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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
90,855
shares
|
$5.82 Million
0.21% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
90,618
shares
|
$5.8 Million
7.07% of portfolio
|
Q3 2023
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
90,443
shares
|
$5.79 Million
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
90,249
shares
|
$5.78 Million
3.81% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
90,212
shares
|
$5.78 Million
0.14% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
90,180
shares
|
$5.78 Million
0.43% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
90,015
shares
|
$5.77 Million
3.6% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
89,850
shares
|
$5.75 Million
0.39% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
89,768
shares
|
$5.75 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
89,757
shares
|
$5.75 Million
2.21% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
89,287
shares
|
$5.72 Million
2.16% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
89,287
shares
|
$5.72 Million
1.15% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
89,100
shares
|
$5.71 Million
0.32% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
88,975
shares
|
$5.7 Million
0.62% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
88,526
shares
|
$5.67 Million
2.04% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
88,294
shares
|
$5.66 Million
1.45% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
88,080
shares
|
$5.64 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
88,022
shares
|
$5.64 Million
0.18% of portfolio
|
Q3 2024
Added 180.31%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
87,686
shares
|
$5.62 Million
0.11% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
87,450
shares
|
$5.6 Million
0.38% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
87,010
shares
|
$5.57 Million
0.2% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
87,006
shares
|
$5.57 Million
0.03% of portfolio
|
Q3 2024
Added 557.29%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
86,700
shares
|
$5.55 Million
0.43% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
86,597
shares
|
$5.55 Million
2.78% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
86,573
shares
|
$5.55 Million
5.14% of portfolio
|
Q4 2024
New holding
|