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 2,655 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $66.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
46,762
shares
|
$2.72 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
45,985
shares
|
$2.68 Million
1.74% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
45,874
shares
|
$2.67 Million
1.03% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,638
shares
|
$2.66 Million
0.43% of portfolio
|
Q3 2022
Added 0.16%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
45,610
shares
|
$2.65 Million
0.1% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
45,318
shares
|
$2.64 Million
0.01% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
45,306
shares
|
$2.64 Million
1.07% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
45,238
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.84%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
45,114
shares
|
$2.63 Million
0.16% of portfolio
|
Q1 2025
Added 135.79%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
45,055
shares
|
$2.62 Million
0.37% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
45,038
shares
|
$2.62 Million
0.09% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
44,993
shares
|
$2.62 Million
1.69% of portfolio
|
Q4 2024
Reduced 70.94%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
44,718
shares
|
$2.6 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
44,656
shares
|
$2.6 Million
0.11% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
44,655
shares
|
$2.6 Million
3.18% of portfolio
|
Q1 2025
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
44,529
shares
|
$2.59 Million
0.19% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
44,449
shares
|
$2.59 Million
0.29% of portfolio
|
Q4 2024
Added 432.07%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
44,326
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
44,290
shares
|
$2.58 Million
0.29% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
44,240
shares
|
$2.58 Million
1.38% of portfolio
|
Q1 2024
Added 415.26%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
43,940
shares
|
$2.56 Million
0.97% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
43,930
shares
|
$2.56 Million
1.01% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
43,777
shares
|
$2.55 Million
0.22% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
43,689
shares
|
$2.54 Million
3.09% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
43,620
shares
|
$2.54 Million
3.6% of portfolio
|
Q4 2024
Reduced 1.38%
|