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 2,623 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 $72.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
18,305
shares
|
$1.17 Million
0.25% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,254
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
18,251
shares
|
$1.17 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
18,220
shares
|
$1.16 Million
0.35% of portfolio
|
Q3 2023
Added 18.65%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
18,160
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
18,055
shares
|
$1.15 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
17,973
shares
|
$1.15 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
17,920
shares
|
$1.15 Million
5.21% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
17,917
shares
|
$1.15 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
17,908
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 33.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
17,895
shares
|
$1.14 Million
0.14% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
17,893
shares
|
$1.14 Million
0.43% of portfolio
|
Q4 2024
Reduced 15.78%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
17,779
shares
|
$1.14 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
17,706
shares
|
$1.13 Million
1.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
17,662
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
17,650
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
17,618
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
17,544
shares
|
$1.12 Million
0.31% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
17,532
shares
|
$1.12 Million
0.29% of portfolio
|
Q4 2024
Reduced 23.73%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
17,495
shares
|
$1.12 Million
0.41% of portfolio
|
Q3 2022
Reduced 21.53%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,427
shares
|
$1.11 Million
0.53% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
17,424
shares
|
$1.11 Million
0.79% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
17,416
shares
|
$1.11 Million
0.51% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
17,407
shares
|
$1.11 Million
0.17% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
17,359
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 10.78%
|