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 2,330 institutions that hold shares in the stock, with a total of 988 Million shares, which have been reported (via 13F filing form) to have a value of $59 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
195
shares
|
$11,637
0.0% of portfolio
|
Q1 2024
Added 13.37%
|
|
Howe & Rusling Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
185
shares
|
$11,040
0.0% of portfolio
|
Q1 2024
Added 311.11%
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 09, 2024 Q1 2024 |
180
shares
|
$10,742
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Feb 13, 2024 Q4 2023 |
174
shares
|
$10,384
0.05% of portfolio
|
Q4 2023
New holding
|
|
Kessler Investment Group, LLC
|
Apr 22, 2024 Q1 2024 |
150
shares
|
$8,952
0.01% of portfolio
|
Q1 2024
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
130
shares
|
$7,758
0.0% of portfolio
|
Q1 2024
Reduced 57.38%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
126
shares
|
$7,519
0.02% of portfolio
|
Q1 2022
Reduced 31.89%
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
121
shares
|
$7,221
0.0% of portfolio
|
Q1 2024
Added 245.71%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 29, 2024 Q1 2024 |
117
shares
|
$6,982
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2024 Q4 2023 |
113
shares
|
$6,743
0.02% of portfolio
|
Q4 2022
Reduced 7.38%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
111
shares
|
$6,624
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
Copeland Capital Management, LLC
|
Apr 19, 2024 Q1 2024 |
107
shares
|
$6,385
0.0% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
Lowe Wealth Advisors, LLC
|
Apr 08, 2024 Q1 2024 |
105
shares
|
$6,266
0.0% of portfolio
|
Q1 2024
Added 650.0%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
100
shares
|
$5,968
0.04% of portfolio
|
Q1 2023
Reduced 42.86%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
91
shares
|
$5,430
0.0% of portfolio
|
Q4 2021
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
88
shares
|
$5,251
0.01% of portfolio
|
Q1 2024
New holding
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
83
shares
|
$4,953
0.01% of portfolio
|
Q1 2021
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
79
shares
|
$4,714
0.01% of portfolio
|
Q3 2023
New holding
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2024 Q1 2024 |
76
shares
|
$4,535
0.0% of portfolio
|
Q1 2024
Added 162.07%
|
|
Tower View Investment Management & Research LLC
|
Apr 29, 2024 Q1 2024 |
73
shares
|
$4,356
0.0% of portfolio
|
Q1 2024
Added 386.67%
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
72
shares
|
$4,296
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 22, 2024 Q1 2024 |
70
shares
|
$4,177
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
68
shares
|
$4,058
0.0% of portfolio
|
Q2 2023
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
65
shares
|
$3,879
0.01% of portfolio
|
Q3 2023
Reduced 35.0%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
63
shares
|
$3,759
0.02% of portfolio
|
Q4 2023
New holding
|