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 2,579 institutions that hold shares in the stock, with a total of 1.11 Billion shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
111,182
shares
|
$7.12 Million
5.45% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
110,682
shares
|
$7.09 Million
0.02% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
109,874
shares
|
$7.04 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
109,742
shares
|
$7.03 Million
3.76% of portfolio
|
Q3 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
109,634
shares
|
$7.02 Million
1.96% of portfolio
|
Q4 2024
Added 45.39%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
109,630
shares
|
$7.02 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
109,244
shares
|
$7 Million
0.72% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
109,055
shares
|
$6.98 Million
1.58% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
108,853
shares
|
$6.97 Million
0.05% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
108,508
shares
|
$6.95 Million
3.38% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
108,390
shares
|
$6.94 Million
0.24% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
108,379
shares
|
$6.94 Million
3.33% of portfolio
|
Q4 2024
Reduced 38.65%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
108,203
shares
|
$6.93 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
107,955
shares
|
$6.91 Million
0.51% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
107,928
shares
|
$6.91 Million
2.16% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
107,298
shares
|
$6.87 Million
1.61% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
107,256
shares
|
$6.87 Million
0.83% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
106,847
shares
|
$6.84 Million
3.43% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
106,634
shares
|
$6.83 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
106,560
shares
|
$6.83 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
106,505
shares
|
$6.82 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
106,204
shares
|
$6.8 Million
0.47% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
106,118
shares
|
$6.8 Million
4.21% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
105,715
shares
|
$6.77 Million
3.29% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
105,338
shares
|
$6.75 Million
3.01% of portfolio
|
Q3 2024
Reduced 0.72%
|