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 2,653 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 $67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
203,885
shares
|
$11.9 Million
0.61% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
203,782
shares
|
$11.9 Million
6.49% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
202,827
shares
|
$11.9 Million
8.1% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
201,667
shares
|
$11.8 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
201,390
shares
|
$11.8 Million
4.65% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
201,096
shares
|
$11.8 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
200,726
shares
|
$11.8 Million
1.24% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
200,225
shares
|
$11.7 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
199,327
shares
|
$11.7 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
198,947
shares
|
$11.7 Million
0.42% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
198,071
shares
|
$11.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
196,460
shares
|
$11.5 Million
0.43% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
195,101
shares
|
$11.4 Million
1.27% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
194,646
shares
|
$11.4 Million
9.41% of portfolio
|
Q4 2024
New holding
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
194,596
shares
|
$11.4 Million
4.74% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
194,293
shares
|
$11.4 Million
3.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
194,257
shares
|
$11.4 Million
4.66% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
193,865
shares
|
$11.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
193,711
shares
|
$11.4 Million
4.92% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
191,521
shares
|
$11.2 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
191,509
shares
|
$11.2 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
191,303
shares
|
$11.2 Million
2.08% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
190,294
shares
|
$11.2 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
189,666
shares
|
$11.1 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
189,291
shares
|
$11.1 Million
2.23% of portfolio
|
Q1 2024
Added 411.46%
|