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 |
|---|---|---|---|---|---|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
96,323
shares
|
$6.34 Million
3.32% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
96,119
shares
|
$6.32 Million
2.21% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
95,216
shares
|
$6.26 Million
0.17% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
95,152
shares
|
$6.26 Million
5.02% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
94,282
shares
|
$6.2 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
94,150
shares
|
$6.19 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
92,740
shares
|
$6.1 Million
2.02% of portfolio
|
Q1 2024
Added 385.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
92,397
shares
|
$6.08 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
92,228
shares
|
$6.07 Million
3.29% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
92,206
shares
|
$6.07 Million
9.05% of portfolio
|
Q2 2025
Reduced 21.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
92,155
shares
|
$6.06 Million
0.04% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
91,939
shares
|
$6.05 Million
2.94% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
91,874
shares
|
$6.04 Million
2.43% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
91,718
shares
|
$6.03 Million
1.41% of portfolio
|
Q3 2022
Added 113.43%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
91,539
shares
|
$6.02 Million
2.49% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
91,508
shares
|
$6.02 Million
2.07% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
91,169
shares
|
$6 Million
0.04% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
91,018
shares
|
$5.99 Million
3.44% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
90,799
shares
|
$5.97 Million
0.16% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
90,759
shares
|
$5.97 Million
1.74% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
90,618
shares
|
$5.96 Million
7.07% of portfolio
|
Q3 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
90,404
shares
|
$5.95 Million
0.22% of portfolio
|
Q2 2025
Added 80.39%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
90,381
shares
|
$5.95 Million
0.76% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
90,234
shares
|
$5.94 Million
2.61% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
89,090
shares
|
$5.86 Million
0.08% of portfolio
|
Q1 2025
New holding
|