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 |
|---|---|---|---|---|---|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
9,646
shares
|
$616,765
0.37% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,635
shares
|
$616,061
0.02% of portfolio
|
Q2 2024
Added 107.87%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
9,621
shares
|
$615,166
0.1% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
9,588
shares
|
$613,056
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
9,562
shares
|
$611,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
9,552
shares
|
$610,754
0.07% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
9,546
shares
|
$610,371
0.34% of portfolio
|
Q4 2024
Added 123.25%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
9,469
shares
|
$605,447
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
9,455
shares
|
$604,552
0.1% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
9,436
shares
|
$603,337
0.11% of portfolio
|
Q4 2024
Reduced 22.63%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
9,433
shares
|
$603,146
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
9,348
shares
|
$597,711
0.02% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
9,315
shares
|
$595,601
0.18% of portfolio
|
Q1 2024
Added 404.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
9,289
shares
|
$593,938
0.16% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
9,263
shares
|
$592,276
0.12% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,255
shares
|
$591,764
0.4% of portfolio
|
Q4 2022
Added 117.66%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
9,250
shares
|
$591,445
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,232
shares
|
$590,294
0.01% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,213
shares
|
$589,079
0.05% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,206
shares
|
$588,631
0.75% of portfolio
|
Q2 2023
Reduced 2.99%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,192
shares
|
$587,736
0.09% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,185
shares
|
$587,288
0.2% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
9,173
shares
|
$586,521
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,166
shares
|
$586,074
0.12% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
9,165
shares
|
$586,010
0.13% of portfolio
|
Q2 2024
New holding
|