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 |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
147,781
shares
|
$9.72 Million
2.99% of portfolio
|
Q2 2025
Added 2282.03%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
147,747
shares
|
$9.72 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
146,719
shares
|
$9.65 Million
1.76% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
146,334
shares
|
$9.63 Million
3.62% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
145,961
shares
|
$9.6 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
145,779
shares
|
$9.59 Million
1.73% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
144,933
shares
|
$9.53 Million
5.23% of portfolio
|
Q2 2025
Added 67.0%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
144,923
shares
|
$9.53 Million
5.43% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
144,227
shares
|
$9.49 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
142,641
shares
|
$9.38 Million
3.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
142,231
shares
|
$9.36 Million
5.86% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
141,859
shares
|
$9.33 Million
1.73% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
141,835
shares
|
$9.33 Million
1.46% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
141,026
shares
|
$9.28 Million
0.94% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
140,957
shares
|
$9.27 Million
5.33% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
140,004
shares
|
$9.21 Million
0.12% of portfolio
|
Q2 2025
Reduced 44.23%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
139,825
shares
|
$9.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
139,777
shares
|
$9.19 Million
0.72% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
139,586
shares
|
$9.18 Million
5.86% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
139,139
shares
|
$9.15 Million
0.4% of portfolio
|
Q2 2025
Added 24.3%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
138,618
shares
|
$9.12 Million
4.39% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
138,034
shares
|
$9.08 Million
0.04% of portfolio
|
Q2 2025
Added 820.23%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
137,726
shares
|
$9.06 Million
4.15% of portfolio
|
Q2 2023
Added 1.52%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
137,387
shares
|
$9.04 Million
2.09% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
136,934
shares
|
$9.01 Million
2.0% of portfolio
|
Q2 2025
Reduced 0.24%
|