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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,758
shares
|
$378,761
0.16% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
5,755
shares
|
$378,563
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,745
shares
|
$377,906
0.17% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,728
shares
|
$376,787
0.21% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
5,725
shares
|
$376,590
0.25% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
5,655
shares
|
$371,985
0.22% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,651
shares
|
$371,722
0.28% of portfolio
|
Q3 2023
Reduced 7.99%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
5,636
shares
|
$370,736
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
5,630
shares
|
$370,341
0.01% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,613
shares
|
$369,223
0.12% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,605
shares
|
$368,696
0.11% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,600
shares
|
$368,368
0.16% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
5,587
shares
|
$367,512
0.04% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,566
shares
|
$366,131
0.18% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
5,565
shares
|
$366,065
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
5,553
shares
|
$365,276
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
5,541
shares
|
$364,486
0.15% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,523
shares
|
$363,302
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
5,520
shares
|
$363,105
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
5,514
shares
|
$362,710
0.02% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
5,511
shares
|
$362,513
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Aug 07, 2025 Q2 2025 |
5,500
shares
|
$361,790
0.32% of portfolio
|
Q1 2025
Reduced 54.17%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
5,490
shares
|
$361,132
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
5,450
shares
|
$358,501
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
5,448
shares
|
$358,369
0.2% of portfolio
|
Q2 2025
New holding
|