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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  
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 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
   AMERIPRISE FINANCIAL INC 454 - 2023-12-31 1,534,635 $121,576,000 54,256
   RAYMOND JAMES & ASSOCIATES 243 - 2024-03-31 1,154,434 $105,342,000 163,419
   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
   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
   Willis Johnson & Associates Inc. 5 - 2024-03-31 607,670 $55,450,000 5,649
   BANK OF MONTREAL /CAN/ 433 - 2023-12-31 619,285 $49,512,000 14,097
   ROYAL BANK OF CANADA 740 - 2023-12-31 553,372 $43,838,000 15,193
   Joel Isaacson & Co. LLC - 2023-12-31 470,173 $37,247,000 2,200
   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
   Pensionmark Financial Group LLC 3 - 2023-12-31 396,694 $31,426,000 344,235
   Pinkerton Retirement Specialists LLC - 2023-12-31 349,115 $27,657,000 239,673
   Capital Advisors Ltd. LLC 8 - 2024-03-31 236,809 $21,609,000 2,524
   COURIER CAPITAL CORP 11 - 2024-03-31 234,492 $21,397,000 1,059
   MARINER WEALTH ADVISORS, LLC 298 - 2023-12-31 267,633 $21,202,000 30,898
   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
   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
   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
   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
   CULLEN FROST BANKERS INC 154 - 2023-12-31 121,533 $9,628,000 17,521
   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
   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
   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
   GREENLEAF TRUST 80 - 2023-12-31 92,696 $7,343,000 17,359
   ASSOCIATED BANC-CORP 95 - 2023-12-31 89,011 $7,051,000 8,135
   Envestnet Portfolio Solutions Inc. 266 - 2023-12-31 86,084 $6,820,000 17,717
   WSFS CAPITAL MANAGEMENT LLC 64 - 2023-12-31 83,296 $6,599,000 1,098
   Oldfather Financial Services LLC 11 - 2024-03-31 71,022 $6,481,000 1,486
   GOELZER INVESTMENT MANAGEMENT, INC. 58 - 2023-12-31 80,634 $6,388,000 847
   JFS WEALTH ADVISORS, LLC 39 - 2023-12-31 72,997 $5,783,000 11,860
   Rodgers & Associates LTD 30 - 2023-12-31 72,152 $5,716,000 935
   MONETA GROUP INVESTMENT ADVISORS INC 101 - 2023-12-31 70,982 $5,623,000 3,462
   Sunbelt Securities Inc. 34 - 2024-03-31 59,761 $5,453,000 3,931
   McAlister Sweet & Associates Inc. 6 - 2024-03-31 57,517 $5,248,000 8,683
   Atria Wealth Solutions Inc. 306 - 2023-12-31 63,263 $5,012,000 126
   WADE G W & INC 105 - 2023-12-31 62,658 $4,964,000 691
   Guidance Point Advisors LLC 9 - 2023-12-31 61,931 $4,907,000 198
   ASSET MANAGEMENT GROUP, INC. 30 - 2023-12-31 59,794 $4,737,000 33
   Slow Capital Inc. 37 - 2024-03-31 49,451 $4,512,000 210
   EP WEALTH ADVISORS, INC. 171 - 2023-12-31 56,087 $4,443,000 799
   Mutual Advisors LLC 147 - 2023-12-31 52,817 $4,184,000 37,977
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 738 - 2024-03-31 41,366 $3,775,000 3,685
   Global Retirement Partners LLC 157 - 2024-03-31 40,874 $3,730,000 7,385
   SANDY SPRING BANK - 2023-12-31 46,957 $3,720,000 2,115
   JANNEY MONTGOMERY SCOTT LLC 834 - 2023-12-31 46,813 $3,709,000 498
   TRITONPOINT WEALTH LLC 67 - 2024-03-31 50,841 $3,670,000 2,114
   Idaho Trust Bank 16 - 2023-12-31 45,974 $3,642,000 13,454
   Financial Advocates Investment Management 118 - 2023-12-31 39,666 $3,186,000 15,811
   TOWNSQUARE CAPITAL LLC 329 - 2023-12-31 38,820 $3,075,000 30,983
   PACIFIC FINANCIAL GROUP INC 12 - 2023-12-31 38,048 $3,014,000 653
   MML INVESTORS SERVICES LLC 819 - 2023-12-31 37,660 $2,983,000 7,102
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 24 - 2024-03-31 31,587 $2,882,000 151
   PATHSTONE FAMILY OFFICE, LLC 400 - 2023-09-30 38,937 $2,813,000 35,426
   PROVISE MANAGEMENT GROUP LLC 108 - 2023-12-31 34,638 $2,744,000 1,042
   Trail Ridge Investment Advisors LLC 16 - 2023-12-31 32,986 $2,613,000 305
   Spire Wealth Management 219 - 2024-03-31 27,393 $2,500,000 285
   Soltis Investment Advisors LLC - 2023-12-31 31,033 $2,458,000 1,317
   Edmonds Duncan Registered Investment Advisors LLC 30 - 2024-03-31 26,831 $2,448,000 329
   TRIANGLE SECURITIES WEALTH MANAGEMENT 40 - 2024-03-31 26,622 $2,429,000 566
   Hartland & Co. LLC 136 - 2023-12-31 30,076 $2,383,000 5,458
   Watchman Group Inc. 46 - 2023-12-31 29,666 $2,350,000 5,173
   FIRST HEARTLAND CONSULTANTS INC 86 - 2023-12-31 28,309 $2,243,000 89
   OPPENHEIMER & CO INC 466 - 2023-12-31 28,233 $2,237,000 4,622
   RAYMOND JAMES TRUST CO 298 - 2024-03-31 24,122 $2,201,000 2,416
   Maltin Wealth Management Inc. 26 - 2024-03-31 23,374 $2,133,000 2,980
   One Capital Management LLC 141 - 2023-12-31 26,872 $2,129,000 215
   FARMERS & MERCHANTS INVESTMENTS INC 160 - 2024-03-31 23,271 $2,123,000 14
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1035 - 2024-03-31 22,321 $2,037,000 3,152
   Farther Finance Advisors LLC 133 - 2023-12-31 24,715 $1,958,000 7,008
   Glass Jacobson Investment Advisors llc 43 - 2024-03-31 20,787 $1,897,000 104
   Codex Capital L.L.C. 28 - 2023-12-31 22,500 $1,782,000 450
   Foundation Wealth Management LLC - 2023-12-31 21,366 $1,693,000 782
   AFT, FORSYTH & COMPANY, INC. 22 - 2023-12-31 21,133 $1,674,000 21
   TIEMANN INVESTMENT ADVISORS LLC 32 - 2023-12-31 20,933 $1,658,000 767
   Wellspring Financial Advisors LLC 39 - 2023-12-31 20,634 $1,635,000 38
   FIRST TRUST ADVISORS LP 1808 - 2023-12-31 20,435 $1,619,000 545
  100 Records found
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