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 $66.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
63,395
shares
|
$3.69 Million
2.05% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
63,141
shares
|
$3.68 Million
2.95% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
62,925
shares
|
$3.66 Million
0.18% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
62,802
shares
|
$3.66 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
62,766
shares
|
$3.65 Million
0.31% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
62,732
shares
|
$3.65 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
62,377
shares
|
$3.63 Million
2.85% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
62,359
shares
|
$3.63 Million
1.97% of portfolio
|
Q4 2024
Added 53.28%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
61,675
shares
|
$3.59 Million
2.06% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
61,388
shares
|
$3.57 Million
0.41% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
61,197
shares
|
$3.56 Million
1.74% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
61,176
shares
|
$3.56 Million
2.13% of portfolio
|
Q4 2024
Reduced 37.68%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
60,744
shares
|
$3.54 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
60,553
shares
|
$3.52 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
60,305
shares
|
$3.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
60,042
shares
|
$3.5 Million
2.68% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
59,845
shares
|
$3.48 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
59,762
shares
|
$3.48 Million
1.28% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
59,761
shares
|
$3.48 Million
1.73% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
59,760
shares
|
$3.48 Million
0.98% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
59,755
shares
|
$3.48 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
59,678
shares
|
$3.47 Million
1.75% of portfolio
|
Q4 2024
Reduced 45.68%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
59,300
shares
|
$3.45 Million
0.06% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
58,926
shares
|
$3.43 Million
0.06% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
58,893
shares
|
$3.43 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.14%
|