324.18%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
644
shares
|
$41,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
632
shares
|
$40,372
0.02% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
625
shares
|
$39,925
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
617
shares
|
$39,413
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
607
shares
|
$38,775
0.02% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
592
shares
|
$37,816
0.02% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
573
shares
|
$36,603
0.04% of portfolio
|
Q1 2025
Reduced 52.99%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
565
shares
|
$36,092
0.02% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
565
shares
|
$36,092
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
562
shares
|
$35,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
562
shares
|
$35,900
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
554
shares
|
$35,389
0.0% of portfolio
|
Q2 2024
Added 21.76%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
554
shares
|
$35,389
0.01% of portfolio
|
Q1 2025
Added 3.55%
|