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 |
|---|---|---|---|---|---|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
12,015
shares
|
$774,847
2.43% of portfolio
|
Q3 2023
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
12,005
shares
|
$774,202
0.55% of portfolio
|
Q4 2024
Reduced 13.6%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
12,001
shares
|
$773,944
0.39% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Feb 04, 2025 Q4 2024 |
12,000
shares
|
$773,879
0.33% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
11,997
shares
|
$773,686
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
11,990
shares
|
$773,235
0.12% of portfolio
|
Q1 2024
Added 395.86%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
11,979
shares
|
$772,525
0.37% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
11,963
shares
|
$771,493
0.31% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
11,958
shares
|
$771,171
2.2% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
11,925
shares
|
$769,043
0.32% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
11,923
shares
|
$768,914
0.41% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
11,914
shares
|
$768,333
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
11,892
shares
|
$766,915
0.32% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
11,887
shares
|
$766,592
0.3% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
11,863
shares
|
$765,044
0.37% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
11,850
shares
|
$764,206
0.11% of portfolio
|
Q4 2024
Added 30.22%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
11,830
shares
|
$762,916
0.15% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
11,810
shares
|
$761,626
0.21% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
11,810
shares
|
$761,626
0.07% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
11,794
shares
|
$760,595
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
11,788
shares
|
$760,208
0.09% of portfolio
|
Q4 2024
Added 58.83%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,746
shares
|
$757,499
0.28% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
11,731
shares
|
$756,532
0.41% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,720
shares
|
$755,822
0.03% of portfolio
|
Q4 2024
Added 20106.9%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
11,711
shares
|
$755,242
0.3% of portfolio
|
Q4 2024
Added 0.94%
|