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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
581,991
shares
|
$36.3 Million
4.42% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
580,932
shares
|
$36.2 Million
0.8% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
571,042
shares
|
$35.6 Million
0.51% of portfolio
|
Q3 2024
Added 48.14%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
565,224
shares
|
$35.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
564,617
shares
|
$35.2 Million
1.69% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
557,109
shares
|
$34.7 Million
11.9% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
556,162
shares
|
$34.7 Million
0.52% of portfolio
|
Q3 2024
Added 49.09%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
553,609
shares
|
$34.5 Million
8.06% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
553,088
shares
|
$34.5 Million
0.81% of portfolio
|
Q3 2024
Reduced 19.72%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
552,623
shares
|
$34.5 Million
1.05% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
551,862
shares
|
$34.4 Million
1.06% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
549,507
shares
|
$34.3 Million
0.06% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
549,319
shares
|
$34.3 Million
1.12% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
547,802
shares
|
$34.2 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
547,215
shares
|
$34.1 Million
2.78% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
543,435
shares
|
$33.9 Million
5.86% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
537,718
shares
|
$33.5 Million
3.03% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
537,167
shares
|
$33.5 Million
5.91% of portfolio
|
Q1 2024
Added 417.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
529,589
shares
|
$33 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
524,928
shares
|
$32.7 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
522,745
shares
|
$32.6 Million
8.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
518,169
shares
|
$32.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
513,784
shares
|
$32 Million
0.16% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
498,091
shares
|
$31.1 Million
1.4% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
494,659
shares
|
$30.8 Million
2.48% of portfolio
|
Q3 2024
Added 1.12%
|