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 2,655 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 $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
535,717
shares
|
$31.9 Million
0.49% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
532,081
shares
|
$31.7 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
526,668
shares
|
$31.4 Million
1.6% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
524,730
shares
|
$31.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
520,629
shares
|
$31 Million
8.31% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
516,440
shares
|
$30.8 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
514,328
shares
|
$30.6 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
511,638
shares
|
$30.5 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
511,041
shares
|
$30.4 Million
1.68% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
500,088
shares
|
$29.8 Million
0.43% of portfolio
|
Q4 2024
Added 1538.45%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
491,543
shares
|
$29.3 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
490,828
shares
|
$29.2 Million
0.56% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
483,050
shares
|
$28.8 Million
0.25% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
482,468
shares
|
$28.7 Million
0.31% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
481,465
shares
|
$28.7 Million
16.48% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
481,432
shares
|
$28.7 Million
3.74% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
480,745
shares
|
$28.6 Million
6.78% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
480,558
shares
|
$28.6 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
479,644
shares
|
$28.6 Million
5.32% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
475,989
shares
|
$28.3 Million
1.89% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
473,005
shares
|
$28.2 Million
1.87% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
472,000
shares
|
$28.1 Million
1.94% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
469,107
shares
|
$27.9 Million
8.8% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
468,825
shares
|
$27.9 Million
9.87% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
465,811
shares
|
$27.7 Million
2.42% of portfolio
|
Q4 2024
Added 0.92%
|