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 2,556 institutions that hold shares in the stock, with a total of 1.1 Billion shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,864,209
shares
|
$119 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,837,587
shares
|
$118 Million
1.64% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,820,131
shares
|
$117 Million
9.38% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,810,090
shares
|
$116 Million
0.31% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,715,549
shares
|
$110 Million
1.45% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,669,891
shares
|
$107 Million
0.32% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,615,542
shares
|
$103 Million
0.22% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,595,993
shares
|
$102 Million
0.9% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
1,592,315
shares
|
$102 Million
2.34% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,576,888
shares
|
$101 Million
5.89% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
1,564,400
shares
|
$100 Million
4.94% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,558,050
shares
|
$99.8 Million
0.04% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
1,549,000
shares
|
$99.2 Million
4.39% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,534,329
shares
|
$98.3 Million
3.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,528,118
shares
|
$97.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,490,998
shares
|
$95.5 Million
0.59% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
1,468,976
shares
|
$94.1 Million
5.73% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,457,815
shares
|
$93.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,445,676
shares
|
$92.6 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
1,445,080
shares
|
$92.6 Million
7.28% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,437,089
shares
|
$92 Million
2.3% of portfolio
|
Q2 2023
Reduced 82.88%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,415,158
shares
|
$90.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,382,218
shares
|
$88.5 Million
5.31% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
1,360,573
shares
|
$87.1 Million
5.44% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,337,829
shares
|
$85.7 Million
6.08% of portfolio
|
Q4 2024
Added 0.72%
|