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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
130,175
shares
|
$7.65 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
129,554
shares
|
$7.62 Million
0.69% of portfolio
|
Q4 2024
Added 10.67%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
129,224
shares
|
$7.6 Million
3.52% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
128,786
shares
|
$7.57 Million
1.7% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
128,732
shares
|
$7.57 Million
1.16% of portfolio
|
Q4 2024
Added 103.42%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
128,617
shares
|
$7.56 Million
7.04% of portfolio
|
Q4 2024
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
128,343
shares
|
$7.55 Million
6.68% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
128,280
shares
|
$7.54 Million
0.23% of portfolio
|
Q4 2024
Added 45.74%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
128,210
shares
|
$7.54 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
128,083
shares
|
$7.53 Million
0.29% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
128,068
shares
|
$7.53 Million
1.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
127,844
shares
|
$7.52 Million
1.47% of portfolio
|
Q4 2024
Added 34.4%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
127,520
shares
|
$7.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
127,464
shares
|
$7.49 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
126,622
shares
|
$7.45 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
125,969
shares
|
$7.41 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
125,310
shares
|
$7.37 Million
2.66% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
125,051
shares
|
$7.35 Million
3.97% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
124,678
shares
|
$7.33 Million
2.35% of portfolio
|
Q4 2024
Added 906.04%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
123,971
shares
|
$7.29 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
123,576
shares
|
$7.27 Million
6.99% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
123,120
shares
|
$7.24 Million
0.53% of portfolio
|
Q2 2023
Reduced 17.55%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
122,570
shares
|
$7.21 Million
4.67% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
122,248
shares
|
$7.19 Million
2.52% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
122,197
shares
|
$7.19 Million
0.95% of portfolio
|
Q2 2024
Added 219.53%
|