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 |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
167,530
shares
|
$10.4 Million
2.75% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
167,528
shares
|
$10.4 Million
6.08% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
166,648
shares
|
$10.4 Million
1.18% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
165,421
shares
|
$10.3 Million
0.25% of portfolio
|
Q3 2024
Added 78.17%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
165,235
shares
|
$10.3 Million
7.38% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
164,823
shares
|
$10.3 Million
1.95% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
163,702
shares
|
$10.2 Million
1.3% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
163,104
shares
|
$10.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
162,775
shares
|
$10.2 Million
0.28% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
161,872
shares
|
$10.1 Million
1.46% of portfolio
|
Q4 2023
Reduced 1.77%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
160,948
shares
|
$10 Million
1.65% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
160,908
shares
|
$10 Million
4.38% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
160,290
shares
|
$10 Million
2.05% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
160,154
shares
|
$9.99 Million
2.16% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
159,475
shares
|
$9.94 Million
1.4% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
159,399
shares
|
$9.94 Million
3.91% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
159,275
shares
|
$9.93 Million
2.08% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
158,369
shares
|
$9.88 Million
2.89% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
157,597
shares
|
$9.83 Million
2.13% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
157,566
shares
|
$9.83 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
156,691
shares
|
$9.77 Million
0.06% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
156,041
shares
|
$9.73 Million
1.77% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
155,590
shares
|
$9.7 Million
1.93% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
154,817
shares
|
$9.65 Million
5.89% of portfolio
|
Q3 2024
Added 25.84%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
154,535
shares
|
$9.64 Million
4.65% of portfolio
|
Q3 2024
Added 2.3%
|