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 |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,925
shares
|
$323,966
0.06% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,919
shares
|
$323,571
0.09% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,915
shares
|
$323,308
0.01% of portfolio
|
Q4 2022
Added 2.76%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
4,905
shares
|
$322,650
0.19% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
4,895
shares
|
$321,993
0.07% of portfolio
|
Q4 2024
Reduced 35.51%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,885
shares
|
$321,335
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
4,881
shares
|
$321,072
0.05% of portfolio
|
Q2 2025
Reduced 35.2%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
4,871
shares
|
$320,414
0.08% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
4,868
shares
|
$320,217
0.28% of portfolio
|
Q2 2025
Added 13.53%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
4,850
shares
|
$319,033
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,841
shares
|
$318,440
0.09% of portfolio
|
Q3 2022
Added 2.54%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
4,831
shares
|
$317,783
0.02% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
4,827
shares
|
$317,520
0.23% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,825
shares
|
$317,388
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
4,810
shares
|
$316,401
0.14% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,792
shares
|
$315,217
0.18% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
4,789
shares
|
$315,020
0.01% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,764
shares
|
$313,375
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
4,762
shares
|
$313,244
0.26% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
4,761
shares
|
$313,178
0.07% of portfolio
|
Q2 2025
Added 58.17%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,757
shares
|
$312,915
0.08% of portfolio
|
Q2 2025
Reduced 83.6%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
4,755
shares
|
$312,783
0.17% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
4,755
shares
|
$312,783
0.11% of portfolio
|
Q1 2024
Added 363.45%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
4,754
shares
|
$312,718
0.12% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
4,740
shares
|
$311,797
0.08% of portfolio
|
Q2 2025
Reduced 1.37%
|