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 |
|---|---|---|---|---|---|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,575
shares
|
$235,163
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
3,575
shares
|
$235,163
0.05% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
3,563
shares
|
$234,374
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
3,531
shares
|
$232,269
0.02% of portfolio
|
Q2 2025
Added 537.36%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,531
shares
|
$232,269
0.05% of portfolio
|
Q2 2025
Added 134.31%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
3,529
shares
|
$232,137
0.05% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
3,525
shares
|
$231,874
0.16% of portfolio
|
Q2 2024
Reduced 29.92%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
3,520
shares
|
$231,545
0.05% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
3,504
shares
|
$230,493
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
3,492
shares
|
$229,703
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
3,492
shares
|
$229,703
0.04% of portfolio
|
Q1 2025
Reduced 95.76%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
3,487
shares
|
$229,374
0.08% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
3,487
shares
|
$229,374
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
3,480
shares
|
$228,914
0.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
3,480
shares
|
$228,914
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
3,478
shares
|
$228,782
0.11% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
3,476
shares
|
$228,651
0.16% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
3,464
shares
|
$227,861
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,454
shares
|
$227,204
0.04% of portfolio
|
Q2 2025
Reduced 48.92%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
3,453
shares
|
$227,138
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
3,450
shares
|
$226,941
0.15% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,448
shares
|
$226,809
0.02% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
3,448
shares
|
$226,809
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,445
shares
|
$226,612
0.06% of portfolio
|
Q3 2022
Reduced 4.04%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,443
shares
|
$226,480
0.02% of portfolio
|
Q2 2025
Reduced 34.99%
|