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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
127,844
shares
|
$8.19 Million
1.47% of portfolio
|
Q4 2024
Added 34.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
127,464
shares
|
$8.16 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
127,187
shares
|
$8.15 Million
0.35% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
126,622
shares
|
$8.11 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
126,016
shares
|
$8.07 Million
6.5% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
125,969
shares
|
$8.07 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
125,310
shares
|
$8.03 Million
2.66% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
125,000
shares
|
$8.01 Million
4.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
124,678
shares
|
$7.99 Million
2.35% of portfolio
|
Q4 2024
Added 906.04%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
124,660
shares
|
$7.98 Million
5.12% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
123,971
shares
|
$7.94 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
123,576
shares
|
$7.92 Million
6.99% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
123,120
shares
|
$7.89 Million
0.53% of portfolio
|
Q2 2023
Reduced 17.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
122,248
shares
|
$7.83 Million
2.52% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
122,197
shares
|
$7.83 Million
0.95% of portfolio
|
Q2 2024
Added 219.53%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
121,470
shares
|
$7.78 Million
3.17% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
121,375
shares
|
$7.77 Million
3.24% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
121,116
shares
|
$7.76 Million
0.02% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
120,901
shares
|
$7.74 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
120,634
shares
|
$7.73 Million
1.42% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
120,533
shares
|
$7.72 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
120,520
shares
|
$7.72 Million
0.32% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
120,324
shares
|
$7.71 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
119,452
shares
|
$7.65 Million
2.25% of portfolio
|
Q3 2024
Added 53.0%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
118,794
shares
|
$7.61 Million
3.91% of portfolio
|
Q4 2024
Added 2.63%
|