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 |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
61,388
shares
|
$3.93 Million
0.41% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
61,197
shares
|
$3.92 Million
1.74% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
61,176
shares
|
$3.92 Million
2.13% of portfolio
|
Q4 2024
Reduced 37.68%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
61,000
shares
|
$3.91 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
60,744
shares
|
$3.89 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
60,530
shares
|
$3.88 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
60,305
shares
|
$3.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
59,845
shares
|
$3.83 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
59,762
shares
|
$3.83 Million
1.28% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
59,761
shares
|
$3.83 Million
1.73% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
59,760
shares
|
$3.83 Million
0.98% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
59,678
shares
|
$3.82 Million
1.75% of portfolio
|
Q4 2024
Reduced 45.68%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
59,300
shares
|
$3.8 Million
0.06% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
58,973
shares
|
$3.78 Million
0.28% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
58,926
shares
|
$3.77 Million
0.06% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
58,675
shares
|
$3.76 Million
0.24% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
58,595
shares
|
$3.75 Million
0.42% of portfolio
|
Q4 2024
Added 11.62%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
58,537
shares
|
$3.75 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
58,481
shares
|
$3.75 Million
0.13% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
58,450
shares
|
$3.74 Million
0.61% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
58,232
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
57,974
shares
|
$3.71 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
57,953
shares
|
$3.71 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
57,651
shares
|
$3.69 Million
0.15% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
57,496
shares
|
$3.68 Million
2.54% of portfolio
|
Q3 2024
Added 10.66%
|