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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 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
   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
   UBS Group AG 34 - 2023-12-31 4,453,110 $1,234,179,000 -16,632
   PNC FINANCIAL SERVICES GROUP INC 25 - 2023-12-31 3,175,122 $879,985,000 -33,688
   ENVESTNET ASSET MANAGEMENT INC 62 - 2023-12-31 2,579,206 $714,827,000 -1,588,285
   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
   BB&T CORP 23 - 2023-12-31 1,703,302 $472,070,000 -30,796
   BANK OF MONTREAL /CAN/ 107 - 2023-12-31 1,199,008 $335,976,000 -3,151
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 5 - 2023-12-31 1,005,133 $278,573,000 -167,300
   Circle Wealth Management LLC 5 - 2023-12-31 860,183 $238,400,000 -3,152
   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
   MML INVESTORS SERVICES LLC 19 - 2023-12-31 562,112 $155,789,000 -160,141
   HAVERFORD TRUST CO 23 - 2023-12-31 497,986 $138,017,000 -6,199
   GREENLEAF TRUST 5 - 2023-12-31 471,774 $130,752,000 -3,201
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 84 - 2023-09-30 420,143 $104,763,000 -35,097
   CAPTRUST FINANCIAL ADVISORS 71 - 2023-12-31 329,565 $91,339,000 -3,511
   LINSCOMB & WILLIAMS INC 3 - 2023-12-31 323,397 $89,629,000 -15,284
   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
   M&T BANK CORP 77 - 2023-12-31 300,759 $83,355,000 -5,468
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 671 - 2023-12-31 290,787 $80,592,000 -17,362
   Steward Partners Investment Advisory LLC 11 - 2023-12-31 284,760 $78,921,000 -183
   JANNEY MONTGOMERY SCOTT LLC 93 - 2023-12-31 252,041 $69,853,000 -89,114
   MainStreet Investment Advisors LLC 1 - 2023-12-31 245,791 $68,121,000 -12,536
   Lee Financial CORP 2 - 2023-12-31 237,095 $65,711,000 -7,190
   FINANCIAL NETWORK 54 - 2023-12-31 230,043 $63,756,000 -34,865
   CAPE COD FIVE CENTS SAVINGS BANK 2 - 2023-12-31 217,979 $60,413,000 -242,429
   VALMARK ADVISERS INC 25 - 2023-12-31 201,984 $55,980,000 -5,430
   YCMNET ADVISORS INC 15 - 2023-12-31 199,735 $55,356,000 -240
   WHITTIER TRUST CO OF NEVADA INC 9 - 2023-12-31 194,972 $54,034,000 -6,979
   American Trust 7 - 2023-12-31 193,297 $53,572,000 -5,237
   Capital Analysts Inc. 5 - 2023-12-31 191,049 $52,949,000 -15,189
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 21 - 2023-12-31 190,733 $52,862,000 -2,734
   THRIVENT FINANCIAL FOR LUTHERANS 253 - 2023-12-31 180,754 $50,097,000 -2,188
   MULTIFINANCIAL SECURITIES CORP 22 - 2023-12-31 173,611 $48,116,000 -15,403
   Integrated Wealth Concepts LLC 19 - 2023-12-31 171,336 $47,486,000 -19,243
   HSBC HOLDINGS PLC 412 - 2023-12-31 168,828 $46,791,000 -617
   AMERIVEST INVESTMENT MANAGEMENT LLC 35 - 2023-06-30 176,409 $46,127,000 -9,702
   WADE G W & INC 16 - 2023-12-31 161,872 $44,863,000 -2,923
   JOURNEY STRATEGIC WEALTH LLC 5 - 2023-12-31 158,645 $43,969,000 -41,174
   AYRSHIRE ASSOCIATES INC 3 - 2023-12-31 140,661 $38,984,000 -3,202
   Integrated Advisors Network LLC 4 - 2023-12-31 135,083 $37,438,000 -928
   LAZARD ASSET MANAGEMENT LLC 209 - 2023-12-31 133,420 $36,977,000 -1,090
   Crewe Advisors LLC 4 - 2023-12-31 131,825 $36,535,000 -7,750
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 75 - 2023-12-31 129,379 $35,857,000 -144,855
   AE Wealth Management LLC 115 - 2023-12-31 129,406 $35,658,000 -54,206
   FINEMARK NATIONAL BANK & TRUST 10 - 2023-12-31 121,512 $33,677,000 -3,746
   ARGI INVESTMENT SERVICES, LLC 22 - 2022-12-31 138,199 $33,429,000 -1,475
