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Get Institutions for : 
iShares S&P mC400/BARRA GR (IJK)  
$87.00 1.17 (1.36%) as of 4:30 Thu 5/2


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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  : 
13.63 (18.58%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Christopher J. Hasenberg Inc 1 *New 2024-03-31 325,177 $29,672,000 325,177
   GREENUP STREET WEALTH MANAGEMENT LLC 8 *New 2023-12-31 121,359 $9,614,000 121,359
   We Are One Seven LLC 88 *New 2023-12-31 59,412 $4,707,000 59,412
   Regency Capital Management Inc.DE *New 2023-12-31 48,504 $3,842,000 48,504
   Barber Financial Group Inc. 27 *New 2023-03-31 40,663 $2,908,000 40,663
   Mount Yale Investment Advisors LLC 88 *New 2023-12-31 35,610 $2,821,000 35,610
   MONEY CONCEPTS CAPITAL CORP 131 *New 2023-12-31 25,639 $2,031,000 25,639
   Fifth Third Wealth Advisors LLC 57 *New 2024-03-31 22,025 $2,010,000 22,025
   ESTATE COUNSELORS, LLC *New 2023-12-31 20,100 $1,592,000 20,100
   Clarus Wealth Advisors 36 *New 2024-03-31 15,748 $1,398,000 15,748
   PRESILIUM PRIVATE WEALTH LLC 35 *New 2023-12-31 10,155 $804,000 10,155
   Quantinno Capital Management LP 701 *New 2023-12-31 9,784 $775,000 9,784
   BP WEALTH MANAGEMENT LLC 440 *New 2023-12-31 7,411 $587,000 7,411
   BLUE CREEK INVESTMENT PARTNERS LLC 174 *New 2024-03-31 6,341 $579,000 6,341
   TI-TRUST INC 73 *New 2024-03-31 5,854 $534,000 5,854
   Simplicity WealthLLC 724 *New 2024-03-31 5,634 $514,000 5,634
   Revisor Wealth Management LLC 132 *New 2024-03-31 4,800 $409,000 4,800
   Wealthstar Advisors LLC 98 *New 2024-03-31 4,010 $366,000 4,010
   OLD MISSION CAPITAL LLC 720 *New 2023-12-31 4,260 $337,000 4,260
   HCR Wealth Advisors 153 *New 2023-12-31 3,991 $316,000 3,991
   Wealthcare Advisory Partners LLC 659 *New 2024-03-31 3,351 $306,000 3,351
   ARGUS INVESTORS COUNSEL INC 96 *New 2024-03-31 3,200 $292,000 3,200
   Matthew Goff Investment Advisor LLC 84 *New 2024-03-31 3,199 $292,000 3,199
   Traynor Capital Management Inc. 173 *New 2024-03-31 3,047 $278,000 3,047
   WILEY BROS.-AINTREE CAPITAL LLC 394 *New 2024-03-31 2,923 $267,000 2,923
   PERSONAL CFO SOLUTIONS LLC 412 *New 2023-12-31 3,275 $259,000 3,275
   ANNEX ADVISORY SERVICES, LLC 245 *New 2024-03-31 2,786 $254,000 2,786
   MONEYWISE INC. 58 *New 2024-03-31 2,515 $229,000 2,515
   SAPIENT CAPITAL LLC 338 *New 2024-03-31 2,484 $227,000 2,484
   CHAPIN DAVIS INC. 198 *New 2024-03-31 2,446 $223,000 2,446
   Strategies Wealth Advisors LLC 90 *New 2024-03-31 2,416 $220,000 2,416
   Benchmark Wealth Management LLC 46 *New 2024-03-31 2,398 $219,000 2,398
   AVIANCE CAPITAL PARTNERS, LLC 291 *New 2024-03-31 2,390 $218,000 2,390
   Patriot Investment Management Inc. 232 *New 2024-03-31 2,376 $217,000 2,376
   LIBERTY WEALTH MANAGEMENT LLC 154 *New 2023-12-31 2,736 $217,000 2,736
   Intergy Private Wealth LLC 76 *New 2024-03-31 2,356 $215,000 2,356
   Radnor Capital Management LLC 302 *New 2024-03-31 2,352 $215,000 2,352
   Steel Peak Wealth Management LLC 395 *New 2024-03-31 2,347 $214,000 2,347
   Sightline Wealth Advisors LLC 65 *New 2024-03-31 2,328 $212,000 2,328
   NATIONAL ASSET MANAGEMENT, INC. 1232 *New 2023-12-31 2,655 $210,000 2,655
   Procyon Private Wealth Partners LLC 484 *New 2024-03-31 2,300 $210,000 2,300
   Argent Trust Co 588 *New 2023-12-31 2,640 $209,000 2,640
   GREAT VALLEY ADVISOR GROUP INC. 666 *New 2023-12-31 2,645 $209,000 2,645
   Alpha Omega Wealth Management LLC 203 *New 2024-03-31 2,290 $209,000 2,290
   Summit Investment Advisory Services LLC 62 *New 2024-03-31 2,282 $208,000 2,282
   Colorado Capital Management Inc. 89 *New 2024-03-31 2,243 $205,000 2,243
   VALMARK ADVISERS INC 477 *New 2023-12-31 2,551 $202,000 2,551
   CFO4Life L.P. 163 *New 2022-12-31 2,950 $201,000 2,950
   Alamar Capital Management LLC 65 *New 2023-12-31 2,534 $201,000 2,534
   LAKE STREET ADVISORS GROUP LLC 363 *New 2023-12-31 2,528 $200,000 2,528
   WOODMONT INVESTMENT COUNSEL LLC 275 *New 2024-03-31 962 $88,000 962
   Dunhill Financial LLC 76 *New 2023-12-31 1,079 $85,000 1,079
   FSA Wealth Management LLC 97 *New 2023-12-31 950 $75,000 950
   MITCHELL SINKLER & STARR/PA 188 *New 2023-12-31 876 $69,000 876
   Ahrens Investment Partners LLC 321 *New 2023-03-31 700 $50,000 700
   SHEETS SMITH & ASSOCIATES INC 406 *New 2023-09-30 431 $31,000 431
   MARK SHEPTOFF FINANCIAL PLANNING LLC 196 *New 2023-12-31 370 $29,000 370
   TRUSTCORE FINANCIAL SERVICES LLC 549 *New 2022-12-31 420 $29,000 420
   GUARDIAN WEALTH ADVISORS LLC / NC 347 *New 2023-12-31 276 $22,000 276
   Princeton Global Asset Management LLC *New 2023-12-31 284 $22,000 284
   Ruedi Wealth Management Inc. *New 2023-12-31 172 $14,000 172
   LifeSteps Financial Inc. 276 *New 2024-03-31 144 $13,000 144
   FIRST UNITED BANK TRUST/ 364 *New 2023-12-31 99 $8,000 99
   FIRST MANHATTAN CO 1195 *New 2023-12-31 62 $5,000 62
   MCMILLION CAPITAL MANAGEMENT INC 183 *New 2023-06-30 28 $2,000 28
  65 Records found
  1    
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