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 |
|---|---|---|---|---|---|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
30,518
shares
|
$1.78 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
30,472
shares
|
$1.77 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
30,435
shares
|
$1.77 Million
0.22% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
30,336
shares
|
$1.77 Million
1.03% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
30,315
shares
|
$1.76 Million
0.39% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
30,295
shares
|
$1.76 Million
0.17% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
30,290
shares
|
$1.76 Million
0.51% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
30,290
shares
|
$1.76 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
30,277
shares
|
$1.76 Million
0.27% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
30,094
shares
|
$1.75 Million
1.3% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
30,036
shares
|
$1.75 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
29,957
shares
|
$1.74 Million
0.1% of portfolio
|
Q4 2024
Added 52.8%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
29,871
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2024
Reduced 65.53%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
29,770
shares
|
$1.73 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
29,725
shares
|
$1.73 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
29,690
shares
|
$1.73 Million
0.98% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
29,617
shares
|
$1.72 Million
0.73% of portfolio
|
Q3 2024
Added 28.12%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
29,605
shares
|
$1.72 Million
0.44% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
29,598
shares
|
$1.72 Million
0.77% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
29,457
shares
|
$1.71 Million
1.6% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
29,454
shares
|
$1.71 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
29,363
shares
|
$1.71 Million
0.43% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
29,361
shares
|
$1.71 Million
0.54% of portfolio
|
Q4 2024
Added 17.08%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
29,274
shares
|
$1.7 Million
0.53% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
29,211
shares
|
$1.7 Million
0.27% of portfolio
|
Q4 2024
Added 3.45%
|