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Get Institutions for : 
iShares S&P mC400/BARRA GR (IJK)  
$84.85 0.18 (0.21%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 746    12
Total shares held : 
 73,665,319  
% of shares held : 
 66.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 3,345,281  
% of shares held change : 
   3.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $71.37  
Last Quarter's Ending Price : 
 $79.22  
Last Quarter's Average Price : 
 $73.37  
Change from last quarter's     
avg. price to the last closing  : 
11.48 (15.65%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 441,435
 0.6%
 
Increased Positions :
233
 5,316,459
 7.22%
 
Unchanged Positions :
249
 3,502,055
 4.75%
 
Decreased Positions :
223
-2,093,019
-2.84%
 
Closed Positions :
29
-319,594
-0.43%
 
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
   WELLS FARGO & CO/MN 123 - 2023-12-31 7,798,827 $617,823,000 -209,655
   MORGAN STANLEY 381 - 2023-12-31 6,660,947 $527,680,000 71,629
   FMR LLC 591 - 2023-12-31 3,767,737 $298,480,000 250,828
   BANK OF AMERICA CORP /DE/ 449 - 2023-12-31 3,719,294 $294,642,000 471,986
   GOLDMAN SACHS GROUP INC/ 337 - 2023-12-31 3,420,822 $270,998,000 302,641
   Main Management ETF Advisors LLC 1 - 2023-12-31 2,781,680 $220,365,000 209,280
   CAPTRUST FINANCIAL ADVISORS 30 - 2023-12-31 2,225,380 $176,295,000 249,389
   UBS Group AG 283 - 2023-12-31 2,074,931 $164,376,000 48,697
   PNC FINANCIAL SERVICES GROUP INC 132 - 2023-12-31 1,941,795 $153,829,000 -77,991
   FINANCIAL ENGINES ADVISORS L.L.C. 33 - 2023-12-31 1,639,254 $129,862,000 -20,916
   ENVESTNET ASSET MANAGEMENT INC 347 - 2023-12-31 1,583,285 $125,428,000 -11,551
   AMERIPRISE FINANCIAL INC 454 - 2023-12-31 1,534,635 $121,576,000 54,256
   LPL FINANCIAL CORP 294 - 2023-12-31 1,220,217 $96,666,000 257,256
   DAVIDSON D A & CO 22 - 2023-12-31 991,028 $78,509,000 7,122
   RAYMOND JAMES & ASSOCIATES 280 - 2023-12-31 991,015 $78,508,000 -137
   NORTHERN TRUST CORP 797 - 2023-12-31 871,664 $69,053,000 63,942
   J P MORGAN CHASE & CO 969 - 2023-12-31 853,235 $67,593,000 411,033
   USA Financial Portformulas Corp 1 - 2023-12-31 841,904 $66,696,000 841,891
   Main Management LLC 4 - 2023-12-31 839,244 $66,485,000 4,494
   COMMONWEALTH EQUITY SERVICES LLC. 168 - 2023-12-31 832,704 $65,967,000 255,616
   MIDLAND WEALTH ADVISORS LLC 10 - 2023-12-31 809,228 $64,107,000 0
   MCCORMACK ADVISORS INTERNATIONAL 28 - 2023-12-31 757,316 $59,995,000 -18,976
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 139 - 2023-12-31 751,334 $59,521,000 -42,808
   BANK OF NEW YORK MELLON CORP 962 - 2023-12-31 717,588 $56,847,000 2,477
   BANK OF MONTREAL /CAN/ 433 - 2023-12-31 619,285 $49,512,000 14,097
   KEYBANK NATIONAL ASSOCIATION/OH 100 - 2023-12-31 616,618 $48,848,000 -10,537
   Willis Johnson & Associates Inc. 5 - 2023-12-31 602,021 $47,692,000 18,759
   BRYN MAWR TRUST CO/PA 6 - 2023-09-30 630,863 $45,574,000 -32,074
   ROYAL BANK OF CANADA 740 - 2023-12-31 553,372 $43,838,000 15,193
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 269 - 2023-12-31 538,961 $42,696,000 3,050
   BB&T CORP 256 - 2023-12-31 530,329 $42,013,000 -3,832
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 28 - 2023-12-31 497,866 $39,441,000 -2,935
   Joel Isaacson & Co. LLC - 2023-12-31 470,173 $37,247,000 2,200
   REGIONS FINANCIAL CORP 87 - 2023-12-31 458,523 $36,324,000 -9,698
   HIGHTOWER ADVISORS, LLC 311 - 2023-12-31 453,984 $35,982,000 127,025
   HPM Partners LLC - 2023-12-31 450,843 $35,716,000 38,719
   Modern Wealth Management LLC 6 - 2023-12-31 403,946 $32,001,000 0
   Pensionmark Financial Group LLC 3 - 2023-12-31 396,694 $31,426,000 344,235
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 221 - 2023-09-30 409,335 $29,570,000 -19,204
   Advisor Group Holdings Inc. 362 - 2023-12-31 358,092 $28,370,000 -55,572
   Pinkerton Retirement Specialists LLC - 2023-12-31 349,115 $27,657,000 239,673
   AlTi Global Inc. 20 - 2023-12-31 318,873 $25,261,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 15 - 2023-09-30 327,886 $23,773,000 -7,119
