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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
15,179
shares
|
$998,474
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
15,160
shares
|
$997,224
0.77% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
15,134
shares
|
$995,514
0.06% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
15,119
shares
|
$994,527
0.48% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
15,115
shares
|
$994,264
0.08% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,094
shares
|
$992,883
0.07% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
15,093
shares
|
$992,817
0.06% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
15,060
shares
|
$990,646
0.23% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
15,020
shares
|
$988,015
0.43% of portfolio
|
Q3 2023
Added 2326.49%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
15,009
shares
|
$987,292
0.33% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
14,963
shares
|
$984,266
0.08% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
14,953
shares
|
$983,608
0.31% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
14,950
shares
|
$983,411
0.03% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
14,947
shares
|
$983,213
0.12% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,915
shares
|
$981,108
0.08% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
14,904
shares
|
$980,385
0.09% of portfolio
|
Q2 2025
Reduced 19.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,868
shares
|
$978,017
0.02% of portfolio
|
Q1 2024
Added 761.41%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
14,861
shares
|
$977,556
0.14% of portfolio
|
Q2 2025
Added 32.12%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
14,854
shares
|
$977,096
0.31% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
14,799
shares
|
$973,478
0.18% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
14,797
shares
|
$973,346
0.2% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
14,728
shares
|
$968,807
0.04% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,726
shares
|
$968,676
0.11% of portfolio
|
Q4 2023
Reduced 4.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
14,637
shares
|
$962,821
0.05% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
14,635
shares
|
$962,690
0.3% of portfolio
|
Q1 2024
Added 400.0%
|