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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
180,604
shares
|
$11.3 Million
1.79% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
180,260
shares
|
$11.2 Million
0.29% of portfolio
|
Q1 2024
Added 23649.67%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
179,220
shares
|
$11.2 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
178,819
shares
|
$11.2 Million
2.9% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
178,535
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
177,756
shares
|
$11.1 Million
5.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
177,621
shares
|
$11.1 Million
0.42% of portfolio
|
Q1 2024
Added 342.29%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
177,571
shares
|
$11.1 Million
4.34% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
176,793
shares
|
$11 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
176,669
shares
|
$11 Million
5.58% of portfolio
|
Q3 2024
Added 71.16%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
175,961
shares
|
$11 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
175,000
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
174,714
shares
|
$10.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
173,685
shares
|
$10.8 Million
4.11% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
172,610
shares
|
$10.8 Million
8.39% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
172,482
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2024
Added 65.88%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
171,987
shares
|
$10.7 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
171,793
shares
|
$10.7 Million
5.25% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
170,927
shares
|
$10.7 Million
2.41% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
170,085
shares
|
$10.6 Million
3.78% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
169,945
shares
|
$10.6 Million
1.44% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
169,305
shares
|
$10.6 Million
3.12% of portfolio
|
Q3 2024
Added 606.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
168,814
shares
|
$10.5 Million
0.12% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
168,170
shares
|
$10.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
167,697
shares
|
$10.5 Million
0.98% of portfolio
|
Q3 2024
Added 0.52%
|