Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CORE S&P MCP ETF
-
Total 13F shares
-
537,795
-
Share change
-
+46,833
-
Total reported value
-
$148,659,283
-
Price per share
-
$277.15
-
Number of holders
-
41
-
Value change
-
+$12,656,524
-
Number of buys
-
17
-
Number of sells
-
13
Institutional Holders of ISHARES TR - CORE S&P MCP ETF (IJH) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - CORE S&P MCP ETF (IJH) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
537,795 shares.
The largest 10 holders included
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, Bank of New York Mellon Corp, LPL Financial LLC, JPMORGAN CHASE & CO, MORGAN STANLEY, ROYAL BANK OF CANADA, FMR LLC, and UBS Group AG.
This page lists
2,157
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.