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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
4,541
shares
|
$298,706
0.09% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
4,537
shares
|
$298,443
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,535
shares
|
$298,312
0.02% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
4,530
shares
|
$297,983
0.02% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
4,530
shares
|
$297,983
0.14% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
4,525
shares
|
$297,654
0.1% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
4,525
shares
|
$297,654
0.21% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,523
shares
|
$297,522
0.04% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
4,500
shares
|
$296,010
0.16% of portfolio
|
Q2 2025
Reduced 88.77%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,496
shares
|
$295,746
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
4,475
shares
|
$294,365
0.08% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
4,469
shares
|
$293,970
0.08% of portfolio
|
Q2 2025
Reduced 28.51%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
4,464
shares
|
$293,641
0.08% of portfolio
|
Q2 2025
Reduced 50.74%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
4,461
shares
|
$293,444
0.11% of portfolio
|
Q2 2025
Reduced 34.55%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
4,450
shares
|
$292,721
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
4,428
shares
|
$291,273
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
4,421
shares
|
$290,813
0.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
4,421
shares
|
$290,813
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,419
shares
|
$290,681
0.04% of portfolio
|
Q2 2025
Reduced 28.53%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,410
shares
|
$290,089
0.04% of portfolio
|
Q2 2025
Added 63.33%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
4,388
shares
|
$288,642
0.01% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
4,386
shares
|
$288,511
0.13% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
4,372
shares
|
$287,590
0.11% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
4,370
shares
|
$287,458
0.04% of portfolio
|
Q1 2024
Added 716.82%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,333
shares
|
$285,024
0.08% of portfolio
|
Q1 2025
Reduced 2.76%
|