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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
   WELLS FARGO & CO/MN 123 - 2023-12-31 7,798,827 $617,823,000 -209,655
   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
   BANK OF NEW YORK MELLON CORP 910 - 2024-03-31 688,987 $62,870,000 -28,601
   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
   KEYBANK NATIONAL ASSOCIATION/OH 100 - 2023-12-31 616,618 $48,848,000 -10,537
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 261 - 2024-03-31 522,256 $47,656,000 -16,705
   BRYN MAWR TRUST CO/PA 6 - 2023-09-30 630,863 $45,574,000 -32,074
   BB&T CORP 256 - 2023-12-31 530,329 $42,013,000 -3,832
   REGIONS FINANCIAL CORP 87 - 2024-03-31 447,678 $40,851,000 -10,845
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 28 - 2023-12-31 497,866 $39,441,000 -2,935
   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
   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
   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
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 5 - 2022-12-31 302,999 $20,695,000 -15,228
   STIFEL FINANCIAL CORP 523 - 2023-12-31 243,362 $19,280,000 -43,242
   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
   Hudson Capital Management LLC 4 - 2024-03-31 183,290 $16,725,000 -1,923
   CREATIVE PLANNING 307 - 2023-12-31 179,466 $14,217,000 -532
   FIRST MERCHANTS CORP 26 - 2024-03-31 152,703 $13,934,000 -31,253
   FIFTH THIRD BANCORP 215 - 2024-03-31 150,178 $13,704,000 -17,644
   GHP INVESTMENT ADVISORS INC 37 - 2024-03-31 148,099 $13,514,000 -1,194
   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
   Clear Creek Financial Management LLC 9 - 2024-03-31 121,362 $11,074,000 -45,312
   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
   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
   WAYNE HUMMER ASSET MANAGEMENT CO 232 - 2023-12-31 95,513 $7,567,000 -1,787
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 556 - 2024-03-31 82,866 $7,562,000 -100,012
   MECHANICS BANK TRUST DEPARTMENT 31 - 2024-03-31 81,936 $7,477,000 -165
   First Personal Financial Services 24 - 2024-03-31 81,470 $7,434,000 -1,990
   Private Advisor Group LLC 323 - 2023-12-31 91,613 $7,258,000 -595
   JNBA FINANCIAL ADVISORS 31 - 2024-03-31 78,320 $7,147,000 -2,764
   FIRST HAWAIIAN BANK 56 - 2024-03-31 76,543 $6,985,000 -16,892
   COLDSTREAM CAPITAL MANAGEMENT INC 83 - 2023-12-31 78,346 $6,207,000 -1,705
   Centerpoint Advisors LLC 12 - 2023-12-31 77,726 $6,157,000 -2,555
   First Citizens Financial Corp 5 - 2023-12-31 70,413 $5,578,000 -2,644
   DDFG Inc 17 - 2023-12-31 64,149 $5,082,000 -373
   M&T BANK CORP 412 - 2023-12-31 63,075 $4,997,000 -7,642
   Perkins Coie Trust Co 28 - 2024-03-31 52,811 $4,819,000 -587
   FULTON BREAKEFIELD BROENNIMAN LLC 57 - 2023-12-31 56,576 $4,482,000 -147
   H D Vest Advisory Services 303 - 2023-12-31 55,149 $4,369,000 -19,850
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 60 - 2023-12-31 54,918 $4,351,000 -3,353
   Cranbrook Wealth Management LLC 25 - 2024-03-31 44,464 $4,057,000 -4,286
   BKM Wealth Management LLC 10 - 2024-03-31 43,652 $3,986,000 -126
   SANDLER CAPITAL MANAGEMENT 59 - 2023-12-31 50,000 $3,961,000 -50,224
