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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
238,333
shares
|
$14 Million
0.47% of portfolio
|
Q4 2024
Reduced 49.74%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
237,979
shares
|
$14 Million
8.99% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
236,707
shares
|
$13.9 Million
1.62% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
236,386
shares
|
$13.9 Million
4.12% of portfolio
|
Q4 2024
Reduced 46.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
235,772
shares
|
$13.9 Million
1.4% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Platt Investment Counsel, LLC
|
Jan 15, 2025 Q4 2024 |
235,742
shares
|
$13.9 Million
14.06% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
234,946
shares
|
$13.8 Million
3.93% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
234,853
shares
|
$13.8 Million
6.61% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
234,328
shares
|
$13.8 Million
1.13% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
233,997
shares
|
$13.8 Million
5.68% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
233,752
shares
|
$13.8 Million
5.95% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
233,268
shares
|
$13.7 Million
4.24% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
232,586
shares
|
$13.7 Million
7.07% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
232,125
shares
|
$13.7 Million
5.09% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
231,611
shares
|
$13.6 Million
5.54% of portfolio
|
Q4 2024
Added 45.3%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
230,662
shares
|
$13.6 Million
0.23% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
230,395
shares
|
$13.6 Million
6.92% of portfolio
|
Q4 2024
Added 3314.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
229,545
shares
|
$13.5 Million
0.67% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
227,836
shares
|
$13.4 Million
0.03% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
227,592
shares
|
$13.4 Million
3.27% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
226,665
shares
|
$13.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
226,402
shares
|
$13.3 Million
5.41% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
223,805
shares
|
$13.2 Million
4.27% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
223,102
shares
|
$13.1 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
223,012
shares
|
$13.1 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.06%
|