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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
52,778
shares
|
$3.29 Million
0.54% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
52,745
shares
|
$3.29 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
52,648
shares
|
$3.28 Million
1.13% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
52,605
shares
|
$3.28 Million
0.28% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52,584
shares
|
$3.28 Million
0.24% of portfolio
|
Q4 2023
Added 136.32%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
52,495
shares
|
$3.27 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
52,427
shares
|
$3.27 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
52,247
shares
|
$3.26 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
51,508
shares
|
$3.21 Million
0.18% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
51,410
shares
|
$3.21 Million
2.95% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
51,410
shares
|
$3.21 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
51,325
shares
|
$3.2 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
51,016
shares
|
$3.18 Million
0.36% of portfolio
|
Q1 2024
Added 472.96%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
50,769
shares
|
$3.17 Million
1.12% of portfolio
|
Q3 2024
Added 52.02%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
50,136
shares
|
$3.13 Million
0.44% of portfolio
|
Q3 2024
Added 576.14%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
50,113
shares
|
$3.13 Million
0.65% of portfolio
|
Q3 2024
Added 296.46%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
49,959
shares
|
$3.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
49,794
shares
|
$3.11 Million
0.73% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
49,062
shares
|
$3.06 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
49,003
shares
|
$3.06 Million
0.17% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
48,927
shares
|
$3.05 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
48,859
shares
|
$3.05 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
48,800
shares
|
$3.04 Million
0.76% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
48,775
shares
|
$3.04 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
48,510
shares
|
$3.03 Million
0.96% of portfolio
|
Q3 2024
Added 1.33%
|