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 2,690 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 $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
763,901
shares
|
$48.8 Million
1.24% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
759,194
shares
|
$48.5 Million
6.65% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
737,681
shares
|
$47.1 Million
3.6% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
732,678
shares
|
$46.8 Million
1.62% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
728,070
shares
|
$46.5 Million
4.53% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
724,525
shares
|
$46.3 Million
13.44% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
708,892
shares
|
$45.3 Million
5.32% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
705,870
shares
|
$45.1 Million
5.19% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
698,268
shares
|
$44.6 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
690,178
shares
|
$44.1 Million
9.36% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
689,065
shares
|
$44 Million
0.93% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
689,009
shares
|
$44 Million
2.85% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
688,843
shares
|
$44 Million
4.28% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
685,682
shares
|
$43.8 Million
1.33% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
679,451
shares
|
$43.4 Million
0.22% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
678,502
shares
|
$43.3 Million
5.24% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
674,437
shares
|
$43.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
664,857
shares
|
$42.5 Million
3.87% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
664,589
shares
|
$42.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
662,361
shares
|
$42.3 Million
2.84% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
654,879
shares
|
$41.8 Million
4.24% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
654,440
shares
|
$41.8 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
642,433
shares
|
$41 Million
0.23% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
635,682
shares
|
$40.6 Million
18.49% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
630,242
shares
|
$40.3 Million
1.16% of portfolio
|
Q3 2024
Added 1.52%
|