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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,340
shares
|
$333,002
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
5,337
shares
|
$332,815
0.15% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
5,325
shares
|
$332,067
0.07% of portfolio
|
Q1 2024
Added 515.61%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
5,317
shares
|
$331,568
0.02% of portfolio
|
Q3 2024
Reduced 18.53%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
5,314
shares
|
$331,381
0.11% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
5,300
shares
|
$330,508
0.03% of portfolio
|
Q3 2024
Added 175.32%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
5,299
shares
|
$330,445
0.05% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Requisite Capital Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,275
shares
|
$328,949
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,265
shares
|
$328,325
0.04% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,235
shares
|
$326,454
0.1% of portfolio
|
Q4 2023
Reduced 88.51%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
5,226
shares
|
$325,893
0.13% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
5,226
shares
|
$325,893
0.45% of portfolio
|
Q2 2023
Reduced 13.25%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
5,225
shares
|
$325,831
0.04% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,220
shares
|
$325,519
0.01% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
5,203
shares
|
$324,459
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,199
shares
|
$324,209
0.1% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,191
shares
|
$323,710
0.04% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,183
shares
|
$323,211
0.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
5,166
shares
|
$322,151
0.26% of portfolio
|
Q3 2024
Added 27.68%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
5,147
shares
|
$320,966
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
5,136
shares
|
$320,280
0.15% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
5,102
shares
|
$318,160
0.11% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
5,095
shares
|
$317,724
0.02% of portfolio
|
Q2 2024
Added 2648.98%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
5,090
shares
|
$317,412
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
5,075
shares
|
$316,477
0.01% of portfolio
|
Q2 2024
Added 10.93%
|