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 2,465 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,820,131
shares
|
$114 Million
9.38% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,810,090
shares
|
$113 Million
0.31% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,730,105
shares
|
$108 Million
0.08% of portfolio
|
Q3 2024
Added 5654.17%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
1,715,549
shares
|
$107 Million
1.45% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,669,891
shares
|
$104 Million
0.32% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
1,592,315
shares
|
$99.3 Million
2.34% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,583,048
shares
|
$98.7 Million
0.22% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,578,866
shares
|
$98.5 Million
5.93% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
1,554,351
shares
|
$96.9 Million
4.82% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,534,992
shares
|
$95.7 Million
0.9% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,528,869
shares
|
$95.3 Million
2.99% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,528,118
shares
|
$95.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,490,998
shares
|
$93 Million
0.59% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,457,815
shares
|
$90.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
1,447,761
shares
|
$90.3 Million
7.33% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,445,676
shares
|
$90.2 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
1,442,063
shares
|
$89.9 Million
5.65% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,437,089
shares
|
$89.6 Million
2.3% of portfolio
|
Q2 2023
Reduced 82.88%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,415,158
shares
|
$88.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
1,409,254
shares
|
$87.9 Million
5.69% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,381,503
shares
|
$86.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1,359,721
shares
|
$84.8 Million
5.26% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,328,210
shares
|
$82.8 Million
6.01% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,320,477
shares
|
$82.3 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,293,269
shares
|
$80.6 Million
5.2% of portfolio
|
Q3 2024
Reduced 0.4%
|