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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
621,293
shares
|
$37 Million
3.96% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
621,087
shares
|
$37 Million
0.25% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
621,042
shares
|
$37 Million
3.08% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
617,916
shares
|
$36.8 Million
0.14% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
616,386
shares
|
$36.7 Million
19.16% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
612,866
shares
|
$36.5 Million
1.36% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
612,466
shares
|
$36.5 Million
8.52% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
611,745
shares
|
$36.4 Million
0.37% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
609,290
shares
|
$36.3 Million
0.55% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
607,553
shares
|
$36.2 Million
4.53% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
580,932
shares
|
$34.6 Million
0.8% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
575,803
shares
|
$34.3 Million
3.16% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
570,652
shares
|
$34 Million
0.07% of portfolio
|
Q4 2024
Reduced 28.39%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
568,423
shares
|
$33.9 Million
1.14% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
562,116
shares
|
$33.5 Million
0.83% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
559,481
shares
|
$33.3 Million
11.74% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
552,968
shares
|
$32.9 Million
1.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
552,630
shares
|
$32.9 Million
0.53% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
549,213
shares
|
$32.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.78%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
547,686
shares
|
$32.6 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
542,261
shares
|
$32.3 Million
5.91% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
539,800
shares
|
$32.2 Million
2.74% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
538,361
shares
|
$32.1 Million
0.06% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
537,167
shares
|
$32 Million
5.91% of portfolio
|
Q1 2024
Added 417.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
536,902
shares
|
$32 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.29%
|