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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
7,422
shares
|
$462,835
0.06% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
7,401
shares
|
$461,526
0.29% of portfolio
|
Q2 2024
Added 12.55%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
7,395
shares
|
$461,152
0.14% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
7,370
shares
|
$459,593
0.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
7,354
shares
|
$458,595
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,352
shares
|
$458,470
0.12% of portfolio
|
Q3 2024
Added 40.68%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,344
shares
|
$457,971
0.07% of portfolio
|
Q3 2023
Added 664.2%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
7,330
shares
|
$457,098
0.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,327
shares
|
$456,911
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
7,320
shares
|
$456,475
0.19% of portfolio
|
Q3 2024
Added 24.07%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,320
shares
|
$456,475
0.04% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
7,290
shares
|
$454,604
0.25% of portfolio
|
Q3 2024
Added 32.43%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
7,255
shares
|
$452,421
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
7,249
shares
|
$452,047
0.09% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
7,232
shares
|
$450,987
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
7,205
shares
|
$449,303
0.05% of portfolio
|
Q2 2024
Added 19.78%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
7,201
shares
|
$449,054
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
7,189
shares
|
$448,306
0.07% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,170
shares
|
$447,121
0.13% of portfolio
|
Q3 2024
Added 45.7%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
7,150
shares
|
$445,874
0.06% of portfolio
|
Q2 2024
Added 10.08%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
7,143
shares
|
$445,437
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
7,140
shares
|
$445,250
0.26% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
7,140
shares
|
$445,250
0.13% of portfolio
|
Q1 2024
Added 336.96%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
7,124
shares
|
$444,252
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
7,120
shares
|
$444,003
0.2% of portfolio
|
Q2 2024
Reduced 26.94%
|