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 |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,583
shares
|
$410,515
0.14% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
6,575
shares
|
$410,017
0.06% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
6,551
shares
|
$408,520
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
6,535
shares
|
$407,522
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
6,515
shares
|
$406,275
0.18% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
6,490
shares
|
$404,716
0.02% of portfolio
|
Q3 2024
Added 47.87%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
6,483
shares
|
$404,279
0.03% of portfolio
|
Q3 2024
Added 90.79%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
6,445
shares
|
$401,910
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
6,440
shares
|
$401,598
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
6,435
shares
|
$401,286
1.19% of portfolio
|
Q3 2022
Added 4.31%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,433
shares
|
$401,161
0.09% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,414
shares
|
$399,977
0.09% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,408
shares
|
$399,602
0.12% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
6,365
shares
|
$396,921
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
6,365
shares
|
$396,921
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
6,357
shares
|
$396,422
0.39% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
6,338
shares
|
$395,237
0.44% of portfolio
|
Q1 2023
Reduced 2.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,309
shares
|
$393,429
0.17% of portfolio
|
Q2 2023
Reduced 16.93%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,296
shares
|
$392,618
0.01% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
6,295
shares
|
$392,556
0.03% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,295
shares
|
$392,556
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
6,267
shares
|
$390,810
0.05% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Ashford Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
6,250
shares
|
$389,750
0.09% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,250
shares
|
$389,750
0.32% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
6,234
shares
|
$388,752
0.14% of portfolio
|
Q2 2024
Reduced 26.57%
|