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 |
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
1,345,242
shares
|
$76.6 Million
5.23% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
1,321,033
shares
|
$75.2 Million
6.23% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,320,818
shares
|
$75.2 Million
0.22% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
1,315,097
shares
|
$74.8 Million
8.19% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
1,283,100
shares
|
$73 Million
4.86% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,277,273
shares
|
$72.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
1,274,772
shares
|
$72.5 Million
11.45% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
1,268,301
shares
|
$72.2 Million
6.34% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
1,242,930
shares
|
$70.7 Million
6.84% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
1,239,165
shares
|
$70.5 Million
11.16% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
1,230,689
shares
|
$70 Million
15.2% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,209,873
shares
|
$68.9 Million
0.22% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,163,540
shares
|
$66.2 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
1,151,952
shares
|
$65.6 Million
3.93% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,141,072
shares
|
$64.9 Million
1.36% of portfolio
|
Q1 2025
Added 137.45%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
1,133,905
shares
|
$64.5 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
1,130,641
shares
|
$64.3 Million
6.21% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,123,512
shares
|
$63.9 Million
2.04% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
1,117,693
shares
|
$63.6 Million
10.86% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,107,891
shares
|
$63.1 Million
10.67% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,106,990
shares
|
$63 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,099,386
shares
|
$62.6 Million
0.97% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,095,079
shares
|
$62.3 Million
0.22% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,070,479
shares
|
$60.9 Million
1.35% of portfolio
|
Q1 2025
Added 262.18%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,061,863
shares
|
$60.4 Million
0.08% of portfolio
|
Q4 2024
Added 29.9%
|