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 |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
3,571
shares
|
$207,510
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,565
shares
|
$207,162
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
3,561
shares
|
$206,929
0.2% of portfolio
|
Q4 2024
Reduced 40.35%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,554
shares
|
$206,522
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,550
shares
|
$206,290
0.01% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
3,525
shares
|
$204,837
0.16% of portfolio
|
Q2 2024
Reduced 29.92%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
3,520
shares
|
$204,547
0.05% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,506
shares
|
$203,733
0.03% of portfolio
|
Q4 2024
Reduced 70.09%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
3,500
shares
|
$203,385
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
3,486
shares
|
$202,571
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
3,483
shares
|
$202,397
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
3,480
shares
|
$202,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
3,480
shares
|
$202,222
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
3,460
shares
|
$201,060
0.02% of portfolio
|
Q1 2024
Added 361.33%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,445
shares
|
$200,188
0.06% of portfolio
|
Q3 2022
Reduced 4.04%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
3,432
shares
|
$199,433
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,431
shares
|
$199,375
0.15% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
3,428
shares
|
$199,201
0.1% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
3,405
shares
|
$197,864
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
3,402
shares
|
$197,690
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,401
shares
|
$197,632
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
3,395
shares
|
$197,283
0.0% of portfolio
|
Q4 2024
Reduced 68.72%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
3,380
shares
|
$196,411
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
3,368
shares
|
$195,714
0.12% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
3,365
shares
|
$195,540
0.04% of portfolio
|
Q3 2024
Reduced 16.81%
|