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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
445,632
shares
|
$27.8 Million
1.79% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
445,127
shares
|
$27.8 Million
7.21% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
438,958
shares
|
$27.4 Million
7.53% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
434,430
shares
|
$27.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
430,482
shares
|
$26.8 Million
2.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
426,499
shares
|
$26.6 Million
3.09% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
420,143
shares
|
$26.2 Million
0.3% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
419,868
shares
|
$26.2 Million
0.01% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
419,292
shares
|
$26.1 Million
10.43% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
418,973
shares
|
$26.1 Million
2.67% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
414,663
shares
|
$25.9 Million
0.74% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
413,509
shares
|
$25.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
413,451
shares
|
$25.8 Million
0.53% of portfolio
|
Q2 2024
Added 25.65%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
412,717
shares
|
$25.7 Million
1.18% of portfolio
|
Q3 2024
Added 27.88%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
405,849
shares
|
$25.3 Million
8.56% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
403,471
shares
|
$25.2 Million
1.32% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
401,519
shares
|
$25 Million
1.93% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
401,188
shares
|
$25 Million
7.81% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
400,116
shares
|
$25 Million
0.51% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
397,073
shares
|
$24.8 Million
4.84% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
395,142
shares
|
$24.6 Million
15.6% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
393,213
shares
|
$24.5 Million
7.53% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
391,716
shares
|
$24.4 Million
4.72% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
390,559
shares
|
$24.4 Million
3.84% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
390,442
shares
|
$24.3 Million
4.27% of portfolio
|
Q3 2024
Added 1.61%
|