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 2,469 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 $65.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
33,865
shares
|
$2.12 Million
3.67% of portfolio
|
Q4 2023
Added 18.52%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
33,827
shares
|
$2.12 Million
1.23% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
33,805
shares
|
$2.12 Million
0.28% of portfolio
|
Q3 2024
Added 17.4%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,765
shares
|
$2.12 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
33,390
shares
|
$2.09 Million
2.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
33,380
shares
|
$2.09 Million
0.11% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
33,362
shares
|
$2.09 Million
0.26% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
33,328
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
33,268
shares
|
$2.08 Million
1.16% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
33,235
shares
|
$2.08 Million
0.29% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
33,195
shares
|
$2.08 Million
1.12% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
33,185
shares
|
$2.08 Million
0.69% of portfolio
|
Q3 2024
Added 329.36%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
33,085
shares
|
$2.07 Million
0.79% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
33,000
shares
|
$2.07 Million
0.51% of portfolio
|
Q2 2024
Added 51.03%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
32,922
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
32,884
shares
|
$2.06 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
32,844
shares
|
$2.06 Million
0.35% of portfolio
|
Q3 2024
Reduced 25.86%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
32,708
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
32,699
shares
|
$2.05 Million
1.5% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
32,627
shares
|
$2.04 Million
0.64% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
32,626
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.07%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
32,472
shares
|
$2.03 Million
0.81% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
32,460
shares
|
$2.03 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
32,446
shares
|
$2.03 Million
0.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
32,325
shares
|
$2.03 Million
1.28% of portfolio
|
Q2 2024
Added 20.35%
|