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 |
---|---|---|---|---|---|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
78,443
shares
|
$5.16 Million
0.38% of portfolio
|
Q2 2025
Added 5.21%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
78,330
shares
|
$5.15 Million
0.15% of portfolio
|
Q2 2025
Added 6.47%
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
78,276
shares
|
$5.15 Million
1.52% of portfolio
|
Q2 2025
Added 9.76%
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
78,245
shares
|
$5.15 Million
0.67% of portfolio
|
Q2 2025
Added 34.64%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
78,179
shares
|
$5.14 Million
0.61% of portfolio
|
Q2 2025
Added 9.59%
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
78,160
shares
|
$5.14 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
78,048
shares
|
$5.13 Million
0.34% of portfolio
|
Q1 2024
Added 0.61%
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
77,647
shares
|
$5.11 Million
2.68% of portfolio
|
Q2 2025
Reduced 98.39%
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
77,537
shares
|
$5.1 Million
1.92% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
77,399
shares
|
$5.09 Million
1.38% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
77,304
shares
|
$5.09 Million
4.49% of portfolio
|
Q1 2023
Added 0.13%
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
77,264
shares
|
$5.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
76,898
shares
|
$5.06 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
76,861
shares
|
$5.06 Million
3.02% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
76,843
shares
|
$5.05 Million
3.82% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
76,810
shares
|
$5.05 Million
1.74% of portfolio
|
Q2 2025
Added 0.1%
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
76,459
shares
|
$5.03 Million
1.34% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
76,295
shares
|
$5.02 Million
0.38% of portfolio
|
Q2 2025
Reduced 54.14%
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
76,240
shares
|
$5.02 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
76,228
shares
|
$5.01 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
76,084
shares
|
$5 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
76,065
shares
|
$5 Million
1.82% of portfolio
|
Q2 2025
Added 9.28%
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
75,964
shares
|
$5 Million
1.82% of portfolio
|
Q2 2025
Added 3.35%
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
75,817
shares
|
$4.99 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
75,604
shares
|
$4.97 Million
0.8% of portfolio
|
Q1 2023
Reduced 4.87%
|