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 |
|---|---|---|---|---|---|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
4,825
shares
|
$300,887
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
4,821
shares
|
$300,637
0.02% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,820
shares
|
$300,575
0.11% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
4,816
shares
|
$300,325
0.06% of portfolio
|
Q3 2024
Added 81.46%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
4,792
shares
|
$298,829
0.18% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
4,762
shares
|
$296,958
0.08% of portfolio
|
Q3 2024
Reduced 50.25%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
4,756
shares
|
$296,584
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
4,755
shares
|
$296,521
0.12% of portfolio
|
Q1 2024
Added 363.45%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
4,738
shares
|
$295,461
0.21% of portfolio
|
Q3 2024
Reduced 95.39%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
4,738
shares
|
$295,461
0.21% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,735
shares
|
$295,274
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
4,725
shares
|
$294,651
0.1% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,715
shares
|
$294,027
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
4,687
shares
|
$292,281
0.05% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
4,680
shares
|
$291,844
0.13% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
4,678
shares
|
$291,720
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
4,660
shares
|
$290,597
0.11% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
4,656
shares
|
$290,348
0.14% of portfolio
|
Q4 2023
Added 1.88%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
4,655
shares
|
$290,285
0.13% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,650
shares
|
$289,974
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,639
shares
|
$289,288
0.1% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
4,595
shares
|
$286,544
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,577
shares
|
$285,421
0.23% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
4,575
shares
|
$285,297
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,572
shares
|
$285,109
0.12% of portfolio
|
Q3 2024
Added 0.35%
|