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 $65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
9,781
shares
|
$609,943
0.1% of portfolio
|
Q3 2024
Added 144.83%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
9,768
shares
|
$609,132
0.22% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
9,734
shares
|
$607,012
0.89% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,731
shares
|
$606,825
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Security Benefit Life Insurance CO
Topeka, KS |
Oct 22, 2024 Q3 2024 |
9,700
shares
|
$604,892
0.31% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
9,677
shares
|
$603,457
0.31% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
9,651
shares
|
$601,836
0.37% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
9,641
shares
|
$601,212
0.32% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,635
shares
|
$600,838
0.02% of portfolio
|
Q2 2024
Added 107.87%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,595
shares
|
$598,344
0.39% of portfolio
|
Q3 2024
Reduced 29.29%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,563
shares
|
$596,348
0.1% of portfolio
|
Q3 2024
Added 56.69%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
9,526
shares
|
$594,041
0.23% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,521
shares
|
$593,729
0.12% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,509
shares
|
$592,981
0.07% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
9,420
shares
|
$587,431
0.0% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
9,399
shares
|
$586,121
0.09% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,380
shares
|
$584,936
0.12% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
9,356
shares
|
$583,440
0.25% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
9,355
shares
|
$583,377
0.05% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,337
shares
|
$582,255
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
9,334
shares
|
$582,068
0.22% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
9,315
shares
|
$580,883
0.18% of portfolio
|
Q1 2024
Added 404.06%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
9,262
shares
|
$577,578
0.0% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
9,255
shares
|
$577,141
0.4% of portfolio
|
Q4 2022
Added 117.66%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
9,250
shares
|
$576,830
0.46% of portfolio
|
Q1 2024
New holding
|