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 2,525 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $68.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
606,959
shares
|
$39.2 Million
0.37% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
604,103
shares
|
$39.1 Million
3.78% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
603,602
shares
|
$39 Million
0.25% of portfolio
|
Q3 2024
Added 34.77%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
590,773
shares
|
$38.2 Million
0.04% of portfolio
|
Q3 2024
Added 39.5%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
587,384
shares
|
$38 Million
0.24% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
580,932
shares
|
$37.6 Million
0.8% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
575,803
shares
|
$37.2 Million
3.16% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
564,617
shares
|
$36.5 Million
1.69% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
562,116
shares
|
$36.3 Million
0.83% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
559,481
shares
|
$36.2 Million
11.74% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
556,162
shares
|
$36 Million
0.52% of portfolio
|
Q3 2024
Added 49.09%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
552,968
shares
|
$35.7 Million
1.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
549,507
shares
|
$35.5 Million
0.06% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
549,319
shares
|
$35.5 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
547,802
shares
|
$35.4 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
547,686
shares
|
$35.4 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
547,215
shares
|
$35.4 Million
2.78% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
542,261
shares
|
$35.1 Million
5.91% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
537,167
shares
|
$34.7 Million
5.91% of portfolio
|
Q1 2024
Added 417.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
535,717
shares
|
$34.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
532,081
shares
|
$34.4 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
529,589
shares
|
$34.2 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
524,730
shares
|
$33.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
520,629
shares
|
$33.7 Million
8.31% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
518,169
shares
|
$33.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.81%
|