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 |
|---|---|---|---|---|---|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
31,180
shares
|
$2.05 Million
0.86% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
31,092
shares
|
$2.05 Million
1.24% of portfolio
|
Q2 2025
Added 59.4%
|
|
|
Artemis Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
31,090
shares
|
$2.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 89.01%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
31,069
shares
|
$2.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
30,968
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
30,915
shares
|
$2.03 Million
0.53% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
30,830
shares
|
$2.03 Million
0.45% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
30,616
shares
|
$2.01 Million
1.31% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
30,598
shares
|
$2.01 Million
0.36% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
30,507
shares
|
$2.01 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
30,484
shares
|
$2.01 Million
0.65% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
30,370
shares
|
$2 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
30,315
shares
|
$1.99 Million
0.39% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
30,277
shares
|
$1.99 Million
0.27% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
30,137
shares
|
$1.98 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
29,976
shares
|
$1.97 Million
0.25% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
29,952
shares
|
$1.97 Million
1.17% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
29,930
shares
|
$1.97 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
29,871
shares
|
$1.96 Million
0.04% of portfolio
|
Q1 2024
Reduced 65.53%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
29,845
shares
|
$1.96 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
29,759
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
29,702
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2025
Added 17.54%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
29,690
shares
|
$1.95 Million
0.87% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
29,638
shares
|
$1.95 Million
0.27% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
29,587
shares
|
$1.95 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.9%
|