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 |
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
868,325
shares
|
$49.4 Million
0.43% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
866,247
shares
|
$49.3 Million
5.8% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
852,868
shares
|
$48.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 58.53%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
850,319
shares
|
$48.4 Million
7.14% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
849,733
shares
|
$48.4 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
846,561
shares
|
$48.2 Million
11.25% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
827,556
shares
|
$47.1 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
827,547
shares
|
$47.1 Million
0.05% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
816,408
shares
|
$46.5 Million
0.61% of portfolio
|
Q1 2025
Added 24639.64%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
816,009
shares
|
$46.4 Million
6.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
801,253
shares
|
$45.6 Million
0.59% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
796,784
shares
|
$45.3 Million
0.03% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
794,715
shares
|
$45.2 Million
4.83% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
793,501
shares
|
$45.2 Million
4.6% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
789,327
shares
|
$44.9 Million
3.72% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
785,794
shares
|
$44.7 Million
4.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
782,994
shares
|
$44.6 Million
15.06% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
774,389
shares
|
$44.1 Million
4.52% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
768,953
shares
|
$43.8 Million
0.75% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
764,313
shares
|
$43.5 Million
29.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
763,901
shares
|
$43.5 Million
1.24% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
759,661
shares
|
$43.2 Million
6.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
759,194
shares
|
$43.2 Million
6.65% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
756,127
shares
|
$43 Million
5.05% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
754,344
shares
|
$42.9 Million
9.4% of portfolio
|
Q1 2025
Reduced 13.77%
|