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 Management CO
|
Feb 12, 2025 Q4 2024 |
188,312
shares
|
$11 Million
3.18% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
187,028
shares
|
$11 Million
3.38% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Feb 11, 2025 Q4 2024 |
187,012
shares
|
$11 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
186,726
shares
|
$10.9 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
185,076
shares
|
$10.8 Million
8.74% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
184,725
shares
|
$10.8 Million
0.28% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
184,702
shares
|
$10.8 Million
3.21% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
184,192
shares
|
$10.8 Million
2.27% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
183,862
shares
|
$10.8 Million
2.77% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
179,509
shares
|
$10.5 Million
7.44% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
178,667
shares
|
$10.5 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
178,371
shares
|
$10.5 Million
0.2% of portfolio
|
Q4 2024
Added 69.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
178,111
shares
|
$10.4 Million
0.25% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
177,621
shares
|
$10.4 Million
0.42% of portfolio
|
Q1 2024
Added 342.29%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
176,968
shares
|
$10.4 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
176,965
shares
|
$10.4 Million
1.81% of portfolio
|
Q4 2024
Added 62.42%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
176,813
shares
|
$10.4 Million
4.17% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
176,777
shares
|
$10.4 Million
1.06% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
173,734
shares
|
$10.2 Million
3.62% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
173,402
shares
|
$10.2 Million
5.19% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
173,151
shares
|
$10.1 Million
0.14% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
172,728
shares
|
$10.1 Million
3.51% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
172,271
shares
|
$10.1 Million
6.24% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
172,041
shares
|
$10.1 Million
8.92% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
171,987
shares
|
$10.1 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.6%
|