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 |
|---|---|---|---|---|---|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
47,730
shares
|
$3.06 Million
1.88% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
47,528
shares
|
$3.04 Million
0.41% of portfolio
|
Q4 2024
Added 435.65%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
47,112
shares
|
$3.02 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
46,879
shares
|
$3 Million
1.72% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
46,762
shares
|
$3 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
46,294
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
46,078
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
45,985
shares
|
$2.95 Million
1.84% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
45,874
shares
|
$2.94 Million
1.03% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,638
shares
|
$2.92 Million
0.43% of portfolio
|
Q3 2022
Added 0.16%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
45,306
shares
|
$2.9 Million
1.07% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
44,993
shares
|
$2.88 Million
1.69% of portfolio
|
Q4 2024
Reduced 70.94%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
44,824
shares
|
$2.87 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
44,718
shares
|
$2.86 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
44,656
shares
|
$2.86 Million
0.11% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
44,529
shares
|
$2.85 Million
0.19% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
44,527
shares
|
$2.85 Million
0.96% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
44,408
shares
|
$2.84 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
44,326
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
44,240
shares
|
$2.83 Million
1.38% of portfolio
|
Q1 2024
Added 415.26%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
44,105
shares
|
$2.82 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
44,033
shares
|
$2.82 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
43,943
shares
|
$2.81 Million
0.1% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
43,940
shares
|
$2.81 Million
0.97% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
43,930
shares
|
$2.81 Million
1.01% of portfolio
|
Q4 2024
Added 2.43%
|