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 2,556 institutions that hold shares in the stock, with a total of 1.1 Billion shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
1,043,500
shares
|
$66.8 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,037,879
shares
|
$66.5 Million
5.16% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
1,034,898
shares
|
$66.3 Million
5.93% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,034,035
shares
|
$66.2 Million
0.82% of portfolio
|
Q3 2024
Added 33.42%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,032,262
shares
|
$66.1 Million
11.15% of portfolio
|
Q3 2023
Added 8.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,023,619
shares
|
$65.6 Million
2.03% of portfolio
|
Q3 2024
Added 760.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,009,250
shares
|
$64.6 Million
2.56% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,008,806
shares
|
$64.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
1,007,460
shares
|
$64.5 Million
5.47% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
994,720
shares
|
$63.7 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
992,224
shares
|
$63.6 Million
1.74% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
979,280
shares
|
$62.7 Million
1.59% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
965,331
shares
|
$61.8 Million
9.35% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
965,191
shares
|
$61.8 Million
0.02% of portfolio
|
Q3 2024
Added 21.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
958,395
shares
|
$61.4 Million
0.95% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
956,089
shares
|
$61.2 Million
0.25% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
953,172
shares
|
$61.1 Million
5.58% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
946,056
shares
|
$60.6 Million
4.15% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
934,157
shares
|
$59.8 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
885,263
shares
|
$56.7 Million
5.18% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
883,526
shares
|
$56.6 Million
2.99% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
880,076
shares
|
$56.4 Million
0.67% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
874,842
shares
|
$56 Million
11.21% of portfolio
|
Q4 2024
Added 27.26%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
874,710
shares
|
$56 Million
6.75% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
873,933
shares
|
$56 Million
1.94% of portfolio
|
Q4 2024
Reduced 5.45%
|