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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
40,953
shares
|
$2.55 Million
0.77% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
40,716
shares
|
$2.54 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
40,684
shares
|
$2.54 Million
1.33% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,666
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
40,486
shares
|
$2.52 Million
0.34% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
40,339
shares
|
$2.52 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
40,289
shares
|
$2.51 Million
0.32% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
40,140
shares
|
$2.5 Million
0.16% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
40,140
shares
|
$2.5 Million
0.14% of portfolio
|
Q3 2024
Added 394.33%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
40,072
shares
|
$2.5 Million
1.14% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
39,978
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
39,845
shares
|
$2.48 Million
0.82% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
39,807
shares
|
$2.48 Million
1.7% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
39,759
shares
|
$2.48 Million
1.23% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
39,697
shares
|
$2.48 Million
0.31% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
39,695
shares
|
$2.48 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
39,376
shares
|
$2.46 Million
0.55% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
39,297
shares
|
$2.45 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
39,258
shares
|
$2.45 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
39,247
shares
|
$2.45 Million
2.59% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
39,214
shares
|
$2.45 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
39,154
shares
|
$2.44 Million
0.13% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
39,060
shares
|
$2.44 Million
0.28% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
38,861
shares
|
$2.42 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
38,828
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2024
Added 407.89%
|