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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
   BANK OF NOVA SCOTIA / 145 - 2023-12-31 208,772 $57,861,000 0
   Salomon & Ludwin LLC 7 - 2023-12-31 113,221 $28,237,000 0
   MACQUARIE GROUP LTD 603 - 2023-12-31 97,054 $26,899,000 0
   Aft Forsyth & Sober LLC 3 - 2023-12-31 62,410 $17,297,000 0
   VANTAGEPOINT INVESTMENT ADVISERS LLC 7 - 2023-12-31 59,500 $16,490,000 0
   St. Louis Trust Co 12 - 2023-12-31 31,895 $8,840,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 198 - 2024-03-31 31,225 $8,654,000 0
   SONATA CAPITAL GROUP INC 14 - 2023-12-31 15,869 $4,398,000 0
   SATHER FINANCIAL GROUP INC - 2023-12-31 14,765 $4,092,000 0
   NEPC LLC 28 - 2023-12-31 14,485 $4,015,000 0
   HEAD & ASSOCIATES LLC 42 - 2023-12-31 12,665 $3,510,000 0
   COZAD ASSET MANAGEMENT INC 78 - 2023-12-31 11,031 $3,057,000 0
   RDL FINANCIAL INC 34 - 2024-03-31 7,917 $2,070,000 0
   Transcendent Capital Group LLC 28 - 2024-03-31 7,352 $2,038,000 0
   BigSur Wealth Management LLC 29 - 2023-12-31 6,850 $1,898,000 0
   PHILADELPHIA TRUST CO 87 - 2023-12-31 6,753 $1,872,000 0
   Missouri Trust & Investment Co 24 - 2023-12-31 6,562 $1,819,000 0
   Bedel Financial Consulting Inc. 38 - 2023-12-31 6,457 $1,790,000 0
   VeraBank N.A. 40 - 2023-12-31 6,280 $1,741,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 129 - 2023-12-31 5,903 $1,636,000 0
   Financial Gravity Wealth Inc. 166 - 2023-12-31 7,674 $1,582,000 0
   StrongBox Wealth LLC 36 - 2024-03-31 5,648 $1,565,000 0
   BERKSHIRE ASSET MANAGEMENT INC/PA 99 - 2023-12-31 5,575 $1,545,000 0
   Essex Savings Bank 55 - 2024-03-31 5,423 $1,503,000 0
   FIRST NATIONAL CORP /MA/ /ADV 61 - 2024-03-31 5,211 $1,444,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 1731 - 2023-12-31 4,613 $1,279,000 0
   Pinnacle Financial Group LLC / IL 29 - 2023-12-31 4,502 $1,248,000 0
   SEABRIDGE INVESTMENT ADVISORS LLC - 2023-12-31 4,370 $1,211,000 0
   CONTINUUM WEALTH ADVISORS LLC 18 - 2023-12-31 4,191 $1,162,000 0
   HOLLENCREST SECURITIES LLC 114 - 2023-12-31 4,168 $1,155,000 0
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 111 - 2023-12-31 4,050 $1,122,000 0
   Ruggaard & Associates LLC 20 - 2023-12-31 4,045 $1,121,000 0
   EDGEMOOR CAPITAL MANAGEMENT INC 86 - 2023-12-31 3,515 $974,000 0
   High Note Wealth LLC 51 - 2023-12-31 3,314 $918,000 0
   HOLLOW BROOK ASSOCIATES LLC 50 - 2023-12-31 3,291 $912,000 0
   ARMSTRONG ADVISORY GROUP INC 64 - 2024-03-31 3,069 $851,000 0
   Independent Family Office LLC 36 - 2023-12-31 3,022 $838,000 0
   GAMBLE JONES MORPHY & BENT 119 - 2022-12-31 3,445 $833,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 65 - 2023-12-31 2,667 $739,000 0
   Sepio Capital LLC 184 - 2023-12-31 2,641 $732,000 0
   SHELTON WEALTH MANAGEMENT LLC 36 - 2023-12-31 2,608 $723,000 0
   GM Advisory Group Inc. 117 - 2023-12-31 2,575 $714,000 0
   Horizons Wealth Management 32 - 2024-03-31 2,474 $686,000 0
   ALERUS FINANCIAL NA 102 - 2023-12-31 2,470 $685,000 0
   Plancorp LLC 138 - 2023-12-31 2,434 $674,000 0
   BRAGG FINANCIAL ADVISORS INC 227 - 2023-12-31 2,370 $657,000 0
   Brandywine Oak Private Wealth LLC 128 - 2023-12-31 2,252 $624,000 0
   SUMMIT ASSET MANAGEMENT, LLC 73 - 2023-12-31 2,216 $614,000 0
   Key Financial Inc 107 - 2023-12-31 2,201 $610,000 0
   J. L. Bainbridge & Co. Inc. 44 - 2023-12-31 2,160 $599,000 0
