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 |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
121,512
shares
|
$7.14 Million
1.28% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
121,470
shares
|
$7.14 Million
3.17% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
121,375
shares
|
$7.14 Million
3.24% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
121,116
shares
|
$7.12 Million
0.02% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
120,915
shares
|
$7.11 Million
5.14% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
120,634
shares
|
$7.09 Million
1.42% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
120,533
shares
|
$7.09 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
120,324
shares
|
$7.08 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
118,864
shares
|
$6.99 Million
0.76% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
118,794
shares
|
$6.99 Million
3.91% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
118,078
shares
|
$6.94 Million
2.26% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
117,928
shares
|
$6.93 Million
4.69% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
117,452
shares
|
$6.91 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
117,213
shares
|
$6.89 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
117,057
shares
|
$6.88 Million
5.04% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
117,047
shares
|
$6.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
116,998
shares
|
$6.88 Million
2.69% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
116,823
shares
|
$6.87 Million
2.97% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
116,789
shares
|
$6.87 Million
0.44% of portfolio
|
Q3 2023
Reduced 2.67%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
116,521
shares
|
$6.85 Million
3.75% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
116,220
shares
|
$6.83 Million
2.72% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
116,011
shares
|
$6.82 Million
0.71% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
115,748
shares
|
$6.81 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
115,510
shares
|
$6.79 Million
2.43% of portfolio
|
Q3 2022
Added 0.58%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
115,317
shares
|
$6.78 Million
6.38% of portfolio
|
Q4 2024
New holding
|