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 |
|---|---|---|---|---|---|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
176,965
shares
|
$11.3 Million
1.81% of portfolio
|
Q4 2024
Added 62.42%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
176,813
shares
|
$11.3 Million
4.17% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
176,793
shares
|
$11.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
176,777
shares
|
$11.3 Million
1.06% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
175,961
shares
|
$11.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
175,000
shares
|
$11.2 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
174,714
shares
|
$11.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
173,734
shares
|
$11.1 Million
3.62% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
173,402
shares
|
$11.1 Million
5.19% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
172,728
shares
|
$11.1 Million
3.51% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
172,041
shares
|
$11 Million
8.92% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
171,987
shares
|
$11 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
170,927
shares
|
$10.9 Million
2.41% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
170,862
shares
|
$10.9 Million
1.17% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
170,049
shares
|
$10.9 Million
0.31% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
168,814
shares
|
$10.8 Million
0.12% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
168,665
shares
|
$10.8 Million
5.17% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
168,570
shares
|
$10.8 Million
0.33% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
168,255
shares
|
$10.8 Million
2.14% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
167,528
shares
|
$10.7 Million
6.08% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
167,348
shares
|
$10.7 Million
2.8% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
166,588
shares
|
$10.7 Million
0.19% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
166,266
shares
|
$10.6 Million
2.15% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
165,235
shares
|
$10.6 Million
7.38% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
165,099
shares
|
$10.6 Million
3.19% of portfolio
|
Q4 2024
Added 4.25%
|