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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
21,567
shares
|
$1.42 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
21,544
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
21,535
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
21,480
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
21,471
shares
|
$1.41 Million
0.62% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
21,453
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
21,441
shares
|
$1.41 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
21,441
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
21,408
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
21,408
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
21,398
shares
|
$1.41 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,385
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
21,364
shares
|
$1.41 Million
0.44% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
21,314
shares
|
$1.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
21,121
shares
|
$1.39 Million
0.6% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
21,115
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
21,098
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
21,022
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 80.35%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
20,986
shares
|
$1.38 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
20,965
shares
|
$1.38 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
20,932
shares
|
$1.38 Million
0.39% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
20,907
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
20,849
shares
|
$1.37 Million
1.1% of portfolio
|
Q2 2025
Added 69.6%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
20,835
shares
|
$1.37 Million
0.66% of portfolio
|
Q2 2025
Reduced 50.53%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
20,785
shares
|
$1.37 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.06%
|