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 |
|---|---|---|---|---|---|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
746,894
shares
|
$41.1 Million
5.58% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
741,972
shares
|
$40.8 Million
5.34% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
734,677
shares
|
$40.4 Million
1.65% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
731,040
shares
|
$40.2 Million
5.84% of portfolio
|
Q4 2024
Added 48.08%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
728,729
shares
|
$40.1 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
706,625
shares
|
$38.9 Million
9.68% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
703,394
shares
|
$38.7 Million
0.05% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
700,527
shares
|
$38.5 Million
4.61% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
698,601
shares
|
$38.4 Million
2.99% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
693,605
shares
|
$38.1 Million
0.14% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
691,479
shares
|
$38 Million
6.59% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
691,402
shares
|
$38 Million
1.42% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
687,424
shares
|
$37.8 Million
1.96% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
684,409
shares
|
$37.6 Million
2.05% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
683,771
shares
|
$37.6 Million
5.39% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
679,945
shares
|
$37.4 Million
0.48% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
674,080
shares
|
$37.1 Million
0.13% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
665,466
shares
|
$36.6 Million
3.07% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
659,480
shares
|
$36.3 Million
4.5% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
656,514
shares
|
$36.1 Million
0.14% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
653,608
shares
|
$35.9 Million
4.29% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
639,130
shares
|
$35.1 Million
2.48% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
630,242
shares
|
$34.7 Million
1.16% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
629,045
shares
|
$34.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
627,044
shares
|
$34.5 Million
2.53% of portfolio
|
Q4 2024
Reduced 1.77%
|