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 |
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
659,480
shares
|
$37.5 Million
4.5% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
654,930
shares
|
$37.3 Million
0.56% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
654,879
shares
|
$37.3 Million
4.24% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
642,433
shares
|
$36.6 Million
0.23% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
638,284
shares
|
$36.3 Million
5.06% of portfolio
|
Q1 2025
New holding
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
635,682
shares
|
$36.2 Million
18.49% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
631,687
shares
|
$35.9 Million
4.03% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
630,242
shares
|
$35.9 Million
1.16% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
629,045
shares
|
$35.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
628,288
shares
|
$35.8 Million
0.15% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
626,309
shares
|
$35.6 Million
2.66% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
617,043
shares
|
$35.1 Million
0.56% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
614,400
shares
|
$35 Million
2.39% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
613,911
shares
|
$34.9 Million
8.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
606,371
shares
|
$34.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
601,273
shares
|
$34.2 Million
0.2% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
590,405
shares
|
$33.6 Million
0.27% of portfolio
|
Q1 2025
Added 30.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
586,193
shares
|
$33.4 Million
0.12% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
581,219
shares
|
$33.1 Million
2.99% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
580,932
shares
|
$33.1 Million
0.8% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
577,020
shares
|
$32.8 Million
0.06% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
573,885
shares
|
$32.7 Million
1.25% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
568,423
shares
|
$32.3 Million
1.14% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
566,801
shares
|
$32.3 Million
11.68% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
563,444
shares
|
$32.1 Million
0.75% of portfolio
|
Q1 2025
Added 26.53%
|