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Get Institutions for : 
iShares Tr Morngstr Mid Core (JKG)  
$70.31 0.26 (0.37%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 154    0
Total shares held : 
 6,293,097  
% of shares held : 
 19.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 43,876  
% of shares held change : 
   0.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $66.81  
Last Quarter's Ending Price : 
 $72.83  
Last Quarter's Average Price : 
 $68.52  
Change from last quarter's     
avg. price to the last closing  : 
1.79 (2.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 28,586
 0.45%
 
Increased Positions :
52
 296,953
 4.72%
 
Unchanged Positions :
46
 379,655
 6.03%
 
Decreased Positions :
46
-239,575
-3.81%
 
Closed Positions :
10
-42,088
-0.67%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   UBS Group AG 545 - 2024-03-31 1,155,804 $84,177,000 39,909
   MORGAN STANLEY 1493 - 2024-03-31 918,645 $66,905,000 9,571
   COMMONWEALTH EQUITY SERVICES LLC. 388 - 2024-03-31 383,809 $27,953,000 6,551
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 622 - 2024-03-31 206,230 $15,020,000 32,588
   Cetera Investment Advisers 596 - 2024-03-31 166,848 $12,152,000 138,987
   BANK OF AMERICA CORP /DE/ 2553 - 2024-03-31 122,054 $8,889,000 3,548
   MEANS INVESTMENT CO. INC. 18 - 2024-03-31 118,681 $8,644,000 16,758
   FINANCIAL NETWORK 471 - 2024-03-31 103,352 $7,527,000 933
   Advisor Group Holdings Inc. 825 - 2024-03-31 101,767 $7,415,000 13,254
   WELLS FARGO & CO/MN 1750 - 2024-03-31 98,971 $7,208,000 3,776
   Sunburst Financial Group LLC 16 - 2024-03-31 86,741 $6,276,000 4,715
   MML INVESTORS SERVICES LLC 613 - 2024-03-31 73,077 $5,322,000 11,646
   YARGER WEALTH STRATEGIES LLC 10 - 2024-03-31 69,277 $5,045,000 222
   Atria Wealth Solutions Inc. 390 - 2024-03-31 56,445 $4,111,000 129
   MULTIFINANCIAL SECURITIES CORP 551 - 2024-03-31 52,745 $3,841,000 15,783
   Kestra Advisory Services LLC 659 - 2024-03-31 46,450 $3,383,000 1,518
   CI Private Wealth LLC 837 - 2024-03-31 42,769 $3,115,000 1,596
   Goldstein Advisors LLC 30 - 2024-03-31 38,300 $2,789,000 43
   Marshall Financial Group LLC 40 - 2024-03-31 30,990 $2,257,000 2,954
   Equitable Holdings Inc. 461 - 2024-03-31 25,603 $1,865,000 1,952
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 972 - 2024-03-31 25,239 $1,838,000 8
   Bedel Financial Consulting Inc. 47 - 2024-03-31 23,314 $1,698,000 2,080
   HPM Partners LLC 1057 - 2024-03-31 22,907 $1,668,000 37
   Pensionmark Financial Group LLC 99 - 2024-03-31 21,176 $1,542,000 1,845
   Rede Wealth LLC 23 - 2024-03-31 17,341 $1,263,000 3,625
   Patriot Financial Group Insurance Agency LLC 131 - 2024-03-31 15,439 $1,124,000 224
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 981 - 2024-03-31 14,646 $1,067,000 1,495
   J P MORGAN CHASE & CO 3388 - 2024-03-31 13,246 $965,000 12,745
   S.A. Mason LLC 52 - 2024-03-31 11,270 $821,000 515
   DFPG INVESTMENTS INC. 347 - 2023-12-31 9,305 $612,000 593
   DB Wealth Management Group LLC 49 - 2023-12-31 9,052 $608,000 390
   FMR LLC 2534 - 2024-03-31 7,406 $539,000 953
   MARINER WEALTH ADVISORS, LLC 1969 - 2024-03-31 7,367 $537,000 5
   RAYMOND JAMES TRUST CO 781 - 2024-03-31 6,022 $439,000 866
   Philip James Wealth Mangement LLC 37 - 2024-03-31 6,006 $437,000 20
   CREATIVE FINANCIAL DESIGNS INC /ADV 299 - 2024-03-31 5,249 $382,000 5,013
   PFG Investments LLC 662 - 2024-03-31 4,976 $362,000 4,976
   Sigma Planning Corp 894 - 2024-03-31 4,648 $339,000 4,648
   NATIONAL ASSET MANAGEMENT, INC. 997 - 2024-03-31 5,521 $331,000 738
   Mutual Advisors LLC 824 - 2024-03-31 4,549 $331,000 237
   MCCORMACK ADVISORS INTERNATIONAL 861 - 2024-03-31 4,440 $323,000 300
   Financial Perspectives Inc 104 - 2024-03-31 4,321 $315,000 117
   CITIGROUP INC 2996 - 2024-03-31 3,880 $282,000 115
   BARRETT & COMPANY INC. 121 - 2024-03-31 3,157 $230,000 10
   RFG Advisory Group LLC 666 - 2024-03-31 3,052 $222,000 10
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 170 - 2024-03-31 2,884 $210,000 3
   HARBOUR INVESTMENTS INC. 946 - 2023-12-31 2,386 $160,000 1,663
   EPG Wealth Management LLC 276 - 2024-03-31 1,423 $104,000 40
   Steward Partners Investment Advisory LLC 1764 - 2024-03-31 1,361 $99,000 11
   SIGNATUREFD, LLC 1253 - 2024-03-31 1,222 $89,000 107
   AdvisorNet Financial Inc 725 - 2024-03-31 948 $69,000 2
   Morton Brown Family Wealth LLC 102 - 2024-03-31 474 $34,000 2
   Coastal Investment Advisors Inc. 669 - 2024-03-31 192 $14,000 192
  53 Records found
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