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 |
---|---|---|---|---|---|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
29,570
shares
|
$1.95 Million
0.17% of portfolio
|
Q2 2025
Added 9.8%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
29,556
shares
|
$1.94 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
29,545
shares
|
$1.94 Million
0.18% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
29,457
shares
|
$1.94 Million
1.6% of portfolio
|
Q3 2024
Added 9.39%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
29,367
shares
|
$1.93 Million
1.26% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
29,351
shares
|
$1.93 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
29,313
shares
|
$1.93 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
29,300
shares
|
$1.93 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
29,215
shares
|
$1.92 Million
0.72% of portfolio
|
Q2 2025
Added 1.82%
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
29,190
shares
|
$1.92 Million
0.5% of portfolio
|
Q2 2025
Added 9.77%
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
29,019
shares
|
$1.91 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
28,990
shares
|
$1.91 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
28,989
shares
|
$1.91 Million
2.57% of portfolio
|
Q2 2022
Added 4.63%
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
28,934
shares
|
$1.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
28,927
shares
|
$1.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
28,895
shares
|
$1.9 Million
0.95% of portfolio
|
Q1 2025
Added 8.01%
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
28,709
shares
|
$1.89 Million
0.88% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,682
shares
|
$1.89 Million
0.34% of portfolio
|
Q2 2025
Added 2.37%
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
28,676
shares
|
$1.89 Million
0.39% of portfolio
|
Q2 2025
Added 22.35%
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
28,656
shares
|
$1.88 Million
0.18% of portfolio
|
Q2 2025
Added 12.24%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
28,631
shares
|
$1.88 Million
1.15% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
28,545
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
28,164
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Added 8.26%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
28,136
shares
|
$1.85 Million
1.2% of portfolio
|
Q2 2023
Reduced 2.55%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
28,054
shares
|
$1.85 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.76%
|