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 2,652 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $66.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,100
shares
|
$238,251
0.1% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
4,098
shares
|
$238,134
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
4,091
shares
|
$237,728
0.17% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
4,091
shares
|
$237,728
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
4,074
shares
|
$236,740
0.13% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
4,065
shares
|
$236,217
0.0% of portfolio
|
Q4 2024
Reduced 99.03%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
4,060
shares
|
$235,926
0.12% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,052
shares
|
$235,461
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
4,037
shares
|
$234,590
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,013
shares
|
$233,195
0.04% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,013
shares
|
$233,195
0.03% of portfolio
|
Q4 2024
Reduced 48.48%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
4,006
shares
|
$232,788
0.2% of portfolio
|
Q4 2024
Reduced 40.2%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
4,000
shares
|
$232,440
0.17% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,989
shares
|
$231,800
0.07% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,986
shares
|
$231,626
0.03% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
3,975
shares
|
$230,987
0.09% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
3,965
shares
|
$230,406
0.04% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,962
shares
|
$230,231
0.04% of portfolio
|
Q4 2024
Added 1075.67%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
3,955
shares
|
$229,825
0.08% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,948
shares
|
$229,418
0.2% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
3,947
shares
|
$229,360
0.05% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,922
shares
|
$227,907
0.04% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,917
shares
|
$227,616
1.56% of portfolio
|
Q1 2023
Reduced 77.01%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,916
shares
|
$227,558
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
3,913
shares
|
$227,384
0.07% of portfolio
|
Q4 2024
Added 2.35%
|