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 2,652 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 $68.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
295,358
shares
|
$17.7 Million
4.04% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
294,978
shares
|
$17.7 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
294,657
shares
|
$17.6 Million
0.0% of portfolio
|
Q4 2024
Added 154.79%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
294,630
shares
|
$17.6 Million
6.18% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
294,565
shares
|
$17.6 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
292,620
shares
|
$17.5 Million
1.44% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
291,493
shares
|
$17.4 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
291,038
shares
|
$17.4 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
291,034
shares
|
$17.4 Million
2.06% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
290,777
shares
|
$17.4 Million
6.06% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
290,345
shares
|
$17.4 Million
9.31% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
289,241
shares
|
$17.3 Million
5.37% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
289,196
shares
|
$17.3 Million
2.06% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
288,068
shares
|
$17.2 Million
1.86% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
286,401
shares
|
$17.1 Million
1.02% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
284,653
shares
|
$17 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
284,283
shares
|
$17 Million
2.15% of portfolio
|
Q4 2024
Added 2388.47%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
284,197
shares
|
$17 Million
3.5% of portfolio
|
Q4 2024
Added 78.43%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
281,353
shares
|
$16.8 Million
3.49% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
280,174
shares
|
$16.8 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
277,768
shares
|
$16.6 Million
10.19% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
277,597
shares
|
$16.6 Million
6.67% of portfolio
|
Q4 2024
Added 330.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
277,387
shares
|
$16.6 Million
1.08% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
273,254
shares
|
$16.4 Million
3.12% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
272,933
shares
|
$16.3 Million
10.22% of portfolio
|
Q4 2024
Added 0.38%
|