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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
65,910
shares
|
$4.21 Million
0.58% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
65,829
shares
|
$4.21 Million
1.32% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
65,764
shares
|
$4.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
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
|
$4.18 Million
0.31% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
65,268
shares
|
$4.17 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%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
64,948
shares
|
$4.15 Million
0.42% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
64,825
shares
|
$4.14 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
64,652
shares
|
$4.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
64,587
shares
|
$4.13 Million
5.74% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
64,570
shares
|
$4.13 Million
0.22% of portfolio
|
Q4 2024
Added 820.32%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
64,224
shares
|
$4.11 Million
2.22% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
64,219
shares
|
$4.11 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
64,170
shares
|
$4.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
64,017
shares
|
$4.09 Million
0.3% of portfolio
|
Q4 2024
Added 70.57%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
63,965
shares
|
$4.09 Million
1.23% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
63,912
shares
|
$4.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 79.71%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
63,854
shares
|
$4.08 Million
1.05% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
63,829
shares
|
$4.08 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
63,565
shares
|
$4.06 Million
0.53% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
63,519
shares
|
$4.06 Million
3.77% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
63,449
shares
|
$4.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
63,395
shares
|
$4.05 Million
2.05% of portfolio
|
Q4 2024
Added 5.22%
|