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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
   Slocum Gordon & Co LLP 138 *Closed 2023-12-31 0 $0 -37
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 806 *Closed 2023-12-31 0 $0 -78,725
   Bay Harbor Wealth Management LLC 173 *Closed 2024-03-31 0 $0 -1,736
   Clarius Group LLC 485 *Closed 2024-03-31 0 $0 -1,488
   Bear Mountain Capital Inc. 196 *Closed 2024-03-31 0 $0 -500
   Keystone Financial Services 83 *Closed 2023-12-31 0 $0 -8,463
   Horst & Graben Wealth Management LLC 145 *Closed 2024-03-31 0 $0 -3,628
   OConnor Financial Group LLC 52 *Closed 2024-03-31 0 $0 -1,641
   FINANCIAL CONSULATE INC 41 *Closed 2024-03-31 0 $0 -1,601
   GSG Advisors LLC 107 *Closed 2024-03-31 0 $0 -1,324
   Parcion Private Wealth LLC 196 *Closed 2024-03-31 0 $0 -1,507
   Twin Tree Management LP 495 *Closed 2023-12-31 0 $0 -55,700
   HRT FINANCIAL LLC 2165 *Closed 2023-12-31 0 $0 -40,195
   Flaharty Asset Management LLC 173 *Closed 2023-12-31 0 $0 -167
   Lehman & Derafelo Financial Resources LLC 163 *Closed 2022-12-31 0 $0 -38
   BNC WEALTH MANAGEMENT LLC 104 *Closed 2024-03-31 0 $0 -757
   Certus Wealth Management LLC 58 *Closed 2023-12-31 0 $0 -2,651
   HALBERT, HARGROVE/RUSSELL LLC 91 *Closed 2024-03-31 0 $0 -945
   Truadvice LLC 239 *Closed 2023-09-30 0 $0 -2,341
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -2,870
   Peterson Financial Group Inc. 76 *Closed 2024-03-31 0 $0 -957
   RENAISSANCE TECHNOLOGIES LLC 4003 *Closed 2023-12-31 0 $0 -13,400
   Connolly Sarah T. 29 *Closed 2023-12-31 0 $0 -1,265
   WoodTrust Financial Corp 157 *Closed 2024-03-31 0 $0 -3,650
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -37
   COOPERMAN LEON G 52 *Closed 2023-12-31 0 $0 -1,330
   Y-Intercept (Hong Kong) Ltd 1304 *Closed 2023-12-31 0 $0 -1,056
   JANE STREET GROUP LLC 5573 *Closed 2023-12-31 0 $0 -18,947
   Day & Ennis LLC 125 *Closed 2023-12-31 0 $0 -3,035
   Strengthening Families & Communities LLC 308 *Closed 2023-12-31 0 $0 -417
   WHITE PINE CAPITAL LLC 205 *Closed 2023-12-31 0 $0 -877
   Advisor Resource Council 277 *Closed 2024-03-31 0 $0 -3,198
   EARNEST PARTNERS LLC 559 *Closed 2023-12-31 0 $0 -4
   KPP Advisory Services LLC 181 *Closed 2023-12-31 0 $0 -11,542
   Copperleaf Capital LLC 81 *Closed 2023-12-31 0 $0 -1,915
   Moss Adams Wealth Advisors LLC 149 *Closed 2023-12-31 0 $0 -91
   DUBUQUE BANK & TRUST CO 249 *Closed 2023-09-30 0 $0 -2,258
   Van Hulzen Asset Management LLC 319 *Closed 2023-12-31 0 $0 -16,164
   Spectrum Planning & Advisory Services Inc. 51 *Closed 2023-12-31 0 $0 -2,702
   Balboa Wealth Partners 246 *Closed 2023-12-31 0 $0 -814
   VERITABLE LP 306 *Closed 2023-09-30 0 $0 -1,204,993
   TCWP LLC 101 *Closed 2023-12-31 0 $0 -15,478
   Tranquilli Financial Advisor LLC 107 *Closed 2023-12-31 0 $0 -4,144
   Wright Fund Managment LLC *Closed 2023-12-31 0 $0 -77,422
   HALLMARK CAPITAL MANAGEMENT INC 357 *Closed 2023-12-31 0 $0 -521
   ShoreHaven Wealth Partners LLC 80 *Closed 2023-12-31 0 $0 -5,556
