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 |
|---|---|---|---|---|---|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
16,455
shares
|
$1.05 Million
0.32% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
16,432
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2024
Added 267.2%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,424
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
16,369
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,325
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2020
Reduced 17.37%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
16,293
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
16,210
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
16,193
shares
|
$1.04 Million
0.74% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
16,175
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
16,156
shares
|
$1.03 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
16,151
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
16,101
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
16,079
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Added 2818.15%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
16,007
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
15,945
shares
|
$1.02 Million
0.48% of portfolio
|
Q3 2023
Reduced 3.67%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
15,910
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
15,858
shares
|
$1.01 Million
3.34% of portfolio
|
Q2 2023
Reduced 2.62%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
15,821
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
15,735
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2022
Added 3.25%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
15,700
shares
|
$1 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
15,636
shares
|
$999,765
0.11% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
15,619
shares
|
$998,678
0.31% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
15,576
shares
|
$995,929
0.03% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
15,572
shares
|
$995,673
0.07% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
15,524
shares
|
$992,604
0.1% of portfolio
|
Q4 2024
Added 0.34%
|