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 $66.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
26,960
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
26,953
shares
|
$1.7 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
26,950
shares
|
$1.7 Million
1.15% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
26,838
shares
|
$1.69 Million
0.16% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
26,765
shares
|
$1.69 Million
0.84% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
26,755
shares
|
$1.69 Million
0.9% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
26,693
shares
|
$1.68 Million
0.49% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
26,636
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
26,554
shares
|
$1.67 Million
0.44% of portfolio
|
Q3 2024
Reduced 52.4%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
26,455
shares
|
$1.67 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
26,455
shares
|
$1.67 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
26,444
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
26,375
shares
|
$1.66 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
26,117
shares
|
$1.65 Million
0.16% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
26,100
shares
|
$1.64 Million
0.99% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
26,086
shares
|
$1.64 Million
0.75% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
25,952
shares
|
$1.63 Million
0.39% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
25,949
shares
|
$1.63 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
25,718
shares
|
$1.62 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
25,693
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
25,655
shares
|
$1.62 Million
0.63% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
25,648
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
25,648
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Added 449.21%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
25,586
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Added 32.8%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
25,433
shares
|
$1.6 Million
0.12% of portfolio
|
Q4 2022
Reduced 4.37%
|