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 |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
493,665
shares
|
$30.8 Million
3.9% of portfolio
|
Q3 2024
Added 471.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
488,877
shares
|
$30.5 Million
0.56% of portfolio
|
Q3 2024
Added 29.04%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
484,747
shares
|
$30.2 Million
2.22% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
483,597
shares
|
$30.2 Million
16.63% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
481,959
shares
|
$30.1 Million
0.61% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
481,182
shares
|
$30 Million
5.04% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
480,535
shares
|
$30 Million
0.87% of portfolio
|
Q3 2024
Added 214.72%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
475,973
shares
|
$29.7 Million
3.66% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
474,242
shares
|
$29.6 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
473,750
shares
|
$29.5 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
472,501
shares
|
$29.5 Million
0.8% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
470,963
shares
|
$29.4 Million
0.25% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
468,766
shares
|
$29.2 Million
0.3% of portfolio
|
Q3 2024
Added 63.71%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
467,926
shares
|
$29.2 Million
5.3% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
467,839
shares
|
$29.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
466,351
shares
|
$29.1 Million
9.79% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
464,918
shares
|
$29 Million
0.06% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
461,544
shares
|
$28.8 Million
2.43% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
460,362
shares
|
$28.7 Million
3.59% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
455,125
shares
|
$28.4 Million
8.36% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
455,099
shares
|
$28.4 Million
0.43% of portfolio
|
Q2 2023
Added 0.69%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
451,599
shares
|
$28.2 Million
0.24% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
450,442
shares
|
$28.1 Million
3.24% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
450,119
shares
|
$28.1 Million
0.83% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
447,624
shares
|
$27.9 Million
0.01% of portfolio
|
Q3 2024
Added 1032.05%
|