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 |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
286,405
shares
|
$18.3 Million
2.11% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
284,653
shares
|
$18.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
284,197
shares
|
$18.2 Million
3.5% of portfolio
|
Q4 2024
Added 78.43%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
281,353
shares
|
$18 Million
3.49% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
280,174
shares
|
$17.9 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
277,768
shares
|
$17.8 Million
10.19% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
277,597
shares
|
$17.8 Million
6.67% of portfolio
|
Q4 2024
Added 330.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
277,387
shares
|
$17.8 Million
1.08% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
273,254
shares
|
$17.5 Million
3.12% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
272,933
shares
|
$17.5 Million
10.22% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
269,701
shares
|
$17.3 Million
0.12% of portfolio
|
Q3 2024
Added 98.15%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
268,790
shares
|
$17.2 Million
5.86% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
268,608
shares
|
$17.2 Million
2.15% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
266,971
shares
|
$17.1 Million
3.74% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
266,786
shares
|
$17.1 Million
3.84% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
260,201
shares
|
$16.7 Million
1.1% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
256,194
shares
|
$16.4 Million
4.39% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
254,957
shares
|
$16.3 Million
10.56% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
253,540
shares
|
$16.2 Million
0.89% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
252,952
shares
|
$16.2 Million
3.89% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
252,912
shares
|
$16.2 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
252,394
shares
|
$16.2 Million
2.24% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
251,818
shares
|
$16.1 Million
5.06% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
249,959
shares
|
$16 Million
4.3% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
249,646
shares
|
$16 Million
1.01% of portfolio
|
Q3 2024
Added 3.38%
|