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 |
|---|---|---|---|---|---|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
253,595
shares
|
$16.7 Million
3.94% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
252,992
shares
|
$16.6 Million
5.65% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
252,664
shares
|
$16.6 Million
5.33% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
252,644
shares
|
$16.6 Million
6.26% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
251,761
shares
|
$16.6 Million
0.44% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
248,815
shares
|
$16.4 Million
8.56% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
248,613
shares
|
$16.4 Million
0.8% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
248,285
shares
|
$16.3 Million
4.69% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Aug 14, 2025 Q2 2025 |
245,577
shares
|
$16.2 Million
1.57% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
244,315
shares
|
$16.1 Million
12.15% of portfolio
|
Q1 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
243,745
shares
|
$16 Million
1.13% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
243,609
shares
|
$16 Million
1.27% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Platt Investment Counsel, LLC
|
Jul 07, 2025 Q2 2025 |
243,377
shares
|
$16 Million
14.38% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
243,354
shares
|
$16 Million
1.82% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
241,480
shares
|
$15.9 Million
5.75% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
241,177
shares
|
$15.9 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
241,078
shares
|
$15.9 Million
8.85% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Greenland Capital Management LP
New York, NY |
Aug 11, 2025 Q2 2025 |
240,639
shares
|
$15.8 Million
1.53% of portfolio
|
Q2 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
240,074
shares
|
$15.8 Million
1.35% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
239,903
shares
|
$15.8 Million
0.3% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
239,756
shares
|
$15.8 Million
0.43% of portfolio
|
Q2 2025
Added 176.31%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
239,078
shares
|
$15.7 Million
2.55% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
238,335
shares
|
$15.7 Million
6.37% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
238,202
shares
|
$15.7 Million
3.94% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
237,252
shares
|
$15.6 Million
4.36% of portfolio
|
Q2 2025
Added 2.61%
|