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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
7,370
shares
|
$484,798
0.03% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
7,370
shares
|
$484,798
0.05% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
7,353
shares
|
$483,680
0.19% of portfolio
|
Q2 2025
Reduced 93.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
7,351
shares
|
$483,548
0.01% of portfolio
|
Q2 2025
Reduced 25.75%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
7,350
shares
|
$483,483
0.07% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,344
shares
|
$483,088
0.07% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,344
shares
|
$483,088
0.07% of portfolio
|
Q3 2023
Added 664.2%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,303
shares
|
$480,391
0.06% of portfolio
|
Q2 2025
Reduced 30.43%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
7,295
shares
|
$479,865
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
7,275
shares
|
$478,549
0.08% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
7,267
shares
|
$478,023
0.07% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
7,229
shares
|
$475,523
0.07% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
7,222
shares
|
$475,063
0.35% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
7,200
shares
|
$473,616
0.68% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
7,200
shares
|
$473,616
0.22% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
7,182
shares
|
$472,431
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,148
shares
|
$470,195
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
7,140
shares
|
$469,669
0.21% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
7,131
shares
|
$469,077
0.21% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
7,124
shares
|
$468,616
0.05% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
7,124
shares
|
$468,616
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
7,121
shares
|
$468,419
0.28% of portfolio
|
Q2 2025
Reduced 33.68%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Jul 30, 2025 Q2 2025 |
7,120
shares
|
$468,353
0.21% of portfolio
|
Q2 2024
Reduced 26.94%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
7,098
shares
|
$466,906
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
7,071
shares
|
$465,130
0.12% of portfolio
|
Q3 2024
Added 97.24%
|