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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
9,266
shares
|
$609,517
0.04% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,255
shares
|
$608,793
0.4% of portfolio
|
Q4 2022
Added 117.66%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
9,250
shares
|
$608,465
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
9,227
shares
|
$606,952
0.2% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
9,227
shares
|
$606,952
0.17% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
9,220
shares
|
$606,491
0.2% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,206
shares
|
$605,570
0.75% of portfolio
|
Q2 2023
Reduced 2.99%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
9,185
shares
|
$604,189
0.18% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
9,165
shares
|
$602,873
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
9,147
shares
|
$601,689
0.11% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
9,132
shares
|
$600,702
0.23% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
9,124
shares
|
$600,176
0.29% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,112
shares
|
$599,387
0.32% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
9,063
shares
|
$596,164
0.38% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
9,045
shares
|
$594,980
0.4% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
9,042
shares
|
$594,782
0.21% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9,040
shares
|
$594,651
0.2% of portfolio
|
Q1 2024
Added 323.62%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
8,999
shares
|
$591,954
0.23% of portfolio
|
Q2 2025
Added 64.37%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
8,997
shares
|
$591,822
0.35% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
8,960
shares
|
$589,388
0.07% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
8,950
shares
|
$588,731
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
8,950
shares
|
$588,731
0.1% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
8,939
shares
|
$588,007
0.23% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
8,937
shares
|
$587,875
0.14% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
8,933
shares
|
$587,612
0.07% of portfolio
|
Q2 2025
Reduced 81.21%
|