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 2,652 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $66.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
34,326
shares
|
$1.99 Million
2.26% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
34,144
shares
|
$1.98 Million
0.31% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
34,107
shares
|
$1.98 Million
1.47% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
34,100
shares
|
$1.98 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
34,076
shares
|
$1.98 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Feb 12, 2025 Q4 2024 |
33,972
shares
|
$1.97 Million
1.2% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
33,865
shares
|
$1.97 Million
3.67% of portfolio
|
Q4 2023
Added 18.52%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,765
shares
|
$1.96 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
33,680
shares
|
$1.96 Million
0.19% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
33,590
shares
|
$1.95 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
33,297
shares
|
$1.93 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
33,283
shares
|
$1.93 Million
0.26% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
33,270
shares
|
$1.93 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
33,180
shares
|
$1.93 Million
0.47% of portfolio
|
Q4 2024
Added 25.8%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
33,101
shares
|
$1.92 Million
1.37% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
33,060
shares
|
$1.92 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
33,000
shares
|
$1.92 Million
0.44% of portfolio
|
Q2 2024
Added 51.03%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
32,853
shares
|
$1.91 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
32,847
shares
|
$1.91 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
32,797
shares
|
$1.91 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
32,590
shares
|
$1.89 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
32,541
shares
|
$1.89 Million
1.63% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
32,539
shares
|
$1.89 Million
0.76% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
32,446
shares
|
$1.89 Million
0.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
32,429
shares
|
$1.88 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.97%
|