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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
461,167
shares
|
$27.5 Million
0.23% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
460,003
shares
|
$27.4 Million
2.01% of portfolio
|
Q4 2024
Added 38.33%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
455,099
shares
|
$27.1 Million
0.43% of portfolio
|
Q2 2023
Added 0.69%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
454,506
shares
|
$27.1 Million
3.63% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
453,662
shares
|
$27 Million
0.23% of portfolio
|
Q4 2024
Added 54.25%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
451,935
shares
|
$26.9 Million
0.81% of portfolio
|
Q4 2024
Added 2457.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
449,749
shares
|
$26.8 Million
1.09% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
447,544
shares
|
$26.7 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
445,322
shares
|
$26.5 Million
0.65% of portfolio
|
Q4 2024
Added 4324.46%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
436,948
shares
|
$26 Million
7.64% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
436,861
shares
|
$26 Million
0.17% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
436,716
shares
|
$26 Million
2.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Feb 14, 2025 Q4 2024 |
427,922
shares
|
$25.5 Million
2.98% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
426,471
shares
|
$25.4 Million
4.62% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
426,375
shares
|
$25.4 Million
0.78% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
422,457
shares
|
$25.2 Million
0.16% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
420,162
shares
|
$25 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
420,143
shares
|
$25 Million
0.3% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
416,171
shares
|
$24.8 Million
0.5% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
412,932
shares
|
$24.6 Million
0.15% of portfolio
|
Q4 2024
Added 172.53%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
412,320
shares
|
$24.6 Million
0.67% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
411,757
shares
|
$24.5 Million
7.55% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
410,781
shares
|
$24.5 Million
4.81% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
409,432
shares
|
$24.4 Million
0.69% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
405,381
shares
|
$24.1 Million
0.12% of portfolio
|
Q4 2024
Added 163.63%
|