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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
407,347
shares
|
$26.8 Million
0.47% of portfolio
|
Q2 2025
Added 343.1%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
404,959
shares
|
$26.6 Million
14.47% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
399,318
shares
|
$26.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
398,900
shares
|
$26.2 Million
10.38% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
398,788
shares
|
$26.2 Million
1.85% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
396,388
shares
|
$26.1 Million
0.59% of portfolio
|
Q2 2025
Added 101.1%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
393,736
shares
|
$25.9 Million
7.68% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
393,414
shares
|
$25.9 Million
11.44% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
391,602
shares
|
$25.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
391,267
shares
|
$25.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
390,381
shares
|
$25.7 Million
0.26% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
388,037
shares
|
$25.5 Million
4.2% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
387,518
shares
|
$25.5 Million
5.1% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
386,674
shares
|
$25.4 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
385,633
shares
|
$25.4 Million
3.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
383,816
shares
|
$25.2 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
381,029
shares
|
$25.1 Million
11.13% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
376,608
shares
|
$24.8 Million
3.77% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
376,100
shares
|
$24.7 Million
2.69% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
375,772
shares
|
$24.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
375,474
shares
|
$24.7 Million
4.63% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
374,598
shares
|
$24.6 Million
4.72% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
374,190
shares
|
$24.6 Million
5.7% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
371,554
shares
|
$24.4 Million
2.3% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
371,478
shares
|
$24.4 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.12%
|