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 2,665 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 $66.2 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 |
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,046,502
shares
|
$116 Million
6.05% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,996,043
shares
|
$114 Million
7.25% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
1,897,636
shares
|
$108 Million
9.18% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,863,042
shares
|
$106 Million
1.58% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,738,884
shares
|
$99 Million
1.44% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,665,942
shares
|
$94.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,650,622
shares
|
$93.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,647,131
shares
|
$93.7 Million
0.88% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
1,641,452
shares
|
$93.4 Million
2.36% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,606,003
shares
|
$91.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 98.29%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,604,635
shares
|
$91.3 Million
0.35% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,595,279
shares
|
$90.8 Million
3.0% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,591,955
shares
|
$90.6 Million
5.6% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
1,560,787
shares
|
$88.8 Million
4.62% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
1,556,031
shares
|
$88.6 Million
0.18% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
1,503,265
shares
|
$85.6 Million
0.52% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
1,479,545
shares
|
$84.2 Million
5.32% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
1,458,552
shares
|
$83 Million
6.97% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,452,416
shares
|
$82.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,437,089
shares
|
$81.8 Million
2.3% of portfolio
|
Q2 2023
Reduced 82.88%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,432,678
shares
|
$81.5 Million
5.13% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,375,706
shares
|
$78.3 Million
6.05% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
1,375,303
shares
|
$78.3 Million
15.13% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,373,121
shares
|
$78.1 Million
0.25% of portfolio
|
Q1 2025
Added 103.7%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
1,361,710
shares
|
$77.5 Million
0.47% of portfolio
|
Q1 2025
Reduced 33.72%
|