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 |
|---|---|---|---|---|---|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
3,220
shares
|
$200,799
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,212
shares
|
$200,300
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
3,211
shares
|
$200,237
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
3,150
shares
|
$196,434
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
3,134
shares
|
$195,436
0.15% of portfolio
|
Q2 2024
Added 8.44%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
3,100
shares
|
$193,316
0.17% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
3,095
shares
|
$193,004
0.16% of portfolio
|
Q2 2024
Reduced 38.16%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
3,090
shares
|
$192,692
0.05% of portfolio
|
Q1 2024
Added 272.74%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
3,082
shares
|
$192,193
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,043
shares
|
$189,761
0.06% of portfolio
|
Q3 2022
Reduced 18.35%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,020
shares
|
$188,327
0.27% of portfolio
|
Q2 2022
Added 3.74%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
3,000
shares
|
$187,080
0.05% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,996
shares
|
$186,830
0.13% of portfolio
|
Q4 2022
Reduced 12.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,973
shares
|
$185,396
0.05% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,886
shares
|
$179,970
1.12% of portfolio
|
Q2 2022
Reduced 23.49%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
2,864
shares
|
$178,599
0.21% of portfolio
|
Q3 2017
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,850
shares
|
$177,726
0.01% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,799
shares
|
$174,545
0.03% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,753
shares
|
$171,677
0.06% of portfolio
|
Q1 2024
Added 399.64%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,743
shares
|
$171,053
3.1% of portfolio
|
Q4 2023
Reduced 29.54%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
2,715
shares
|
$169,307
0.03% of portfolio
|
Q3 2024
Reduced 93.08%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$168,559
0.06% of portfolio
|
Q1 2023
Reduced 1.46%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
2,700
shares
|
$168,372
0.04% of portfolio
|
Q1 2024
Added 393.6%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,674
shares
|
$166,750
0.03% of portfolio
|
Q3 2024
Added 209.13%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,667
shares
|
$166,314
0.0% of portfolio
|
Q3 2024
New holding
|