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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,441
shares
|
$357,908
0.03% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
5,436
shares
|
$357,580
0.15% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
5,435
shares
|
$357,514
0.06% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
5,414
shares
|
$356,132
0.02% of portfolio
|
Q2 2025
Added 227.13%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,402
shares
|
$355,343
0.26% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
5,400
shares
|
$355,212
0.05% of portfolio
|
Q4 2024
Reduced 38.78%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
5,375
shares
|
$353,567
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,350
shares
|
$351,923
0.06% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
5,337
shares
|
$351,067
0.63% of portfolio
|
Q2 2025
Added 17.22%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
5,325
shares
|
$350,278
0.07% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
5,295
shares
|
$348,305
0.12% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
5,284
shares
|
$347,581
0.03% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
5,276
shares
|
$347,055
0.06% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,275
shares
|
$346,989
0.02% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
5,270
shares
|
$346,660
0.04% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
5,245
shares
|
$345,016
0.1% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,235
shares
|
$344,358
0.1% of portfolio
|
Q4 2023
Reduced 88.51%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
5,220
shares
|
$343,371
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
5,213
shares
|
$342,911
0.06% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
5,201
shares
|
$342,121
0.12% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,176
shares
|
$340,477
0.08% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
5,167
shares
|
$339,885
0.04% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
5,155
shares
|
$339,095
0.04% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
5,151
shares
|
$338,832
0.22% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
5,145
shares
|
$338,438
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|