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 2,729 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $76 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 |
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
707,403
shares
|
$45.5 Million
5.18% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
702,999
shares
|
$45.2 Million
8.34% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
696,158
shares
|
$44.8 Million
2.81% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
695,131
shares
|
$44.7 Million
2.76% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
683,248
shares
|
$44 Million
3.4% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
679,302
shares
|
$43.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
679,166
shares
|
$43.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 50.54%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
676,893
shares
|
$43.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
671,772
shares
|
$43.2 Million
0.86% of portfolio
|
Q2 2025
Reduced 41.13%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Oct 07, 2025 Q2 2025 |
669,107
shares
|
$43.1 Million
0.32% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
669,029
shares
|
$43 Million
0.46% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
667,932
shares
|
$43 Million
3.41% of portfolio
|
Q3 2025
Reduced 43.26%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
662,339
shares
|
$42.6 Million
1.51% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
662,091
shares
|
$42.6 Million
4.21% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
660,190
shares
|
$42.5 Million
2.83% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
655,386
shares
|
$42.2 Million
8.36% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
654,440
shares
|
$42.1 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
648,678
shares
|
$41.7 Million
0.56% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
647,999
shares
|
$41.7 Million
3.6% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
647,557
shares
|
$41.7 Million
4.99% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
643,768
shares
|
$41.4 Million
18.08% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
640,753
shares
|
$41.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
630,268
shares
|
$40.6 Million
4.94% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
630,242
shares
|
$40.5 Million
1.16% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
629,522
shares
|
$40.5 Million
0.36% of portfolio
|
Q2 2025
Added 3.82%
|