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 2,594 institutions that hold shares in the stock, with a total of 1.12 Billion shares, which have been reported (via 13F filing form) to have a value of $70.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
3,850
shares
|
$246,169
0.06% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
3,849
shares
|
$246,105
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,845
shares
|
$245,849
0.13% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
3,835
shares
|
$245,209
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,830
shares
|
$244,890
0.05% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,829
shares
|
$244,826
0.17% of portfolio
|
Q4 2024
Added 22.18%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
3,826
shares
|
$244,634
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
3,811
shares
|
$243,675
0.04% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
3,811
shares
|
$243,675
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
3,800
shares
|
$242,972
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,785
shares
|
$242,012
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
3,774
shares
|
$241,309
0.12% of portfolio
|
Q4 2024
Added 52.67%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
3,760
shares
|
$240,414
0.02% of portfolio
|
Q4 2024
Reduced 29.06%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
3,750
shares
|
$239,775
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
3,749
shares
|
$239,711
0.12% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
3,746
shares
|
$239,519
0.07% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
3,727
shares
|
$238,304
0.09% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
3,725
shares
|
$238,176
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
3,725
shares
|
$238,176
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
3,690
shares
|
$235,938
0.15% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
3,679
shares
|
$235,235
0.07% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,675
shares
|
$234,979
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
3,672
shares
|
$234,787
0.09% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
3,668
shares
|
$234,531
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
3,662
shares
|
$234,148
0.05% of portfolio
|
Q3 2024
Reduced 0.35%
|