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 2,657 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 |
|---|---|---|---|---|---|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
68,290
shares
|
$4.1 Million
1.53% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
68,282
shares
|
$4.1 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
68,030
shares
|
$4.09 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
67,914
shares
|
$4.08 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
67,881
shares
|
$4.08 Million
3.73% of portfolio
|
Q4 2024
Added 167.63%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
67,611
shares
|
$4.06 Million
0.4% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
67,610
shares
|
$4.06 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
67,308
shares
|
$4.05 Million
1.24% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
67,275
shares
|
$4.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
67,053
shares
|
$4.03 Million
0.36% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
66,950
shares
|
$4.02 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
66,907
shares
|
$4.02 Million
3.3% of portfolio
|
Q4 2024
Added 45.56%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
66,837
shares
|
$4.02 Million
0.87% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
66,786
shares
|
$4.01 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
66,610
shares
|
$4 Million
0.31% of portfolio
|
Q2 2024
Reduced 58.08%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
66,609
shares
|
$4 Million
0.31% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
66,591
shares
|
$4 Million
1.9% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
66,584
shares
|
$4 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
66,566
shares
|
$4 Million
1.07% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
66,549
shares
|
$4 Million
0.91% of portfolio
|
Q4 2024
Added 1266.23%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
66,230
shares
|
$3.98 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
66,185
shares
|
$3.98 Million
0.04% of portfolio
|
Q4 2024
Added 36.53%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
66,107
shares
|
$3.97 Million
3.17% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
66,092
shares
|
$3.97 Million
0.05% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
66,087
shares
|
$3.97 Million
0.29% of portfolio
|
Q4 2024
Added 0.37%
|