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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  
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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 NEW YORK MELLON CORP 27 - 2024-03-31 48,284,510 $2,932,801,000 38,621,954
   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
   RAYMOND JAMES & ASSOCIATES 18 - 2024-03-31 18,655,382 $1,133,128,000 15,819,689
   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
   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
   BALYASNY ASSET MANAGEMENT LLC 4 - 2023-12-31 1,732,724 $480,224,000 1,348,928
   REGIONS FINANCIAL CORP 3 - 2024-03-31 7,442,618 $452,065,000 5,952,617
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 26 - 2024-03-31 7,410,254 $450,099,000 5,895,093
   CATALYST CAPITAL ADVISORS LLC 2 - 2024-03-31 7,306,979 $443,826,000 5,836,434
   Millburn Ridgefield Corp 2 - 2024-03-31 7,306,979 $443,826,000 5,836,434
   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
   FIFTH THIRD BANCORP 14 - 2024-03-31 5,339,613 $324,328,000 4,249,672
   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
   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
   MEMBERS Trust Co 8 - 2024-03-31 3,245,708 $197,144,000 2,543,908
   Spire Wealth Management 2 - 2024-03-31 511,429 $191,258,000 409,419
   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
   CITIZENS FINANCIAL GROUP INC/RI 3 - 2023-12-31 570,124 $158,010,000 6,320
   COMERICA BANK 19 - 2023-12-31 559,115 $154,959,000 3,903
   BRIDGES INVESTMENT MANAGEMENT INC 4 - 2024-03-31 2,508,913 $152,391,000 2,016,791
   PUTNAM FL INVESTMENT MANAGEMENT CO 5 - 2023-12-31 538,976 $149,377,000 120,518
   DAVIS R M INC 4 - 2023-12-31 521,054 $144,410,000 25,163
   UMB BANK N A/MO 7 - 2024-03-31 2,316,204 $140,686,000 1,824,482
   ALASKA PERMANENT CAPITAL MANAGEMENT 3 - 2024-03-31 2,199,800 $133,743,000 1,795,767
   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
   SAND HILL ADVISORS INC/CA 5 - 2023-12-31 442,978 $122,771,000 1,875
   SIGMA INVESTMENT COUNSELORS INC 2 - 2024-03-31 1,970,600 $119,694,000 1,577,736
   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
   CAHABA WEALTH MANAGEMENT INC. 4 - 2024-03-31 1,736,266 $105,461,000 1,403,012
   BLB&B ADVISORS LLC 3 - 2024-03-31 1,704,447 $103,528,000 1,383,202
   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
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 5 - 2023-12-31 332,797 $92,235,000 9,674
   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
   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
   ACCREDITED INVESTORS INC. 2 - 2023-12-31 294,051 $81,496,000 106,739
   FIRST HAWAIIAN BANK 4 - 2024-03-31 1,324,936 $80,477,000 1,018,450
   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
   PLANNING ALTERNATIVES LTD /ADV 2 - 2024-03-31 1,161,878 $70,572,000 928,906
   MILESTONE GROUP INC 4 - 2023-12-31 253,637 $70,295,000 4,813
   PHILLIPS FINANCIAL MANAGEMENT LLC 2 - 2024-03-31 1,154,989 $70,154,000 916,065
   Klingman & Associates LLC 3 - 2023-12-31 248,755 $68,942,000 8,719
   Tarbox Group Inc. 2 - 2024-03-31 1,134,826 $68,929,000 911,858
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 68 - 2024-03-31 1,108,608 $67,337,000 882,774
   Kestra Advisory Services LLC 23 - 2023-12-31 242,699 $67,264,000 8,327
   LVZ Advisors Inc. 4 - 2024-03-31 1,103,721 $67,040,000 613,111
   Stratos Wealth Partners LTD. 15 - 2024-03-31 1,080,066 $65,603,000 869,765
   MASSMUTUAL TRUST CO FSB/ADV 6 - 2024-03-31 1,073,840 $65,225,000 836,927
   Full Sail Capital LLC 2 - 2023-12-31 235,143 $65,170,000 11,585
   RMR Wealth Builders 4 - 2024-03-31 1,059,441 $64,350,000 858,047
   TD ASSET MANAGEMENT INC 255 - 2023-12-31 230,722 $63,945,000 6,870
   SAGE FINANCIAL GROUP INC 2 - 2023-12-31 220,395 $61,082,000 1,489
   FTB Advisors Inc. 4 - 2024-03-31 984,183 $59,779,000 789,781
   MCF Advisors LLC 6 - 2024-03-31 981,081 $59,591,000 779,496
   APCM Wealth Management for Individuals 3 - 2024-03-31 970,502 $58,948,000 794,334
   Equitable Holdings Inc. 29 - 2023-12-31 211,128 $58,514,000 32,258
   BANGOR SAVINGS BANK 4 - 2024-03-31 935,692 $56,834,000 750,498
   GOELZER INVESTMENT MANAGEMENT, INC. 5 - 2023-12-31 203,193 $56,315,000 12,279
   MONETA GROUP INVESTMENT ADVISORS INC 23 - 2023-12-31 202,547 $56,136,000 10,526
   BALLENTINE FINN & COMPANY INC 15 - 2024-03-31 909,540 $55,245,000 727,794
   Kuntz Lesher Capital LLC - 2023-12-31 192,190 $53,265,000 12,747
   CWM LLC 74 - 2024-03-31 875,082 $53,152,000 674,790
   ARROW FINANCIAL CORP 4 - 2023-12-31 189,159 $52,425,000 1,593
   Chicago Partners Investment Group LLC 4 - 2024-03-31 900,676 $52,104,000 723,224
   WAYNE HUMMER INVESTMENTS L.L.C. 1 - 2023-12-31 185,800 $51,494,000 1,265
   Private Advisor Group LLC 47 - 2023-12-31 179,322 $49,699,000 1,044
   WEST PACES ADVISORS INC. 1 - 2024-03-31 812,701 $49,363,000 652,885
   MODERA WEALTH MANAGEMENT, LLC 32 - 2023-12-31 176,403 $48,890,000 176,403
  100 Records found
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