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Get Institutions for : 
iShares S&P MidCap 400 Index (IJH)  
$58.53 0.61 (1.05%) as of 4:30 Fri 5/3


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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  : 
195.07 (76.92%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIL LTD 195 *New 2023-12-31 461,014 $127,770,000 461,014
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 41 *New 2024-03-31 462,855 $28,114,000 462,855
   COLONY GROUP, LLC 79 *New 2023-12-31 94,466 $26,181,000 94,466
   GenWealth Group Inc. 10 *New 2024-03-31 287,395 $17,456,000 287,395
   MILLENNIUM MANAGEMENT LLC 1105 *New 2023-12-31 57,694 $15,990,000 57,694
   Certified Advisory Corp 16 *New 2023-12-31 31,250 $8,661,000 31,250
   PAYDENFUNDS 76 *New 2023-09-30 31,478 $7,849,000 31,478
   WRAPMANAGER INC 17 *New 2023-12-31 15,601 $4,324,000 15,601
   Eagle Strategies LLC 32 *New 2024-03-31 56,591 $3,437,000 56,591
   BANK HAPOALIM BM *New 2023-12-31 11,050 $3,063,000 11,050
   IMCCHICAGO, LLC 93 *New 2024-03-31 47,321 $2,874,000 47,321
   Lebenthal Global Advisors LLC 24 *New 2023-12-31 9,708 $2,691,000 9,708
   Spectrum Asset Management Inc. (NB/CA) 35 *New 2024-03-31 40,380 $2,453,000 40,380
   WEXFORD CAPITAL LLC 47 *New 2023-12-31 8,642 $2,395,000 8,642
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 67 *New 2024-03-31 29,725 $1,806,000 29,725
   Prostatis Group LLC 33 *New 2023-03-31 6,024 $1,471,000 6,024
   CBIZ Investment Advisory Services LLC 21 *New 2023-12-31 5,184 $1,437,000 5,184
   Krilogy Financial LLC 133 *New 2024-03-31 22,504 $1,367,000 22,504
   Cornerstone Wealth Group LLC 121 *New 2024-03-31 17,025 $1,034,000 17,025
   LAKE STREET ADVISORS GROUP LLC 126 *New 2023-12-31 3,466 $961,000 3,466
   SIMPLEX TRADING LLC 486 *New 2024-03-31 14,954 $908,000 14,954
   Atlas Private Wealth Management 82 *New 2024-03-31 11,794 $716,000 11,794
   TEXAS CAPITAL BANCSHARES INC/TX 36 *New 2023-12-31 2,462 $682,000 2,462
   PRIMORIS WEALTH ADVISORS LLC 44 *New 2023-12-31 2,339 $648,000 2,339
   OLD MISSION CAPITAL LLC 544 *New 2023-12-31 2,222 $616,000 2,222
   Redhawk Wealth Advisors Inc. 151 *New 2023-12-31 2,178 $604,000 2,178
   LAM GROUP INC. 53 *New 2024-03-31 9,250 $562,000 9,250
   Veriti Management LLC 458 *New 2024-03-31 8,848 $537,000 8,848
   Clay Northam Wealth Management LLC 38 *New 2024-03-31 8,135 $494,000 8,135
   MELFA WEALTH MANAGEMENT LLC 73 *New 2024-03-31 7,980 $485,000 7,980
   Friedenthal Financial 92 *New 2024-03-31 7,961 $484,000 7,961
   Prosperity Financial Group Inc. 67 *New 2023-12-31 1,690 $468,000 1,690
   Teamwork Financial Advisors LLC 121 *New 2024-03-31 6,528 $397,000 6,528
   DREXEL MORGAN & CO. 42 *New 2023-12-31 1,413 $392,000 1,413
   Alpine Partners VI LLC 89 *New 2023-12-31 1,376 $381,000 1,376
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 108 *New 2024-03-31 6,160 $374,000 6,160
   TUDOR INVESTMENT CORP ET AL 1207 *New 2023-12-31 1,349 $374,000 1,349
   Watch Point Trust Co 98 *New 2023-12-31 1,325 $367,000 1,325
   Clarity Financial LLC 84 *New 2024-03-31 5,998 $364,000 5,998
   Kellett Schaffner Wealth Advisors LLC 50 *New 2024-03-31 5,925 $360,000 5,925
   Advisor OS LLC 241 *New 2023-12-31 1,252 $347,000 1,252
   Benchmark Investment Advisors LLC 231 *New 2023-12-31 1,220 $338,000 1,220
   BROGAN FINANCIAL INC. 35 *New 2023-12-31 1,138 $316,000 1,138
   Total Clarity Wealth Management Inc. 199 *New 2024-03-31 5,047 $307,000 5,047
