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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,816
shares
|
$514,136
0.15% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
7,800
shares
|
$513,084
0.04% of portfolio
|
Q2 2025
Added 96.18%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
7,787
shares
|
$512,228
0.3% of portfolio
|
Q2 2025
Reduced 34.59%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
7,779
shares
|
$511,702
0.09% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
7,774
shares
|
$511,373
0.1% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
7,760
shares
|
$510,452
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
7,755
shares
|
$510,123
0.09% of portfolio
|
Q1 2024
Added 448.83%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
7,727
shares
|
$508,282
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
7,717
shares
|
$507,624
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
7,715
shares
|
$507,492
0.07% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
7,692
shares
|
$505,979
0.33% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,679
shares
|
$505,124
0.27% of portfolio
|
Q2 2023
Added 0.83%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
7,661
shares
|
$503,940
0.18% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
7,616
shares
|
$500,980
0.13% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
7,608
shares
|
$500,454
0.05% of portfolio
|
Q2 2025
Reduced 23.73%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
7,600
shares
|
$499,928
0.22% of portfolio
|
Q2 2025
Added 70.59%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
7,570
shares
|
$497,954
0.0% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
7,541
shares
|
$496,046
0.25% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
7,537
shares
|
$495,783
0.04% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
7,533
shares
|
$495,520
0.14% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Aug 07, 2025 Q2 2025 |
7,532
shares
|
$495,454
0.15% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
7,433
shares
|
$488,942
0.21% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
7,419
shares
|
$488,021
0.19% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
7,378
shares
|
$485,324
0.05% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
7,371
shares
|
$484,864
0.09% of portfolio
|
Q2 2025
New holding
|