iShares Core S&P Mid-Cap ETF (IJH) Institutional Ownership

$59.81
-0.04 (-0.07%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Number of
Institutional Buyers
(last 12 months)
1758
Total
Institutional Inflows
(last 12 months)
$16.90B
Number of
Institutional Sellers
(last 12 months)
1016
Total
Institutional Outflows
(last 12 months)
$785.68M
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IJH Institutional Buying and Selling by Quarter

iShares Core S&P Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Peninsula Asset Management Inc.333,595$20.26M10.9%+405.0%0.024%
5/11/2024Lcnb Corp34,485$2.10M0.8%+394.3%0.002%
5/11/2024Trustmark National Bank Trust Department17,435$1.06M0.1%+395.7%0.001%
5/11/2024Davis R M Inc.2,730,773$165.87M3.5%+424.1%0.195%
5/11/2024Resurgent Financial Advisors LLC5,419$329K0.2%+462.1%0.000%
5/11/2024Alley Investment Management Company LLC93,798$5.70M0.8%+403.2%0.007%
5/11/2024Peak Asset Management LLC9,310$565K0.1%+400.0%0.001%
5/11/2024Aufman Associates Inc5,045$306K0.2%+400.0%0.000%
5/11/2024Beaumont Financial Advisors LLC554,613$33.69M2.8%+407.1%0.040%
5/11/2024Cynosure Group LLC91,733$5.57M1.0%+405.2%0.007%
5/11/2024ESL Trust Services LLC577,168$35.06M9.2%+422.2%0.041%
5/11/2024Orion Capital Management LLC52,202$3.17M1.7%+274.2%0.004%
5/11/2024NWK Group Inc.11,703$711K0.3%+376.1%0.001%
5/11/2024Continental Investors Services Inc.22,049$1.33M3.2%+395.8%0.002%
5/11/2024Ironwood Investment Counsel LLC12,065$733K0.1%+389.8%0.001%
5/11/2024Catalytic Wealth RIA LLC127,045$7.72M1.5%+9,903.5%0.009%
5/11/2024Jacobi Capital Management LLC39,843$2.42M0.2%+399.0%0.003%
5/11/2024Mark Sheptoff Financial Planning LLC505$31K0.0%+531.3%0.000%
5/11/2024Hirtle Callaghan & Co LLC51,700$3.14M0.1%+400.0%0.004%
5/11/2024Patten & Patten Inc. TN12,489$759K0.1%+400.0%0.001%
5/10/2024Osaic Holdings Inc.2,594,480$157.60M0.4%+326.0%0.185%
5/10/2024Blue Barn Wealth LLC3,896$237K0.1%+373.4%0.000%
5/10/2024Connors Investor Services Inc.25,078$1.52M0.2%+988.0%0.002%
5/10/2024Rodgers & Associates LTD3,450$210K0.0%N/A0.000%
5/10/2024Fiducient Advisors LLC27,083$1.65M0.3%+432.1%0.002%
5/10/2024TIAA Trust National Association1,401,270$85.11M0.3%+226.1%0.100%
5/10/2024Vanguard Group Inc.141,763$8.61M0.0%+417.0%0.010%
5/10/2024Spirepoint Private Client LLC21,013$1.28M0.2%N/A0.002%
5/10/2024JPMorgan Chase & Co.38,027,122$2.31B0.2%+407.0%2.716%
5/10/2024Broadview Financial Management LLC40,910$2.49M1.8%+388.5%0.003%
5/10/2024Clearstead Trust LLC13,357$811K0.2%+420.7%0.001%
5/10/2024Nicolet Advisory Services LLC6,820$409K0.0%+389.9%0.000%
5/10/2024First Foundation Advisors30,363$1.84M0.1%+414.4%0.002%
5/10/2024Towercrest Capital Management266,268$16.17M2.7%+401.4%0.019%
5/10/2024 Kelman Lazarov Inc.239,024$14.52M2.8%+409.6%0.017%
5/10/2024 Bright Financial Advisors Inc.150,193$9.12M6.6%N/A0.011%
5/10/2024 Motco16,181$983K0.1%+414.0%0.001%
5/10/2024 Truepoint Inc.11,845$719K0.0%+10.3%0.001%
5/10/2024 J. L. Bainbridge & Co. Inc.10,800$656K0.1%+400.0%0.001%
5/10/2024 TCTC Holdings LLC78,578$4.77M0.2%+426.7%0.006%
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5/10/2024 1ST Source Bank255,083$15.49M0.9%+396.7%0.018%
5/10/2024 Garrison Point Advisors LLC19,190$1.17M0.7%+412.0%0.001%
5/10/2024 Wintrust Investments LLC913,350$55.48M4.9%+391.6%0.065%
5/10/2024 GM Advisory Group LLC13,649$829K0.1%+430.1%0.001%
5/10/2024 Nwam LLC32,639$1.97M0.2%+59.2%0.002%
5/10/2024 Reston Wealth Management LLC3,440$209K0.1%N/A0.000%
5/10/2024 Gratus Wealth Advisors LLC4,031$227K0.0%+224.8%0.000%
