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 |
|---|---|---|---|---|---|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
5,635
shares
|
$351,398
0.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
5,624
shares
|
$350,712
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
5,622
shares
|
$350,587
0.18% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
5,612
shares
|
$349,964
0.15% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
5,604
shares
|
$349,465
0.36% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,600
shares
|
$349,216
0.17% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
5,575
shares
|
$347,657
0.05% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
5,575
shares
|
$347,657
0.11% of portfolio
|
Q2 2024
Added 28.66%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,566
shares
|
$347,095
0.18% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,560
shares
|
$346,721
0.01% of portfolio
|
Q3 2024
Added 32.07%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
5,558
shares
|
$346,596
0.07% of portfolio
|
Q3 2024
Added 411.79%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,523
shares
|
$344,414
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
5,511
shares
|
$343,665
0.18% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,490
shares
|
$342,356
0.03% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,484
shares
|
$341,982
0.04% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
5,478
shares
|
$341,608
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
5,458
shares
|
$340,360
0.02% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
5,450
shares
|
$339,862
0.06% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
5,424
shares
|
$338,240
0.21% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
5,423
shares
|
$338,178
0.01% of portfolio
|
Q3 2024
Added 39.77%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
5,421
shares
|
$338,053
0.23% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
5,405
shares
|
$337,055
0.07% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
5,401
shares
|
$336,806
0.08% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,400
shares
|
$336,744
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,350
shares
|
$333,626
0.06% of portfolio
|
Q2 2024
Reduced 3.86%
|