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 |
|---|---|---|---|---|---|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
86,262
shares
|
$5.53 Million
3.47% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
86,236
shares
|
$5.52 Million
4.94% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
86,000
shares
|
$5.51 Million
3.93% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
85,976
shares
|
$5.51 Million
1.79% of portfolio
|
Q3 2023
Added 0.38%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Feb 04, 2025 Q4 2024 |
85,972
shares
|
$5.51 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
85,547
shares
|
$5.48 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
85,295
shares
|
$5.46 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
85,285
shares
|
$5.46 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
84,998
shares
|
$5.44 Million
3.15% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
84,900
shares
|
$5.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
84,744
shares
|
$5.43 Million
1.05% of portfolio
|
Q4 2024
Added 26.52%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
84,687
shares
|
$5.42 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
84,479
shares
|
$5.41 Million
0.54% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
84,208
shares
|
$5.39 Million
2.53% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
83,953
shares
|
$5.38 Million
4.31% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
83,692
shares
|
$5.36 Million
0.76% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
83,649
shares
|
$5.36 Million
1.06% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
83,447
shares
|
$5.34 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
82,471
shares
|
$5.28 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
82,381
shares
|
$5.28 Million
2.81% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
82,340
shares
|
$5.27 Million
1.04% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
81,906
shares
|
$5.25 Million
0.82% of portfolio
|
Q4 2024
Added 23.9%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
81,412
shares
|
$5.21 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
81,410
shares
|
$5.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
81,347
shares
|
$5.21 Million
0.08% of portfolio
|
Q4 2024
Added 9.65%
|