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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
89,287
shares
|
$5.25 Million
1.15% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
89,100
shares
|
$5.24 Million
0.32% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
89,100
shares
|
$5.24 Million
0.01% of portfolio
|
Q4 2024
Added 1000.0%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
88,975
shares
|
$5.23 Million
0.62% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
88,914
shares
|
$5.23 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
88,620
shares
|
$5.21 Million
4.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
88,526
shares
|
$5.21 Million
2.04% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
88,294
shares
|
$5.19 Million
1.45% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
88,080
shares
|
$5.18 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
87,686
shares
|
$5.16 Million
0.11% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
87,450
shares
|
$5.14 Million
0.38% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
87,010
shares
|
$5.12 Million
0.2% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
86,700
shares
|
$5.1 Million
0.43% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
86,597
shares
|
$5.09 Million
2.78% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
86,573
shares
|
$5.09 Million
5.14% of portfolio
|
Q4 2024
New holding
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
86,262
shares
|
$5.07 Million
3.47% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
86,236
shares
|
$5.07 Million
4.94% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
85,976
shares
|
$5.06 Million
1.79% of portfolio
|
Q3 2023
Added 0.38%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Feb 04, 2025 Q4 2024 |
85,972
shares
|
$5.06 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
85,743
shares
|
$5.04 Million
0.18% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
85,547
shares
|
$5.03 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
85,295
shares
|
$5.02 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
85,285
shares
|
$5.01 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
84,998
shares
|
$5 Million
3.15% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
84,744
shares
|
$4.98 Million
1.05% of portfolio
|
Q4 2024
Added 26.52%
|