   UMB BANK N A/MO 186 - 2024-03-31 41,815 $3,816,000 -1,079
   9258 Wealth Management LLC 31 - 2023-12-31 46,128 $3,654,000 -5,677
   Perfromance Wealth Partners LLC - 2023-12-31 45,725 $3,622,000 -5,877
   LTG Capital LLC 10 - 2023-12-31 44,245 $3,505,000 -2,540
   U.S. Capital Wealth Advisors LLC 158 - 2023-12-31 41,802 $3,312,000 -335
   Equitable Holdings Inc. 293 - 2023-12-31 41,249 $3,268,000 -18,024
   RETIREMENT PLANNING GROUP 48 - 2024-03-31 32,693 $2,983,000 -448
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 93 - 2023-12-31 36,113 $2,861,000 -32
   MERCER GLOBAL ADVISORS INC /ADV 634 - 2023-12-31 35,185 $2,787,000 -2,026
   SMITH SHELLNUT WILSON LLC /ADV 18 - 2023-12-31 35,064 $2,778,000 -723
   DORSEY WRIGHT & ASSOCIATES 54 - 2023-12-31 34,730 $2,751,000 -1,578
   Ironwood Wealth Management llc 41 - 2024-03-31 29,450 $2,687,000 -105
   Fifth Third Securities Inc. 90 - 2024-03-31 28,653 $2,615,000 -204
   Stordahl Capital Management Inc. 18 - 2024-03-31 28,406 $2,592,000 -429
   COMMERCE BANK N A/MO 435 - 2023-12-31 32,359 $2,563,000 -130
   BLAIR WILLIAM & CO/IL 622 - 2023-12-31 30,905 $2,448,000 -494
   BESSEMER GROUP INC 455 - 2023-12-31 30,290 $2,400,000 -2,200
   VANCE WEALTH INC. 26 - 2023-12-31 29,693 $2,352,000 -666
   Cresset Asset Management LLC 516 - 2023-12-31 29,313 $2,322,000 -41,058
   ADVISORY SERVICES NETWORK, LLC 392 - 2023-12-31 28,680 $2,272,000 -1,010
   Stratos Wealth Partners LTD. 415 - 2024-03-31 23,879 $2,179,000 -1,611
   Park Place Capital Corp 30 - 2024-03-31 23,749 $2,167,000 -79
   Csenge Advisory Group 132 - 2023-12-31 26,912 $2,132,000 -5,903
   Darrow Company Inc. 15 - 2023-12-31 26,791 $2,122,000 -3,151
   Sigma Planning Corp 116 - 2023-12-31 26,550 $2,103,000 -36,569
   Platte River Wealth Advisors LLC 30 - 2024-03-31 22,971 $2,096,000 -1,370
   Ullmann Financial Group Inc. 34 - 2023-12-31 25,183 $1,995,000 -461
   Atlantic Trust Group LLC 523 - 2023-12-31 23,847 $1,889,000 -417
   BANK OF STOCKTON 38 - 2024-03-31 20,620 $1,882,000 -1,240
   Davis Investment Partners LLC 18 - 2024-03-31 20,860 $1,852,000 -383
   GSB Wealth Management LLC 63 - 2023-12-31 22,854 $1,810,000 -329
   Rehmann Capital Advisory Group 117 - 2023-12-31 22,241 $1,762,000 -242
   ATLAS BROWNINC 43 - 2024-03-31 19,186 $1,751,000 -1,571
   Thrive Capital Management LLC 37 - 2023-12-31 21,808 $1,728,000 -2,237
   PFG Advisors 183 - 2023-12-31 21,643 $1,715,000 -490
   FTB Advisors Inc. 210 - 2024-03-31 18,232 $1,664,000 -1,496
   STAR Financial Bank 14 - 2023-12-31 20,908 $1,656,000 -2,216
   Corundum Trust Company INC 8 - 2023-09-30 22,792 $1,646,000 -4,500
   Windsor Group LTD 55 - 2023-09-30 22,562 $1,630,000 -322
   ERTS Wealth Advisors LLC 22 - 2024-03-31 17,529 $1,600,000 -1,676
   Apollon Wealth Management LLC 315 - 2023-12-31 20,062 $1,589,000 -123,037
   FIRST WESTERN TRUST BANK 74 - 2023-12-31 19,904 $1,577,000 -1,556
   C2C Wealth Management LLC 18 - 2023-12-31 19,282 $1,542,000 -64
   PEREGRINE ASSET ADVISERS, INC. 43 - 2023-12-31 19,097 $1,513,000 -7
   Ellis Investment Partners LLC 65 - 2024-03-31 16,009 $1,461,000 -150
  100 Records found
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