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 2,686 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $74.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
1,048,052
shares
|
$67.4 Million
9.59% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
1,043,500
shares
|
$67.1 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
1,033,266
shares
|
$66.5 Million
5.75% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,032,772
shares
|
$66.5 Million
1.53% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,032,262
shares
|
$66.4 Million
11.15% of portfolio
|
Q3 2023
Added 8.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,011,058
shares
|
$65.1 Million
4.34% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,008,552
shares
|
$64.9 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,007,714
shares
|
$64.8 Million
0.23% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,006,223
shares
|
$64.8 Million
1.87% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
989,127
shares
|
$63.7 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
986,347
shares
|
$63.5 Million
0.91% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
976,846
shares
|
$62.9 Million
5.43% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
974,097
shares
|
$62.7 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
960,825
shares
|
$61.8 Million
2.9% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
953,012
shares
|
$61.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
931,985
shares
|
$60 Million
0.13% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
916,270
shares
|
$59 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
902,562
shares
|
$58.1 Million
0.66% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
902,019
shares
|
$58 Million
1.85% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
891,771
shares
|
$57.4 Million
2.38% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
891,140
shares
|
$57.3 Million
5.34% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
868,325
shares
|
$55.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
866,247
shares
|
$55.7 Million
5.8% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
860,479
shares
|
$55.4 Million
31.33% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
857,595
shares
|
$55.2 Million
11.32% of portfolio
|
Q2 2025
Added 1.3%
|