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 2,468 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 $66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,866
shares
|
$431,940
0.13% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
6,863
shares
|
$431,751
0.08% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
6,855
shares
|
$431,248
0.15% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,853
shares
|
$431,122
0.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
6,833
shares
|
$429,864
0.75% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
6,820
shares
|
$429,046
0.11% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,813
shares
|
$428,605
0.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
6,785
shares
|
$426,844
0.19% of portfolio
|
Q3 2024
Added 31.34%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
6,760
shares
|
$425,271
0.19% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
6,755
shares
|
$424,957
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
6,749
shares
|
$424,579
0.11% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
6,747
shares
|
$424,453
0.23% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
6,740
shares
|
$424,013
0.27% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,738
shares
|
$423,887
0.2% of portfolio
|
Q1 2024
Added 320.34%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
6,738
shares
|
$423,887
0.21% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
6,735
shares
|
$423,698
0.25% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
6,725
shares
|
$423,069
0.06% of portfolio
|
Q3 2024
Reduced 61.24%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
6,700
shares
|
$421,497
0.18% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
6,699
shares
|
$421,434
0.17% of portfolio
|
Q3 2024
Reduced 30.47%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
6,699
shares
|
$421,434
0.25% of portfolio
|
Q3 2024
Added 86.71%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
6,669
shares
|
$419,546
0.85% of portfolio
|
Q4 2022
Reduced 6.11%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
6,648
shares
|
$418,225
0.03% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,647
shares
|
$418,162
0.2% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
6,632
shares
|
$417,219
0.15% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,631
shares
|
$417,156
0.12% of portfolio
|
Q3 2024
Reduced 0.14%
|