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 2,470 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 $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
133,915
shares
|
$8.29 Million
0.56% of portfolio
|
Q3 2024
Added 24.6%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
132,268
shares
|
$8.19 Million
2.11% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
132,149
shares
|
$8.18 Million
0.38% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
132,121
shares
|
$8.18 Million
0.31% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
132,066
shares
|
$8.17 Million
1.93% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
131,895
shares
|
$8.16 Million
0.37% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
131,655
shares
|
$8.15 Million
5.02% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
130,476
shares
|
$8.08 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
130,470
shares
|
$8.07 Million
6.47% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
129,924
shares
|
$8.04 Million
0.19% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
129,870
shares
|
$8.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
129,701
shares
|
$8.03 Million
0.71% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
129,255
shares
|
$8 Million
0.54% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
129,031
shares
|
$7.99 Million
5.42% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
128,732
shares
|
$7.97 Million
1.16% of portfolio
|
Q4 2024
Added 103.42%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
128,714
shares
|
$7.97 Million
1.34% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
128,141
shares
|
$7.93 Million
0.82% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
128,020
shares
|
$7.92 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
127,600
shares
|
$7.9 Million
2.84% of portfolio
|
Q3 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
127,358
shares
|
$7.88 Million
3.53% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
127,204
shares
|
$7.87 Million
1.0% of portfolio
|
Q3 2024
Added 34.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
127,187
shares
|
$7.87 Million
0.35% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
126,622
shares
|
$7.84 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
126,585
shares
|
$7.83 Million
1.46% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
126,213
shares
|
$7.81 Million
0.3% of portfolio
|
Q2 2024
Added 17.48%
|