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 |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,283,262
shares
|
$80 Million
11.44% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
1,276,535
shares
|
$79.6 Million
7.13% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Chandler Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
1,259,628
shares
|
$78.6 Million
14.8% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
1,257,398
shares
|
$78.4 Million
6.4% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,214,930
shares
|
$75.8 Million
6.71% of portfolio
|
Q3 2024
Reduced 33.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,212,764
shares
|
$75.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
1,199,056
shares
|
$74.8 Million
17.25% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
1,181,060
shares
|
$73.7 Million
4.06% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
1,176,354
shares
|
$73.4 Million
11.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
1,144,727
shares
|
$71.4 Million
7.59% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
1,143,382
shares
|
$71.3 Million
5.78% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
1,142,326
shares
|
$71.2 Million
11.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
1,130,093
shares
|
$70.5 Million
6.39% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,129,077
shares
|
$70.4 Million
0.71% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
1,128,257
shares
|
$70.4 Million
11.55% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,120,273
shares
|
$69.9 Million
0.12% of portfolio
|
Q3 2024
Added 120.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,103,432
shares
|
$68.8 Million
1.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
1,101,195
shares
|
$68.7 Million
8.86% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,079,536
shares
|
$67.3 Million
0.73% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
1,064,906
shares
|
$66.4 Million
1.14% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
1,052,778
shares
|
$65.7 Million
3.08% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,051,674
shares
|
$65.6 Million
0.04% of portfolio
|
Q3 2024
Added 50.87%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
1,043,500
shares
|
$65.1 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,037,879
shares
|
$64.7 Million
5.16% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
1,034,898
shares
|
$64.5 Million
5.93% of portfolio
|
Q3 2024
Reduced 3.98%
|