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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
20,630
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
20,625
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
20,553
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
20,442
shares
|
$1.19 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
20,423
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
20,410
shares
|
$1.19 Million
0.23% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
20,389
shares
|
$1.18 Million
0.18% of portfolio
|
Q4 2024
Added 20.7%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
20,369
shares
|
$1.18 Million
0.13% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
20,292
shares
|
$1.18 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
20,188
shares
|
$1.17 Million
0.32% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
20,180
shares
|
$1.17 Million
0.26% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
20,174
shares
|
$1.17 Million
0.45% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
20,145
shares
|
$1.17 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
20,044
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 42.02%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
20,036
shares
|
$1.16 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
19,970
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
19,960
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
19,820
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 34.44%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
19,790
shares
|
$1.15 Million
0.37% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
19,770
shares
|
$1.15 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
19,732
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
19,717
shares
|
$1.15 Million
0.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
19,706
shares
|
$1.15 Million
0.66% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
19,693
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
19,610
shares
|
$1.14 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.25%
|