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 |
|---|---|---|---|---|---|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
5,725
shares
|
$366,056
0.24% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
5,723
shares
|
$365,928
0.08% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
5,719
shares
|
$365,672
0.02% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
5,685
shares
|
$363,498
0.18% of portfolio
|
Q4 2024
Reduced 95.31%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
5,681
shares
|
$363,243
0.07% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
5,675
shares
|
$362,859
0.01% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
5,675
shares
|
$362,859
0.03% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,651
shares
|
$361,324
0.28% of portfolio
|
Q3 2023
Reduced 7.99%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
5,635
shares
|
$360,301
0.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
5,624
shares
|
$359,598
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
5,612
shares
|
$358,831
0.01% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
5,608
shares
|
$358,575
0.07% of portfolio
|
Q4 2024
Reduced 80.82%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,605
shares
|
$358,383
0.11% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
5,604
shares
|
$358,319
0.36% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
5,600
shares
|
$358,064
0.17% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
5,570
shares
|
$356,145
0.15% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,566
shares
|
$355,890
0.18% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
5,550
shares
|
$354,867
0.23% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
5,550
shares
|
$354,867
0.02% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,534
shares
|
$353,843
0.04% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
5,528
shares
|
$353,460
0.12% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,523
shares
|
$353,140
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
5,516
shares
|
$352,693
0.17% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
5,450
shares
|
$348,473
0.06% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
5,447
shares
|
$348,281
0.15% of portfolio
|
Q4 2024
Reduced 6.36%
|