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 |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
20,951
shares
|
$1.32 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
20,932
shares
|
$1.32 Million
0.39% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
20,929
shares
|
$1.32 Million
0.61% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
20,776
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,752
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
20,712
shares
|
$1.3 Million
0.67% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,507
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
20,384
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,369
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
20,335
shares
|
$1.28 Million
0.91% of portfolio
|
Q2 2024
Added 149.97%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
20,250
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
20,220
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2024
Added 67.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
20,203
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2024
Added 36.66%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
20,161
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
20,145
shares
|
$1.27 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
20,110
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
20,092
shares
|
$1.27 Million
0.48% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
20,068
shares
|
$1.26 Million
2.73% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
20,031
shares
|
$1.26 Million
0.26% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
20,030
shares
|
$1.26 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
19,978
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.28%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
19,865
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
19,845
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
19,844
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
19,821
shares
|
$1.25 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.98%
|