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 |
|---|---|---|---|---|---|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
58,276
shares
|
$3.63 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
58,255
shares
|
$3.63 Million
2.1% of portfolio
|
Q1 2024
Added 392.23%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
58,232
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
58,019
shares
|
$3.62 Million
1.83% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
57,873
shares
|
$3.61 Million
1.65% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
57,651
shares
|
$3.6 Million
0.15% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
57,496
shares
|
$3.59 Million
2.54% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
57,079
shares
|
$3.56 Million
0.77% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
56,825
shares
|
$3.54 Million
0.14% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
55,692
shares
|
$3.47 Million
0.89% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
55,608
shares
|
$3.47 Million
0.42% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
55,462
shares
|
$3.46 Million
2.7% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
55,301
shares
|
$3.45 Million
1.36% of portfolio
|
Q3 2024
Added 24.83%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
55,125
shares
|
$3.44 Million
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
54,731
shares
|
$3.41 Million
2.41% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
54,262
shares
|
$3.38 Million
0.75% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
54,123
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
54,080
shares
|
$3.37 Million
0.53% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
54,046
shares
|
$3.37 Million
0.23% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
53,792
shares
|
$3.35 Million
1.38% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
53,502
shares
|
$3.34 Million
0.75% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
53,243
shares
|
$3.32 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
52,945
shares
|
$3.3 Million
0.64% of portfolio
|
Q3 2024
Added 704.02%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
52,942
shares
|
$3.3 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
52,894
shares
|
$3.3 Million
0.92% of portfolio
|
Q3 2024
Added 5.58%
|