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 2,612 institutions that hold shares in the stock, with a total of 1.13 Billion shares, which have been reported (via 13F filing form) to have a value of $72.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
7,975
shares
|
$509,921
0.32% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
7,971
shares
|
$509,665
0.05% of portfolio
|
Q4 2024
Reduced 28.15%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
7,967
shares
|
$509,409
0.12% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
7,961
shares
|
$509,026
0.06% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
7,943
shares
|
$507,875
0.24% of portfolio
|
Q3 2024
Added 56.57%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
7,928
shares
|
$506,916
0.25% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
7,917
shares
|
$506,212
0.21% of portfolio
|
Q3 2024
Reduced 87.02%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,895
shares
|
$504,806
0.03% of portfolio
|
Q4 2024
Added 80.13%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
7,874
shares
|
$503,463
0.37% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
7,865
shares
|
$502,888
0.31% of portfolio
|
Q4 2024
Added 5950.0%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
7,841
shares
|
$501,353
0.25% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
7,837
shares
|
$501,097
0.76% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
7,774
shares
|
$497,069
0.1% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
7,759
shares
|
$496,110
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
7,755
shares
|
$495,854
0.1% of portfolio
|
Q1 2024
Added 448.83%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
7,750
shares
|
$495,535
0.09% of portfolio
|
Q2 2024
Reduced 16.76%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,733
shares
|
$494,448
0.02% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,719
shares
|
$493,552
0.12% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
7,701
shares
|
$492,401
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,679
shares
|
$490,995
0.27% of portfolio
|
Q2 2023
Added 0.83%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
7,674
shares
|
$490,675
0.41% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
7,650
shares
|
$489,141
0.21% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
7,627
shares
|
$487,670
0.13% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
7,625
shares
|
$487,542
0.22% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
7,620
shares
|
$487,222
0.03% of portfolio
|
Q4 2024
Added 3.39%
|