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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
7,067
shares
|
$464,867
0.14% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,060
shares
|
$464,406
0.04% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
7,059
shares
|
$464,341
0.1% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,037
shares
|
$462,893
0.28% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
7,025
shares
|
$462,104
0.02% of portfolio
|
Q2 2025
Reduced 41.14%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
7,019
shares
|
$461,709
0.06% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
7,013
shares
|
$461,315
0.07% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
7,006
shares
|
$460,854
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
7,000
shares
|
$460,460
0.17% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,990
shares
|
$459,802
0.23% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
6,988
shares
|
$459,670
0.1% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,960
shares
|
$457,828
0.04% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
6,959
shares
|
$457,763
0.07% of portfolio
|
Q2 2025
Reduced 42.93%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
6,917
shares
|
$455,000
0.41% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
6,898
shares
|
$453,750
0.02% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
6,876
shares
|
$452,303
0.02% of portfolio
|
Q2 2025
Reduced 44.51%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
6,860
shares
|
$451,250
0.29% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
6,805
shares
|
$447,632
0.39% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,794
shares
|
$446,909
0.27% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6,773
shares
|
$445,527
0.21% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
6,767
shares
|
$445,133
0.01% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,766
shares
|
$445,067
0.07% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
6,744
shares
|
$443,620
0.03% of portfolio
|
Q2 2025
Added 70.39%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
6,744
shares
|
$443,620
0.3% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,738
shares
|
$443,225
0.2% of portfolio
|
Q1 2024
Added 320.34%
|