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 |
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
750,916
shares
|
$42.7 Million
5.9% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
747,614
shares
|
$42.5 Million
3.88% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
737,681
shares
|
$42 Million
3.6% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
732,678
shares
|
$41.7 Million
1.62% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
728,070
shares
|
$41.4 Million
4.53% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
726,240
shares
|
$41.3 Million
13.53% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
714,918
shares
|
$40.7 Million
2.23% of portfolio
|
Q1 2025
Added 102.37%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
706,625
shares
|
$40.2 Million
9.68% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
705,870
shares
|
$40.2 Million
5.19% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
703,394
shares
|
$40 Million
0.05% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
698,268
shares
|
$39.7 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
695,984
shares
|
$39.6 Million
1.72% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
691,402
shares
|
$39.3 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
689,065
shares
|
$39.2 Million
0.93% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
689,009
shares
|
$39.2 Million
2.85% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
687,424
shares
|
$39.1 Million
1.96% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
684,409
shares
|
$38.9 Million
2.05% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
680,868
shares
|
$38.7 Million
2.55% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
679,451
shares
|
$38.7 Million
0.22% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
678,502
shares
|
$38.6 Million
5.24% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
674,437
shares
|
$38.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
664,857
shares
|
$37.8 Million
3.87% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
664,589
shares
|
$37.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
662,366
shares
|
$37.7 Million
2.1% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
662,361
shares
|
$37.7 Million
2.84% of portfolio
|
Q1 2025
Added 6.03%
|