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 2,466 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $65.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
239,991
shares
|
$14.9 Million
2.37% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
237,943
shares
|
$14.8 Million
0.74% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
237,103
shares
|
$14.7 Million
1.62% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
236,587
shares
|
$14.7 Million
3.91% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
234,319
shares
|
$14.6 Million
1.77% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
234,287
shares
|
$14.6 Million
0.15% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
233,602
shares
|
$14.5 Million
6.02% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
233,054
shares
|
$14.5 Million
4.25% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
232,476
shares
|
$14.4 Million
5.42% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
231,325
shares
|
$14.4 Million
4.77% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
230,084
shares
|
$14.3 Million
6.92% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
227,706
shares
|
$14.2 Million
1.17% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
227,613
shares
|
$14.1 Million
4.18% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
225,981
shares
|
$14 Million
1.28% of portfolio
|
Q3 2024
Reduced 73.7%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
225,849
shares
|
$14 Million
1.36% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
225,589
shares
|
$14 Million
5.66% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
225,425
shares
|
$14 Million
4.21% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
224,932
shares
|
$14 Million
0.47% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
224,446
shares
|
$13.9 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
220,897
shares
|
$13.7 Million
4.17% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
220,790
shares
|
$13.7 Million
0.86% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
220,124
shares
|
$13.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
219,707
shares
|
$13.7 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
219,155
shares
|
$13.6 Million
8.43% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
217,805
shares
|
$13.5 Million
4.48% of portfolio
|
Q3 2024
Reduced 0.88%
|