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 2,658 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $66.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,337,829
shares
|
$77.9 Million
6.08% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,295,807
shares
|
$75.4 Million
5.15% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
1,286,049
shares
|
$74.9 Million
11.35% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
1,285,202
shares
|
$74.8 Million
7.17% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
1,279,555
shares
|
$74.5 Million
6.42% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,277,273
shares
|
$74.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,272,938
shares
|
$74.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,249,541
shares
|
$72.7 Million
6.75% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Chandler Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,248,248
shares
|
$72.7 Million
14.87% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
1,215,359
shares
|
$70.7 Million
7.9% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,214,275
shares
|
$70.7 Million
17.45% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,197,982
shares
|
$69.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
1,190,768
shares
|
$69.3 Million
11.49% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,186,315
shares
|
$69.1 Million
0.73% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,160,849
shares
|
$67.6 Million
6.44% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
1,143,921
shares
|
$66.6 Million
1.23% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,141,396
shares
|
$66.4 Million
6.04% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,133,441
shares
|
$66 Million
4.14% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
1,127,970
shares
|
$65.7 Million
11.59% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,113,256
shares
|
$64.8 Million
1.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
1,100,806
shares
|
$64.1 Million
11.13% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,099,386
shares
|
$64 Million
0.97% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,099,267
shares
|
$64 Million
3.18% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,092,806
shares
|
$63.6 Million
0.39% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,089,646
shares
|
$63.4 Million
2.08% of portfolio
|
Q4 2024
Added 6.45%
|