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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
54,361
shares
|
$3.16 Million
0.73% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
54,267
shares
|
$3.16 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
54,206
shares
|
$3.16 Million
0.23% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
53,502
shares
|
$3.11 Million
0.75% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
53,336
shares
|
$3.1 Million
0.54% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
53,277
shares
|
$3.1 Million
0.62% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
53,042
shares
|
$3.09 Million
0.91% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
52,661
shares
|
$3.07 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52,584
shares
|
$3.06 Million
0.24% of portfolio
|
Q4 2023
Added 136.32%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
52,361
shares
|
$3.05 Million
0.49% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
52,128
shares
|
$3.03 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
51,918
shares
|
$3.02 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
51,897
shares
|
$3.02 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
51,744
shares
|
$3.01 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
51,725
shares
|
$3.01 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
51,537
shares
|
$3 Million
1.68% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
51,525
shares
|
$3 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
51,443
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
51,422
shares
|
$2.99 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
51,410
shares
|
$2.99 Million
2.98% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
51,251
shares
|
$2.98 Million
0.11% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
51,185
shares
|
$2.98 Million
1.28% of portfolio
|
Q4 2024
Added 38.19%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
51,079
shares
|
$2.97 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
51,016
shares
|
$2.97 Million
0.36% of portfolio
|
Q1 2024
Added 472.96%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
50,527
shares
|
$2.94 Million
1.47% of portfolio
|
Q4 2024
New holding
|