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 2,636 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 $73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
12,453
shares
|
$803,093
0.07% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
12,449
shares
|
$802,836
0.32% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
12,420
shares
|
$800,965
0.03% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,406
shares
|
$800,062
0.16% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
12,403
shares
|
$799,869
0.23% of portfolio
|
Q1 2023
Reduced 87.08%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,367
shares
|
$797,547
0.07% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
12,353
shares
|
$796,644
0.24% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
12,350
shares
|
$796,451
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,343
shares
|
$796,000
0.12% of portfolio
|
Q4 2024
Added 29.07%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
12,325
shares
|
$794,839
0.41% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
12,320
shares
|
$794,516
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
12,295
shares
|
$792,904
0.27% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
12,294
shares
|
$792,840
0.26% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
12,280
shares
|
$791,937
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
12,269
shares
|
$791,227
0.07% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
12,257
shares
|
$790,453
0.19% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
12,233
shares
|
$788,906
0.03% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
12,158
shares
|
$784,069
0.06% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
12,143
shares
|
$783,102
0.06% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
12,142
shares
|
$783,037
0.03% of portfolio
|
Q4 2024
Added 90.76%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
12,139
shares
|
$782,844
0.1% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
12,106
shares
|
$780,715
1.75% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,104
shares
|
$780,586
0.49% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
12,073
shares
|
$778,587
0.24% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
12,069
shares
|
$778,329
0.58% of portfolio
|
Q3 2024
Reduced 2.43%
|