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 2,330 institutions that hold shares in the stock, with a total of 988 Million shares, which have been reported (via 13F filing form) to have a value of $59 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lee Financial CO
Dallas, TX |
May 15, 2024 Q1 2024 |
1,209,507
shares
|
$72.2 Million
12.31% of portfolio
|
Q1 2024
Added 410.14%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
1,194,583
shares
|
$71.3 Million
0.22% of portfolio
|
Q1 2024
Added 373.96%
|
|
Arkansas Financial Group, Inc.
|
Apr 15, 2024 Q1 2024 |
1,185,367
shares
|
$70.7 Million
12.72% of portfolio
|
Q1 2024
Added 391.5%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 18, 2024 Q1 2024 |
1,175,708
shares
|
$70.2 Million
18.45% of portfolio
|
Q1 2024
Added 402.43%
|
|
Planning Alternatives LTD
|
Apr 17, 2024 Q1 2024 |
1,161,878
shares
|
$69.3 Million
11.6% of portfolio
|
Q1 2024
Added 398.72%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
1,154,989
shares
|
$68.9 Million
5.87% of portfolio
|
Q1 2024
Added 383.41%
|
|
Sage Financial Group Inc
|
Apr 30, 2024 Q1 2024 |
1,151,744
shares
|
$68.7 Million
6.3% of portfolio
|
Q1 2024
Added 422.58%
|
|
Goelzer Investment Management, Inc.
|
May 01, 2024 Q1 2024 |
1,135,932
shares
|
$67.8 Million
3.91% of portfolio
|
Q1 2024
Added 459.04%
|
|
Tarbox Family Office, Inc.
|
Apr 15, 2024 Q1 2024 |
1,134,826
shares
|
$67.7 Million
12.12% of portfolio
|
Q1 2024
Added 408.96%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,108,608
shares
|
$66.2 Million
0.26% of portfolio
|
Q1 2024
Added 390.9%
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
1,103,721
shares
|
$65.9 Million
9.17% of portfolio
|
Q1 2024
Added 124.97%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,097,893
shares
|
$65.5 Million
1.51% of portfolio
|
Q1 2024
Added 3673.61%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
1,080,066
shares
|
$64.5 Million
1.1% of portfolio
|
Q1 2024
Added 413.58%
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
May 15, 2024 Q1 2024 |
1,077,752
shares
|
$64.3 Million
6.39% of portfolio
|
Q1 2024
Added 394.43%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
1,073,840
shares
|
$64.1 Million
2.04% of portfolio
|
Q1 2024
Added 353.26%
|
|
Rmr Wealth Builders
|
Apr 15, 2024 Q1 2024 |
1,059,441
shares
|
$63.2 Million
7.81% of portfolio
|
Q1 2024
Added 426.05%
|
|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
1,043,860
shares
|
$62.3 Million
0.13% of portfolio
|
Q1 2024
Added 400.0%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
1,042,842
shares
|
$62.2 Million
6.28% of portfolio
|
Q1 2024
Added 442.61%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,032,262
shares
|
$61.6 Million
11.15% of portfolio
|
Q3 2023
Added 8.93%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
1,012,521
shares
|
$60.4 Million
0.72% of portfolio
|
Q1 2024
Added 379.58%
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
1,006,970
shares
|
$60.1 Million
2.05% of portfolio
|
Q1 2024
Added 404.15%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
984,183
shares
|
$58.7 Million
1.85% of portfolio
|
Q1 2024
Added 406.26%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
983,674
shares
|
$58.7 Million
1.05% of portfolio
|
Q1 2024
Added 387.01%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
981,081
shares
|
$58.6 Million
4.63% of portfolio
|
Q1 2024
Added 386.68%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
979,683
shares
|
$58.5 Million
2.78% of portfolio
|
Q1 2024
Added 412.79%
|