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Get Institutions for : 
iShares Trust Small Growth Index Fund (JKK)  
$45.75 0.61 (1.35%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 130    11
Total shares held : 
6,795,297  
% of shares held : 
36.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  33  
Amount of shares held : 
2,243,806  
% of shares held change : 
  12.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$38.24  
Last Quarter's Ending Price : 
$44.00  
Last Quarter's Average Price
$39.29  
Change from last quarter's     
avg. price to the last closing  : 
6.46 (16.44%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 874,525
 12.87%
 
Increased Positions :
50
 1,543,027
 22.71%
 
Unchanged Positions :
33
 435,654
 6.41%
 
Decreased Positions :
28
-151,342
-2.23%
 
Closed Positions :
8
-22,404
-0.33%
 
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
   COLONY GROUP, LLC 164 - 2024-03-31 363,932 $16,948,000 88,361
   LPL FINANCIAL CORP 1062 - 2024-03-31 333,647 $15,538,000 22,518
   ATRIA INVESTMENTS LLC 100 - 2024-03-31 329,952 $15,366,000 2,579
   F3Logic LLC 14 - 2022-12-31 343,099 $12,366,000 92,019
   WELLS FARGO & CO/MN 1477 - 2024-03-31 234,025 $10,899,000 9,766
   AMERIPRISE FINANCIAL INC 1861 - 2024-03-31 185,946 $8,657,000 14,856
   CWM LLC 353 - 2024-03-31 148,948 $6,937,000 6,521
   MML INVESTORS SERVICES LLC 714 - 2024-03-31 90,191 $4,200,000 12,242
   Advisor Group Holdings Inc. 1281 - 2024-03-31 75,821 $3,531,000 4,276
   NorthStar Asset Management LLC /NJ/ 14 - 2024-03-31 70,370 $3,277,000 4,823
   Atria Wealth Solutions Inc. 481 - 2024-03-31 65,995 $3,073,000 2,608
   IAG Wealth Partners LLC 31 - 2024-03-31 65,532 $3,052,000 2,928
   Certified Advisory Corp 74 - 2024-03-31 63,812 $2,972,000 1,851
   Members Advisory Group LLC 12 - 2024-03-31 61,267 $2,854,000 1,832
   MARINER WEALTH ADVISORS, LLC 968 - 2024-03-31 57,610 $2,683,000 5,646
   HIGHTOWER ADVISORS, LLC 1392 - 2024-03-31 44,332 $2,065,000 2,458
   ENVESTNET ASSET MANAGEMENT INC 2714 - 2024-03-31 33,670 $1,568,000 1,927
   Rodgers & Associates LTD 47 - 2024-03-31 32,723 $1,524,000 77
   BEAM Asset Management LLC 34 - 2024-03-31 26,488 $1,234,000 60
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1681 - 2024-03-31 22,792 $1,061,000 14,526
   FLAGSHIP HARBOR ADVISORS LLC 248 - 2024-03-31 21,778 $1,014,000 3,797
   Phoenix Wealth Advisors 44 - 2024-03-31 20,309 $946,000 4,602
   Private Advisor Group LLC 1217 - 2024-03-31 18,625 $867,000 98
   CREATIVE PLANNING 1638 - 2024-03-31 14,196 $661,000 570
   Private Wealth Strategies L.L.C. 34 - 2024-03-31 13,347 $622,000 14
   SILVER OAK SECURITIES Inc 209 - 2024-03-31 12,015 $560,000 15
   MULTIFINANCIAL SECURITIES CORP 1621 - 2024-03-31 10,381 $483,000 4,035
   Pathstone Holdings LLC 1778 - 2024-03-31 8,654 $403,000 2,944
   Madison Wealth Partners Inc 80 - 2024-03-31 7,767 $362,000 18
   Key Financial Inc 186 - 2024-03-31 6,450 $300,000 1,250
   Kestra Advisory Services LLC 1993 - 2024-03-31 6,232 $290,000 362
   MCCORMACK ADVISORS INTERNATIONAL 954 - 2024-03-31 5,250 $244,000 450
   PRINCIPAL SECURITIES INC. 954 - 2024-03-31 4,829 $225,000 1,963
   FMR LLC 2854 - 2024-03-31 4,446 $207,000 412
   Ritter Daniher Financial Advisory LLC / DE 89 - 2024-03-31 3,279 $153,000 99
   Cape Investment Advisory Inc. 177 - 2023-12-31 3,417 $150,000 2
   IFP Advisors Inc 1085 - 2023-12-31 3,324 $146,000 2
   HARBOUR INVESTMENTS INC. 1102 - 2023-12-31 2,421 $107,000 7
   Steward Partners Investment Advisory LLC 1894 - 2024-03-31 1,607 $75,000 1,139
   Concord Wealth Partners 318 - 2024-03-31 1,396 $65,000 1,396
   Farther Finance Advisors LLC 1467 - 2024-03-31 465 $21,000 411

  41 Records found
  1    
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