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 2,656 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 |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
37,986
shares
|
$2.21 Million
0.69% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
37,948
shares
|
$2.21 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
37,941
shares
|
$2.21 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
37,897
shares
|
$2.21 Million
0.21% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
37,858
shares
|
$2.2 Million
2.15% of portfolio
|
Q4 2022
Added 1.33%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
37,840
shares
|
$2.2 Million
0.24% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
37,825
shares
|
$2.2 Million
2.54% of portfolio
|
Q4 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
37,780
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.39%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
37,721
shares
|
$2.2 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
37,680
shares
|
$2.19 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
37,573
shares
|
$2.19 Million
0.8% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
37,570
shares
|
$2.19 Million
1.54% of portfolio
|
Q4 2024
Added 26.95%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
37,377
shares
|
$2.18 Million
0.02% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
37,285
shares
|
$2.17 Million
0.22% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
37,276
shares
|
$2.17 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
37,230
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
37,168
shares
|
$2.16 Million
0.55% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
37,150
shares
|
$2.16 Million
0.05% of portfolio
|
Q4 2024
Added 64.33%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
37,065
shares
|
$2.16 Million
0.09% of portfolio
|
Q1 2024
Added 427.32%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
36,943
shares
|
$2.15 Million
2.84% of portfolio
|
Q4 2024
Added 434.71%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
36,872
shares
|
$2.15 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
36,863
shares
|
$2.15 Million
0.59% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
36,684
shares
|
$2.14 Million
0.01% of portfolio
|
Q4 2024
Added 62.8%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
36,673
shares
|
$2.13 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
36,547
shares
|
$2.13 Million
0.68% of portfolio
|
Q4 2024
Added 0.01%
|