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 2,653 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 $67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
268,790
shares
|
$16 Million
5.86% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
268,608
shares
|
$16 Million
2.15% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
266,971
shares
|
$15.9 Million
3.74% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
266,786
shares
|
$15.9 Million
3.84% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
260,201
shares
|
$15.5 Million
1.1% of portfolio
|
Q4 2024
Added 17.85%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
258,006
shares
|
$15.4 Million
0.2% of portfolio
|
Q4 2024
Added 46.63%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
256,194
shares
|
$15.3 Million
4.39% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
254,957
shares
|
$15.2 Million
10.56% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
252,952
shares
|
$15.1 Million
3.89% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
252,912
shares
|
$15.1 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
252,836
shares
|
$15.1 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
252,158
shares
|
$15 Million
5.22% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
251,918
shares
|
$15 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
250,000
shares
|
$14.9 Million
3.07% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
249,959
shares
|
$14.9 Million
4.3% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
249,524
shares
|
$14.9 Million
1.61% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
248,400
shares
|
$14.8 Million
2.0% of portfolio
|
Q4 2024
Reduced 25.96%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
248,053
shares
|
$14.8 Million
8.11% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
245,780
shares
|
$14.6 Million
2.48% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
245,528
shares
|
$14.6 Million
4.44% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
245,093
shares
|
$14.6 Million
2.43% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
245,072
shares
|
$14.6 Million
4.21% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
244,142
shares
|
$14.5 Million
1.71% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
243,710
shares
|
$14.5 Million
1.17% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
240,849
shares
|
$14.3 Million
0.16% of portfolio
|
Q4 2024
Added 2.8%
|