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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
827
shares
|
$52,969
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
809
shares
|
$51,816
0.05% of portfolio
|
Q3 2024
Added 134.49%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
805
shares
|
$51,560
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
803
shares
|
$51,432
0.03% of portfolio
|
Q1 2024
Added 398.76%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
798
shares
|
$51,111
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
774
shares
|
$49,574
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
750
shares
|
$48,037
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
735
shares
|
$47,076
0.03% of portfolio
|
Q4 2024
Added 59.78%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
735
shares
|
$47,076
0.01% of portfolio
|
Q2 2024
Reduced 61.62%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
707
shares
|
$45,283
0.02% of portfolio
|
Q4 2024
Added 499.15%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
677
shares
|
$43,361
0.01% of portfolio
|
Q4 2024
Reduced 35.03%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
665
shares
|
$42,593
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
655
shares
|
$41,952
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
645
shares
|
$41,312
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
630
shares
|
$40,351
0.02% of portfolio
|
Q1 2024
Added 309.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
625
shares
|
$40,031
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
604
shares
|
$38,686
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
592
shares
|
$37,917
0.02% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
587
shares
|
$37,597
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
577
shares
|
$36,956
0.02% of portfolio
|
Q2 2024
Added 2.12%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Dec 31, 2024 Q3 2024 |
565
shares
|
$36,188
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
565
shares
|
$36,188
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
562
shares
|
$35,996
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
555
shares
|
$35,547
0.01% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
554
shares
|
$35,483
0.0% of portfolio
|
Q2 2024
Added 21.76%
|