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 |
|---|---|---|---|---|---|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
30,215
shares
|
$1.9 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
30,086
shares
|
$1.9 Million
0.62% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
29,871
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2024
Reduced 65.53%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
29,746
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2024
Added 337.38%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
29,734
shares
|
$1.87 Million
1.26% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
29,709
shares
|
$1.87 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
29,630
shares
|
$1.87 Million
0.43% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
29,617
shares
|
$1.87 Million
0.73% of portfolio
|
Q3 2024
Added 28.12%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
29,554
shares
|
$1.86 Million
0.86% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
29,457
shares
|
$1.86 Million
1.6% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
29,322
shares
|
$1.85 Million
0.36% of portfolio
|
Q3 2024
Added 50.6%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
29,303
shares
|
$1.85 Million
0.27% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
29,282
shares
|
$1.84 Million
0.17% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
29,243
shares
|
$1.84 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
29,239
shares
|
$1.84 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
29,063
shares
|
$1.83 Million
0.15% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
28,989
shares
|
$1.83 Million
2.57% of portfolio
|
Q2 2022
Added 4.63%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
28,907
shares
|
$1.82 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
28,897
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2024
Added 14.65%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
28,640
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
28,637
shares
|
$1.8 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
28,438
shares
|
$1.79 Million
0.15% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
28,408
shares
|
$1.79 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
28,236
shares
|
$1.78 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
28,144
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Added 1.29%
|