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 |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
280,506
shares
|
$18.1 Million
10.58% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
279,956
shares
|
$18 Million
2.07% of portfolio
|
Q1 2025
Reduced 38.4%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
279,758
shares
|
$18 Million
4.77% of portfolio
|
Q4 2024
Reduced 28.01%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
277,476
shares
|
$17.9 Million
9.66% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
276,678
shares
|
$17.8 Million
2.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
275,656
shares
|
$17.7 Million
0.3% of portfolio
|
Q2 2025
Added 194.29%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
275,656
shares
|
$17.7 Million
1.17% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
274,536
shares
|
$17.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
273,254
shares
|
$17.6 Million
3.12% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
271,495
shares
|
$17.5 Million
1.91% of portfolio
|
Q1 2025
Added 3156.51%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
270,166
shares
|
$17.4 Million
0.93% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
269,334
shares
|
$17.3 Million
3.41% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
268,929
shares
|
$17.3 Million
2.92% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
266,583
shares
|
$17.2 Million
24.17% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
264,587
shares
|
$17 Million
2.3% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
262,617
shares
|
$16.9 Million
3.46% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
260,433
shares
|
$16.8 Million
1.92% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
259,425
shares
|
$16.7 Million
5.43% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
258,226
shares
|
$16.6 Million
3.0% of portfolio
|
Q2 2025
Reduced 65.77%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
257,478
shares
|
$16.6 Million
9.69% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
257,227
shares
|
$16.6 Million
5.89% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
254,721
shares
|
$16.4 Million
0.77% of portfolio
|
Q1 2025
Reduced 51.64%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
254,011
shares
|
$16.3 Million
2.87% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
252,992
shares
|
$16.3 Million
5.65% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
252,644
shares
|
$16.3 Million
6.26% of portfolio
|
Q1 2025
Added 9.08%
|