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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
106,879
shares
|
$6.28 Million
0.07% of portfolio
|
Q4 2024
Added 283.2%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
106,847
shares
|
$6.28 Million
3.43% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
106,634
shares
|
$6.27 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
106,560
shares
|
$6.27 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
106,541
shares
|
$6.26 Million
2.97% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
106,505
shares
|
$6.26 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
106,118
shares
|
$6.24 Million
4.21% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
105,715
shares
|
$6.22 Million
3.29% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
104,899
shares
|
$6.17 Million
1.72% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
104,404
shares
|
$6.14 Million
0.72% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
104,307
shares
|
$6.13 Million
0.21% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
103,978
shares
|
$6.11 Million
3.37% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
103,629
shares
|
$6.09 Million
3.34% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
103,045
shares
|
$6.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
102,091
shares
|
$6 Million
5.03% of portfolio
|
Q4 2024
Added 2054.73%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
101,940
shares
|
$5.99 Million
1.19% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
101,755
shares
|
$5.98 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
101,632
shares
|
$5.98 Million
3.06% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
101,574
shares
|
$5.97 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
101,204
shares
|
$5.95 Million
5.8% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
101,084
shares
|
$5.94 Million
4.16% of portfolio
|
Q4 2024
Reduced 40.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
100,528
shares
|
$5.91 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
100,524
shares
|
$5.91 Million
2.14% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
100,347
shares
|
$5.9 Million
1.62% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
100,235
shares
|
$5.89 Million
0.03% of portfolio
|
Q4 2024
Added 5.44%
|