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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
24,012
shares
|
$1.4 Million
0.99% of portfolio
|
Q4 2024
Added 5888.03%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,001
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
23,918
shares
|
$1.39 Million
0.63% of portfolio
|
Q4 2024
Reduced 41.6%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
23,912
shares
|
$1.39 Million
0.5% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
23,864
shares
|
$1.39 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
23,794
shares
|
$1.38 Million
0.44% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
23,793
shares
|
$1.38 Million
1.28% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
23,793
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Added 31.63%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
23,777
shares
|
$1.38 Million
0.63% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
23,744
shares
|
$1.38 Million
0.15% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
23,717
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
23,695
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
23,689
shares
|
$1.38 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
23,549
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
23,538
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,518
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
23,496
shares
|
$1.37 Million
1.46% of portfolio
|
Q4 2024
Added 141.38%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
23,481
shares
|
$1.36 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
23,459
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
23,459
shares
|
$1.36 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
23,438
shares
|
$1.36 Million
0.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
23,364
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
23,359
shares
|
$1.36 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
23,208
shares
|
$1.35 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
23,116
shares
|
$1.34 Million
0.65% of portfolio
|
Q4 2024
Reduced 21.78%
|