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 2,612 institutions that hold shares in the stock, with a total of 1.13 Billion shares, which have been reported (via 13F filing form) to have a value of $72.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
72,319
shares
|
$4.62 Million
0.71% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
71,951
shares
|
$4.6 Million
0.92% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
71,746
shares
|
$4.59 Million
3.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
71,354
shares
|
$4.56 Million
0.15% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
71,296
shares
|
$4.56 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
71,201
shares
|
$4.55 Million
1.18% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
71,065
shares
|
$4.54 Million
1.89% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
70,790
shares
|
$4.53 Million
1.96% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
70,700
shares
|
$4.52 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
70,697
shares
|
$4.52 Million
1.32% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
70,687
shares
|
$4.52 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
70,386
shares
|
$4.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
70,281
shares
|
$4.49 Million
2.71% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
70,220
shares
|
$4.49 Million
0.38% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
70,177
shares
|
$4.49 Million
0.33% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
70,124
shares
|
$4.48 Million
0.3% of portfolio
|
Q3 2024
Added 51.67%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
70,084
shares
|
$4.48 Million
5.64% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
70,024
shares
|
$4.48 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
69,891
shares
|
$4.47 Million
0.28% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
69,423
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2024
Added 147.59%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
69,338
shares
|
$4.43 Million
0.41% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
69,225
shares
|
$4.43 Million
0.14% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
69,012
shares
|
$4.41 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
68,713
shares
|
$4.39 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
68,588
shares
|
$4.39 Million
4.51% of portfolio
|
Q4 2024
Added 0.54%
|