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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
44,326
shares
|
$2.83 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%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
44,033
shares
|
$2.82 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
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%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
43,868
shares
|
$2.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
43,620
shares
|
$2.79 Million
3.6% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
43,579
shares
|
$2.79 Million
0.22% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
43,295
shares
|
$2.77 Million
0.72% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
43,243
shares
|
$2.76 Million
0.41% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
43,067
shares
|
$2.75 Million
1.56% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
43,035
shares
|
$2.75 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
42,844
shares
|
$2.74 Million
0.47% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42,813
shares
|
$2.74 Million
0.28% of portfolio
|
Q4 2024
Added 17964.56%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
42,807
shares
|
$2.74 Million
0.62% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
42,750
shares
|
$2.73 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
42,426
shares
|
$2.71 Million
8.73% of portfolio
|
Q4 2022
Added 2.71%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
42,408
shares
|
$2.71 Million
0.87% of portfolio
|
Q4 2024
New holding
|