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 $67.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
140,054
shares
|
$8.24 Million
5.32% of portfolio
|
Q4 2024
Added 27.62%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
139,555
shares
|
$8.21 Million
3.49% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
139,521
shares
|
$8.2 Million
1.9% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
139,275
shares
|
$8.19 Million
4.63% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
139,230
shares
|
$8.19 Million
0.8% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
138,420
shares
|
$8.14 Million
4.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
137,760
shares
|
$8.1 Million
0.3% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
137,726
shares
|
$8.1 Million
4.15% of portfolio
|
Q2 2023
Added 1.52%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
137,362
shares
|
$8.08 Million
5.95% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
137,014
shares
|
$8.06 Million
2.13% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
136,286
shares
|
$8.01 Million
7.85% of portfolio
|
Q4 2022
Reduced 4.89%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
136,175
shares
|
$8.01 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
135,794
shares
|
$7.98 Million
0.33% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
133,300
shares
|
$7.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
133,068
shares
|
$7.82 Million
0.55% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
132,956
shares
|
$7.82 Million
1.93% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
132,626
shares
|
$7.8 Million
3.63% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
132,268
shares
|
$7.78 Million
2.11% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
132,069
shares
|
$7.77 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
132,015
shares
|
$7.76 Million
0.52% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
131,964
shares
|
$7.76 Million
0.05% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
131,743
shares
|
$7.75 Million
4.98% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
131,582
shares
|
$7.74 Million
1.51% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
130,634
shares
|
$7.68 Million
2.53% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
130,340
shares
|
$7.66 Million
6.45% of portfolio
|
Q4 2024
Reduced 0.1%
|