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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
14,239
shares
|
$892,215
0.21% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
14,226
shares
|
$891,401
0.14% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,220
shares
|
$891,025
0.05% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
14,202
shares
|
$889,897
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
14,155
shares
|
$886,952
0.12% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
14,141
shares
|
$886,075
0.1% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
14,114
shares
|
$884,383
0.02% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
14,092
shares
|
$883,004
0.09% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
14,088
shares
|
$882,754
0.12% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
14,055
shares
|
$880,686
0.84% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
13,978
shares
|
$875,861
3.88% of portfolio
|
Q2 2022
Reduced 1.68%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
13,931
shares
|
$872,916
0.24% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
13,895
shares
|
$870,660
0.52% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
13,886
shares
|
$870,096
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
13,869
shares
|
$869,031
0.38% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
13,847
shares
|
$867,653
0.01% of portfolio
|
Q3 2024
Reduced 35.65%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
13,823
shares
|
$866,149
0.13% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
13,780
shares
|
$863,454
0.08% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
13,745
shares
|
$861,261
0.14% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
13,656
shares
|
$855,684
0.37% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,629
shares
|
$853,993
0.0% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
13,580
shares
|
$850,922
0.03% of portfolio
|
Q2 2024
Added 45.55%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
13,522
shares
|
$847,288
0.08% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
13,520
shares
|
$847,163
0.46% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
13,486
shares
|
$845,032
0.02% of portfolio
|
Q3 2024
Reduced 56.58%
|