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 |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
552
shares
|
$35,355
0.13% of portfolio
|
Q3 2023
Reduced 12.66%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
540
shares
|
$34,587
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
539
shares
|
$34,522
0.02% of portfolio
|
Q4 2024
Added 783.61%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
535
shares
|
$34,266
0.01% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
505
shares
|
$32,345
0.02% of portfolio
|
Q1 2024
Added 531.25%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
500
shares
|
$32,025
0.02% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
500
shares
|
$32,025
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
490
shares
|
$31,384
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
477
shares
|
$30,551
0.04% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
475
shares
|
$30,423
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
469
shares
|
$30,039
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
465
shares
|
$29,783
0.02% of portfolio
|
Q4 2024
Reduced 41.06%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
459
shares
|
$29,398
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
455
shares
|
$29,142
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
455
shares
|
$29,142
0.02% of portfolio
|
Q1 2024
Added 333.33%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
452
shares
|
$28,950
0.02% of portfolio
|
Q4 2024
Added 234.81%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
430
shares
|
$27,541
0.06% of portfolio
|
Q3 2024
Reduced 21.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
424
shares
|
$27,157
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
423
shares
|
$27,093
0.01% of portfolio
|
Q4 2024
Reduced 34.32%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
420
shares
|
$26,901
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
411
shares
|
$26,324
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
406
shares
|
$26,004
0.26% of portfolio
|
Q4 2022
Reduced 45.5%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
405
shares
|
$25,940
0.01% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
405
shares
|
$25,940
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
400
shares
|
$25,620
0.03% of portfolio
|
Q4 2021
New holding
|