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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
39,255
shares
|
$2.58 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
39,174
shares
|
$2.58 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
39,038
shares
|
$2.57 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
38,889
shares
|
$2.56 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
38,828
shares
|
$2.55 Million
0.07% of portfolio
|
Q1 2024
Added 407.89%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
38,676
shares
|
$2.54 Million
2.01% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
38,342
shares
|
$2.52 Million
0.3% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
38,181
shares
|
$2.51 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
38,152
shares
|
$2.51 Million
0.09% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
38,086
shares
|
$2.51 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
38,055
shares
|
$2.5 Million
0.22% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
38,032
shares
|
$2.5 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
38,028
shares
|
$2.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
37,858
shares
|
$2.49 Million
2.15% of portfolio
|
Q4 2022
Added 1.33%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
37,666
shares
|
$2.48 Million
1.05% of portfolio
|
Q2 2025
Added 165.89%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
37,640
shares
|
$2.48 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
37,594
shares
|
$2.47 Million
0.09% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
37,506
shares
|
$2.47 Million
1.77% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
37,369
shares
|
$2.46 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
37,239
shares
|
$2.45 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
36,978
shares
|
$2.43 Million
0.65% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
36,863
shares
|
$2.42 Million
0.59% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
36,769
shares
|
$2.42 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
36,728
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 74.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
36,672
shares
|
$2.41 Million
0.12% of portfolio
|
Q2 2025
Added 4.9%
|