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Get Institutions for : 
iShares S&P MidCap 400 Index (IJH)  
$57.87 0.02 (0.03%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2027    1
Total shares held : 
 208,755,777  
% of shares held : 
 89.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 -7,544,904  
% of shares held change : 
   -3.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $246.10  
Last Quarter's Ending Price : 
 $277.15  
Last Quarter's Average Price : 
 $253.60  
Change from last quarter's     
avg. price to the last closing  : 
195.73 (77.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
85
 962,784
 0.46%
 
Increased Positions :
808
 9,856,669
 4.72%
 
Unchanged Positions :
344
 4,827,735
 2.31%
 
Decreased Positions :
790
-17,336,989
-8.3%
 
Closed Positions :
86
-1,027,368
-0.49%
 
Guru Positions :
2
27,697
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3 - 2023-12-31 18,702,854 $5,186,441,000 931,843
   BANK OF AMERICA CORP /DE/ 57 - 2023-12-31 12,013,172 $3,329,451,000 -22,144
   WELLS FARGO & CO/MN 16 - 2023-12-31 9,875,881 $2,737,100,000 -189,222
   BANK OF NEW YORK MELLON CORP 26 - 2023-12-31 9,662,556 $2,677,978,000 317,635
   LPL FINANCIAL CORP 9 - 2023-12-31 7,987,709 $2,213,794,000 -30,078
   J P MORGAN CHASE & CO 107 - 2023-12-31 7,500,256 $2,078,696,000 -9,280,942
   MORGAN STANLEY 115 - 2023-12-31 6,904,928 $1,913,701,000 -211,705
   ROYAL BANK OF CANADA 65 - 2023-12-31 4,824,156 $1,337,015,000 777,708
   FMR LLC 179 - 2023-12-31 4,686,168 $1,298,771,000 947,716
   UBS Group AG 34 - 2023-12-31 4,453,110 $1,234,179,000 -16,632
   BLACKROCK INC. 529 - 2023-12-31 4,052,094 $1,123,038,000 114,333
   NORTHERN TRUST CORP 110 - 2023-12-31 3,640,557 $1,008,980,000 43,166
   PNC FINANCIAL SERVICES GROUP INC 25 - 2023-12-31 3,175,122 $879,985,000 -33,688
   RAYMOND JAMES & ASSOCIATES 25 - 2023-12-31 2,835,693 $785,912,000 111,284
   ENVESTNET ASSET MANAGEMENT INC 62 - 2023-12-31 2,579,206 $714,827,000 -1,588,285
   GOLDMAN SACHS GROUP INC/ 131 - 2023-12-31 2,520,968 $698,686,000 529,342
   MARINER WEALTH ADVISORS, LLC 5 - 2023-12-31 2,251,632 $624,041,000 79,673
   AMERIPRISE FINANCIAL INC 120 - 2023-12-31 2,175,800 $604,086,000 216,705
   First Command Advisory Services Inc. 5 - 2023-12-31 2,154,609 $597,263,000 20,352
   Acorns Advisers LLC 4 - 2023-12-31 1,937,986 $537,113,000 62,271
   FINANCIAL ENGINES ADVISORS L.L.C. 24 - 2023-12-31 1,881,580 $521,480,000 -21,510
   KEYBANK NATIONAL ASSOCIATION/OH 7 - 2023-12-31 1,834,483 $508,427,000 -12,573
   BALYASNY ASSET MANAGEMENT LLC 4 - 2023-12-31 1,732,724 $480,224,000 1,348,928
   BB&T CORP 23 - 2023-12-31 1,703,302 $472,070,000 -30,796
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 21 - 2023-12-31 1,515,161 $419,927,000 13,547
