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 |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
66,465
shares
|
$4.37 Million
2.84% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
66,437
shares
|
$4.37 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
66,227
shares
|
$4.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
66,120
shares
|
$4.35 Million
0.06% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
65,976
shares
|
$4.34 Million
0.31% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
65,975
shares
|
$4.34 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
65,773
shares
|
$4.33 Million
5.12% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
65,682
shares
|
$4.32 Million
1.52% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
65,346
shares
|
$4.3 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
65,332
shares
|
$4.3 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
65,285
shares
|
$4.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
65,183
shares
|
$4.29 Million
0.68% of portfolio
|
Q2 2025
Added 75.93%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
64,868
shares
|
$4.27 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
64,825
shares
|
$4.26 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
64,772
shares
|
$4.26 Million
2.92% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
64,640
shares
|
$4.25 Million
0.83% of portfolio
|
Q2 2025
Added 245.63%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
64,328
shares
|
$4.23 Million
2.7% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
64,058
shares
|
$4.21 Million
2.82% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
63,965
shares
|
$4.21 Million
1.23% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
63,927
shares
|
$4.21 Million
0.95% of portfolio
|
Q2 2025
Added 12.24%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
63,926
shares
|
$4.21 Million
2.0% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
63,895
shares
|
$4.2 Million
2.81% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
63,829
shares
|
$4.2 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
63,741
shares
|
$4.19 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
63,637
shares
|
$4.19 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.86%
|