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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,210
shares
|
$574,335
0.04% of portfolio
|
Q3 2024
Reduced 45.76%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,206
shares
|
$574,086
0.75% of portfolio
|
Q2 2023
Reduced 2.99%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
9,185
shares
|
$572,776
0.22% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
9,173
shares
|
$572,028
0.79% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
9,169
shares
|
$571,778
0.03% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
9,165
shares
|
$571,529
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
9,140
shares
|
$569,970
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
9,138
shares
|
$569,845
0.16% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
9,100
shares
|
$567,476
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
9,094
shares
|
$567,101
0.13% of portfolio
|
Q3 2024
Added 36.08%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
9,078
shares
|
$566,104
0.18% of portfolio
|
Q3 2024
Added 24.49%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Nov 07, 2024 Q3 2024 |
9,065
shares
|
$565,293
0.23% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,060
shares
|
$564,981
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
9,050
shares
|
$564,358
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
9,042
shares
|
$563,859
0.18% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9,040
shares
|
$563,734
0.2% of portfolio
|
Q1 2024
Added 323.62%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
9,021
shares
|
$562,549
0.48% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
9,017
shares
|
$562,300
0.18% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
8,985
shares
|
$560,304
0.37% of portfolio
|
Q1 2024
Added 360.3%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
8,960
shares
|
$558,745
0.15% of portfolio
|
Q3 2024
Reduced 59.89%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
8,959
shares
|
$558,683
0.09% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
8,955
shares
|
$558,433
0.15% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
8,950
shares
|
$558,122
0.13% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
8,930
shares
|
$556,874
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,892
shares
|
$554,505
0.91% of portfolio
|
Q3 2022
Added 6.5%
|