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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,845
shares
|
$246,272
0.13% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
3,835
shares
|
$245,631
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,830
shares
|
$245,311
0.05% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
3,826
shares
|
$245,055
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
3,800
shares
|
$243,390
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,785
shares
|
$242,429
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
3,774
shares
|
$241,724
0.12% of portfolio
|
Q4 2024
Added 52.67%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
3,750
shares
|
$240,187
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
3,749
shares
|
$240,123
0.12% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
3,746
shares
|
$239,931
0.07% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
3,743
shares
|
$239,739
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
3,730
shares
|
$238,906
0.12% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
3,727
shares
|
$238,714
0.09% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
3,725
shares
|
$238,586
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
3,725
shares
|
$238,586
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
3,690
shares
|
$236,344
0.15% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,679
shares
|
$235,639
0.07% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,675
shares
|
$235,383
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
3,672
shares
|
$235,191
0.09% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
3,668
shares
|
$234,935
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
3,662
shares
|
$234,551
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,640
shares
|
$233,142
0.04% of portfolio
|
Q3 2024
Reduced 19.38%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
3,640
shares
|
$233,142
0.16% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
3,639
shares
|
$233,077
0.16% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
3,629
shares
|
$232,437
0.04% of portfolio
|
Q3 2024
Reduced 4.5%
|