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 |
|---|---|---|---|---|---|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
36,463
shares
|
$2.4 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
36,420
shares
|
$2.4 Million
0.16% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
36,319
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 22.04%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
36,287
shares
|
$2.39 Million
0.18% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
35,983
shares
|
$2.37 Million
0.25% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
35,948
shares
|
$2.36 Million
1.85% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
35,797
shares
|
$2.35 Million
1.37% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
35,693
shares
|
$2.35 Million
1.52% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
35,646
shares
|
$2.34 Million
1.96% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
35,626
shares
|
$2.34 Million
0.83% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
35,478
shares
|
$2.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
35,410
shares
|
$2.33 Million
1.59% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,347
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
35,337
shares
|
$2.32 Million
1.0% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
35,323
shares
|
$2.32 Million
0.68% of portfolio
|
Q2 2025
Reduced 35.6%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
35,210
shares
|
$2.32 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
35,210
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.71%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
35,125
shares
|
$2.31 Million
1.23% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
34,997
shares
|
$2.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
34,878
shares
|
$2.29 Million
1.04% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
34,759
shares
|
$2.29 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
34,525
shares
|
$2.27 Million
0.38% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
34,507
shares
|
$2.27 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
34,340
shares
|
$2.26 Million
0.11% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
34,273
shares
|
$2.25 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.52%
|