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 2,671 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $70.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
79
shares
|
$4,743
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
76
shares
|
$4,563
0.0% of portfolio
|
Q4 2023
Reduced 80.26%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
74
shares
|
$4,442
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
68
shares
|
$4,082
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
65
shares
|
$3,902
0.01% of portfolio
|
Q3 2023
Reduced 35.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
58
shares
|
$3,482
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
57
shares
|
$3,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
50
shares
|
$3,002
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
41
shares
|
$2,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$2,101
0.0% of portfolio
|
Q4 2022
Reduced 79.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
35
shares
|
$2,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$1,621
0.0% of portfolio
|
Q1 2022
Reduced 83.83%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
25
shares
|
$1,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
20
shares
|
$1,200
0.0% of portfolio
|
Q3 2024
Reduced 93.75%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
20
shares
|
$1,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19
shares
|
$1,140
0.0% of portfolio
|
Q2 2021
Reduced 66.07%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
18
shares
|
$1,080
0.0% of portfolio
|
Q4 2021
Reduced 67.86%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
16
shares
|
$960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
16
shares
|
$960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
16
shares
|
$960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
10
shares
|
$600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
5
shares
|
$300
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
5
shares
|
$300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4
shares
|
$240
0.0% of portfolio
|
Q1 2022
Reduced 92.59%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
3
shares
|
$180
0.09% of portfolio
|
Q1 2025
Reduced 99.89%
|