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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
227,706
shares
|
$14.6 Million
1.17% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
227,613
shares
|
$14.6 Million
4.18% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
227,592
shares
|
$14.6 Million
3.27% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
226,665
shares
|
$14.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
225,981
shares
|
$14.5 Million
1.28% of portfolio
|
Q3 2024
Reduced 73.7%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
225,849
shares
|
$14.5 Million
1.36% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
225,589
shares
|
$14.4 Million
5.66% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
224,932
shares
|
$14.4 Million
0.47% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
223,805
shares
|
$14.3 Million
4.27% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
223,102
shares
|
$14.3 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
222,965
shares
|
$14.3 Million
4.3% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
221,324
shares
|
$14.2 Million
5.74% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
219,707
shares
|
$14.1 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
219,038
shares
|
$14 Million
7.94% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
218,912
shares
|
$14 Million
2.0% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
218,336
shares
|
$14 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
218,154
shares
|
$14 Million
0.55% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
217,256
shares
|
$13.9 Million
9.87% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
216,041
shares
|
$13.8 Million
1.15% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
215,949
shares
|
$13.8 Million
12.23% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
214,485
shares
|
$13.7 Million
0.48% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
213,006
shares
|
$13.6 Million
5.84% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
211,951
shares
|
$13.6 Million
1.25% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
211,085
shares
|
$13.5 Million
17.2% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
209,604
shares
|
$13.4 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.48%
|