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 2,483 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 $67.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
5,550
shares
|
$359,085
0.23% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,523
shares
|
$357,338
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
5,516
shares
|
$356,885
0.17% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,490
shares
|
$355,203
0.03% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,484
shares
|
$354,814
0.04% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
5,478
shares
|
$354,426
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
5,450
shares
|
$352,615
0.06% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
5,447
shares
|
$352,420
0.15% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
5,424
shares
|
$350,932
0.21% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
5,423
shares
|
$350,868
0.01% of portfolio
|
Q3 2024
Added 39.77%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
5,405
shares
|
$349,703
0.07% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,400
shares
|
$349,380
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,350
shares
|
$346,145
0.06% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,340
shares
|
$345,498
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
5,337
shares
|
$345,303
0.15% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
5,325
shares
|
$344,527
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
5,325
shares
|
$344,527
0.07% of portfolio
|
Q1 2024
Added 515.61%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
5,314
shares
|
$343,815
0.11% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$342,910
0.03% of portfolio
|
Q3 2024
Added 175.32%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
5,299
shares
|
$342,845
0.05% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,275
shares
|
$341,292
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,265
shares
|
$340,645
0.04% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,250
shares
|
$339,675
0.09% of portfolio
|
Q4 2024
Reduced 28.59%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
5,247
shares
|
$339,480
0.13% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,235
shares
|
$338,704
0.1% of portfolio
|
Q4 2023
Reduced 88.51%
|