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 |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
25,655
shares
|
$1.49 Million
0.63% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
25,433
shares
|
$1.48 Million
0.12% of portfolio
|
Q4 2022
Reduced 4.37%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
25,431
shares
|
$1.48 Million
0.74% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
25,421
shares
|
$1.48 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
25,381
shares
|
$1.48 Million
0.47% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
25,225
shares
|
$1.47 Million
0.76% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
25,223
shares
|
$1.47 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
25,175
shares
|
$1.47 Million
0.87% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
24,937
shares
|
$1.45 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
24,867
shares
|
$1.45 Million
0.55% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
24,837
shares
|
$1.45 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
24,800
shares
|
$1.44 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
24,711
shares
|
$1.44 Million
1.11% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
24,667
shares
|
$1.44 Million
0.3% of portfolio
|
Q4 2024
Added 83.36%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
24,551
shares
|
$1.43 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
24,534
shares
|
$1.43 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
24,505
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
24,363
shares
|
$1.42 Million
0.29% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
24,305
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Added 34.81%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
24,265
shares
|
$1.41 Million
0.19% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
24,242
shares
|
$1.41 Million
0.28% of portfolio
|
Q4 2024
Added 177.37%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
24,090
shares
|
$1.4 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
24,089
shares
|
$1.4 Million
0.78% of portfolio
|
Q4 2024
Added 35.61%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,069
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2022
Added 0.59%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
24,012
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.06%
|