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 |
|---|---|---|---|---|---|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
11,020
shares
|
$724,895
0.16% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
11,015
shares
|
$724,566
0.25% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
11,015
shares
|
$724,566
0.16% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
11,009
shares
|
$724,172
0.63% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
10,981
shares
|
$722,330
0.4% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
10,969
shares
|
$721,540
0.29% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
10,964
shares
|
$721,211
0.11% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
10,948
shares
|
$720,159
0.12% of portfolio
|
Q2 2025
Added 75.62%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,943
shares
|
$719,830
0.37% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,921
shares
|
$718,383
0.81% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
10,915
shares
|
$717,988
0.06% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
10,914
shares
|
$717,922
0.11% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
10,893
shares
|
$716,541
0.14% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
10,881
shares
|
$715,752
12.14% of portfolio
|
Q1 2022
Added 108710.0%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
10,837
shares
|
$712,857
0.27% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
10,819
shares
|
$711,673
0.33% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
10,805
shares
|
$710,752
0.06% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,785
shares
|
$709,437
0.08% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
10,776
shares
|
$708,845
0.22% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
10,753
shares
|
$707,332
0.27% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
10,747
shares
|
$706,937
0.15% of portfolio
|
Q2 2025
Added 59.1%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
10,740
shares
|
$706,477
0.07% of portfolio
|
Q2 2025
Reduced 37.87%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
10,732
shares
|
$705,950
0.51% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
10,725
shares
|
$705,490
0.45% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
10,704
shares
|
$704,109
0.34% of portfolio
|
Q4 2024
Reduced 1.05%
|