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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
42,177
shares
|
$2.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
42,040
shares
|
$2.69 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
42,025
shares
|
$2.69 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
41,916
shares
|
$2.68 Million
0.31% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
41,827
shares
|
$2.67 Million
0.41% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
41,766
shares
|
$2.67 Million
0.28% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
41,744
shares
|
$2.67 Million
0.44% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
41,481
shares
|
$2.65 Million
1.17% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
41,244
shares
|
$2.64 Million
0.21% of portfolio
|
Q4 2024
Added 79.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
40,950
shares
|
$2.62 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
40,756
shares
|
$2.61 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
40,734
shares
|
$2.6 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
40,675
shares
|
$2.6 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,666
shares
|
$2.6 Million
0.02% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
40,662
shares
|
$2.6 Million
0.34% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
40,607
shares
|
$2.6 Million
1.06% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
40,575
shares
|
$2.59 Million
0.32% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
40,551
shares
|
$2.59 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
40,389
shares
|
$2.58 Million
0.19% of portfolio
|
Q4 2024
Reduced 69.93%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
40,233
shares
|
$2.57 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
40,140
shares
|
$2.57 Million
0.16% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
40,119
shares
|
$2.57 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
40,032
shares
|
$2.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,978
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
39,917
shares
|
$2.55 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.11%
|