   Retirement Group LLC 57 - 2023-12-31 2,134 $592,000 0
   Wallace Advisory Group LLC 57 - 2024-03-31 2,113 $586,000 0
   GUYASUTA INVESTMENT ADVISORS INC 144 - 2024-03-31 2,106 $584,000 0
   HHM Wealth Advisors LLC 70 - 2023-12-31 2,084 $578,000 0
   TERRIL BROTHERS INC. 36 - 2023-12-31 2,052 $569,000 0
   MOTIVE WEALTH ADVISORS 22 - 2023-12-31 1,983 $550,000 0
   Spotlight Asset Group Inc. 34 - 2023-12-31 2,189 $546,000 0
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 37 - 2023-03-31 2,182 $546,000 0
   LeJeune Puetz Investment Counsel LLC 112 - 2023-03-31 2,180 $545,000 0
   Ardent Capital Management Inc. 31 - 2023-12-31 1,949 $540,000 0
   Athena Investment Management 67 - 2023-12-31 1,931 $535,000 0
   BEACON INVESTMENT ADVISORY SERVICES INC. 178 - 2023-12-31 1,872 $519,000 0
   BECKER CAPITAL MANAGEMENT INC 195 - 2023-12-31 1,866 $517,000 0
   Peak Asset Management LLC 93 - 2023-12-31 1,862 $516,000 0
   MERIDIAN INVESTMENT COUNSEL INC. 128 - 2023-12-31 1,848 $512,000 0
   PRIVATE WEALTH PARTNERS LLC 110 - 2023-12-31 1,842 $511,000 0
   Lazard Freres Gestion S.A.S. 62 - 2023-12-31 1,810 $506,000 0
   Running Point Capital Advisors LLC 59 - 2023-12-31 1,817 $504,000 0
   CLEAR HARBOR ASSET MANAGEMENT, LLC 209 - 2023-12-31 1,761 $488,000 0
   TRANSATLANTIQUE PRIVATE WEALTH LLC 145 - 2023-12-31 1,724 $478,000 0
   MARQUETTE ASSET MANAGEMENT INC. 46 - 2023-12-31 1,702 $472,000 0
   WNY Asset Management LLC 146 - 2023-12-31 1,704 $472,000 0
   Sterling Investment Advisors Ltd. 98 - 2023-12-31 1,682 $466,000 0
   Cassady Schiller Wealth Management LLC 64 - 2023-12-31 1,670 $463,000 0
   PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 142 - 2023-12-31 1,650 $457,000 0
   Renasant Bank 89 - 2023-12-31 1,650 $457,000 0
   WALL STREET ACCESS ASSET MANAGEMENT, LLC 68 - 2023-12-31 1,645 $456,000 0
   Jordan Park Group LLC 42 - 2023-12-31 1,630 $452,000 0
   HAVERFORD FINANCIAL SERVICES INC. 36 - 2023-12-31 1,600 $443,000 0
   Martin Capital Advisors LLP 49 - 2023-12-31 1,595 $442,000 0
   NCM Capital Management LLC 95 - 2023-12-31 1,565 $434,000 0
   LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 74 - 2023-12-31 1,550 $430,000 0
   HALL KATHRYN A. 44 - 2023-12-31 1,540 $427,000 0
   CONCENTRIC WEALTH MANAGEMENT LLC 97 - 2023-12-31 1,531 $424,000 0
   MARBLE HARBOR INVESTMENT COUNSEL LLC 140 - 2023-12-31 1,510 $418,000 0
   IMS CAPITAL MANAGEMENT 98 - 2023-12-31 1,503 $417,000 0
   RPg Family Wealth Advisory LLC - 2023-12-31 1,480 $410,000 0
   SHUFRO ROSE & CO LLC 185 - 2023-12-31 1,577 $393,000 0
   Intercontinental Wealth Advisors LLC 218 - 2023-06-30 1,498 $392,000 0
   SCHMEIDLER A R & CO INC 116 - 2023-12-31 1,400 $388,000 0
   PEREGRINE ASSET ADVISERS, INC. 98 - 2023-12-31 1,371 $380,000 0
   VAN CLEEF ASSET MANAGEMENT,INC 86 - 2023-12-31 1,357 $376,000 0
   Financial Guidance Group Inc. - 2023-12-31 1,348 $374,000 0
   Lion Street Advisors LLC 149 - 2024-03-31 1,309 $363,000 0
   MCDANIEL TERRY & CO - 2023-12-31 1,288 $357,000 0
   ZIEGLER CAPITAL MANAGEMENT LLC 375 - 2023-12-31 1,273 $353,000 0
   JP MARVEL INVESTMENT ADVISORS LLC 66 - 2023-12-31 1,259 $349,000 0
   PERSONAL CFO SOLUTIONS LLC 336 - 2023-12-31 1,232 $342,000 0
   TUCKER ASSET MANAGEMENT LLC 67 - 2023-12-31 1,229 $341,000 0
   Aspen Grove Capital LLC 113 - 2023-12-31 1,220 $338,000 0
  100 Records found
  1    
  Page 1 of 1
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