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Get Institutions for : 
IShares Trust Small Value Index Fund (JKL)  
$58.47 0.89 (1.5%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 107    2
Total shares held : 
 3,026,279  
% of shares held : 
 12.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 47,369  
% of shares held change : 
   0.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.02  
Last Quarter's Ending Price : 
 $61.20  
Last Quarter's Average Price : 
 $58.03  
Change from last quarter's     
avg. price to the last closing  : 
0.44 (0.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 75,744
 2.5%
 
Increased Positions :
35
 136,194
 4.5%
 
Unchanged Positions :
31
 397,065
 13.12%
 
Decreased Positions :
31
-111,122
-3.67%
 
Closed Positions :
8
-53,447
-1.77%
 
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
   VAUGHAN AND COMPANY SECURITIES INC. 5 - 2024-03-31 254,668 $15,586,000 3,153
   BANK OF AMERICA CORP /DE/ 2195 - 2024-03-31 231,255 $14,153,000 24,781
   ROYAL BANK OF CANADA 1617 - 2024-03-31 132,427 $8,104,000 20,536
   MERRIMAN WEALTH MANAGEMENT, LLC 51 - 2024-03-31 82,686 $5,060,000 504
   Chicago Partners Investment Group LLC 141 - 2024-03-31 52,742 $3,064,000 41
   Viewpoint Capital Management LLC 17 - 2024-03-31 46,128 $2,823,000 30
   Cetera Investment Advisers 1402 - 2024-03-31 40,537 $2,481,000 24,223
   Kestra Advisory Services LLC 785 - 2024-03-31 40,028 $2,450,000 5,170
   Rodgers & Associates LTD 41 - 2024-03-31 32,810 $2,008,000 1,291
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2075 - 2024-03-31 24,737 $1,514,000 273
   CI Private Wealth LLC 1188 - 2024-03-31 22,644 $1,386,000 725
   IHT Wealth Management LLC 355 - 2024-03-31 21,018 $1,286,000 901
   COMERICA BANK 1488 - 2024-03-31 17,743 $1,086,000 460
   CITADEL ADVISORS LLC 3038 - 2024-03-31 16,850 $1,031,000 16,850
   DAVIDSON D A & CO 726 - 2024-03-31 16,599 $1,016,000 673
   MARINER WEALTH ADVISORS, LLC 1491 - 2024-03-31 16,430 $1,005,000 3
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1493 - 2024-03-31 9,254 $566,000 140
   TOWER RESEARCH CAPITAL LLC 1019 - 2024-03-31 6,260 $383,000 5,577
   ENVESTNET ASSET MANAGEMENT INC 3578 - 2024-03-31 6,098 $373,000 295
   CITIGROUP INC 2879 - 2024-03-31 6,086 $372,000 404
   Madison Wealth Partners Inc 84 - 2024-03-31 5,548 $340,000 16
   NBC SECURITIES INC. 607 - 2024-03-31 4,834 $295,000 165
   FMR LLC 2759 - 2024-03-31 4,530 $277,000 1,810
   Sigma Planning Corp 991 - 2024-03-31 4,452 $272,000 51
   CREATIVE PLANNING 2384 - 2024-03-31 4,105 $251,000 2
   Key Financial Inc 294 - 2024-03-31 1,892 $116,000 1,095
   PRINCIPAL SECURITIES INC. 1300 - 2024-03-31 1,481 $91,000 981
   Sunbelt Securities Inc. 801 - 2024-03-31 1,075 $66,000 641
   Rise Advisors LLC 285 - 2024-03-31 643 $39,000 2
  29 Records found
  1    
  Page 1 of 1
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