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 2,465 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 $65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
73
shares
|
$4,552
0.0% of portfolio
|
Q1 2024
Added 386.67%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
68
shares
|
$4,240
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
65
shares
|
$4,053
0.01% of portfolio
|
Q3 2023
Reduced 35.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
65
shares
|
$4,053
0.0% of portfolio
|
Q3 2024
Reduced 82.19%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
61
shares
|
$3,803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
58
shares
|
$3,616
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
58
shares
|
$3,616
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
45
shares
|
$2,806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$2,182
0.0% of portfolio
|
Q4 2022
Reduced 79.17%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$1,683
0.0% of portfolio
|
Q1 2022
Reduced 83.83%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
20
shares
|
$1,247
0.0% of portfolio
|
Q3 2024
Reduced 93.75%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19
shares
|
$1,184
0.0% of portfolio
|
Q2 2021
Reduced 66.07%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
18
shares
|
$1,122
0.0% of portfolio
|
Q4 2021
Reduced 67.86%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
16
shares
|
$997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
16
shares
|
$997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
15
shares
|
$935
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
10
shares
|
$623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
10
shares
|
$623
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
5
shares
|
$311
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
5
shares
|
$311
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4
shares
|
$249
0.0% of portfolio
|
Q1 2022
Reduced 92.59%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
4
shares
|
$249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1
shares
|
$62
0.0% of portfolio
|
Q4 2021
Reduced 94.12%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1
shares
|
$62
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
1
shares
|
$62
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|