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 |
|---|---|---|---|---|---|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,735
shares
|
$311,468
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
4,730
shares
|
$311,139
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
4,718
shares
|
$310,350
0.04% of portfolio
|
Q2 2025
Reduced 36.14%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,705
shares
|
$309,494
0.11% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
4,704
shares
|
$309,429
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
4,702
shares
|
$309,297
0.09% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
4,691
shares
|
$308,573
0.12% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
4,679
shares
|
$307,784
0.05% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
4,671
shares
|
$307,258
0.77% of portfolio
|
Q2 2025
Reduced 83.26%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
4,656
shares
|
$306,271
0.14% of portfolio
|
Q4 2023
Added 1.88%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,650
shares
|
$305,877
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,645
shares
|
$305,548
0.03% of portfolio
|
Q2 2025
Reduced 54.21%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,621
shares
|
$303,969
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
4,621
shares
|
$303,969
0.24% of portfolio
|
Q2 2025
Reduced 24.89%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
4,613
shares
|
$303,443
0.12% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
4,593
shares
|
$302,127
0.26% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
4,585
shares
|
$301,601
0.13% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
4,585
shares
|
$301,601
0.09% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
4,585
shares
|
$301,601
0.17% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,577
shares
|
$301,075
0.23% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
4,575
shares
|
$300,943
0.06% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
4,575
shares
|
$300,943
0.06% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
4,555
shares
|
$299,627
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
4,551
shares
|
$299,364
0.05% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
4,550
shares
|
$299,299
0.21% of portfolio
|
Q1 2024
Added 400.0%
|