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 |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
75,377
shares
|
$4.96 Million
0.25% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
75,230
shares
|
$4.95 Million
0.61% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
74,989
shares
|
$4.93 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
74,761
shares
|
$4.92 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
74,578
shares
|
$4.91 Million
0.08% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
74,517
shares
|
$4.9 Million
0.34% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
74,499
shares
|
$4.9 Million
1.72% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
74,381
shares
|
$4.89 Million
1.49% of portfolio
|
Q1 2025
Added 839.51%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
73,730
shares
|
$4.85 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
73,608
shares
|
$4.84 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
72,889
shares
|
$4.79 Million
0.22% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
72,825
shares
|
$4.79 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
72,765
shares
|
$4.79 Million
0.4% of portfolio
|
Q2 2024
Added 149.64%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
72,431
shares
|
$4.76 Million
0.45% of portfolio
|
Q4 2022
Reduced 0.67%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
72,369
shares
|
$4.76 Million
0.74% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
72,090
shares
|
$4.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
71,992
shares
|
$4.74 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
71,945
shares
|
$4.73 Million
0.45% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
71,903
shares
|
$4.73 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
71,504
shares
|
$4.7 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
71,231
shares
|
$4.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
71,088
shares
|
$4.68 Million
3.46% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
71,042
shares
|
$4.67 Million
0.92% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
70,937
shares
|
$4.67 Million
0.14% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
70,669
shares
|
$4.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.09%
|