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 |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
32,250
shares
|
$2.02 Million
0.57% of portfolio
|
Q1 2024
Added 370.8%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
32,240
shares
|
$2.02 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
32,096
shares
|
$2.01 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
32,083
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
31,992
shares
|
$2 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
31,983
shares
|
$2 Million
0.74% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
31,828
shares
|
$1.99 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
31,627
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
31,472
shares
|
$1.97 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
31,246
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 39.39%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
31,160
shares
|
$1.95 Million
0.92% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
31,137
shares
|
$1.95 Million
0.38% of portfolio
|
Q3 2024
Added 119.61%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
31,136
shares
|
$1.95 Million
1.34% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
30,990
shares
|
$1.94 Million
0.89% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
30,799
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2024
Reduced 44.27%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
30,748
shares
|
$1.93 Million
0.46% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
30,740
shares
|
$1.93 Million
1.41% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
30,729
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
30,699
shares
|
$1.92 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
30,532
shares
|
$1.91 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
30,522
shares
|
$1.91 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
30,300
shares
|
$1.9 Million
0.18% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
30,290
shares
|
$1.9 Million
0.48% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
30,261
shares
|
$1.9 Million
0.26% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
30,247
shares
|
$1.9 Million
0.45% of portfolio
|
Q3 2024
Reduced 6.28%
|