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 |
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
640,753
shares
|
$40.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
639,038
shares
|
$40 Million
18.08% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
630,242
shares
|
$39.4 Million
1.16% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
629,522
shares
|
$39.4 Million
0.36% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
627,554
shares
|
$39.2 Million
1.1% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
627,190
shares
|
$39.2 Million
2.39% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
624,180
shares
|
$39 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
621,233
shares
|
$38.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
620,416
shares
|
$38.8 Million
1.74% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
613,911
shares
|
$38.4 Million
8.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
606,403
shares
|
$37.9 Million
2.16% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
603,680
shares
|
$37.7 Million
3.9% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
600,038
shares
|
$37.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
589,967
shares
|
$36.9 Million
4.68% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
582,911
shares
|
$36.4 Million
2.68% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
580,932
shares
|
$36.3 Million
0.8% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
580,661
shares
|
$36.3 Million
7.9% of portfolio
|
Q1 2025
Added 100.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
577,020
shares
|
$36.1 Million
0.06% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
572,606
shares
|
$35.8 Million
3.1% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
572,380
shares
|
$35.8 Million
0.42% of portfolio
|
Q1 2025
Reduced 45.04%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
566,203
shares
|
$35.4 Million
3.17% of portfolio
|
Q2 2025
Reduced 46.18%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
554,578
shares
|
$34.7 Million
11.45% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
548,316
shares
|
$34.3 Million
2.16% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
547,970
shares
|
$34.3 Million
4.18% of portfolio
|
Q2 2025
Added 32.26%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
547,686
shares
|
$34.2 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.76%
|