   Edgestream Partners L.P. 725 *New 2023-12-31 1,071 $297,000 1,071
   RT CAPITAL MANAGEMENT, LLC 33 *New 2023-12-31 1,046 $290,000 1,046
   Alpha Financial Advisors LLC 32 *New 2023-12-31 956 $265,000 956
   CLIENT 1ST ADVISORY GROUP LLC 92 *New 2023-12-31 908 $252,000 908
   WorthPointe LLC 60 *New 2023-12-31 901 $250,000 901
   ASPEN INVESTMENT MANAGEMENT INC 142 *New 2024-03-31 4,001 $243,000 4,001
   Fingerlakes Wealth Management Inc. 84 *New 2024-03-31 3,933 $239,000 3,933
   TriaGen Wealth Management LLC 146 *New 2024-03-31 3,889 $236,000 3,889
   ADVISORS MANAGEMENT GROUP INC /ADV 144 *New 2024-03-31 3,773 $229,000 3,773
   HILL ISLAND FINANCIAL LLC 64 *New 2023-12-31 821 $228,000 821
   Canvas Wealth Advisors LLC 134 *New 2024-03-31 4,010 $227,000 4,010
   EPIQ PARTNERS LLC 68 *New 2024-03-31 3,575 $217,000 3,575
   Houlihan Financial Resource Group Ltd. 98 *New 2023-12-31 766 $212,000 766
   ACT Advisors LLC. 40 *New 2024-03-31 3,457 $210,000 3,457
   DHK Financial Advisors Inc. 68 *New 2023-12-31 750 $208,000 750
   HALL CAPITAL MANAGEMENT CO INC 92 *New 2023-12-31 750 $208,000 750
   DELAP WEALTH ADVISORY LLC 92 *New 2023-12-31 752 $208,000 752
   MOODY ALDRICH PARTNERS LLC *New 2023-12-31 745 $206,000 745
   Francis Financial Inc. 69 *New 2024-03-31 3,335 $203,000 3,335
   Krueger & Catalano Capital Partners LLC 98 *New 2024-03-31 3,344 $203,000 3,344
   F&V CAPITAL MANAGEMENT, LLC 55 *New 2024-03-31 3,350 $203,000 3,350
   Strategic Financial Planning Inc. 35 *New 2024-03-31 3,339 $203,000 3,339
   Stonegate Investment Group LLC 311 *New 2024-03-31 3,325 $202,000 3,325
   TCP Asset Management LLC 77 *New 2024-03-31 3,325 $202,000 3,325
   Sonora Investment Management Group LLC 221 *New 2023-12-31 729 $202,000 729
   Empirical Asset Management LLC 173 *New 2023-12-31 726 $201,000 726
   Darrow Company Inc. 38 *New 2023-12-31 722 $200,000 722
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 219 *New 2024-03-31 3,230 $187,000 3,230
   FIRST UNITED BANK TRUST/ 157 *New 2023-12-31 585 $162,000 585
   Tanglewood Legacy Advisors LLC 97 *New 2024-03-31 2,635 $160,000 2,635
   Avalon Trust Co 169 *New 2023-12-31 331 $92,000 331
   WFA Asset Management Corp 78 *New 2024-03-31 1,496 $91,000 1,496
   HIGHLANDER CAPITAL MANAGEMENT, LLC *New 2023-12-31 272 $75,000 272
   ExodusPoint Capital Management LP 1301 *New 2023-12-31 240 $67,000 240
   WOODMONT INVESTMENT COUNSEL LLC 289 *New 2024-03-31 1,065 $65,000 1,065
   FSA Wealth Management LLC 138 *New 2023-12-31 185 $51,000 185
   HOEY INVESTMENTS INC 124 *New 2023-12-31 170 $47,000 170
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 306 *New 2024-03-31 657 $40,000 657
   Davidson Capital Management Inc. 52 *New 2023-12-31 141 $39,000 141
   Optiver Holding B.V. 147 *New 2023-12-31 104 $29,000 104
   Headlands Technologies LLC 643 *New 2023-12-31 83 $23,000 83
   MEADOWBROOK INVESTMENT ADVISORS LLC 218 *New 2023-12-31 72 $20,000 72
   Windsor Advisory Group LLC *New 2023-12-31 52 $14,000 52
   PACIFIC CAPITAL WEALTH ADVISORS INC 209 *New 2023-12-31 50 $14,000 50
   Laffer Tengler Investments 214 *New 2023-12-31 51 $14,000 51
   Life Planning Partners Inc 149 *New 2023-12-31 46 $13,000 46
   KESSLER INVESTMENT GROUP, LLC 130 *New 2024-03-31 150 $9,000 150
   Beaird Harris Wealth Management LLC 391 *New 2023-12-31 18 $5,000 18
  92 Records found
  1    
  Page 1 of 1
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