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 2,652 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $68.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,286
shares
|
$256,474
0.09% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
4,273
shares
|
$255,696
0.12% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,249
shares
|
$254,260
0.07% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
4,245
shares
|
$254,020
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
4,245
shares
|
$254,020
0.05% of portfolio
|
Q4 2024
Reduced 26.94%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,234
shares
|
$253,362
3.69% of portfolio
|
Q3 2023
Reduced 88.71%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
4,230
shares
|
$253,123
0.01% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
4,214
shares
|
$252,165
0.17% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,200
shares
|
$251,328
0.04% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
4,197
shares
|
$251,148
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
4,190
shares
|
$250,729
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
4,187
shares
|
$250,550
0.2% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
4,186
shares
|
$250,490
0.0% of portfolio
|
Q3 2024
Added 37.25%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,182
shares
|
$250,250
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,175
shares
|
$249,832
0.02% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
4,175
shares
|
$249,832
0.17% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
4,163
shares
|
$249,113
0.1% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
4,155
shares
|
$248,635
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,155
shares
|
$248,635
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
4,150
shares
|
$248,336
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
4,144
shares
|
$247,976
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
4,143
shares
|
$247,917
0.08% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
4,125
shares
|
$246,840
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,122
shares
|
$246,660
0.12% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
4,105
shares
|
$245,643
0.02% of portfolio
|
Q3 2024
Added 3.4%
|