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 |
|---|---|---|---|---|---|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
18,424
shares
|
$1.21 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
18,417
shares
|
$1.21 Million
0.6% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
18,354
shares
|
$1.21 Million
0.1% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
18,293
shares
|
$1.2 Million
0.73% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
18,293
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
18,270
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
18,263
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
18,220
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2023
Added 18.65%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
18,153
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
18,053
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
18,052
shares
|
$1.19 Million
0.52% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
18,015
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
17,949
shares
|
$1.18 Million
0.66% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
17,920
shares
|
$1.18 Million
5.21% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
17,887
shares
|
$1.18 Million
0.46% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
17,880
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
17,764
shares
|
$1.17 Million
0.21% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
17,739
shares
|
$1.17 Million
0.17% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
17,719
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
17,673
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
17,656
shares
|
$1.16 Million
0.34% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
17,649
shares
|
$1.16 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
17,642
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
17,625
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
17,550
shares
|
$1.15 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.64%
|