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 $65.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
38,681
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
38,540
shares
|
$2.4 Million
0.85% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
38,152
shares
|
$2.38 Million
1.63% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
38,109
shares
|
$2.38 Million
1.05% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
My Wealth Management Inc.
|
Nov 07, 2024 Q3 2024 |
38,055
shares
|
$2.37 Million
2.41% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
37,858
shares
|
$2.36 Million
2.15% of portfolio
|
Q4 2022
Added 1.33%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
37,763
shares
|
$2.35 Million
0.27% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
37,708
shares
|
$2.35 Million
0.2% of portfolio
|
Q3 2024
Added 39.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
37,615
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
37,573
shares
|
$2.34 Million
0.79% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
37,532
shares
|
$2.34 Million
0.17% of portfolio
|
Q3 2024
Added 29.5%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
37,065
shares
|
$2.31 Million
0.08% of portfolio
|
Q1 2024
Added 427.32%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
37,040
shares
|
$2.31 Million
0.96% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
36,960
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 150.41%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
36,915
shares
|
$2.3 Million
0.41% of portfolio
|
Q3 2024
Added 137.43%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
36,895
shares
|
$2.3 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
36,879
shares
|
$2.3 Million
0.16% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
36,863
shares
|
$2.3 Million
0.59% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
36,755
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
36,738
shares
|
$2.29 Million
1.83% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
36,585
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
36,545
shares
|
$2.28 Million
0.67% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
36,491
shares
|
$2.28 Million
2.18% of portfolio
|
Q3 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
36,449
shares
|
$2.27 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
36,403
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
Added 56.56%
|