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Get Institutions for : 
iShares Core S&P Small-Cap (IJR)  
$107.13 0.80 (0.75%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2145    3
Total shares held : 
 485,469,194  
% of shares held : 
 82.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   187  
Amount of shares held : 
 8,591,379  
% of shares held change : 
   1.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.96  
Last Quarter's Ending Price : 
 $108.25  
Last Quarter's Average Price : 
 $96.38  
Change from last quarter's     
avg. price to the last closing  : 
10.75 (11.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
94
 3,834,977
 0.79%
 
Increased Positions :
953
 26,919,824
 5.55%
 
Unchanged Positions :
329
 8,277,489
 1.71%
 
Decreased Positions :
769
-15,226,425
-3.14%
 
Closed Positions :
91
-6,936,997
-1.43%
 
Guru Positions :
2
61,109
 0.01%
 
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
   HBK INVESTMENTS L P 70 *Closed 2023-09-30 0 $0 -2,413
   Connolly Sarah T. 7 *Closed 2023-12-31 0 $0 -11,824
   Pinnacle Family Advisors LLC 94 *Closed 2023-12-31 0 $0 -7,473
   WOLVERINE TRADING LLC 1348 *Closed 2023-12-31 0 $0 -2,261
   FLOW TRADERS U.S. LLC 803 *Closed 2023-12-31 0 $0 -22,532
   Centennial Wealth Advisory LLC 140 *Closed 2024-03-31 0 $0 -17,987
   Kovack Advisors Inc. 482 *Closed 2024-03-31 0 $0 -5,363
   Ergoteles LLC 83 *Closed 2023-09-30 0 $0 -130,877
   Y-Intercept (Hong Kong) Ltd 1255 *Closed 2023-12-31 0 $0 -11,926
   RENAISSANCE TECHNOLOGIES LLC 3870 *Closed 2023-12-31 0 $0 -6,300
   Planned Solutions Inc. 179 *Closed 2024-03-31 0 $0 -643
   HALLMARK CAPITAL MANAGEMENT INC 319 *Closed 2023-12-31 0 $0 0
   VERITY Wealth Advisors 75 *Closed 2024-03-31 0 $0 -2,072
   PRESILIUM PRIVATE WEALTH LLC 73 *Closed 2023-12-31 0 $0 -3,811
   KPP Advisory Services LLC 162 *Closed 2023-12-31 0 $0 -29,698
   GSG Advisors LLC 108 *Closed 2024-03-31 0 $0 -2,211
   CAPITAL WEALTH MANAGEMENT LLC 45 *Closed 2024-03-31 0 $0 -2,594
   DRW SECURITIES, LLC 269 *Closed 2023-12-31 0 $0 -10,100
   Curated Wealth Partners LLC 11 *Closed 2024-03-31 0 $0 -3,688
   West Financial Advisors LLC 153 *Closed 2024-03-31 0 $0 -79
   HALBERT, HARGROVE/RUSSELL LLC 87 *Closed 2024-03-31 0 $0 -1,921
   MRP Capital Investments LLC 103 *Closed 2023-12-31 0 $0 -34,335
   Safeguard Financial LLC 79 *Closed 2024-03-31 0 $0 -1,962
   Stordahl Capital Management Inc. 51 *Closed 2024-03-31 0 $0 -2,541
   Agate Pass Investment Management LLC 96 *Closed 2024-03-31 0 $0 -1,852
   EdgeRock Capital LLC 326 *Closed 2023-12-31 0 $0 -70,680
   NWK Group Inc. 69 *Closed 2023-12-31 0 $0 0
   Syntal Capital Partners LLC 41 *Closed 2023-12-31 0 $0 -2,230
   QUATTRO FINANCIAL ADVISORS LLC 84 *Closed 2024-03-31 0 $0 -11,630
   Coppell Advisory Solutions Corp. 623 *Closed 2023-03-31 0 $0 -49
   PREMIER ASSET MANAGEMENT LLC 68 *Closed 2023-03-31 0 $0 -25,303
   Kovitz Investment Group Partners LLC 405 *Closed 2023-12-31 0 $0 -8,386
   BKA Wealth Consulting Inc. 60 *Closed 2024-03-31 0 $0 -9,504
   CLARKSTON CAPITAL PARTNERS LLC 163 *Closed 2023-12-31 0 $0 -179
   UNITED SERVICES AUTOMOBILE ASSOCIATION 448 *Closed 2023-12-31 0 $0 -15,817
   Strengthening Families & Communities LLC 289 *Closed 2023-12-31 0 $0 -784
   Noked Israel Ltd 31 *Closed 2023-12-31 0 $0 -5,000
   FNY Investment Advisers LLC 507 *Closed 2023-12-31 0 $0 -2,000
   CITADEL ADVISORS LLC 5810 *Closed 2023-12-31 0 $0 -509,577
   COOK WEALTH MANAGEMENT GROUP LLC 56 *Closed 2023-12-31 0 $0 -80,185
   TWO SIGMA SECURITIES LLC 1779 *Closed 2023-12-31 0 $0 -7,081
   Polaris Wealth Advisers LLC 169 *Closed 2023-09-30 0 $0 -40,663
