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 2,653 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $66.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
873,933
shares
|
$50.9 Million
1.94% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
866,369
shares
|
$50.4 Million
5.24% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
833,829
shares
|
$48.5 Million
4.24% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
830,743
shares
|
$48.4 Million
12.64% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
827,556
shares
|
$48.2 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
827,547
shares
|
$48.2 Million
0.05% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
823,773
shares
|
$48 Million
6.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
816,009
shares
|
$47.5 Million
6.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
814,395
shares
|
$47.4 Million
7.16% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
785,849
shares
|
$45.7 Million
0.38% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
785,794
shares
|
$45.7 Million
4.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
784,512
shares
|
$45.7 Million
0.7% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
782,522
shares
|
$45.6 Million
7.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
775,999
shares
|
$45.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
771,486
shares
|
$44.9 Million
4.96% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
769,343
shares
|
$44.8 Million
3.34% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
768,953
shares
|
$44.8 Million
0.75% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
764,313
shares
|
$44.5 Million
29.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
756,269
shares
|
$44 Million
1.19% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
754,722
shares
|
$43.9 Million
4.7% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
754,124
shares
|
$43.9 Million
6.59% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
751,012
shares
|
$43.7 Million
15.31% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
750,462
shares
|
$43.7 Million
14.22% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
747,614
shares
|
$43.5 Million
3.88% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
746,894
shares
|
$43.5 Million
5.58% of portfolio
|
Q3 2024
Reduced 0.02%
|