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 |
|---|---|---|---|---|---|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
36,943
shares
|
$2.37 Million
2.84% of portfolio
|
Q4 2024
Added 434.71%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
36,872
shares
|
$2.36 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
36,863
shares
|
$2.36 Million
0.59% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
36,755
shares
|
$2.35 Million
0.07% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
36,684
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Added 62.8%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
36,673
shares
|
$2.35 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
36,585
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
36,547
shares
|
$2.34 Million
0.68% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,505
shares
|
$2.34 Million
0.27% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
36,264
shares
|
$2.32 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
36,199
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
36,115
shares
|
$2.31 Million
0.41% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
35,978
shares
|
$2.3 Million
1.13% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
35,972
shares
|
$2.3 Million
1.46% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
35,950
shares
|
$2.3 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
35,840
shares
|
$2.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
35,735
shares
|
$2.29 Million
0.8% of portfolio
|
Q4 2024
Reduced 63.09%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
35,644
shares
|
$2.28 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
35,626
shares
|
$2.28 Million
0.83% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,347
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
35,337
shares
|
$2.26 Million
1.0% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
35,101
shares
|
$2.25 Million
0.24% of portfolio
|
Q4 2024
Added 137.8%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
35,008
shares
|
$2.24 Million
0.9% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
34,991
shares
|
$2.24 Million
1.09% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
34,878
shares
|
$2.23 Million
1.04% of portfolio
|
Q3 2024
Reduced 5.32%
|