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 |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
136,286
shares
|
$8.96 Million
7.85% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
135,927
shares
|
$8.94 Million
0.04% of portfolio
|
Q2 2025
Added 47.9%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
135,738
shares
|
$8.93 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
135,538
shares
|
$8.92 Million
5.22% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
135,504
shares
|
$8.91 Million
3.74% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
135,195
shares
|
$8.89 Million
1.89% of portfolio
|
Q2 2025
Added 50.81%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
135,081
shares
|
$8.89 Million
2.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
135,004
shares
|
$8.88 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
134,838
shares
|
$8.87 Million
1.12% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
134,798
shares
|
$8.87 Million
4.33% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
134,142
shares
|
$8.82 Million
0.69% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
133,925
shares
|
$8.81 Million
0.22% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
133,639
shares
|
$8.79 Million
1.67% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
133,414
shares
|
$8.78 Million
6.92% of portfolio
|
Q2 2025
Reduced 38.27%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
133,080
shares
|
$8.75 Million
1.47% of portfolio
|
Q2 2025
Added 93.68%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
132,963
shares
|
$8.75 Million
1.49% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
132,949
shares
|
$8.75 Million
1.58% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
132,942
shares
|
$8.74 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
132,622
shares
|
$8.72 Million
2.3% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
132,550
shares
|
$8.72 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
132,268
shares
|
$8.7 Million
2.11% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
132,237
shares
|
$8.7 Million
3.07% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
132,228
shares
|
$8.7 Million
6.74% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
132,000
shares
|
$8.68 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
131,979
shares
|
$8.68 Million
3.59% of portfolio
|
Q2 2025
Added 0.7%
|