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 |
|---|---|---|---|---|---|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
14,055
shares
|
$924,537
0.84% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
14,020
shares
|
$922,235
0.09% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
14,018
shares
|
$922,104
0.0% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,980
shares
|
$919,604
0.05% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
13,978
shares
|
$919,472
3.88% of portfolio
|
Q2 2022
Reduced 1.68%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,960
shares
|
$918,288
0.44% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
13,954
shares
|
$917,894
0.05% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
13,914
shares
|
$915,262
0.15% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
13,868
shares
|
$912,237
0.18% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
13,867
shares
|
$912,171
0.12% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
13,853
shares
|
$911,250
0.31% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
13,813
shares
|
$908,619
0.14% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
13,805
shares
|
$908,092
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
13,770
shares
|
$905,790
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
13,740
shares
|
$903,817
0.06% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
13,725
shares
|
$902,830
0.3% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,700
shares
|
$901,186
0.27% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
13,700
shares
|
$901,186
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
13,697
shares
|
$900,988
0.4% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
13,687
shares
|
$900,330
0.49% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
13,683
shares
|
$900,067
0.07% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
13,635
shares
|
$896,910
0.3% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
13,630
shares
|
$896,581
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
13,619
shares
|
$895,857
0.7% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
13,597
shares
|
$894,410
0.78% of portfolio
|
Q2 2025
New holding
|