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 |
|---|---|---|---|---|---|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
18,255
shares
|
$1.15 Million
0.84% of portfolio
|
Q1 2024
Added 2340.51%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
18,244
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
18,220
shares
|
$1.15 Million
0.35% of portfolio
|
Q3 2023
Added 18.65%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
18,180
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
18,160
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
18,075
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
18,029
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Added 21.87%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
17,943
shares
|
$1.13 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
17,920
shares
|
$1.13 Million
5.21% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
17,917
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
17,824
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Added 25.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
17,780
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
17,778
shares
|
$1.12 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
17,772
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
17,763
shares
|
$1.12 Million
0.71% of portfolio
|
Q3 2024
Reduced 15.29%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
17,749
shares
|
$1.12 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
17,710
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Added 68.11%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
17,672
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
17,655
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
17,582
shares
|
$1.11 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
17,523
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
17,495
shares
|
$1.1 Million
0.41% of portfolio
|
Q3 2022
Reduced 21.53%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
17,469
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
17,401
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 39.01%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
17,389
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.0%
|