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Get Institutions for : 
Ishares Factorselect Msci Usa ETFA (LRGF)  
$54.26 0.09 (0.17%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    3
Total shares held : 
 27,849,190  
% of shares held : 
 11.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 1,052,558  
% of shares held change : 
   0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.22  
Last Quarter's Ending Price : 
 $48.29  
Last Quarter's Average Price : 
 $45.04  
Change from last quarter's     
avg. price to the last closing  : 
9.22 (20.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 657,468
 2.36%
 
Increased Positions :
56
 1,538,934
 5.53%
 
Unchanged Positions :
26
 146,835
 0.53%
 
Decreased Positions :
57
-993,712
-3.57%
 
Closed Positions :
15
-150,132
-0.54%
 
Guru Positions :
0
 0%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Conrad Siegel Investment Advisors Inc. 5 *New 2024-03-31 433,578 $23,331,000 433,578
   EWA LLC 3 *New 2024-03-31 409,120 $21,921,000 409,120
   Atomi Financial Group Inc. 19 *New 2024-03-31 178,477 $9,604,000 178,477
   DDFG Inc 14 *New 2024-03-31 141,668 $7,623,000 141,668
   Royal Harbor Partners LLC 11 *New 2024-03-31 135,379 $7,285,000 135,379
   Cetera Investment Advisers 1866 *New 2024-03-31 24,096 $1,297,000 24,096
   SILVER OAK SECURITIES Inc 144 *New 2024-03-31 18,503 $996,000 18,503
   NorthRock Partners LLC 306 *New 2024-03-31 5,618 $302,000 5,618
   MCCORMACK ADVISORS INTERNATIONAL 933 *New 2024-03-31 4,854 $261,000 4,854
   Goss Wealth Management LLC 1747 *New 2024-03-31 4,391 $236,000 4,391
   KANAWHA CAPITAL MANAGEMENT LLC 207 *New 2024-03-31 3,995 $215,000 3,995
   Prime Capital Investment Advisors LLC 903 *New 2024-03-31 4,003 $215,000 4,003
   IHT Wealth Management LLC 927 *New 2024-03-31 3,913 $211,000 3,913
   Bouchey Financial Group Ltd 143 *New 2024-03-31 3,845 $207,000 3,845
   Aptus Capital Advisors LLC 722 *New 2024-03-31 3,517 $189,000 3,517
   WARREN AVERETT ASSET MANAGEMENT, LLC 675 *New 2024-03-31 1,932 $104,000 1,932
   MATHER GROUP, INC. 695 *New 2024-03-31 2,130 $103,000 2,130
   WOODMONT INVESTMENT COUNSEL LLC 298 *New 2024-03-31 1,000 $54,000 1,000
   YHB INVESTMENT ADVISORS, INC. 463 *New 2024-03-31 828 $45,000 828
   Penserra Capital Management LLC 987 *New 2024-03-31 144 $7,000 144
   Investors Research Corp 804 *New 2024-03-31 86 $5,000 86
   ST GERMAIN D J CO INC 624 *New 2024-03-31 81 $4,000 81
   Continuum Advisory LLC 1432 *New 2024-03-31 24 $1,000 24
  23 Records found
  1    
  Page 1 of 1
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