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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
23,556
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
23,445
shares
|
$1.48 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
23,438
shares
|
$1.48 Million
0.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
23,420
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
23,393
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
23,328
shares
|
$1.47 Million
0.45% of portfolio
|
Q3 2024
Added 38.45%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
23,109
shares
|
$1.46 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,099
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2022
Reduced 3.12%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
22,988
shares
|
$1.45 Million
0.63% of portfolio
|
Q2 2024
Added 193.33%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
22,950
shares
|
$1.45 Million
1.15% of portfolio
|
Q2 2024
Reduced 12.86%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
22,920
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,607
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
22,533
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
22,481
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
22,466
shares
|
$1.42 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
22,463
shares
|
$1.41 Million
0.28% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
22,439
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
22,356
shares
|
$1.41 Million
0.55% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
22,338
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
22,202
shares
|
$1.4 Million
0.66% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
22,188
shares
|
$1.4 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
22,187
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
22,109
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
22,092
shares
|
$1.39 Million
0.46% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
22,012
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 0.7%
|