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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
66,837
shares
|
$4.28 Million
0.87% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
66,796
shares
|
$4.28 Million
0.32% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
66,786
shares
|
$4.28 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
66,610
shares
|
$4.27 Million
0.31% of portfolio
|
Q2 2024
Reduced 58.08%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
66,609
shares
|
$4.27 Million
0.31% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
66,591
shares
|
$4.27 Million
1.9% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
66,566
shares
|
$4.26 Million
1.07% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
66,230
shares
|
$4.24 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
66,185
shares
|
$4.24 Million
0.04% of portfolio
|
Q4 2024
Added 36.53%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
66,107
shares
|
$4.23 Million
3.17% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
66,087
shares
|
$4.23 Million
0.29% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
65,915
shares
|
$4.22 Million
1.1% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
65,910
shares
|
$4.22 Million
0.58% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
65,829
shares
|
$4.22 Million
1.32% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
65,764
shares
|
$4.21 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
65,691
shares
|
$4.21 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
65,635
shares
|
$4.2 Million
1.81% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
65,442
shares
|
$4.19 Million
0.31% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
65,268
shares
|
$4.18 Million
0.81% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
65,025
shares
|
$4.16 Million
1.35% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
64,994
shares
|
$4.16 Million
5.15% of portfolio
|
Q4 2024
Reduced 31.07%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
64,825
shares
|
$4.15 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
64,652
shares
|
$4.14 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
64,587
shares
|
$4.14 Million
5.74% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
64,570
shares
|
$4.14 Million
0.22% of portfolio
|
Q4 2024
Added 820.32%
|