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 |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
69,203
shares
|
$4.32 Million
0.34% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
69,023
shares
|
$4.3 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
68,978
shares
|
$4.3 Million
1.44% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
68,971
shares
|
$4.3 Million
0.42% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
68,783
shares
|
$4.29 Million
1.99% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
68,746
shares
|
$4.29 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
68,647
shares
|
$4.28 Million
1.67% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
68,221
shares
|
$4.25 Million
3.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
68,158
shares
|
$4.25 Million
0.62% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
68,100
shares
|
$4.25 Million
2.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
68,077
shares
|
$4.25 Million
1.85% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
68,039
shares
|
$4.24 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
67,758
shares
|
$4.23 Million
1.48% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
67,675
shares
|
$4.22 Million
0.05% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
67,304
shares
|
$4.2 Million
0.14% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
66,982
shares
|
$4.18 Million
0.89% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
66,925
shares
|
$4.17 Million
3.27% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
66,868
shares
|
$4.17 Million
0.46% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
66,830
shares
|
$4.17 Million
0.78% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
66,796
shares
|
$4.17 Million
0.32% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
66,755
shares
|
$4.16 Million
0.86% of portfolio
|
Q3 2024
Added 70.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
66,727
shares
|
$4.16 Million
0.84% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
66,624
shares
|
$4.15 Million
1.04% of portfolio
|
Q1 2024
Added 399.99%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
66,610
shares
|
$4.15 Million
0.31% of portfolio
|
Q2 2024
Reduced 58.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
66,369
shares
|
$4.14 Million
0.8% of portfolio
|
Q3 2024
Added 0.0%
|