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 2,525 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
516,440
shares
|
$33.4 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
513,784
shares
|
$33.2 Million
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
511,041
shares
|
$33 Million
1.68% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
491,543
shares
|
$31.8 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
490,828
shares
|
$31.7 Million
0.56% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
484,747
shares
|
$31.3 Million
2.22% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
483,597
shares
|
$31.3 Million
16.63% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
483,050
shares
|
$31.2 Million
0.25% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
481,959
shares
|
$31.2 Million
0.61% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
481,432
shares
|
$31.1 Million
3.74% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
481,182
shares
|
$31.1 Million
5.04% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
480,745
shares
|
$31.1 Million
6.78% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
479,644
shares
|
$31 Million
5.32% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
472,000
shares
|
$30.5 Million
1.94% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
468,766
shares
|
$30.3 Million
0.3% of portfolio
|
Q3 2024
Added 63.71%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
467,839
shares
|
$30.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
466,351
shares
|
$30.1 Million
9.79% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
465,811
shares
|
$30.1 Million
2.42% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
464,918
shares
|
$30.1 Million
0.06% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
461,167
shares
|
$29.8 Million
0.23% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
460,362
shares
|
$29.8 Million
3.59% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
455,125
shares
|
$29.4 Million
8.36% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
455,099
shares
|
$29.4 Million
0.43% of portfolio
|
Q2 2023
Added 0.69%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
451,935
shares
|
$29.2 Million
0.81% of portfolio
|
Q4 2024
Added 2457.35%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
450,442
shares
|
$29.1 Million
3.24% of portfolio
|
Q3 2024
Reduced 6.26%
|