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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,505
shares
|
$2.12 Million
0.27% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
36,458
shares
|
$2.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
36,264
shares
|
$2.11 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
36,115
shares
|
$2.1 Million
0.41% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
35,978
shares
|
$2.09 Million
1.13% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
35,972
shares
|
$2.09 Million
1.46% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
35,950
shares
|
$2.09 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
35,840
shares
|
$2.09 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
35,735
shares
|
$2.08 Million
0.8% of portfolio
|
Q4 2024
Reduced 63.09%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
35,644
shares
|
$2.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
35,626
shares
|
$2.07 Million
0.83% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,347
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
35,337
shares
|
$2.06 Million
1.0% of portfolio
|
Q4 2022
Reduced 5.99%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
35,175
shares
|
$2.05 Million
1.0% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
35,101
shares
|
$2.04 Million
0.24% of portfolio
|
Q4 2024
Added 137.8%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
35,008
shares
|
$2.04 Million
0.9% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
34,991
shares
|
$2.04 Million
1.09% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
34,878
shares
|
$2.03 Million
1.04% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
34,830
shares
|
$2.03 Million
1.35% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
34,787
shares
|
$2.02 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
34,670
shares
|
$2.02 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
34,649
shares
|
$2.02 Million
0.38% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
34,596
shares
|
$2.01 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
34,551
shares
|
$2.01 Million
0.08% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
34,456
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.25%
|