$73.39

+0.69 (+0.95%)

Weekly Expected Move ±1.5%

$71 $72 $73 $74 $76

ETF AMEX · AUM $119.4B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — IJH

2,831

Institutional Holders

+71 vs prior quarter

0.0%

Ownership

+0.00pp

101B

Total Invested

198

New Positions

1111

Increased

1115

Reduced

Closed

0.57

Put/Call Ratio

Ownership Trends

Top Institutional Holders (2923 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	132,841,270	9.7B	+4,017,678	+3.1%	75Q	SEC ↗
2	BANK OF AMERICA CORP /DE	67,302,599	4.9B	+139,617	+0.2%	15Q	SEC ↗
3	Bank of New York Mellon Corp	60,496,272	4.4B	+1,762,099	+3.0%	76Q	SEC ↗
4	WELLS FARGO & COMPANY/MN	57,005,004	4.2B	+3,496,611	+6.5%	101Q	SEC ↗
5	FMR LLC	54,843,180	4.0B	+1,868,525	+3.5%	79Q	SEC ↗
6	GOLDMAN SACHS GROUP INC	43,362,888	3.2B	+2,889,391	+7.1%	15Q	SEC ↗
7	MORGAN STANLEY	41,144,289	3.0B	+4,262,063	+11.6%	60Q	SEC ↗
8	RAYMOND JAMES FINANCIAL INC	39,064,190	2.9B	+2,627,179	+7.2%	7Q	SEC ↗
9	ENVESTNET ASSET MANAGEMENT INC	37,195,080	2.7B	+1,156,205	+3.2%	79Q	SEC ↗
10	BlackRock, Inc.	29,075,313	2.1B	+1,110,409	+4.0%	8Q	SEC ↗
11	UBS Group AG	25,918,017	1.9B	+1,680,988	+6.9%	47Q	SEC ↗
12	NORTHERN TRUST CORP	24,548,419	1.8B	+710,271	+3.0%	97Q	SEC ↗
13	LPL Financial LLC	22,963,213	1.7B	-106,164	-0.5%	54Q	SEC ↗
14	ROYAL BANK OF CANADA	22,450,924	1.6B	+423,686	+1.9%	82Q	SEC ↗
15	JPMORGAN CHASE & CO	17,929,010	1.3B	+1,108,774	+6.6%	90Q	SEC ↗
16	Mariner, LLC	16,401,450	1.2B	+288,903	+1.8%	55Q	SEC ↗
17	PNC Financial Services Group, Inc.	16,281,926	1.2B	+409,287	+2.6%	15Q	SEC ↗
18	First Command Advisory Services, Inc.	16,051,579	1.2B	+252,929	+1.6%	32Q	SEC ↗
19	Acorns Advisers, LLC	14,093,257	1.0B	+259,992	+1.9%	24Q	SEC ↗
20	KEYBANK NATIONAL ASSOCIATION/OH	11,644,753	855M	+2,493,710	+27.3%	99Q	SEC ↗
21	TRUIST FINANCIAL CORP	10,617,300	779M	+663,075	+6.7%	53Q	SEC ↗
22	JONES FINANCIAL COMPANIES LLLP	9,268,731	680M	+998,961	+12.1%	26Q	SEC ↗
23	Starboard Value LP	8,877,781	652M	+3,047,125	+52.3%	7Q	SEC ↗
24	Catalyst Capital Advisors LLC	8,745,534	642M	+463,921	+5.6%	39Q	SEC ↗
25	Millburn Ridgefield LLC /DE	8,745,534	642M	+463,921	+5.6%	39Q	SEC ↗
26	REGIONS FINANCIAL CORP	8,637,959	634M	-1,508,053	-14.9%	60Q	SEC ↗
27	NORTHWESTERN MUTUAL INVESTMENT MANAGEM	8,517,640	625M	-47,618	-0.6%	43Q	SEC ↗
28	&PARTNERS	8,336,989	612M	+559,186	+7.2%	15Q	SEC ↗
