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Get Institutions for : 
IShares Trust Small Core Index Fund (JKJ)  
$54.13 0.87 (1.59%) as of 4:30 Thu 5/23


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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 : 
 $46.34  
Last Quarter's Ending Price : 
 $53.61  
Last Quarter's Average Price : 
 $47.84  
Change from last quarter's     
avg. price to the last closing  : 
6.29 (13.15%)  




 
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: 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2616 - 2024-03-31 375,450 $21,105,000 -840
   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
   H D Vest Advisory Services 467 - 2024-03-31 46,372 $2,607,000 -142,507
   Mittelman Wealth Management 13 - 2024-03-31 45,445 $2,555,000 0
   GOLDMAN SACHS GROUP INC/ 3039 - 2024-03-31 43,648 $2,454,000 0
   Gladstone Institutional Advisory LLC 192 - 2024-03-31 41,172 $2,314,000 -1,914
   Goldstein Advisors LLC 32 - 2024-03-31 39,801 $2,237,000 -315
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1821 - 2024-03-31 32,876 $1,848,000 -2,027
   Brand Asset Management Group Inc. 27 - 2024-03-31 31,764 $1,786,000 -2,260
   Rockefeller Capital Management L.P. 1090 - 2024-03-31 28,665 $1,611,000 -735
   UBS Group AG 3141 - 2024-03-31 28,615 $1,609,000 -2,490
   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
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 224 - 2024-03-31 21,632 $1,216,000 -137
   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
   Richwood Investment Advisors LLC 39 - 2024-03-31 12,814 $720,000 -628
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2304 - 2024-03-31 11,685 $657,000 -1,968
   RAYMOND JAMES & ASSOCIATES 2903 - 2024-03-31 10,858 $610,000 185
   Perigon Wealth Management LLC 488 - 2024-03-31 10,746 $604,000 -44
   Private Advisor Group LLC 1528 - 2024-03-31 8,683 $488,000 0
   CITIGROUP INC 2770 - 2024-03-31 8,616 $484,000 386
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1262 - 2023-09-30 10,212 $481,000 -113
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2305 - 2024-03-31 8,424 $474,000 -639
   PARSONS CAPITAL MANAGEMENT INC/RI 324 - 2024-03-31 8,400 $472,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 496 - 2024-03-31 8,728 $468,000 0
   Kestra Advisory Services LLC 1715 - 2024-03-31 8,062 $453,000 115
   PNC FINANCIAL SERVICES GROUP INC 1600 - 2024-03-31 8,000 $450,000 0
   New Insight Wealth Advisors 47 - 2024-03-31 7,911 $445,000 225
   FINANCIAL NETWORK 2017 - 2024-03-31 7,701 $433,000 1
   MML INVESTORS SERVICES LLC 1887 - 2024-03-31 7,468 $420,000 -164
   MARINER WEALTH ADVISORS, LLC 2171 - 2024-03-31 7,410 $417,000 -86
   Ipsen Advisor Group LLC 59 - 2022-12-31 8,648 $394,000 0
   Aptus Capital Advisors LLC 555 *New 2024-03-31 6,700 $377,000 6,700
   GUARDIAN WEALTH ADVISORS LLC / NC 187 *New 2024-03-31 6,700 $377,000 6,700
   SIGNATURE SECURITIES GROUP CORPORATION 144 - 2024-03-31 6,578 $370,000 -631
   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
   JANNEY MONTGOMERY SCOTT LLC 2495 - 2024-03-31 4,009 $225,000 1
   CONTINUUM WEALTH ADVISORS LLC 47 - 2023-12-31 4,116 $221,000 4,116
   RAYMOND JAMES TRUST CO 1142 *New 2024-03-31 3,911 $220,000 3,911
   LITMAN GREGORY ASSET MANAGEMENT LLC 124 *New 2024-03-31 3,900 $219,000 3,900
   Beacon Pointe Advisors LLC 1205 - 2024-03-31 3,860 $217,000 0
   Merit Financial Group LLC 813 - 2024-03-31 3,755 $202,000 3
   BARTLETT & CO. WEALTH MANAGEMENT LLC 449 - 2024-03-31 3,600 $202,000 0
   Strategic Financial Planning Inc. 36 *New 2024-03-31 3,580 $201,000 3,580
   Steward Partners Investment Advisory LLC 1441 - 2024-03-31 3,512 $197,000 2,370
   BARTLETT & CO. LLC 465 - 2023-12-31 3,600 $195,000 0
   FRANKLIN RESOURCES INC 2529 - 2024-03-31 2,500 $141,000 -1,000
   NBC SECURITIES INC. 883 - 2024-03-31 2,281 $128,000 3
   FinTrust Capital Advisors LLC 351 - 2024-03-31 2,140 $120,000 0
   Farther Finance Advisors LLC 985 - 2024-03-31 1,552 $86,000 0
   Trifecta Capital Advisors LLC 123 *New 2024-03-31 1,276 $72,000 1,276
   COMERICA BANK 2715 - 2024-03-31 999 $56,000 390
   MATRIX PRIVATE CAPITAL GROUP LLC 128 - 2024-03-31 792 $45,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 608 $33,000 0
   EverSource Wealth Advisors LLC 1074 - 2024-03-31 574 $31,000 0
   TSFG LLC 358 - 2024-03-31 420 $24,000 0
   PRINCIPAL SECURITIES INC. 1916 - 2024-03-31 416 $23,000 0
   WASHINGTON TRUST CO 591 - 2024-03-31 300 $17,000 0
   Global Retirement Partners LLC 1893 - 2024-03-31 287 $16,000 0
   Cape Investment Advisory Inc. 577 - 2023-12-31 300 $16,000 0
   Key Financial Inc 661 - 2024-03-31 265 $15,000 0
   COLONIAL ASSET MANAGEMENT, INC. 525 - 2024-03-31 247 $14,000 0
   Archer Investment Corp 608 - 2024-03-31 208 $12,000 0
   BANK OF MONTREAL /CAN/ 3236 *New 2024-03-31 136 $8,000 136
   Security National Bank 260 - 2024-03-31 125 $7,000 0
   Russell Investments Group Ltd. 2862 - 2024-03-31 89 $5,000 -30
   Sunbelt Securities Inc. 1395 - 2024-03-31 80 $4,000 0
   IAG Wealth Partners LLC 390 *New 2024-03-31 47 $3,000 47
   J P MORGAN CHASE & CO 5181 - 2024-03-31 46 $3,000 10
   Larson Financial Group LLC 1458 *New 2024-03-31 10 $1,000 10
   Focused Wealth Management Inc 654 *Closed 2024-03-31 0 $0 -193
   PROEQUITIES INC. 6899 - 2024-03-31 0 $0 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1730 *Closed 2024-03-31 0 $0 -230
  87 Records found
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  Page 1 of 1
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