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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
108,523
shares
|
$7.14 Million
0.52% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
108,340
shares
|
$7.13 Million
0.45% of portfolio
|
Q2 2025
Added 1516.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
108,272
shares
|
$7.12 Million
2.2% of portfolio
|
Q2 2025
Added 112.0%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
108,219
shares
|
$7.12 Million
4.84% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
108,203
shares
|
$7.12 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
108,133
shares
|
$7.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
108,066
shares
|
$7.11 Million
1.16% of portfolio
|
Q4 2024
Reduced 44.54%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
107,955
shares
|
$7.1 Million
0.51% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
107,382
shares
|
$7.06 Million
0.37% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
107,344
shares
|
$7.06 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
107,333
shares
|
$7.06 Million
3.22% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
107,300
shares
|
$7.06 Million
2.25% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
107,257
shares
|
$7.06 Million
0.8% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
107,083
shares
|
$7.04 Million
1.99% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
106,846
shares
|
$7.03 Million
0.21% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
106,791
shares
|
$7.02 Million
3.55% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
106,306
shares
|
$6.99 Million
3.39% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
106,283
shares
|
$6.99 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
106,128
shares
|
$6.98 Million
3.7% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
105,925
shares
|
$6.97 Million
3.87% of portfolio
|
Q2 2025
Reduced 41.19%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
105,924
shares
|
$6.97 Million
0.9% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
103,713
shares
|
$6.82 Million
1.24% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
103,140
shares
|
$6.78 Million
0.01% of portfolio
|
Q2 2025
Added 71.47%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
102,976
shares
|
$6.77 Million
0.49% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
102,380
shares
|
$6.73 Million
1.67% of portfolio
|
Q2 2025
Added 239.81%
|