5/9/2024 RFP Financial Group LLC116,592$7.08M2.8%+414.8%0.008%
5/9/2024 Dorsey & Whitney Trust CO LLC148,969$9.05M0.6%+415.0%0.011%
5/9/2024 Brighton Jones LLC66,485$4.04M0.1%+398.5%0.005%
5/9/2024 ProVise Management Group LLC95,630$5.81M0.5%+386.3%0.007%
5/9/2024 Leo Wealth LLC33,966$2.06M0.2%+211.0%0.002%
5/9/2024 Private Portfolio Partners LLC45,454$2.76M0.6%+435.1%0.003%
5/9/2024 Orion Portfolio Solutions LLC224,265$13.62M0.1%+359.5%0.016%
5/9/2024 Blair William & Co. IL432,614$26.28M0.1%+420.5%0.031%
5/9/2024 Renasant Bank8,195$498K0.4%+396.7%0.001%
5/9/2024 Maple Capital Management Inc.35,810$2.18M0.2%+509.3%0.003%
5/9/2024 HBK Sorce Advisory LLC48,907$2.97M0.1%+395.4%0.003%
5/9/2024 Midwest Professional Planners LTD.87,038$5.29M1.9%+392.9%0.006%
5/9/2024 Kingsview Wealth Management LLC145,098$8.81M0.2%+474.1%0.010%
5/9/2024 Condor Capital Management28,932$1.76M0.2%+393.8%0.002%
5/9/2024 Wealthquest Corp519,783$31.57M3.4%+368.0%0.037%
5/9/2024 Landaas & Co. WI ADV4,516$274K0.1%N/A0.000%
5/9/2024 Clearwater Capital Advisors LLC23,252$1.41M0.2%+367.0%0.002%
5/9/2024 Beacon Investment Advisory Services Inc.13,645$829K0.0%+628.9%0.001%
5/9/2024 JDM Financial Group LLC1,050$64K0.0%+400.0%0.000%
5/9/2024 Ledyard National Bank21,465$1.30M0.1%+369.2%0.002%
5/9/2024 Planning Directions Inc.6,095$370K0.3%+432.8%0.000%
5/9/2024 TBH Global Asset Management LLC24,750$1.50M0.3%+433.6%0.002%
5/9/2024 SageView Advisory Group LLC15,341$1.03M0.0%-50.7%0.001%
5/9/2024 Fortis Capital Advisors LLC6,558$398K0.2%N/A0.000%
5/9/2024 First National Bank of Hutchinson129,215$7.85M5.2%+378.2%0.009%
5/9/2024 Texas Yale Capital Corp.4,803$292K0.0%+400.8%0.000%
5/9/2024 Angeles Wealth Management LLC2,405$146K0.0%+400.0%0.000%
5/9/2024 Interchange Capital Partners LLC14,977$944K0.6%+381.9%0.001%
5/9/2024 Portland Global Advisors LLC638,526$38.78M5.3%+373.4%0.046%
5/9/2024 TD Asset Management Inc2,019,766$122.68M0.1%+775.4%0.144%
5/9/2024 Dearborn Partners LLC9,276$563K0.0%+396.8%0.001%
5/9/2024 Pettyjohn Wood & White Inc.124,402$7.56M1.5%+402.8%0.009%
5/9/2024 Rogco LP125,354$7.61M3.1%+390.8%0.009%
5/9/2024 WP Advisors LLC26,899$1.63M0.5%+401.3%0.002%
5/9/2024 New Insight Wealth Advisors11,104$674K0.4%+431.3%0.001%
5/9/2024 Koshinski Asset Management Inc.37,545$2.28M0.2%+368.8%0.003%
5/8/2024 Darden Wealth Group Inc32,630$1.98M1.6%+391.3%0.002%
5/8/2024 Schneider Downs Wealth Management Advisors LP18,173$1.10M0.3%+401.0%0.001%
5/8/2024 Edmond DE Rothschild Holding S.A.9,750$592K0.0%+388.7%0.001%
5/8/2024 Cozad Asset Management Inc.57,569$3.50M0.4%+421.9%0.004%
5/8/2024 J.P. Marvel Investment Advisors LLC6,295$382K0.1%+400.0%0.000%
5/8/2024 MAI Capital Management3,634,459$220.76M2.3%+455.9%0.260%
5/8/2024 Sheets Smith Wealth Management108,253$6.58M0.7%+398.2%0.008%
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5/8/2024 Paladin Advisory Group LLC10,540$636K0.5%+388.4%0.001%
5/8/2024 Bleakley Financial Group LLC58,018$3.52M0.1%+386.6%0.004%
5/8/2024 Great Diamond Partners LLC80,141$4.87M1.1%+451.9%0.006%
5/8/2024 Neumann Capital Management LLC219,390$13.33M4.8%+407.9%0.016%
5/8/2024 Heritage Wealth Advisors1,425$87K0.0%+400.0%0.000%
5/8/2024 Focused Wealth Management Inc3,976$242K0.0%+400.8%0.000%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS190,707$11.58M0.1%+146.2%0.014%
5/8/2024 Avantax Advisory Services Inc.527,411$32.04M0.3%+387.2%0.038%
5/8/2024 US Bancorp DE4,544,006$276.00M0.4%+419.3%0.325%
5/8/2024 SP Asset Management LLC6,952$422K0.0%+400.5%0.000%
(Data available from 1/1/2016 forward)

