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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
200
shares
|
$12,776
0.0% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
180
shares
|
$11,498
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
178
shares
|
$11,370
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
175
shares
|
$11,179
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
170
shares
|
$10,859
0.01% of portfolio
|
Q2 2025
Reduced 46.71%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
165
shares
|
$10,540
0.0% of portfolio
|
Q1 2025
Added 560.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
162
shares
|
$10,348
0.0% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
152
shares
|
$9,709
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
150
shares
|
$9,582
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
126
shares
|
$8,048
0.02% of portfolio
|
Q1 2022
Reduced 31.89%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
125
shares
|
$7,985
0.01% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
119
shares
|
$7,601
0.0% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
115
shares
|
$7,346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
100
shares
|
$6,388
0.04% of portfolio
|
Q1 2023
Reduced 42.86%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
91
shares
|
$5,813
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
90
shares
|
$5,749
0.0% of portfolio
|
Q2 2024
Reduced 61.7%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
83
shares
|
$5,302
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
80
shares
|
$5,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
79
shares
|
$5,046
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
76
shares
|
$4,854
0.0% of portfolio
|
Q4 2023
Reduced 80.26%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
68
shares
|
$4,343
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
66
shares
|
$4,216
0.0% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
65
shares
|
$4,152
0.01% of portfolio
|
Q3 2023
Reduced 35.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
60
shares
|
$3,832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
58
shares
|
$3,705
0.0% of portfolio
|
Q3 2024
Added 1.75%
|