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 2,687 institutions that hold shares in the stock, with a total of 1.16 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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
335,574
shares
|
$21.6 Million
0.3% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
330,740
shares
|
$21.3 Million
0.72% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
330,201
shares
|
$21.2 Million
0.98% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
325,952
shares
|
$21 Million
2.74% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
324,456
shares
|
$20.9 Million
0.39% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
323,251
shares
|
$20.8 Million
2.71% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
321,150
shares
|
$20.7 Million
0.76% of portfolio
|
Q4 2024
Added 1485.93%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
320,078
shares
|
$20.6 Million
1.66% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
319,885
shares
|
$20.6 Million
10.36% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
319,386
shares
|
$20.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
318,534
shares
|
$20.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
318,498
shares
|
$20.5 Million
8.35% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
317,176
shares
|
$20.4 Million
0.01% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
316,694
shares
|
$20.4 Million
0.62% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
313,937
shares
|
$20.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
313,548
shares
|
$20.2 Million
7.02% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
312,401
shares
|
$20.1 Million
2.68% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
311,741
shares
|
$20.1 Million
6.51% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
311,078
shares
|
$20 Million
7.3% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
310,129
shares
|
$20 Million
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
309,728
shares
|
$19.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
305,619
shares
|
$19.7 Million
7.82% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
304,650
shares
|
$19.6 Million
3.92% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
304,495
shares
|
$19.6 Million
3.87% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
304,151
shares
|
$19.6 Million
4.86% of portfolio
|
Q1 2025
Added 3.25%
|