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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
44,158
shares
|
$2.75 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
44,105
shares
|
$2.75 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
43,943
shares
|
$2.74 Million
0.1% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
43,574
shares
|
$2.72 Million
0.07% of portfolio
|
Q3 2024
Added 39.27%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
43,417
shares
|
$2.71 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
43,356
shares
|
$2.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 52.24%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
43,295
shares
|
$2.7 Million
0.72% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
43,067
shares
|
$2.69 Million
1.56% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
42,962
shares
|
$2.68 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
42,887
shares
|
$2.67 Million
0.99% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
42,750
shares
|
$2.67 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
42,630
shares
|
$2.66 Million
0.14% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
42,589
shares
|
$2.66 Million
0.96% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
42,430
shares
|
$2.65 Million
0.54% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
42,426
shares
|
$2.65 Million
8.73% of portfolio
|
Q4 2022
Added 2.71%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
42,404
shares
|
$2.64 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
42,131
shares
|
$2.63 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
42,065
shares
|
$2.62 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
41,916
shares
|
$2.61 Million
0.31% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
41,738
shares
|
$2.6 Million
0.46% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
41,719
shares
|
$2.6 Million
0.08% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
41,461
shares
|
$2.59 Million
0.92% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
41,215
shares
|
$2.57 Million
0.78% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
41,120
shares
|
$2.56 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
41,027
shares
|
$2.56 Million
1.09% of portfolio
|
Q3 2024
Added 0.18%
|