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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
196,221
shares
|
$12.9 Million
0.27% of portfolio
|
Q2 2025
Added 27.39%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
195,224
shares
|
$12.8 Million
3.08% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
194,804
shares
|
$12.8 Million
9.45% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
194,470
shares
|
$12.8 Million
0.37% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
194,216
shares
|
$12.8 Million
2.16% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
193,277
shares
|
$12.7 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
192,927
shares
|
$12.7 Million
4.42% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
192,192
shares
|
$12.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
191,689
shares
|
$12.6 Million
2.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
191,661
shares
|
$12.6 Million
3.8% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
191,568
shares
|
$12.6 Million
1.84% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
191,509
shares
|
$12.6 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
191,122
shares
|
$12.6 Million
2.63% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
190,832
shares
|
$12.6 Million
3.68% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
190,532
shares
|
$12.5 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
190,126
shares
|
$12.5 Million
2.91% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
189,994
shares
|
$12.5 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
189,617
shares
|
$12.5 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
189,291
shares
|
$12.5 Million
2.23% of portfolio
|
Q1 2024
Added 411.46%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
188,793
shares
|
$12.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 45.93%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
187,874
shares
|
$12.4 Million
8.31% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
186,472
shares
|
$12.3 Million
0.15% of portfolio
|
Q2 2025
Added 39.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
185,222
shares
|
$12.2 Million
0.38% of portfolio
|
Q2 2025
Added 84.45%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
185,187
shares
|
$12.2 Million
0.27% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
184,526
shares
|
$12.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.81%
|