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 |
|---|---|---|---|---|---|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
158,120
shares
|
$10.4 Million
3.14% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
157,915
shares
|
$10.4 Million
7.02% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
157,452
shares
|
$10.4 Million
0.29% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
157,244
shares
|
$10.3 Million
4.22% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
156,946
shares
|
$10.3 Million
3.48% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
156,365
shares
|
$10.3 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
156,285
shares
|
$10.3 Million
0.57% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
155,863
shares
|
$10.3 Million
4.51% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
155,566
shares
|
$10.2 Million
5.85% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
154,888
shares
|
$10.2 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
154,581
shares
|
$10.2 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
154,534
shares
|
$10.2 Million
0.39% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
154,272
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
152,841
shares
|
$10.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 23.11%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
151,673
shares
|
$9.98 Million
1.41% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
150,437
shares
|
$9.9 Million
0.99% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
150,229
shares
|
$9.88 Million
1.69% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
149,860
shares
|
$9.86 Million
5.3% of portfolio
|
Q2 2025
Added 32.31%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
149,780
shares
|
$9.85 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
149,680
shares
|
$9.85 Million
0.12% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
149,438
shares
|
$9.83 Million
4.77% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
149,329
shares
|
$9.82 Million
4.66% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
148,758
shares
|
$9.79 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
148,566
shares
|
$9.77 Million
0.55% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
148,218
shares
|
$9.75 Million
0.17% of portfolio
|
Q2 2025
Added 8.71%
|