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 |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
26,409
shares
|
$1.74 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
26,320
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2025
Added 49.98%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
26,307
shares
|
$1.73 Million
1.5% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
26,303
shares
|
$1.73 Million
0.61% of portfolio
|
Q2 2025
Added 11695.07%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
26,291
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
26,221
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
26,216
shares
|
$1.72 Million
1.56% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
26,186
shares
|
$1.72 Million
0.77% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
26,179
shares
|
$1.72 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
26,146
shares
|
$1.72 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
26,103
shares
|
$1.72 Million
0.72% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
26,082
shares
|
$1.72 Million
0.5% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
26,063
shares
|
$1.71 Million
0.31% of portfolio
|
Q2 2025
Added 356.84%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
25,952
shares
|
$1.71 Million
0.39% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
25,909
shares
|
$1.7 Million
0.11% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
25,903
shares
|
$1.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
25,886
shares
|
$1.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 45.96%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
25,839
shares
|
$1.7 Million
0.44% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
25,810
shares
|
$1.7 Million
0.53% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
25,646
shares
|
$1.69 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
25,612
shares
|
$1.68 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
25,508
shares
|
$1.68 Million
0.71% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
25,485
shares
|
$1.68 Million
0.68% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
25,432
shares
|
$1.67 Million
0.82% of portfolio
|
Q2 2025
Added 153.64%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
25,400
shares
|
$1.67 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.67%
|