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 |
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,051,981
shares
|
$59.9 Million
5.94% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
1,048,052
shares
|
$59.6 Million
9.59% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
1,046,540
shares
|
$59.6 Million
9.66% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
1,043,500
shares
|
$59.4 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,041,507
shares
|
$59.3 Million
0.8% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,034,660
shares
|
$58.9 Million
0.02% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
1,033,266
shares
|
$58.8 Million
6.1% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,032,772
shares
|
$58.8 Million
1.53% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,032,262
shares
|
$58.7 Million
11.15% of portfolio
|
Q3 2023
Added 8.93%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,008,552
shares
|
$57.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,007,714
shares
|
$57.3 Million
0.23% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
994,720
shares
|
$56.6 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
989,127
shares
|
$56.3 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
986,347
shares
|
$56.1 Million
0.91% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
974,097
shares
|
$55.4 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
973,741
shares
|
$55.4 Million
5.37% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
972,377
shares
|
$55.3 Million
4.12% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
960,825
shares
|
$54.7 Million
2.9% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
953,012
shares
|
$54.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 30.23%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
930,610
shares
|
$53 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
902,019
shares
|
$51.3 Million
1.85% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
891,771
shares
|
$50.8 Million
2.38% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
891,140
shares
|
$50.7 Million
5.34% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
881,908
shares
|
$50.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 63.88%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
870,956
shares
|
$49.6 Million
4.36% of portfolio
|
Q1 2025
New holding
|