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 |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
451,935
shares
|
$28.9 Million
0.81% of portfolio
|
Q4 2024
Added 2457.35%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
450,442
shares
|
$28.9 Million
3.24% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
449,749
shares
|
$28.8 Million
1.09% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
447,624
shares
|
$28.7 Million
0.01% of portfolio
|
Q3 2024
Added 1032.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
447,544
shares
|
$28.7 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
436,948
shares
|
$28 Million
7.64% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
436,716
shares
|
$28 Million
2.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
434,430
shares
|
$27.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
426,499
shares
|
$27.3 Million
3.09% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
426,471
shares
|
$27.3 Million
4.62% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
426,375
shares
|
$27.3 Million
0.78% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
422,457
shares
|
$27.1 Million
0.16% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
420,143
shares
|
$26.9 Million
0.3% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
419,868
shares
|
$26.9 Million
0.01% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
414,663
shares
|
$26.6 Million
0.74% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
413,509
shares
|
$26.5 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
413,451
shares
|
$26.5 Million
0.53% of portfolio
|
Q2 2024
Added 25.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
412,717
shares
|
$26.4 Million
1.18% of portfolio
|
Q3 2024
Added 27.88%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
412,320
shares
|
$26.4 Million
0.67% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
411,757
shares
|
$26.4 Million
7.55% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
410,781
shares
|
$26.3 Million
4.81% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
409,432
shares
|
$26.2 Million
0.69% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
404,268
shares
|
$25.9 Million
10.34% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
404,167
shares
|
$25.9 Million
8.49% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
400,332
shares
|
$25.6 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.3%
|