29	AMERIPRISE FINANCIAL INC	8,222,284	603M	-472,847	-5.4%	16Q	SEC ↗
30	FIFTH THIRD BANCORP	8,149,878	598M	+745,181	+10.1%	26Q	SEC ↗
31	Wealthspire Advisors, LLC	7,961,778	584M	+252,348	+3.3%	28Q	SEC ↗
32	Financial Engines Advisors L.L.C.	7,764,939	570M	-134,335	-1.7%	31Q	SEC ↗
33	Pathstone Holdings, LLC	7,069,013	519M	-16,074	-0.2%	11Q	SEC ↗
34	HighTower Advisors, LLC	7,019,239	515M	-715,983	-9.3%	61Q	SEC ↗
35	BANK OF MONTREAL /CAN	6,634,431	487M	-49,176	-0.7%	53Q	SEC ↗
36	Cerity Partners LLC	6,009,259	441M	+340,995	+6.0%	36Q	SEC ↗
37	BRIDGES INVESTMENT MANAGEMENT INC	5,830,885	428M	+48,697	+0.8%	77Q	SEC ↗
38	Municipal Employees' Retirement System	5,705,045	419M	—	+0.0%	25Q	SEC ↗
39	MAI Capital Management	5,616,598	412M	+134,552	+2.5%	47Q	SEC ↗
40	Alesco Advisors, LLC, An ESL Co	5,379,027	395M	-10,660	-0.2%	91Q	SEC ↗
41	US BANCORP \DE	5,165,944	379M	+89,513	+1.8%	102Q	SEC ↗
42	Corient Private Wealth LP	5,114,258	375M	+194,123	+3.9%	15Q	SEC ↗
43	Creative Planning	4,887,959	359M	+49,410	+1.0%	59Q	SEC ↗
44	HUNTINGTON NATIONAL BANK	4,718,090	346M	+47,436	+1.0%	83Q	SEC ↗
45	Circle Wealth Management, LLC	4,587,104	337M	+9	+0.0%	12Q	SEC ↗
46	COMMONWEALTH EQUITY SERVICES, LLC	4,313,184	317M	-544,463	-11.2%	35Q	SEC ↗
47	DAVIS R M INC	3,721,050	273M	+60,774	+1.7%	56Q	SEC ↗
48	Rockefeller Capital Management L.P.	3,700,591	272M	+585,895	+18.8%	34Q	SEC ↗
49	Cetera Investment Advisers	3,615,909	265M	+82,950	+2.3%	43Q	SEC ↗
50	Baird Financial Group, Inc.	3,518,181	258M	-21,235	-0.6%	45Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Orgel Wealth Management, LLC	1,548,629	114M
Janney Montgomery Scott LLC	1,226,684	90M
Bluespring Wealth Management, LLC	861,198	63M
CAPE COD FIVE CENTS SAVINGS BANK	714,861	52M
Global Retirement Partners, LLC	677,768	50M
Planning Project LLC	587,162	43M
Diversify Advisory Services, LLC	549,247	40M
TRUST CO OF VERMONT	431,810	32M
GenWealth Group, Inc.	388,111	28M
PARK AVENUE SECURITIES LLC	341,491	25M
TWO SIGMA INVESTMENTS, LP	256,700	19M
TORONTO DOMINION BANK	233,438	17M
ALONGSIDE, LLC	206,811	15M
J.W. COLE ADVISORS, INC.	179,634	13M
Curated Wealth Partners LLC	160,599	12M
Granite Bay Wealth Management, LLC	159,029	12M
IFG Advisory, LLC	152,343	11M
NBH Bank	128,177	9M
III Capital Management	125,000	9M
SIH Partners, LLLP	110,000	8M

