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 $68.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,046,502
shares
|
$122 Million
6.05% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
2,005,373
shares
|
$119 Million
1.72% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,864,209
shares
|
$111 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,863,042
shares
|
$111 Million
1.58% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
1,849,285
shares
|
$110 Million
9.56% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,742,498
shares
|
$104 Million
0.22% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,710,203
shares
|
$102 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,650,622
shares
|
$98.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,595,993
shares
|
$95.1 Million
0.9% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
1,587,884
shares
|
$94.6 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,576,888
shares
|
$93.9 Million
5.89% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
1,564,400
shares
|
$93.2 Million
4.94% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,558,050
shares
|
$92.8 Million
0.04% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
1,549,000
shares
|
$92.3 Million
4.39% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,534,329
shares
|
$91.4 Million
3.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
1,503,265
shares
|
$89.5 Million
0.52% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,485,895
shares
|
$88.5 Million
0.15% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
1,468,976
shares
|
$87.5 Million
5.73% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
1,445,080
shares
|
$86.1 Million
7.28% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,437,089
shares
|
$85.6 Million
2.3% of portfolio
|
Q2 2023
Reduced 82.88%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
1,415,121
shares
|
$84.3 Million
0.16% of portfolio
|
Q4 2024
Added 26.32%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,382,218
shares
|
$82.3 Million
5.31% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,365,948
shares
|
$81.4 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
1,360,573
shares
|
$81 Million
5.44% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,337,829
shares
|
$79.7 Million
6.08% of portfolio
|
Q4 2024
Added 0.72%
|