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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
70,654
shares
|
$4.65 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
70,502
shares
|
$4.64 Million
4.96% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
70,455
shares
|
$4.63 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
70,399
shares
|
$4.63 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
70,351
shares
|
$4.63 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
70,084
shares
|
$4.61 Million
5.64% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
70,045
shares
|
$4.61 Million
0.49% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
69,377
shares
|
$4.56 Million
1.6% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
69,289
shares
|
$4.56 Million
1.59% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
69,282
shares
|
$4.56 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
69,107
shares
|
$4.55 Million
1.18% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
68,804
shares
|
$4.53 Million
2.03% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
68,747
shares
|
$4.52 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
68,694
shares
|
$4.52 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
67,480
shares
|
$4.44 Million
2.46% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
67,400
shares
|
$4.43 Million
0.68% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
67,365
shares
|
$4.43 Million
0.9% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
67,280
shares
|
$4.43 Million
2.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
67,278
shares
|
$4.43 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
67,205
shares
|
$4.42 Million
0.92% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
67,202
shares
|
$4.42 Million
0.57% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
67,147
shares
|
$4.42 Million
1.71% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
66,909
shares
|
$4.4 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
66,610
shares
|
$4.38 Million
0.31% of portfolio
|
Q2 2024
Reduced 58.08%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
66,504
shares
|
$4.37 Million
0.05% of portfolio
|
Q2 2025
Added 1.92%
|