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 |
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
732,678
shares
|
$45.8 Million
1.62% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
732,133
shares
|
$45.8 Million
0.95% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
728,070
shares
|
$45.5 Million
4.53% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
725,169
shares
|
$45.3 Million
6.41% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
724,525
shares
|
$45.3 Million
13.44% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
716,177
shares
|
$44.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 28.93%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
708,892
shares
|
$44.3 Million
5.32% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
705,870
shares
|
$44.1 Million
5.19% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
696,158
shares
|
$43.5 Million
2.81% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
695,131
shares
|
$43.5 Million
2.76% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
690,178
shares
|
$43.2 Million
9.36% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
688,843
shares
|
$43.1 Million
4.28% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
685,682
shares
|
$42.9 Million
1.33% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
683,248
shares
|
$42.7 Million
3.4% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
679,451
shares
|
$42.5 Million
0.22% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
679,166
shares
|
$42.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 50.54%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
671,772
shares
|
$42 Million
0.86% of portfolio
|
Q2 2025
Reduced 41.13%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 08, 2025 Q2 2025 |
669,107
shares
|
$41.8 Million
0.38% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
667,558
shares
|
$41.7 Million
3.27% of portfolio
|
Q2 2025
Reduced 23.35%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
662,091
shares
|
$41.4 Million
4.21% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
659,073
shares
|
$41.2 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
654,440
shares
|
$40.9 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
648,678
shares
|
$40.6 Million
0.56% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
647,999
shares
|
$40.5 Million
3.6% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
647,557
shares
|
$40.5 Million
4.99% of portfolio
|
Q2 2025
Reduced 4.56%
|