Sold Out (20)

Holder	Prev Shares	Prev Value
Robinhood Asset Management, LLC	506,215	37M
Jump Financial, LLC	300,964	22M
MASON STREET ADVISORS, LLC	289,860	21M
Angeles Investment Advisors, LLC	137,500	10M
PLANWISER FINANCIAL, LLC	119,165	9M
SOL Capital Management CO	118,811	9M
FLOW TRADERS U.S. LLC	107,374	8M
Factorial Partners, LLC	106,900	8M
XTX Topco Ltd	96,229	7M
ALLSTATE CORP	96,058	7M
HRT FINANCIAL LP	83,156	6M
SURIENCE PRIVATE WEALTH LLC	74,118	5M
ASHTON THOMAS SECURITIES, LLC	61,144	4M
Cerity Partners Retirement Plan Adv	40,542	3M
Washington Trust Bank	35,210	3M
EVOKE WEALTH, LLC	35,010	3M
JACKSON SQUARE CAPITAL, LLC	33,170	2M
Calamos Advisors LLC	28,094	2M
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	26,049	2M
Bank Julius Baer & Co. Ltd, Zurich	26,011	2M

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+4,262,063	+11.6%	41,144,289
NORTHWESTERN MUTUAL WEALTH MANAGEME	+4,017,678	+3.1%	132,841,270
WELLS FARGO & COMPANY/MN	+3,496,611	+6.5%	57,005,004
Starboard Value LP	+3,047,125	+52.3%	8,877,781
GOLDMAN SACHS GROUP INC	+2,889,391	+7.1%	43,362,888
RAYMOND JAMES FINANCIAL INC	+2,627,179	+7.2%	39,064,190
KEYBANK NATIONAL ASSOCIATION/OH	+2,493,710	+27.3%	11,644,753
FMR LLC	+1,868,525	+3.5%	54,843,180
Bank of New York Mellon Corp	+1,762,099	+3.0%	60,496,272
UBS Group AG	+1,680,988	+6.9%	25,918,017
BROWN BROTHERS HARRIMAN & CO	+1,480,184	+501.8%	1,775,176
ENVESTNET ASSET MANAGEMENT INC	+1,156,205	+3.2%	37,195,080
BlackRock, Inc.	+1,110,409	+4.0%	29,075,313
JPMORGAN CHASE & CO	+1,108,774	+6.6%	17,929,010
JONES FINANCIAL COMPANIES LLLP	+998,961	+12.1%	9,268,731
Prime Capital Investment Advisors,	+789,978	+508.0%	945,484
FIFTH THIRD BANCORP	+745,181	+10.1%	8,149,878
NORTHERN TRUST CORP	+710,271	+3.0%	24,548,419
TRUIST FINANCIAL CORP	+663,075	+6.7%	10,617,300
Rockefeller Capital Management L.P.	+585,895	+18.8%	3,700,591

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BNP PARIBAS FINANCIAL MARKETS	-2,152,666	-99.6%	8,379
Steward Partners Investment Advisor	-1,666,271	-54.6%	1,385,892
REGIONS FINANCIAL CORP	-1,508,053	-14.9%	8,637,959
Mesirow Financial Investment Manage	-824,082	-39.9%	1,239,853
HighTower Advisors, LLC	-715,983	-9.3%	7,019,239
HORAN Wealth, LLC	-693,531	-47.2%	776,645
Independent Advisor Alliance	-566,065	-95.0%	29,950
PRINCIPAL FINANCIAL GROUP INC	-556,616	-47.8%	607,624
COMMONWEALTH EQUITY SERVICES, LLC	-544,463	-11.2%	4,313,184
Sand Hill Global Advisors, LLC	-537,850	-22.9%	1,811,344
AMERIPRISE FINANCIAL INC	-472,847	-5.4%	8,222,284
MERCER GLOBAL ADVISORS INC /ADV	-266,945	-13.8%	1,672,609
49 WEALTH MANAGEMENT, LLC	-244,067	-54.1%	206,811
RHUMBLINE ADVISERS	-206,801	-63.7%	117,967
BESSEMER GROUP INC	-206,471	-12.4%	1,465,008
Galvin, Gaustad & Stein, LLC	-205,430	-81.8%	45,749
Equitable Holdings, Inc.	-174,067	-12.6%	1,211,123
UBS AM, a distinct business unit of	-148,569	-54.3%	125,125
Financial Engines Advisors L.L.C.	-134,335	-1.7%	7,764,939
NATIONS FINANCIAL GROUP INC, /IA/ /	-132,704	-29.0%	325,484

IJH Institutional Ownership

Institutional Ownership — IJH

Ownership Trends

Top Institutional Holders (2923 total)

Recent Activity

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