   CYPRESS CAPITAL MANAGEMENT LLC 76 *Closed 2022-12-31 0 $0 -11,681
   ARTHUR M. COHEN & ASSOCIATES LLC 141 *Closed 2024-03-31 0 $0 -1,929
   Squarepoint Ops LLC 2675 *Closed 2023-12-31 0 $0 -957,666
   Wambolt & Associates LLC 242 *Closed 2023-12-31 0 $0 -2,227
   tru Independence LLC 114 *Closed 2024-03-31 0 $0 -2,505
   TCWP LLC 88 *Closed 2023-12-31 0 $0 -35,106
   VERITABLE LP 327 *Closed 2023-09-30 0 $0 -1,099,823
   C2C Wealth Management LLC 145 *Closed 2023-12-31 0 $0 -6,186
   TOWER RESEARCH CAPITAL LLC 6138 *Closed 2023-12-31 0 $0 -1,200
   Hibernia Wealth Partners LLC 176 *Closed 2023-12-31 0 $0 -117
   WoodTrust Financial Corp 164 *Closed 2024-03-31 0 $0 -5,757
   ExodusPoint Capital Management LP 1610 *Closed 2023-12-31 0 $0 -9,000
   Independent Wealth Network Inc. 150 *Closed 2024-03-31 0 $0 -3,586
   KARLINSKI ANDREW C 60 *Closed 2022-12-31 0 $0 -6,006
   Invera Wealth Advisors LLC 93 *Closed 2024-03-31 0 $0 -23,473
   Carolina Wealth Advisors LLC 241 *Closed 2024-03-31 0 $0 -18
   Level Financial Advisors Inc. 147 *Closed 2024-03-31 0 $0 -254
   Burleson & Company LLC 436 *Closed 2022-12-31 0 $0 -668
   Lavaca Capital LLC 115 *Closed 2023-12-31 0 $0 -16,284
   SEGALL BRYANT & HAMILL 470 *Closed 2023-12-31 0 $0 -10,457
   Proquility Private Wealth Partners LLC 100 *Closed 2023-12-31 0 $0 -9,126
   Loudon Investment Management LLC 95 *Closed 2023-12-31 0 $0 -2,150
   Russell Investments Group Ltd. 3499 *Closed 2023-12-31 0 $0 -75
   Intelligence Driven Advisers LLC 98 *Closed 2023-12-31 0 $0 -23,015
   INTREPID CAPITAL MANAGEMENT INC 156 *Closed 2023-12-31 0 $0 -466
   DAGCO INC. 280 *Closed 2023-12-31 0 $0 -10,656
   CANTOR FITZGERALD L. P. 497 *Closed 2023-12-31 0 $0 -56,768
   SWS Partners 114 *Closed 2023-12-31 0 $0 -47,726
   Revisor Wealth Management LLC 197 *Closed 2024-03-31 0 $0 -2,046
   Wealth Advisors of Tampa Bay LLC *Closed 2023-12-31 0 $0 -2,244
   Trellis Advisors LLC 39 *Closed 2023-12-31 0 $0 -5,822
   PUBLIC SECTOR PENSION INVESTMENT BOARD 1336 *Closed 2023-12-31 0 $0 -86,402
   BayBridge Capital Group LLC 87 *Closed 2024-03-31 0 $0 -28,065
   Virginia National Bank 36 *Closed 2023-09-30 0 $0 -3,692
   KARPUS MANAGEMENT INC 289 *Closed 2023-12-31 0 $0 -98,153
   AFS Financial Group LLC *Closed 2023-12-31 0 $0 -2,303
   Advisor Resource Council 438 *Closed 2024-03-31 0 $0 -9,991
   Advance Capital Management Inc. 155 *Closed 2024-03-31 0 $0 -1,970
   BOURGEON CAPITAL MANAGEMENT LLC 387 *Closed 2024-03-31 0 $0 -374
   Industrial Alliance Investment Management Inc. 224 *Closed 2023-12-31 0 $0 -445
   Wealth CMT 29 *Closed 2023-06-30 0 $0 -1,888
   Actinver Wealth Management Inc. 80 *Closed 2023-12-31 0 $0 -3,598
   HRT FINANCIAL LLC 2959 *Closed 2023-12-31 0 $0 -7,041
   Savior LLC 86 *Closed 2023-12-31 0 $0 -50
   HOEY INVESTMENTS INC 373 *Closed 2023-12-31 0 $0 -21
   New Century Financial Group LLC 202 *Closed 2024-03-31 0 $0 -4,201
   UNITED ASSET STRATEGIES, INC. 243 *Closed 2024-03-31 0 $0 -2,093
   Gleason Group Inc. 209 *Closed 2024-03-31 0 $0 -18
   Tranquilli Financial Advisor LLC 108 *Closed 2023-12-31 0 $0 -2,368
   Greystone Financial Group LLC 114 *Closed 2024-03-31 0 $0 -6,216
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 32 *Closed 2023-12-31 0 $0 -4,576
   Northern Capital Management Inc. 37 *Closed 2023-12-31 0 $0 -57,917
   Wynn Capital LLC 106 *Closed 2024-03-31 0 $0 -2,400
   TMD Wealth Management LLC 61 *Closed 2023-12-31 0 $0 -40,607
   CFS Investment Advisory Services LLC 158 *Closed 2023-12-31 0 $0 -33,723
   Provida Pension Fund Administrator 40 *Closed 2023-12-31 0 $0 -4,009,667
  98 Records found
  1    
  Page 1 of 1
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