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 |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
6,736
shares
|
$443,094
0.2% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
6,735
shares
|
$443,028
0.25% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
6,726
shares
|
$442,436
0.28% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
6,715
shares
|
$441,712
0.19% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
6,686
shares
|
$439,805
0.02% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
6,669
shares
|
$438,686
0.85% of portfolio
|
Q4 2022
Reduced 6.11%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
6,658
shares
|
$437,963
0.35% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,647
shares
|
$437,239
0.2% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,645
shares
|
$437,108
0.1% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
6,642
shares
|
$436,910
0.14% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,610
shares
|
$434,805
0.07% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
6,580
shares
|
$432,832
0.06% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
6,573
shares
|
$432,371
0.13% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
6,573
shares
|
$432,371
0.04% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
6,562
shares
|
$431,648
0.03% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
6,558
shares
|
$431,385
0.52% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,535
shares
|
$429,872
0.19% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
6,524
shares
|
$429,148
0.16% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,497
shares
|
$427,372
0.02% of portfolio
|
Q2 2025
Reduced 44.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
6,492
shares
|
$427,043
0.08% of portfolio
|
Q2 2025
Added 195.29%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
6,475
shares
|
$425,925
0.08% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
6,464
shares
|
$425,201
0.01% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
6,455
shares
|
$424,609
0.33% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,444
shares
|
$423,886
0.16% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
6,442
shares
|
$423,754
0.47% of portfolio
|
Q2 2025
Added 53.89%
|