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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
8,210
shares
|
$540,053
0.24% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
8,171
shares
|
$537,488
0.35% of portfolio
|
Q2 2025
Reduced 85.96%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
8,145
shares
|
$535,778
0.18% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
8,139
shares
|
$535,383
0.44% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
8,128
shares
|
$534,659
0.03% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
8,127
shares
|
$534,594
0.12% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
8,126
shares
|
$534,528
0.11% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
8,125
shares
|
$534,462
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
8,115
shares
|
$533,804
0.08% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
8,115
shares
|
$533,804
0.24% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
8,113
shares
|
$533,673
0.37% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
8,113
shares
|
$533,673
0.09% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
8,093
shares
|
$532,357
0.14% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
8,028
shares
|
$528,081
0.1% of portfolio
|
Q2 2025
Added 71.36%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
8,010
shares
|
$526,897
0.14% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
8,003
shares
|
$526,437
0.05% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
8,000
shares
|
$526,240
0.15% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
7,990
shares
|
$525,582
0.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
7,975
shares
|
$524,595
0.33% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
7,935
shares
|
$521,964
0.4% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,929
shares
|
$521,569
0.05% of portfolio
|
Q2 2025
Reduced 82.42%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
7,855
shares
|
$516,701
0.05% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
7,837
shares
|
$515,517
0.76% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,824
shares
|
$514,662
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
7,823
shares
|
$514,596
0.11% of portfolio
|
Q2 2025
Reduced 1.45%
|