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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
171,987
shares
|
$11.3 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
171,698
shares
|
$11.3 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
170,622
shares
|
$11.2 Million
2.15% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
169,978
shares
|
$11.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
169,967
shares
|
$11.2 Million
0.16% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
169,813
shares
|
$11.2 Million
1.82% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
169,759
shares
|
$11.2 Million
3.47% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
169,351
shares
|
$11.1 Million
2.32% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
169,050
shares
|
$11.1 Million
2.51% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
168,794
shares
|
$11.1 Million
8.48% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
168,370
shares
|
$11.1 Million
7.45% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
168,312
shares
|
$11.1 Million
6.86% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
168,138
shares
|
$11.1 Million
0.68% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
164,087
shares
|
$10.8 Million
2.18% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
163,783
shares
|
$10.8 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
163,625
shares
|
$10.8 Million
3.5% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
163,405
shares
|
$10.7 Million
0.86% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
163,345
shares
|
$10.7 Million
7.48% of portfolio
|
Q4 2024
Added 194.52%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
163,129
shares
|
$10.7 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
161,872
shares
|
$10.6 Million
1.46% of portfolio
|
Q4 2023
Reduced 1.77%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
161,470
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
160,599
shares
|
$10.6 Million
7.55% of portfolio
|
Q2 2025
Added 44.3%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
159,233
shares
|
$10.5 Million
1.99% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
158,983
shares
|
$10.5 Million
5.47% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
158,814
shares
|
$10.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.03%
|