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 |
|---|---|---|---|---|---|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
75,650
shares
|
$4.85 Million
1.17% of portfolio
|
Q3 2024
Added 175.97%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
75,604
shares
|
$4.84 Million
0.8% of portfolio
|
Q1 2023
Reduced 4.87%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
74,799
shares
|
$4.79 Million
0.25% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
74,578
shares
|
$4.78 Million
0.08% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
74,316
shares
|
$4.76 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
73,876
shares
|
$4.73 Million
1.55% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
73,836
shares
|
$4.73 Million
0.34% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
73,203
shares
|
$4.69 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
73,089
shares
|
$4.68 Million
1.37% of portfolio
|
Q3 2024
Added 137.73%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
72,765
shares
|
$4.66 Million
0.4% of portfolio
|
Q2 2024
Added 149.64%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
72,732
shares
|
$4.66 Million
1.72% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
72,431
shares
|
$4.64 Million
0.45% of portfolio
|
Q4 2022
Reduced 0.67%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
72,416
shares
|
$4.64 Million
2.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
72,388
shares
|
$4.64 Million
0.65% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
72,319
shares
|
$4.63 Million
0.71% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
72,167
shares
|
$4.62 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
72,160
shares
|
$4.62 Million
1.17% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
72,135
shares
|
$4.62 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
71,951
shares
|
$4.61 Million
0.92% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
71,746
shares
|
$4.6 Million
3.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
71,354
shares
|
$4.57 Million
0.15% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
71,296
shares
|
$4.57 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
71,201
shares
|
$4.56 Million
1.18% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
70,700
shares
|
$4.53 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
70,697
shares
|
$4.53 Million
1.32% of portfolio
|
Q4 2024
Added 15.67%
|