IJH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJH shares?

During the previous two years, 2,298 institutional investors and hedge funds held shares of iShares Core S&P Mid-Cap ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($3.61B), Bank of America Corp DE ($2.96B), Bank of New York Mellon Corp ($2.93B), Wells Fargo & Company MN ($2.74B), JPMorgan Chase & Co. ($2.31B), LPL Financial LLC ($2.00B), and Morgan Stanley ($1.77B).Learn more on IJH's institutional investors.

Which institutional investors have been buying iShares Core S&P Mid-Cap ETF stock?

Of the 2,114 institutional investors that purchased iShares Core S&P Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($45.24M), Bank of New York Mellon Corp ($39.44M), Raymond James & Associates ($16.30M), CFS Investment Advisory Services LLC ($11.06M), First Command Advisory Services Inc. ($10.69M), Millburn Ridgefield Corp ($6.17M), and Raymond James Financial Services Advisors Inc. ($6.08M).

How much institutional buying is happening at iShares Core S&P Mid-Cap ETF?

Institutional investors have bought a total of 329,960,622 shares in the last 24 months. This purchase volume represents approximately $19.07B in transactions.

Which iShares Core S&P Mid-Cap ETF major shareholders have been selling company stock?

Of the 1,448 institutional investors that sold iShares Core S&P Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cottage Street Advisors LLC ($4.31M), CFS Investment Advisory Services LLC ($3.90M), US Bancorp DE ($1.65M), Envestnet Asset Management Inc. ($1.59M), Cowa LLC ($1.53M), Citigroup Inc. ($1.52M), and United Services Automobile Association ($1.23M).

How much institutional selling is happening at iShares Core S&P Mid-Cap ETF?

Institutional investors have sold a total of 35,251,633 shares in the last 24 months. This volume of shares sold represents approximately $1.75B in transactions.


This page (NYSEARCA:IJH) was last updated on 5/11/2024 by MarketBeat.com Staff

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