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 2,556 institutions that hold shares in the stock, with a total of 1.1 Billion shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
2,227
shares
|
$142,639
0.05% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,200
shares
|
$140,910
0.02% of portfolio
|
Q1 2024
Added 436.59%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,195
shares
|
$140,589
0.03% of portfolio
|
Q2 2024
Added 109.85%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,180
shares
|
$139,629
0.2% of portfolio
|
Q1 2020
Reduced 2.24%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,159
shares
|
$138,283
0.06% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,158
shares
|
$138,219
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
2,150
shares
|
$137,707
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,110
shares
|
$135,145
0.08% of portfolio
|
Q1 2024
Added 83.32%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
2,089
shares
|
$133,800
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
2,080
shares
|
$133,224
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
2,071
shares
|
$132,647
0.02% of portfolio
|
Q4 2024
Added 62.94%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
2,055
shares
|
$131,622
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
2,050
shares
|
$131,302
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,035
shares
|
$130,341
0.05% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,030
shares
|
$130,021
0.01% of portfolio
|
Q1 2024
Added 341.3%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,011
shares
|
$128,804
0.05% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$128,100
0.06% of portfolio
|
Q3 2024
Reduced 76.43%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,998
shares
|
$127,971
0.06% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,980
shares
|
$126,819
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
1,965
shares
|
$125,858
0.11% of portfolio
|
Q4 2024
Reduced 36.51%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,958
shares
|
$125,409
0.15% of portfolio
|
Q2 2023
Added 1139.24%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,947
shares
|
$124,705
0.06% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,945
shares
|
$124,577
0.06% of portfolio
|
Q3 2022
Added 0.31%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,941
shares
|
$124,321
0.11% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,896
shares
|
$121,438
0.03% of portfolio
|
Q3 2024
Added 0.21%
|