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 2,705 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $72.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
857,595
shares
|
$53.6 Million
11.32% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
856,853
shares
|
$53.6 Million
6.19% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
850,048
shares
|
$53.2 Million
2.21% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
835,714
shares
|
$52.3 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
826,582
shares
|
$51.7 Million
6.8% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
822,862
shares
|
$51.5 Million
6.55% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
822,715
shares
|
$51.4 Million
0.19% of portfolio
|
Q2 2025
Added 6106.36%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
820,549
shares
|
$51.3 Million
5.39% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
816,408
shares
|
$51 Million
0.61% of portfolio
|
Q1 2025
Added 24639.64%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
801,253
shares
|
$50.1 Million
0.59% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
798,274
shares
|
$49.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
796,784
shares
|
$49.8 Million
0.03% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
792,742
shares
|
$49.6 Million
1.33% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
792,654
shares
|
$49.6 Million
4.65% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
790,118
shares
|
$49.4 Million
4.48% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
787,509
shares
|
$49.2 Million
4.73% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
785,794
shares
|
$49.1 Million
4.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
782,994
shares
|
$49 Million
15.06% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
780,507
shares
|
$48.8 Million
6.13% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
780,470
shares
|
$48.8 Million
3.67% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
776,230
shares
|
$48.5 Million
2.26% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
771,412
shares
|
$48.2 Million
0.67% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
764,679
shares
|
$47.8 Million
12.05% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
764,628
shares
|
$47.8 Million
2.32% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
764,313
shares
|
$47.8 Million
29.18% of portfolio
|
Q4 2024
Reduced 0.84%
|