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 |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
552
shares
|
$35,261
0.13% of portfolio
|
Q3 2023
Reduced 12.66%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
540
shares
|
$34,495
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
527
shares
|
$33,664
0.01% of portfolio
|
Q2 2025
Reduced 38.36%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
500
shares
|
$31,940
0.02% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$31,940
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
500
shares
|
$31,940
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
493
shares
|
$31,492
0.01% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
490
shares
|
$31,301
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
487
shares
|
$31,109
0.04% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
479
shares
|
$30,598
0.02% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
475
shares
|
$30,343
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
469
shares
|
$29,959
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
465
shares
|
$29,704
0.02% of portfolio
|
Q4 2024
Reduced 41.06%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
437
shares
|
$27,915
0.01% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
435
shares
|
$27,787
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
430
shares
|
$27,468
0.06% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
420
shares
|
$26,829
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
407
shares
|
$25,999
0.02% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
406
shares
|
$25,935
0.26% of portfolio
|
Q4 2022
Reduced 45.5%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
405
shares
|
$25,871
0.01% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
405
shares
|
$25,871
0.01% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
402
shares
|
$25,679
0.02% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
400
shares
|
$25,552
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
400
shares
|
$25,552
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
390
shares
|
$24,913
0.01% of portfolio
|
Q2 2025
Reduced 42.39%
|