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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
20,702
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
20,699
shares
|
$1.36 Million
0.26% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
20,628
shares
|
$1.36 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
20,550
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
20,510
shares
|
$1.35 Million
0.6% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
20,509
shares
|
$1.35 Million
0.48% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
20,377
shares
|
$1.34 Million
0.17% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
20,369
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
20,350
shares
|
$1.34 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
20,320
shares
|
$1.34 Million
0.54% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
20,274
shares
|
$1.33 Million
0.33% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
20,253
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
20,226
shares
|
$1.33 Million
0.48% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
20,188
shares
|
$1.33 Million
0.3% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
20,072
shares
|
$1.32 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
20,001
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
19,961
shares
|
$1.31 Million
2.38% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
19,945
shares
|
$1.31 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
19,913
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 92.45%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
19,889
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
19,768
shares
|
$1.3 Million
0.13% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
19,750
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
19,641
shares
|
$1.29 Million
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
19,608
shares
|
$1.29 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
19,580
shares
|
$1.29 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.15%
|