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 |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
17,287
shares
|
$1.09 Million
0.86% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
17,238
shares
|
$1.09 Million
0.27% of portfolio
|
Q3 2024
Reduced 35.44%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
17,139
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
17,022
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
16,985
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
16,950
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
16,925
shares
|
$1.07 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
16,892
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
16,818
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
16,811
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Added 27.06%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
16,780
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
16,769
shares
|
$1.06 Million
0.56% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
16,750
shares
|
$1.06 Million
0.17% of portfolio
|
Q2 2024
Reduced 80.13%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
16,683
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
16,665
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2024
Reduced 13.34%
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
16,662
shares
|
$1.05 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
16,654
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
16,593
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
16,590
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 147.54%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
16,526
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
16,455
shares
|
$1.04 Million
0.31% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
16,454
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
16,432
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2024
Added 267.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
16,371
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,325
shares
|
$1.03 Million
0.15% of portfolio
|
Q2 2020
Reduced 17.37%
|