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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
9,830
shares
|
$646,617
0.24% of portfolio
|
Q2 2024
Added 504.92%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
9,830
shares
|
$646,617
0.23% of portfolio
|
Q2 2025
Added 62.88%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
9,805
shares
|
$644,972
0.48% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
9,774
shares
|
$642,933
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
9,748
shares
|
$641,223
0.3% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,730
shares
|
$640,039
0.04% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
9,693
shares
|
$637,605
0.16% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
9,677
shares
|
$636,553
0.31% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
9,641
shares
|
$634,184
0.37% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,635
shares
|
$633,790
0.02% of portfolio
|
Q2 2024
Added 107.87%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
9,497
shares
|
$624,712
0.52% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
9,455
shares
|
$621,949
0.08% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
9,443
shares
|
$621,160
0.07% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
9,435
shares
|
$620,634
0.06% of portfolio
|
Q2 2025
Added 30.52%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
9,423
shares
|
$619,844
0.13% of portfolio
|
Q2 2025
Reduced 19.87%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
9,404
shares
|
$618,595
0.08% of portfolio
|
Q1 2025
Reduced 96.69%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
9,400
shares
|
$618,332
0.05% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
9,398
shares
|
$618,200
0.12% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
9,395
shares
|
$618,003
0.13% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
9,388
shares
|
$617,542
0.06% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
9,363
shares
|
$615,898
0.02% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
9,352
shares
|
$615,174
0.0% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
9,346
shares
|
$614,779
0.17% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
9,315
shares
|
$612,740
0.16% of portfolio
|
Q1 2024
Added 404.06%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
9,291
shares
|
$611,161
0.09% of portfolio
|
Q2 2025
Reduced 1.35%
|