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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
   BANK OF AMERICA CORP /DE/ 1203 - 2024-03-31 1,243,090 $57,891,000 -94,275
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 302 - 2024-03-31 417,131 $19,426,000 -114
   MORGAN STANLEY 2893 - 2024-03-31 350,278 $16,312,000 -6,595
   Gallagher Fiduciary Advisors LLC 18 - 2024-03-31 331,682 $15,446,000 -5,822
   H D Vest Advisory Services 119 - 2024-03-31 316,843 $14,755,000 -12,042
   Steele Capital Management Inc. 40 - 2024-03-31 145,882 $6,794,000 -4,153
   Matrix Trust Co 15 - 2024-03-31 145,698 $6,785,000 -4,056
   Opes Wealth Management LLC 28 - 2024-03-31 105,115 $4,895,000 -2,339
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1285 - 2024-03-31 81,603 $3,800,000 -3,341
   COMMONWEALTH EQUITY SERVICES LLC. 1348 - 2024-03-31 80,028 $3,727,000 -2,358
   UBS Group AG 2601 - 2024-03-31 66,582 $3,101,000 -506
   ROYAL BANK OF CANADA 2522 - 2024-03-31 42,379 $1,973,000 -48,792
   RAYMOND JAMES & ASSOCIATES 2215 - 2024-03-31 38,548 $1,795,000 -1,728
   Asset Allocation Strategies LLC 34 - 2024-03-31 38,047 $1,772,000 -377
   SHELTON WEALTH MANAGEMENT LLC 23 - 2024-03-31 32,628 $1,520,000 -6,257
   CI Private Wealth LLC 1205 - 2024-03-31 28,819 $1,342,000 -54
   Global Retirement Partners LLC 319 - 2024-03-31 26,796 $1,248,000 -1,863
   STIFEL FINANCIAL CORP 2134 - 2024-03-31 23,033 $1,073,000 -3,983
   CREATIVE FINANCIAL DESIGNS INC /ADV 165 - 2024-03-31 21,691 $1,010,000 -69,487
   FINANCIAL NETWORK 1573 - 2024-03-31 18,299 $852,000 -940
   Merit Financial Group LLC 447 - 2024-03-31 18,848 $843,000 -2,204
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2860 - 2024-03-31 16,663 $776,000 -30,827
   COURAGE MILLER PARTNERS, LLC 46 - 2024-03-31 15,398 $717,000 -194
   Nelson Van Denburg & Campbell Wealth Management Gr 368 - 2024-03-31 15,150 $706,000 -3,950
   M HOLDINGS SECURITIES, INC. 101 - 2024-03-31 14,670 $683,000 -35,250
   Visionary Wealth Advisors 283 - 2024-03-31 14,480 $674,000 -2,811
   CITADEL ADVISORS LLC 3686 - 2024-03-31 11,245 $524,000 -7,688
   NORTHERN TRUST CORP 3559 - 2024-03-31 10,706 $499,000 -129
   SMITH CHAS P & ASSOCIATES PA CPAS 93 - 2024-03-31 10,682 $497,000 -172
   Change Path LLC 568 - 2024-03-31 10,672 $497,000 -245
   Equitable Holdings Inc. 880 - 2024-03-31 8,569 $399,000 -3,932
   Breakwater Capital Group 178 - 2024-03-31 8,068 $376,000 -164
   Goss Wealth Management LLC 1524 - 2024-03-31 7,761 $361,000 -351
   Aspire Wealth Management Corp 78 - 2024-03-31 6,388 $298,000 -69
   CAPTRUST FINANCIAL ADVISORS 1798 - 2024-03-31 6,024 $281,000 -13,612
   SIGNATURE SECURITIES GROUP CORPORATION 169 - 2024-03-31 5,366 $250,000 -753
   RAYMOND JAMES TRUST CO 1107 - 2024-03-31 5,106 $238,000 -20
   CITIGROUP INC 3064 - 2024-03-31 5,020 $234,000 -324
   PROSPERA FINANCIAL SERVICES 991 - 2023-12-31 4,700 $207,000 -11,859
   LexAurum Advisors LLC 276 - 2024-03-31 4,431 $206,000 -443
   AdvisorNet Financial Inc 480 - 2024-03-31 4,077 $190,000 -197
   PRIVATE TRUST CO NA 899 - 2024-03-31 1,950 $91,000 -1,130
   Smartleaf Asset Management LLC 500 - 2024-03-31 1,771 $79,000 -59
   Qube Research & Technologies Ltd 2979 - 2024-03-31 1,208 $56,000 -197
   NBC SECURITIES INC. 1412 - 2024-03-31 486 $22,000 -34
   AMERIVEST INVESTMENT MANAGEMENT LLC 336 - 2023-06-30 296 $12,000 -36
   TRANSAMERICA FINANCIAL ADVISORS, INC. 342 - 2024-03-31 228 $11,000 -12,383
   Aptus Capital Advisors LLC 1093 - 2024-03-31 57 $3,000 -255
   GUARDIAN WEALTH ADVISORS LLC / NC 419 - 2024-03-31 57 $3,000 -255
   J P MORGAN CHASE & CO 5289 - 2024-03-31 18 $1,000 -1,982
  50 Records found
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