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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
   FLOW TRADERS U.S. LLC 823 *Closed 2023-12-31 0 $0 -40,741
   TFG Advisers LLC 201 *Closed 2023-12-31 0 $0 -2,830
   Flaharty Asset Management LLC 184 *Closed 2023-12-31 0 $0 -1,080
   Lehman & Derafelo Financial Resources LLC 142 *Closed 2022-12-31 0 $0 -118
   McGlone Suttner Wealth Management Inc. 375 *Closed 2024-03-31 0 $0 -1,252
   Cutler Group LP 922 *Closed 2024-03-31 0 $0 -100
   RENAISSANCE TECHNOLOGIES LLC 4015 *Closed 2023-12-31 0 $0 -7,000
   JANE STREET GROUP LLC 5470 *Closed 2023-12-31 0 $0 -42,056
   Union Bankshares Corp 276 *Closed 2024-03-31 0 $0 -4,925
   Per Stirling Capital Management LLC. 217 *Closed 2023-12-31 0 $0 -32,754
   VERITABLE LP 182 *Closed 2023-09-30 0 $0 -29,356
   DOHJ LLC 139 *Closed 2024-03-31 0 $0 -61,218
   Johnson Midwest Financial LLC 376 *Closed 2023-09-30 0 $0 -286
   CONGRESS ASSET MANAGEMENT CO /MA 359 *Closed 2024-03-31 0 $0 -5,942
   Foundations Investment Advisors LLC 721 *Closed 2023-12-31 0 $0 -2,960
   EHRLICH FINANCIAL GROUP 101 *Closed 2024-03-31 0 $0 -8,072
   GeoWealth Management LLC 691 *Closed 2023-12-31 0 $0 -3,456
   Trexquant Investment LP 1672 *Closed 2023-12-31 0 $0 -4,247
   TUCKER ASSET MANAGEMENT LLC 1051 *Closed 2023-12-31 0 $0 -35
   Independent Wealth Network Inc. 90 *Closed 2024-03-31 0 $0 -6,343
   SIMPLEX TRADING LLC 2854 *Closed 2024-03-31 0 $0 -2,085
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1269 *Closed 2023-12-31 0 $0 -641
   Strengthening Families & Communities LLC 355 *Closed 2023-12-31 0 $0 -618
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6469 *Closed 2023-12-31 0 $0 -60,009
   TFC Financial Management *Closed 2023-12-31 0 $0 -208
   Impact Partnership Wealth LLC 1019 *Closed 2023-12-31 0 $0 -29
   Apexium Financial LP 265 *Closed 2024-03-31 0 $0 -7,870
   Burns Matteson Capital Management LLC 150 *Closed 2023-12-31 0 $0 -2,856
   Moss Adams Wealth Advisors LLC 163 *Closed 2023-12-31 0 $0 -400
   Belpointe Asset Management LLC 766 *Closed 2023-12-31 0 $0 -19,183
   Curtis Advisory Group LLC 97 *Closed 2023-12-31 0 $0 -11,602
   McMahon Financial Advisors LLC 99 *Closed 2024-03-31 0 $0 -76,795
   Summit Financial Strategies Inc. 143 *Closed 2023-12-31 0 $0 -2,873
   Wick Capital Partners LLC 73 *Closed 2023-12-31 0 $0 -5,289
   BBJS FINANCIAL ADVISORS LLC 130 *Closed 2023-12-31 0 $0 0
   Legacy Trust 160 *Closed 2024-03-31 0 $0 -3,775
   CFS Investment Advisory Services LLC 170 *Closed 2023-12-31 0 $0 -46,984

  37 Records found
  1    
  Page 1 of 1
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