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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
39,824
shares
|
$2.55 Million
0.65% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
39,759
shares
|
$2.54 Million
1.23% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
39,653
shares
|
$2.54 Million
2.67% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
39,579
shares
|
$2.53 Million
1.62% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
39,449
shares
|
$2.52 Million
1.37% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
39,375
shares
|
$2.52 Million
0.09% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
39,293
shares
|
$2.51 Million
1.76% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
39,112
shares
|
$2.5 Million
0.03% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
38,889
shares
|
$2.49 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
38,873
shares
|
$2.49 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
38,861
shares
|
$2.48 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
38,828
shares
|
$2.48 Million
0.07% of portfolio
|
Q1 2024
Added 407.89%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
38,595
shares
|
$2.47 Million
1.44% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
38,511
shares
|
$2.46 Million
0.4% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
38,305
shares
|
$2.45 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
38,223
shares
|
$2.44 Million
0.14% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
38,175
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2024
Added 33.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
38,092
shares
|
$2.44 Million
0.24% of portfolio
|
Q4 2024
Reduced 49.64%
|
|
|
My Wealth Management Inc.
|
Feb 07, 2025 Q4 2024 |
38,055
shares
|
$2.43 Million
2.37% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
38,039
shares
|
$2.43 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
38,004
shares
|
$2.43 Million
0.12% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
37,986
shares
|
$2.43 Million
0.69% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
37,948
shares
|
$2.43 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
37,858
shares
|
$2.42 Million
2.15% of portfolio
|
Q4 2022
Added 1.33%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
37,840
shares
|
$2.42 Million
0.24% of portfolio
|
Q4 2024
Added 3.82%
|