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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
630
shares
|
$39,286
0.02% of portfolio
|
Q1 2024
Added 309.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
625
shares
|
$38,975
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
601
shares
|
$37,478
0.01% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
592
shares
|
$36,917
0.02% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
577
shares
|
$35,981
0.02% of portfolio
|
Q2 2024
Added 2.12%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 29, 2024 Q2 2024 |
565
shares
|
$35,233
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
565
shares
|
$35,233
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
562
shares
|
$35,046
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
555
shares
|
$34,609
0.01% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
554
shares
|
$34,547
0.0% of portfolio
|
Q2 2024
Added 21.76%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
552
shares
|
$34,422
0.13% of portfolio
|
Q3 2023
Reduced 12.66%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
551
shares
|
$34,360
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
548
shares
|
$34,173
0.01% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
540
shares
|
$33,674
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
505
shares
|
$31,491
0.02% of portfolio
|
Q1 2024
Added 531.25%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
502
shares
|
$31,304
0.02% of portfolio
|
Q3 2024
Reduced 95.52%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
500
shares
|
$31,180
0.02% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
500
shares
|
$31,180
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
490
shares
|
$30,556
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
476
shares
|
$29,683
0.04% of portfolio
|
Q2 2024
Reduced 32.48%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
475
shares
|
$29,621
0.02% of portfolio
|
Q1 2024
Added 335.78%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
475
shares
|
$29,621
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
469
shares
|
$29,246
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
460
shares
|
$28,685
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
455
shares
|
$28,373
0.0% of portfolio
|
Q1 2024
Added 400.0%
|