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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
1,361
shares
|
$87,172
0.04% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,360
shares
|
$87,108
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,345
shares
|
$86,147
0.17% of portfolio
|
Q1 2023
Reduced 1.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,344
shares
|
$86,083
0.23% of portfolio
|
Q2 2022
Reduced 87.68%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
1,336
shares
|
$85,570
0.48% of portfolio
|
Q3 2022
Reduced 7.54%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,285
shares
|
$82,304
0.02% of portfolio
|
Q4 2024
Reduced 44.85%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,278
shares
|
$81,855
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
1,277
shares
|
$81,791
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,275
shares
|
$81,663
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,274
shares
|
$81,599
0.18% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,273
shares
|
$81,535
0.03% of portfolio
|
Q4 2023
Added 32.74%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
1,260
shares
|
$80,703
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,260
shares
|
$80,703
0.02% of portfolio
|
Q3 2023
Added 37.4%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,254
shares
|
$80,318
0.05% of portfolio
|
Q2 2024
Added 46.67%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
1,249
shares
|
$79,998
0.02% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,248
shares
|
$79,934
0.01% of portfolio
|
Q4 2024
Reduced 66.53%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,248
shares
|
$79,934
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,237
shares
|
$79,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
1,235
shares
|
$79,101
0.06% of portfolio
|
Q2 2024
Added 336.4%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,220
shares
|
$78,141
0.03% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
1,200
shares
|
$76,860
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
1,195
shares
|
$76,539
0.04% of portfolio
|
Q1 2024
Added 453.24%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
1,154
shares
|
$73,913
0.06% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
1,150
shares
|
$73,657
0.03% of portfolio
|
Q4 2024
Reduced 81.35%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
1,108
shares
|
$70,967
0.02% of portfolio
|
Q4 2024
New holding
|