   REGIONS FINANCIAL CORP 3 - 2023-12-31 1,490,001 $412,954,000 1,158
   CATALYST CAPITAL ADVISORS LLC 1 - 2023-12-31 1,470,545 $407,562,000 -94,681
   Millburn Ridgefield Corp 1 - 2023-12-31 1,470,545 $407,562,000 -94,681
   Pathstone Holdings LLC 8 - 2023-12-31 1,431,873 $396,845,000 0
   Sontag Advisory LLC 5 - 2023-12-31 1,354,309 $375,347,000 21,310
   HIGHTOWER ADVISORS, LLC 22 - 2023-12-31 1,351,143 $374,393,000 11,899
   PATHSTONE FAMILY OFFICE, LLC 7 - 2023-09-30 1,437,089 $358,338,000 1,191,095
   COMMONWEALTH EQUITY SERVICES LLC. 20 - 2023-12-31 1,246,133 $345,366,000 8,142
   BANK OF MONTREAL /CAN/ 107 - 2023-12-31 1,199,008 $335,976,000 -3,151
   AlTi Global Inc. 2 - 2023-12-31 1,162,165 $322,094,000 0
   FIFTH THIRD BANCORP 15 - 2023-12-31 1,089,941 $302,077,000 -31,039
   CREATIVE PLANNING 35 - 2023-12-31 1,052,584 $291,724,000 72,528
   ALESCO ADVISORS LLC 3 - 2023-12-31 1,027,742 $284,839,000 111,595
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 5 - 2023-12-31 1,005,133 $278,573,000 -167,300
   TIEDEMANN WEALTH MANAGEMENT, LLC 2 - 2023-09-30 1,032,262 $258,565,000 84,637
   US BANCORP 60 - 2023-12-31 875,006 $242,509,000 58,454
   Circle Wealth Management LLC 5 - 2023-12-31 860,183 $238,400,000 -3,152
   MEMBERS Trust Co 8 - 2023-12-31 701,800 $196,399,000 -79,441
   MCCORMACK ADVISORS INTERNATIONAL 5 - 2023-12-31 653,840 $181,212,000 40,458
   FRANKLIN RESOURCES INC 260 - 2023-12-31 647,008 $179,318,000 18,351
   Municipal Employees Retirement System of Michigan 15 - 2024-03-31 2,946,566 $178,974,000 2,193,795
   Baird Financial Group Inc. 52 - 2023-12-31 625,124 $173,253,000 9,329
   HPM Partners LLC - 2023-12-31 1,091,324 $171,642,000 546,218
   Advisor Group Holdings Inc. 67 - 2023-12-31 608,987 $168,882,000 -443,912
   STIFEL FINANCIAL CORP 110 - 2023-12-31 600,218 $166,347,000 -9,688
   CITIZENS FINANCIAL GROUP INC/RI 3 - 2023-12-31 570,124 $158,010,000 6,320
   MML INVESTORS SERVICES LLC 19 - 2023-12-31 562,112 $155,789,000 -160,141
   COMERICA BANK 19 - 2023-12-31 559,115 $154,959,000 3,903
   PUTNAM FL INVESTMENT MANAGEMENT CO 5 - 2023-12-31 538,976 $149,377,000 120,518
   First Financial Bankshares Inc 5 - 2023-12-31 523,125 $144,984,000 0
   DAVIS R M INC 4 - 2023-12-31 521,054 $144,410,000 25,163
   HAVERFORD TRUST CO 23 - 2023-12-31 497,986 $138,017,000 -6,199
   BRIDGES INVESTMENT MANAGEMENT INC - 2023-12-31 492,122 $136,392,000 -25,649
   UMB BANK N A/MO - 2023-12-31 491,722 $136,281,000 -12,270
   ALASKA PERMANENT CAPITAL MANAGEMENT 3 - 2024-03-31 2,199,800 $133,743,000 1,795,767
   GREENLEAF TRUST 5 - 2023-12-31 471,774 $130,752,000 -3,201
   MERCER GLOBAL ADVISORS INC /ADV 53 - 2023-12-31 463,989 $128,595,000 316,031
   SANDY SPRING BANK - 2023-12-31 462,533 $128,191,000 6,551
   Cresset Asset Management LLC 21 - 2023-12-31 461,853 $128,003,000 103,755
