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 2,579 institutions that hold shares in the stock, with a total of 1.11 Billion shares, which have been reported (via 13F filing form) to have a value of $70.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
4,006
shares
|
$256,584
0.2% of portfolio
|
Q4 2024
Reduced 40.2%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
4,000
shares
|
$256,200
0.17% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,989
shares
|
$255,495
0.07% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,986
shares
|
$255,303
0.03% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
3,975
shares
|
$254,598
0.09% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,970
shares
|
$254,278
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
3,965
shares
|
$253,958
0.04% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,962
shares
|
$253,766
0.04% of portfolio
|
Q4 2024
Added 1075.67%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
3,961
shares
|
$253,702
0.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
3,955
shares
|
$253,317
0.08% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,948
shares
|
$252,869
0.2% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
3,947
shares
|
$252,805
0.05% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
3,929
shares
|
$251,652
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,922
shares
|
$251,204
0.04% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,917
shares
|
$250,883
1.56% of portfolio
|
Q1 2023
Reduced 77.01%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,916
shares
|
$250,819
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
3,913
shares
|
$250,627
0.07% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
3,900
shares
|
$249,795
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
3,900
shares
|
$249,795
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
3,891
shares
|
$249,218
0.04% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
3,882
shares
|
$248,642
0.03% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,865
shares
|
$247,553
0.05% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
3,850
shares
|
$246,592
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
3,850
shares
|
$246,592
0.06% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
3,849
shares
|
$246,528
0.18% of portfolio
|
Q4 2024
New holding
|