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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
43,700
shares
|
$2.87 Million
0.52% of portfolio
|
Q2 2025
Added 32.42%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
43,640
shares
|
$2.87 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
43,458
shares
|
$2.86 Million
0.52% of portfolio
|
Q2 2025
Added 21.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
43,432
shares
|
$2.86 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
43,155
shares
|
$2.84 Million
1.05% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
43,135
shares
|
$2.84 Million
1.75% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
43,106
shares
|
$2.84 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
43,053
shares
|
$2.83 Million
1.66% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
42,919
shares
|
$2.82 Million
0.27% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
42,752
shares
|
$2.81 Million
0.77% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
42,700
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
42,588
shares
|
$2.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
42,558
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
42,426
shares
|
$2.79 Million
8.73% of portfolio
|
Q4 2022
Added 2.71%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
42,260
shares
|
$2.78 Million
2.55% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
42,212
shares
|
$2.78 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
42,187
shares
|
$2.78 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
41,969
shares
|
$2.76 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
41,763
shares
|
$2.75 Million
0.08% of portfolio
|
Q1 2025
Added 27.34%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
41,723
shares
|
$2.74 Million
0.43% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
41,669
shares
|
$2.74 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
41,362
shares
|
$2.72 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
41,339
shares
|
$2.72 Million
0.22% of portfolio
|
Q2 2025
Added 204.59%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
41,193
shares
|
$2.71 Million
0.54% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
41,175
shares
|
$2.71 Million
0.72% of portfolio
|
Q2 2025
Added 51.41%
|