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 |
|---|---|---|---|---|---|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
126,016
shares
|
$7.86 Million
6.5% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
125,969
shares
|
$7.86 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
125,116
shares
|
$7.8 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
125,000
shares
|
$7.8 Million
4.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
124,902
shares
|
$7.79 Million
2.76% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
124,660
shares
|
$7.77 Million
5.12% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
123,576
shares
|
$7.71 Million
6.99% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
123,269
shares
|
$7.69 Million
0.08% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
123,120
shares
|
$7.68 Million
0.53% of portfolio
|
Q2 2023
Reduced 17.55%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
123,020
shares
|
$7.67 Million
1.92% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
122,197
shares
|
$7.62 Million
0.95% of portfolio
|
Q2 2024
Added 219.53%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
121,763
shares
|
$7.59 Million
2.67% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
121,125
shares
|
$7.55 Million
3.93% of portfolio
|
Q3 2024
Added 239.83%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
120,901
shares
|
$7.54 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
120,611
shares
|
$7.52 Million
3.12% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
120,520
shares
|
$7.52 Million
0.32% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
119,961
shares
|
$7.48 Million
0.02% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
119,942
shares
|
$7.48 Million
2.02% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
119,827
shares
|
$7.47 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
119,827
shares
|
$7.47 Million
0.46% of portfolio
|
Q3 2024
Reduced 91.52%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
119,572
shares
|
$7.46 Million
2.92% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
119,452
shares
|
$7.45 Million
2.25% of portfolio
|
Q3 2024
Added 53.0%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
118,711
shares
|
$7.4 Million
4.94% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
118,565
shares
|
$7.39 Million
0.32% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
118,078
shares
|
$7.36 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.11%
|