   FIL LTD 195 *New 2023-12-31 461,014 $127,770,000 461,014
   SAND HILL ADVISORS INC/CA 5 - 2023-12-31 442,978 $122,771,000 1,875
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 429,720 $119,097,000 8,607
   TIAA FSB 45 - 2023-06-30 455,099 $118,999,000 3,129
   CI Private Wealth LLC 104 - 2023-12-31 428,946 $118,883,000 33,859
   STATE TREASURER STATE OF MICHIGAN 25 - 2024-03-31 1,955,110 $118,753,000 1,545,348
   JONES FINANCIAL COMPANIES LLLP 39 - 2023-12-31 423,471 $117,365,000 5,682
   SIGMA INVESTMENT COUNSELORS INC - 2023-12-31 392,864 $108,882,000 1,368
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 84 - 2023-09-30 420,143 $104,763,000 -35,097
   FIDUCIARY TRUST CO 10 - 2023-12-31 367,226 $101,777,000 7,766
   Rockefeller Capital Management L.P. 67 - 2023-12-31 364,982 $101,155,000 21,463
   Ally Invest Advisors Inc. 3 - 2023-12-31 355,783 $98,605,000 511
   Connecticut Wealth Management LLC 4 - 2023-12-31 352,496 $97,694,000 13,036
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 5 - 2024-03-31 1,521,623 $92,423,000 1,216,841
   CAHABA WEALTH MANAGEMENT INC. - 2023-12-31 333,254 $92,361,000 12,548
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 5 - 2023-12-31 332,797 $92,235,000 9,674
   CAPTRUST FINANCIAL ADVISORS 71 - 2023-12-31 329,565 $91,339,000 -3,511
   Badgley Phelps Wealth Managers LLC 6 - 2023-12-31 328,700 $91,099,000 28,318
   FARMERS & MERCHANTS INVESTMENTS INC 6 - 2024-03-31 1,481,599 $89,992,000 1,191,961
   LEGACY WEALTH MANAGEMENT, INC 7 - 2024-03-31 1,478,723 $89,818,000 1,167,330
   LINSCOMB & WILLIAMS INC 3 - 2023-12-31 323,397 $89,629,000 -15,284
   BLB&B ADVISORS LLC 4 - 2023-12-31 321,245 $89,033,000 24,180
   WHITTIER TRUST CO 11 - 2023-12-31 314,591 $87,185,000 -56,207
   STATE STREET CORP 1386 - 2023-12-31 313,475 $86,880,000 -21,047
   BESSEMER GROUP INC 161 - 2023-12-31 308,309 $85,448,000 11,445
   Chandler Asset Management Inc. 2 - 2023-12-31 308,290 $85,442,000 511
   M&T BANK CORP 77 - 2023-12-31 300,759 $83,355,000 -5,468
   ACCREDITED INVESTORS INC. 2 - 2023-12-31 294,051 $81,496,000 106,739
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 671 - 2023-12-31 290,787 $80,592,000 -17,362
   FIRST HAWAIIAN BANK 4 - 2024-03-31 1,324,936 $80,477,000 1,018,450
   Steward Partners Investment Advisory LLC 11 - 2023-12-31 284,760 $78,921,000 -183
   Lutz Financial Services LLC 3 - 2023-12-31 284,064 $78,728,000 9,880
   PFG FINANCIAL ADVISORS 3 - 2024-03-31 1,262,811 $76,703,000 1,012,338
   FIRST INTERSTATE BANK 5 - 2023-12-31 271,297 $75,190,000 54,952
   ARKANSAS FINANCIAL GROUP INC. 2 - 2024-03-31 1,185,367 $71,999,000 944,196
   Leonard Rickey Investment Advisors P.L.L.C. 1 - 2024-03-31 1,175,708 $71,413,000 941,704
  100 Records found
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