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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
404,268
shares
|
$24.1 Million
10.34% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
404,167
shares
|
$24.1 Million
8.49% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
400,332
shares
|
$23.8 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
399,307
shares
|
$23.8 Million
4.24% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
399,204
shares
|
$23.8 Million
1.46% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
397,662
shares
|
$23.7 Million
3.9% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
396,889
shares
|
$23.6 Million
15.25% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
396,872
shares
|
$23.6 Million
3.28% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
396,783
shares
|
$23.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
393,736
shares
|
$23.5 Million
7.68% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
393,124
shares
|
$23.4 Million
2.6% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
391,634
shares
|
$23.3 Million
0.29% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
391,412
shares
|
$23.3 Million
4.71% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Feb 10, 2025 Q4 2024 |
389,200
shares
|
$23.2 Million
8.71% of portfolio
|
Q4 2024
New holding
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
389,098
shares
|
$23.2 Million
12.29% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
387,708
shares
|
$23.1 Million
0.68% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
387,431
shares
|
$23.1 Million
2.28% of portfolio
|
Q4 2024
Added 107.37%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
381,267
shares
|
$22.7 Million
3.47% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
378,925
shares
|
$22.6 Million
0.77% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
376,263
shares
|
$22.4 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
369,037
shares
|
$22 Million
7.62% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
362,276
shares
|
$21.6 Million
6.68% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
362,276
shares
|
$21.6 Million
6.64% of portfolio
|
Q4 2024
Added 6398.22%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
360,850
shares
|
$21.5 Million
0.94% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
360,288
shares
|
$21.5 Million
4.72% of portfolio
|
Q4 2024
Reduced 0.31%
|