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 |
---|---|---|---|---|---|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,931
shares
|
$258,581
0.08% of portfolio
|
Q2 2025
Added 2.21%
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
3,927
shares
|
$258,318
0.03% of portfolio
|
Q2 2025
New holding
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
3,925
shares
|
$258,186
0.07% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
3,920
shares
|
$257,857
0.06% of portfolio
|
Q2 2025
Added 10.73%
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,917
shares
|
$257,660
1.56% of portfolio
|
Q1 2023
Reduced 77.01%
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
3,906
shares
|
$256,936
0.05% of portfolio
|
Q2 2025
Added 1.06%
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
3,900
shares
|
$256,542
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
3,900
shares
|
$256,542
0.16% of portfolio
|
Q3 2024
New holding
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,900
shares
|
$256,542
0.19% of portfolio
|
Q4 2024
New holding
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,896
shares
|
$256,278
0.02% of portfolio
|
Q2 2025
Added 4.73%
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
3,893
shares
|
$256,081
0.07% of portfolio
|
Q2 2025
New holding
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,884
shares
|
$255,489
0.05% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
3,870
shares
|
$254,568
0.23% of portfolio
|
Q2 2025
Added 0.1%
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
3,869
shares
|
$254,502
0.12% of portfolio
|
Q2 2025
New holding
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,835
shares
|
$252,266
0.08% of portfolio
|
Q1 2024
New holding
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,829
shares
|
$251,871
0.17% of portfolio
|
Q4 2024
Added 22.18%
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,810
shares
|
$250,621
0.04% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
3,791
shares
|
$249,371
0.03% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
3,760
shares
|
$247,332
0.02% of portfolio
|
Q4 2024
Reduced 29.06%
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,756
shares
|
$247,069
0.07% of portfolio
|
Q2 2025
Added 4.16%
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
3,755
shares
|
$247,003
0.04% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$246,675
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,743
shares
|
$246,214
0.06% of portfolio
|
Q2 2025
New holding
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
3,742
shares
|
$246,148
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,740
shares
|
$246,017
0.28% of portfolio
|
Q2 2025
Added 415.86%
|