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Get Institutions for : 
IShares Trust Small Core Index Fund (JKJ)  
$52.92 0.82 (1.52%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    0
Total shares held : 
 1,524,963  
% of shares held : 
 13.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -16,405  
% of shares held change : 
   -0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.21  
Last Quarter's Ending Price : 
 $56.21  
Last Quarter's Average Price : 
 $53.24  
Change from last quarter's     
avg. price to the last closing  : 
0.32 (0.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 37,632
 2.47%
 
Increased Positions :
26
 88,052
 5.77%
 
Unchanged Positions :
25
 129,264
 8.48%
 
Decreased Positions :
15
-76,092
-4.99%
 
Closed Positions :
6
-65,997
-4.33%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1760 - 2024-03-31 90,108 $5,065,000 607
   Atria Wealth Solutions Inc. 436 - 2024-03-31 63,333 $3,560,000 413
   WELLS FARGO & CO/MN 2207 - 2024-03-31 61,866 $3,478,000 574
   BANK OF AMERICA CORP /DE/ 3342 - 2024-03-31 53,766 $3,022,000 1,940
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1430 - 2024-03-31 49,106 $2,760,000 28,951
   AMERIPRISE FINANCIAL INC 2793 - 2024-03-31 36,152 $2,032,000 241
   Advisor Group Holdings Inc. 1698 - 2024-03-31 35,179 $1,980,000 3,766
   CITADEL ADVISORS LLC 2618 - 2024-03-31 27,994 $1,574,000 27,994
   HIGHTOWER ADVISORS, LLC 1545 - 2024-03-31 27,022 $1,518,000 140
   MERCER GLOBAL ADVISORS INC /ADV 817 - 2024-03-31 25,710 $1,445,000 2,421
   RSM US WEALTH MANAGEMENT LLC 229 - 2024-03-31 24,487 $1,376,000 61
   Sanford Advisory Services LLC 49 - 2022-12-31 26,401 $1,204,000 3,093
   CI Private Wealth LLC 1269 - 2024-03-31 19,952 $1,122,000 624
   Aveo Capital Partners LLC 136 - 2024-03-31 19,978 $1,075,000 369
   ENVESTNET ASSET MANAGEMENT INC 2961 - 2024-03-31 19,010 $1,069,000 1,900
   ROYAL BANK OF CANADA 3040 - 2024-03-31 16,500 $927,000 10,510
   RAYMOND JAMES & ASSOCIATES 2903 - 2024-03-31 10,858 $610,000 185
   CITIGROUP INC 2770 - 2024-03-31 8,616 $484,000 386
   Kestra Advisory Services LLC 1715 - 2024-03-31 8,062 $453,000 115
   New Insight Wealth Advisors 47 - 2024-03-31 7,911 $445,000 225
   PPS&V ASSET MANAGEMENT CONSULTANTS INC. 31 - 2024-03-31 5,989 $337,000 12
   FMR LLC 2721 - 2024-03-31 5,331 $300,000 895
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1450 - 2024-03-31 4,693 $264,000 18
   Merit Financial Group LLC 813 - 2024-03-31 3,755 $202,000 3
   Steward Partners Investment Advisory LLC 1441 - 2024-03-31 3,512 $197,000 2,370
   NBC SECURITIES INC. 883 - 2024-03-31 2,281 $128,000 3
   COMERICA BANK 2715 - 2024-03-31 999 $56,000 390
   J P MORGAN CHASE & CO 5181 - 2024-03-31 46 $3,000 10
  28 Records found
  1    
  Page 1 of 1
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