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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
360,087
shares
|
$21.4 Million
1.56% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
358,860
shares
|
$21.4 Million
7.61% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
353,268
shares
|
$21 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
350,230
shares
|
$20.9 Million
9.88% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
349,513
shares
|
$20.8 Million
0.38% of portfolio
|
Q4 2024
Added 41.84%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
348,987
shares
|
$20.8 Million
0.41% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
348,276
shares
|
$20.7 Million
4.6% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
347,637
shares
|
$20.7 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
345,623
shares
|
$20.6 Million
8.16% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
344,450
shares
|
$20.5 Million
2.53% of portfolio
|
Q4 2024
Added 20.27%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
343,931
shares
|
$20.5 Million
0.27% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
343,931
shares
|
$20.5 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
343,541
shares
|
$20.5 Million
1.04% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
342,560
shares
|
$20.4 Million
8.14% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
342,514
shares
|
$20.4 Million
6.24% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
342,276
shares
|
$20.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
339,468
shares
|
$20.2 Million
1.99% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
338,369
shares
|
$20.2 Million
1.02% of portfolio
|
Q4 2024
Added 39.77%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
336,644
shares
|
$20.1 Million
0.5% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
330,740
shares
|
$19.7 Million
0.77% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
329,925
shares
|
$19.7 Million
2.92% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
327,160
shares
|
$19.5 Million
10.93% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
326,764
shares
|
$19.5 Million
4.87% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
324,759
shares
|
$19.3 Million
0.96% of portfolio
|
Q4 2024
Added 36.49%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
321,150
shares
|
$19.1 Million
0.8% of portfolio
|
Q4 2024
Added 1485.93%
|