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 |
|---|---|---|---|---|---|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
345,623
shares
|
$22.3 Million
8.16% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
344,406
shares
|
$22.3 Million
0.42% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
341,519
shares
|
$22.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
339,468
shares
|
$21.9 Million
1.99% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
338,899
shares
|
$21.9 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
338,369
shares
|
$21.9 Million
1.02% of portfolio
|
Q4 2024
Added 39.77%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
336,275
shares
|
$21.7 Million
10.7% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
335,805
shares
|
$21.7 Million
0.22% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
335,500
shares
|
$21.7 Million
2.54% of portfolio
|
Q2 2020
Added 18.8%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
335,157
shares
|
$21.7 Million
0.55% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
332,540
shares
|
$21.5 Million
1.76% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
330,740
shares
|
$21.4 Million
0.77% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
326,811
shares
|
$21.1 Million
6.66% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
326,764
shares
|
$21.1 Million
4.87% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
325,547
shares
|
$21 Million
0.18% of portfolio
|
Q3 2024
Added 19.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
324,759
shares
|
$21 Million
0.96% of portfolio
|
Q4 2024
Added 36.49%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
323,184
shares
|
$20.9 Million
2.79% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
322,622
shares
|
$20.9 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
321,150
shares
|
$20.8 Million
0.8% of portfolio
|
Q4 2024
Added 1485.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
320,194
shares
|
$20.7 Million
6.17% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
320,099
shares
|
$20.7 Million
7.51% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
319,628
shares
|
$20.7 Million
7.74% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
318,608
shares
|
$20.6 Million
1.78% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
315,275
shares
|
$20.4 Million
2.71% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
315,052
shares
|
$20.4 Million
0.74% of portfolio
|
Q4 2024
Added 5.7%
|