   SAVANT CAPITAL MANAGEMENT INC 60 - 2023-12-31 291,817 $23,118,000 -7,011
   Salomon & Ludwin LLC 11 - 2023-12-31 313,422 $22,641,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 10 - 2023-12-31 278,063 $22,028,000 -8,274
   Steward Partners Investment Advisory LLC 67 - 2023-12-31 273,804 $21,691,000 -1,977
   MARINER WEALTH ADVISORS, LLC 298 - 2023-12-31 267,633 $21,202,000 30,898
   REFRAME WEALTH LLC 5 - 2022-12-31 302,999 $20,695,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 5 - 2022-12-31 302,999 $20,695,000 -15,228
   Lido Advisors LLC 75 - 2023-12-31 254,376 $20,152,000 8,357
   FINANCIAL NETWORK 187 - 2023-12-31 252,750 $20,023,000 45,441
   Integrys Wealth Advisors LLC 12 - 2024-03-31 216,958 $19,797,000 4,056
   Rockefeller Capital Management L.P. 296 - 2023-12-31 245,492 $19,448,000 9,983
   STIFEL FINANCIAL CORP 523 - 2023-12-31 243,362 $19,280,000 -43,242
   Capital Advisors Ltd. LLC 10 - 2023-12-31 234,285 $18,560,000 1,665
   COURIER CAPITAL CORP 14 - 2023-12-31 233,433 $18,493,000 3,519
   SPC FINANCIAL, INC. 20 - 2023-12-31 227,515 $18,024,000 -5,050
   COMERICA BANK 247 - 2023-12-31 212,613 $16,843,000 -4,633
   JMAC ENTERPRISES LLC - 2023-12-31 208,304 $16,502,000 6,309
   Baird Financial Group Inc. 370 - 2023-12-31 192,664 $15,263,000 8,152
   Cassaday & Co Wealth Management LLC 18 - 2023-12-31 186,627 $14,785,000 12,728
   Kestra Advisory Services LLC 184 - 2023-12-31 185,263 $14,677,000 58,287
   Hudson Capital Management LLC 4 - 2023-12-31 185,213 $14,673,000 5,933
   FIRST MERCHANTS CORP - 2023-12-31 183,956 $14,573,000 -2,472
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 299 - 2023-12-31 182,878 $14,488,000 44,506
   CREATIVE PLANNING 307 - 2023-12-31 179,466 $14,217,000 -532
   DUFF & PHELPS INVESTMENT MANAGEMENT CO 106 - 2023-12-31 174,280 $13,806,000 0
   FIFTH THIRD BANCORP 210 - 2023-12-31 167,822 $13,295,000 -5,478
   Clear Creek Financial Management LLC - 2023-12-31 166,674 $13,204,000 123,189
   Integrated Wealth Concepts LLC 111 - 2023-12-31 162,847 $12,901,000 -1,547
   YALE CAPITAL CORP 17 - 2023-12-31 161,853 $12,822,000 -40
   Sterling Financial Planning Inc. 5 - 2023-12-31 159,011 $12,597,000 755
   Blue Edge Capital LLC 12 - 2023-12-31 155,544 $12,322,000 1,969
   IFRAH FINANCIAL SERVICES INC 4 - 2023-12-31 152,722 $12,099,000 1,721
   GHP INVESTMENT ADVISORS INC - 2023-12-31 149,293 $11,827,000 -2,255
   JONES FINANCIAL COMPANIES LLLP 95 - 2023-12-31 140,559 $11,135,000 7,208
   CAMARDA FINANCIAL ADVISORS, LLC 10 - 2023-12-31 139,239 $11,031,000 27,851
   Laurel Wealth Advisors Inc. 12 - 2022-12-31 161,301 $11,017,000 -2,204
   SOA Wealth Advisors LLC. 8 - 2024-03-31 119,038 $10,862,000 -2,513
   US BANCORP 422 - 2023-12-31 125,011 $9,903,000 -4,922
   CULLEN FROST BANKERS INC 154 - 2023-12-31 121,533 $9,628,000 17,521
   GREENUP STREET WEALTH MANAGEMENT LLC 8 *New 2023-12-31 121,359 $9,614,000 121,359
   ETFIDEA LLC - 2023-12-31 116,834 $9,256,000 2,893
   CI Private Wealth LLC 538 - 2023-12-31 115,471 $9,148,000 64,136
   HSBC HOLDINGS PLC 798 - 2023-12-31 111,241 $8,813,000 -101
   SJA Financial Advisory LLC 5 - 2023-12-31 106,971 $8,474,000 -1,493
   Mill Creek Capital Advisors LLC 36 - 2023-12-31 105,732 $8,376,000 18,080
   Cetera Investment Advisers 290 - 2023-12-31 99,263 $7,864,000 12,083
   WAYNE HUMMER ASSET MANAGEMENT CO 232 - 2023-12-31 95,513 $7,567,000 -1,787
   AE Wealth Management LLC 468 - 2023-12-31 94,681 $7,522,000 25,967
   CITIGROUP INC 932 - 2023-12-31 94,694 $7,502,000 79,076
   MECHANICS BANK TRUST DEPARTMENT 31 - 2024-03-31 81,936 $7,477,000 -165
   GREENLEAF TRUST 80 - 2023-12-31 92,696 $7,343,000 17,359
   Private Advisor Group LLC 323 - 2023-12-31 91,613 $7,258,000 -595
   Callan Family Office LLC 12 - 2023-12-31 91,584 $7,255,000 0
   ASSOCIATED BANC-CORP 95 - 2023-12-31 89,011 $7,051,000 8,135
   FIRST HAWAIIAN BANK 56 - 2024-03-31 76,543 $6,985,000 -16,892
   Envestnet Portfolio Solutions Inc. 266 - 2023-12-31 86,084 $6,820,000 17,717
   First Personal Financial Services 25 - 2023-12-31 83,460 $6,612,000 -1,224
  100 Records found
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