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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
117,669
shares
|
$7.28 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
117,392
shares
|
$7.27 Million
0.11% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
117,178
shares
|
$7.25 Million
0.21% of portfolio
|
Q3 2024
Added 46.03%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
117,173
shares
|
$7.25 Million
4.13% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
117,153
shares
|
$7.25 Million
0.74% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
117,068
shares
|
$7.25 Million
0.63% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
116,789
shares
|
$7.23 Million
0.44% of portfolio
|
Q3 2023
Reduced 2.67%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
115,881
shares
|
$7.17 Million
4.89% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
115,747
shares
|
$7.16 Million
4.0% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
115,649
shares
|
$7.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.39%
|
|
|
Pinnbrook Capital Management LP
|
Nov 13, 2024 Q3 2024 |
115,620
shares
|
$7.16 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
115,510
shares
|
$7.15 Million
2.43% of portfolio
|
Q3 2022
Added 0.58%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
114,636
shares
|
$7.09 Million
2.66% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
114,576
shares
|
$7.09 Million
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
114,565
shares
|
$7.09 Million
3.12% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
114,036
shares
|
$7.06 Million
5.63% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
113,524
shares
|
$7.03 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
113,345
shares
|
$7.01 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
112,644
shares
|
$6.97 Million
1.82% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
112,616
shares
|
$6.97 Million
3.36% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
112,417
shares
|
$6.96 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
112,252
shares
|
$6.95 Million
0.85% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
112,196
shares
|
$6.94 Million
1.18% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
111,924
shares
|
$6.93 Million
0.18% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
111,692
shares
|
$6.91 Million
1.35% of portfolio
|
Q3 2024
Added 8.78%
|