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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
43,243
shares
|
$2.52 Million
0.41% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
43,162
shares
|
$2.51 Million
1.6% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
43,150
shares
|
$2.51 Million
0.32% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,946
shares
|
$2.5 Million
0.02% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
42,844
shares
|
$2.49 Million
0.47% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42,813
shares
|
$2.49 Million
0.28% of portfolio
|
Q4 2024
Added 17964.56%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
42,807
shares
|
$2.49 Million
0.62% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
42,659
shares
|
$2.48 Million
0.81% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
42,426
shares
|
$2.47 Million
8.73% of portfolio
|
Q4 2022
Added 2.71%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
42,235
shares
|
$2.46 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
42,177
shares
|
$2.46 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
42,115
shares
|
$2.45 Million
1.78% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
42,040
shares
|
$2.45 Million
0.53% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
42,025
shares
|
$2.45 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
41,827
shares
|
$2.43 Million
0.41% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
41,766
shares
|
$2.43 Million
0.28% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
41,747
shares
|
$2.43 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
41,744
shares
|
$2.43 Million
0.44% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
41,663
shares
|
$2.43 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
41,481
shares
|
$2.41 Million
1.17% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
41,244
shares
|
$2.4 Million
0.21% of portfolio
|
Q4 2024
Added 79.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
40,950
shares
|
$2.38 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
40,756
shares
|
$2.37 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
40,734
shares
|
$2.37 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
40,675
shares
|
$2.37 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.14%
|