   Authentikos Wealth Advisory LLC 354 *Closed 2023-12-31 0 $0 -79
   Compass Financial Group INC/SD 95 *Closed 2024-03-31 0 $0 -867
   Derbend Asset Management *Closed 2023-12-31 0 $0 -3,499
   Absolute Capital Management LLC 96 *Closed 2023-12-31 0 $0 -903
   Level Financial Advisors Inc. 148 *Closed 2024-03-31 0 $0 -196
   FFG RETIREMENT ADVISORS LLC 46 *Closed 2023-12-31 0 $0 -2,652
   CYPRESS CAPITAL MANAGEMENT LLC 163 *Closed 2022-12-31 0 $0 -7,813
   Savior LLC 36 *Closed 2023-12-31 0 $0 -86
   Williams Financial LLC 33 *Closed 2024-03-31 0 $0 -2,128
   Carolina Wealth Advisors LLC 247 *Closed 2024-03-31 0 $0 -6
   Integrated Investment Consultants LLC 289 *Closed 2024-03-31 0 $0 -890
   M HOLDINGS SECURITIES, INC. 193 *Closed 2023-12-31 0 $0 -10,539
   V Wealth ManagementLLC 334 *Closed 2023-09-30 0 $0 -3,839
   Raleigh Capital Management Inc. 1042 *Closed 2023-12-31 0 $0 -819
   Quadrant Private Wealth Management LLC 259 *Closed 2023-12-31 0 $0 -1,755
   Pinnacle Family Advisors LLC 99 *Closed 2023-12-31 0 $0 -5,907
   West Wealth Group LLC 87 *Closed 2023-12-31 0 $0 -11,723
   KARLINSKI ANDREW C 90 *Closed 2022-12-31 0 $0 -3,911
   OPPENHEIMER ASSET MANAGEMENT INC 1133 *Closed 2023-12-31 0 $0 -227,646
   Cutler Group LP 1431 *Closed 2024-03-31 0 $0 -1,000
   Ground Swell Capital LLC 123 *Closed 2023-12-31 0 $0 -822
   LAIRD NORTON TYEE TRUST CO 147 *Closed 2023-12-31 0 $0 -2,236
   James J. Burns & Company LLC 122 *Closed 2024-03-31 0 $0 -1,001
   CANTOR FITZGERALD L. P. 578 *Closed 2023-12-31 0 $0 -77,970
   OneAscent Financial Services LLC 395 *Closed 2024-03-31 0 $0 -953
   Ford Financial Group Inc. 93 *Closed 2023-03-31 0 $0 -8,309
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1346 *Closed 2023-12-31 0 $0 -41,370
   Praetorian Wealth Management Inc. 56 *Closed 2024-03-31 0 $0 -831
   REGIMEN WEALTH LLC 64 *Closed 2023-12-31 0 $0 -1,370
   Joseph Group Capital Management 85 *Closed 2023-12-31 0 $0 -275
   BOURGEON CAPITAL MANAGEMENT LLC 392 *Closed 2024-03-31 0 $0 -319
   Schonfeld Strategic Advisors LLC 2125 *Closed 2023-12-31 0 $0 -2,074
   Apeiron RIA LLC 214 *Closed 2024-03-31 0 $0 -1,220
   Wick Capital Partners LLC 71 *Closed 2023-12-31 0 $0 -1,724
   Delos Wealth Advisors LLC 382 *Closed 2023-12-31 0 $0 -40
   Cardinal Strategic Wealth Guidance 75 *Closed 2024-03-31 0 $0 -11
   OKABENA INVESTMENT SERVICES INC 136 *Closed 2023-12-31 0 $0 -58,387
   Presidio Capital Management LLC 52 *Closed 2024-03-31 0 $0 -6,500
   VERITION FUND MANAGEGMENT LLC 2153 *Closed 2023-12-31 0 $0 -2,988
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 173 *Closed 2023-12-31 0 $0 -1,145
   LIBERTY WEALTH MANAGEMENT LLC 189 *Closed 2023-12-31 0 $0 -8,069
   CFS Investment Advisory Services LLC 160 *Closed 2023-12-31 0 $0 -57,660
   Horizon Family Wealth Inc. 124 *Closed 2023-12-31 0 $0 -14,050
   HANLON INVESTMENT MANAGEMENT, INC. 157 *Closed 2023-12-31 0 $0 -974
  90 Records found
  1    
  Page 1 of 1
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