   Summit Financial Strategies Inc. 7 - 2023-12-31 120,035 $33,268,000 -562
   Atria Wealth Solutions Inc. 40 - 2023-12-31 119,446 $33,104,000 -8,676
   Sanford Advisory Services LLC 3 - 2022-12-31 136,286 $32,967,000 -7,007
   Ameritas Advisory Services LLC 5 - 2023-12-31 117,510 $32,810,000 -858
   PFS INVESTMENTS INC. 55 - 2023-06-30 123,120 $32,194,000 -26,207
   Wealthquest Corp 8 - 2023-12-31 111,070 $30,783,000 -5,086
   Beaumont Financial Advisors LLC 6 - 2023-12-31 109,380 $30,315,000 -1,566
   H D Vest Advisory Services 39 - 2023-12-31 108,259 $30,004,000 -7,273
   NOTTINGHAM ADVISORS INC 7 - 2023-12-31 117,591 $29,772,000 -1,581
   BOSTON FINANCIAL MANGEMENT INC /MA 32 - 2023-12-31 106,025 $29,385,000 -1,337
   Envestnet Portfolio Solutions Inc. 96 - 2023-12-31 105,811 $29,326,000 -207,780
   COLONY GROUP LLC 54 - 2023-09-30 116,789 $29,121,000 -3,205
   HUDOCK MOYER WEALTH RESOURCES, LLC - 2023-12-31 104,466 $28,953,000 -76
   Cetera Investment Advisers 76 - 2023-12-31 103,157 $28,590,000 -64,701
   CITIGROUP INC 472 - 2023-12-31 101,136 $28,030,000 -43,069
   OLD SECOND NATIONAL BANK OF AURORA 1 - 2023-12-31 100,984 $27,988,000 -1,191
   SAX WEALTH ADVISORS LLC 6 - 2023-12-31 97,760 $27,094,000 -7,061
   Edge Capital Group LLC 13 - 2023-12-31 95,488 $26,464,000 -12,182
   CAPITAL ADVISORS INC/OK 63 - 2023-12-31 94,018 $26,057,000 -7,137
   Beacon Pointe Advisors LLC 69 - 2023-12-31 93,590 $25,938,000 -47,988
   Perigon Wealth Management LLC 19 - 2023-12-31 90,235 $25,009,000 -5,740
   Connectus Wealth LLC 47 - 2023-12-31 86,656 $24,123,000 -5,985
   Resources Investment Advisors Inc. 53 - 2023-12-31 86,476 $23,967,000 -109,266
   Callan Family Office LLC 5 - 2023-12-31 86,184 $23,886,000 -2,953
   SAVANT CAPITAL MANAGEMENT INC 59 - 2023-12-31 85,663 $23,741,000 -1,725
   Voya Financial Advisors Inc. 9 - 2023-12-31 83,465 $23,358,000 -86,365
   BP WEALTH MANAGEMENT LLC 39 - 2023-12-31 82,483 $22,860,000 -53,214
   Brand Asset Management Group Inc. - 2023-12-31 80,165 $22,218,000 -181
   Fairhaven Wealth Management LLC 3 - 2023-12-31 78,785 $21,835,000 -10,719
   Bryant Woods Investment Advisors LLC 2 - 2023-12-31 78,077 $21,639,000 -1,343
   KANAWHA CAPITAL MANAGEMENT LLC 14 - 2023-12-31 77,667 $21,525,000 -3,988
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 134 - 2023-12-31 77,451 $21,466,000 -42,568
   Baron Silver Stevens Financial Advisors LLC 7 - 2023-12-31 76,167 $21,110,000 -1,263
   Horan Capital Advisors LLC. 1 - 2023-12-31 72,464 $20,083,000 -1,958
   Argent Trust Co 18 - 2023-12-31 72,403 $20,067,000 -50
   MADISON ASSET MANAGEMENT LLC 97 - 2023-12-31 71,007 $19,680,000 -131,480
   KING WEALTH MANAGEMENT GROUP, LLC 6 - 2023-12-31 70,259 $19,472,000 -894
   FINANCIAL COUNSELORS INC - 2023-12-31 69,888 $19,369,000 -754
   Financial Advocates Investment Management 11 - 2023-12-31 68,416 $18,940,000 -8,141
   PARSEC FINANCIAL MANAGEMENT, INC. 35 - 2023-03-31 75,604 $18,913,000 -3,874
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 67,886 $18,815,000 -163
   Goss Wealth Management LLC 124 - 2023-12-31 67,981 $18,792,000 -20,939
   MASON STREET ADVISORS LLC 7 - 2023-12-31 67,100 $18,597,000 -20,100
   GOFEN & GLOSSBERG LLC /IL/ 56 - 2022-12-31 72,431 $17,520,000 -489
   PRINCIPAL FINANCIAL GROUP INC 960 - 2023-12-31 62,703 $17,378,000 -1,655
   Simmons Bank 13 - 2023-12-31 61,576 $17,066,000 -2,854
   FFT WEALTH MANAGEMENT LLC 14 - 2023-12-31 58,662 $16,258,000 -337
  100 Records found
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