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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
58,154
shares
|
$3.83 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
57,993
shares
|
$3.81 Million
1.81% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
57,978
shares
|
$3.81 Million
0.4% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
57,911
shares
|
$3.81 Million
1.13% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
57,496
shares
|
$3.78 Million
2.54% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
57,444
shares
|
$3.78 Million
0.89% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
57,321
shares
|
$3.77 Million
1.18% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
57,081
shares
|
$3.75 Million
0.28% of portfolio
|
Q2 2025
Added 30.39%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
56,698
shares
|
$3.73 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
56,669
shares
|
$3.73 Million
0.12% of portfolio
|
Q2 2025
Added 25.82%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
56,552
shares
|
$3.72 Million
0.77% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
56,130
shares
|
$3.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
56,102
shares
|
$3.69 Million
0.73% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
56,083
shares
|
$3.69 Million
2.67% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Fosun International LTD
|
Aug 14, 2025 Q2 2025 |
56,040
shares
|
$3.69 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
55,908
shares
|
$3.68 Million
0.46% of portfolio
|
Q2 2025
Reduced 80.03%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
55,789
shares
|
$3.67 Million
0.43% of portfolio
|
Q1 2025
Added 67.62%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
55,764
shares
|
$3.67 Million
2.26% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
55,692
shares
|
$3.66 Million
0.52% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
55,455
shares
|
$3.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
55,422
shares
|
$3.65 Million
3.04% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
54,789
shares
|
$3.6 Million
1.5% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
54,540
shares
|
$3.59 Million
0.0% of portfolio
|
Q2 2025
Added 154.9%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
53,824
shares
|
$3.54 Million
0.22% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
53,773
shares
|
$3.54 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.31%
|