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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
251,761
shares
|
$16.2 Million
0.44% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
250,594
shares
|
$16.1 Million
4.31% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
249,670
shares
|
$16.1 Million
4.09% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
249,159
shares
|
$16 Million
7.8% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
248,815
shares
|
$16 Million
8.56% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
247,529
shares
|
$15.9 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
246,332
shares
|
$15.9 Million
1.39% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
246,242
shares
|
$15.8 Million
0.56% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
245,592
shares
|
$15.8 Million
1.22% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
245,582
shares
|
$15.8 Million
5.24% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
244,811
shares
|
$15.8 Million
1.59% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
244,774
shares
|
$15.8 Million
0.09% of portfolio
|
Q1 2025
Added 30.89%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
244,315
shares
|
$15.7 Million
12.15% of portfolio
|
Q1 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
243,745
shares
|
$15.7 Million
1.13% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Platt Investment Counsel, LLC
|
Jul 07, 2025 Q2 2025 |
243,377
shares
|
$15.7 Million
14.38% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
241,974
shares
|
$15.6 Million
4.76% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
240,220
shares
|
$15.5 Million
5.65% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
239,903
shares
|
$15.4 Million
0.3% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
239,044
shares
|
$15.4 Million
3.9% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
238,335
shares
|
$15.3 Million
6.37% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
237,252
shares
|
$15.3 Million
4.36% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
234,382
shares
|
$15.1 Million
15.33% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
234,310
shares
|
$15.1 Million
6.69% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
234,044
shares
|
$15.1 Million
3.12% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
233,869
shares
|
$15 Million
1.16% of portfolio
|
Q1 2025
Added 5.29%
|