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 |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
848
shares
|
$55,781
0.15% of portfolio
|
Q1 2023
Reduced 8.03%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
830
shares
|
$54,597
0.03% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
827
shares
|
$54,400
0.22% of portfolio
|
Q3 2023
Reduced 0.72%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
803
shares
|
$52,821
0.03% of portfolio
|
Q1 2024
Added 398.76%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
803
shares
|
$52,821
0.05% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
798
shares
|
$52,492
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
775
shares
|
$50,979
0.03% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
750
shares
|
$49,335
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
750
shares
|
$49,335
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
735
shares
|
$48,348
0.01% of portfolio
|
Q2 2024
Reduced 61.62%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
695
shares
|
$45,717
0.01% of portfolio
|
Q2 2025
Reduced 94.55%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
695
shares
|
$45,717
0.02% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
675
shares
|
$44,401
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
665
shares
|
$43,743
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
665
shares
|
$43,743
0.0% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
655
shares
|
$43,085
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
652
shares
|
$42,888
0.0% of portfolio
|
Q2 2025
Reduced 30.93%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
649
shares
|
$42,691
0.02% of portfolio
|
Q2 2025
Added 324.18%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
625
shares
|
$41,112
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
617
shares
|
$40,586
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
607
shares
|
$39,928
0.02% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
592
shares
|
$38,941
0.02% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
575
shares
|
$37,823
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
573
shares
|
$37,691
0.04% of portfolio
|
Q1 2025
Reduced 52.99%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
572
shares
|
$37,626
0.01% of portfolio
|
Q2 2025
Reduced 35.73%
|