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 |
|---|---|---|---|---|---|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
144,678
shares
|
$9.27 Million
3.07% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
144,386
shares
|
$9.25 Million
6.39% of portfolio
|
Q4 2024
Added 51.98%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
144,278
shares
|
$9.24 Million
0.57% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
143,983
shares
|
$9.22 Million
1.27% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
143,830
shares
|
$9.21 Million
4.97% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
143,277
shares
|
$9.18 Million
0.79% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
143,097
shares
|
$9.17 Million
2.54% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
142,229
shares
|
$9.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
142,027
shares
|
$9.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
141,953
shares
|
$9.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
141,504
shares
|
$9.06 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
140,937
shares
|
$9.03 Million
3.01% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
140,732
shares
|
$9.01 Million
1.44% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
139,555
shares
|
$8.94 Million
3.49% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
139,521
shares
|
$8.94 Million
1.08% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
139,275
shares
|
$8.92 Million
4.63% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
139,230
shares
|
$8.92 Million
0.8% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
138,420
shares
|
$8.87 Million
4.61% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
138,333
shares
|
$8.86 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
137,760
shares
|
$8.82 Million
0.3% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
137,726
shares
|
$8.82 Million
4.15% of portfolio
|
Q2 2023
Added 1.52%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
137,362
shares
|
$8.8 Million
5.95% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
137,014
shares
|
$8.78 Million
2.13% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
136,286
shares
|
$8.73 Million
7.85% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
136,175
shares
|
$8.72 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.61%
|