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 2,556 institutions that hold shares in the stock, with a total of 1.1 Billion shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
135
shares
|
$8,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
126
shares
|
$8,070
0.02% of portfolio
|
Q1 2022
Reduced 31.89%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
122
shares
|
$7,814
0.0% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
111
shares
|
$7,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
100
shares
|
$6,405
0.04% of portfolio
|
Q1 2023
Reduced 42.86%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
97
shares
|
$6,212
0.0% of portfolio
|
Q3 2024
Reduced 34.9%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
91
shares
|
$5,828
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
90
shares
|
$5,764
0.0% of portfolio
|
Q2 2024
Reduced 61.7%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
83
shares
|
$5,316
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
83
shares
|
$5,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
79
shares
|
$5,059
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
79
shares
|
$5,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
76
shares
|
$4,867
0.0% of portfolio
|
Q4 2023
Reduced 80.26%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
74
shares
|
$4,739
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
70
shares
|
$4,483
0.0% of portfolio
|
Q3 2024
Reduced 98.85%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
68
shares
|
$4,355
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
65
shares
|
$4,163
0.01% of portfolio
|
Q3 2023
Reduced 35.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
65
shares
|
$4,163
0.0% of portfolio
|
Q3 2024
Reduced 82.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
58
shares
|
$3,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
58
shares
|
$3,714
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
57
shares
|
$3,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
50
shares
|
$3,202
0.0% of portfolio
|
Q4 2024
Reduced 99.61%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
45
shares
|
$2,882
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$2,241
0.0% of portfolio
|
Q4 2022
Reduced 79.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
35
shares
|
$2,241
0.0% of portfolio
|
Q4 2024
New holding
|