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Get Institutions for : 
iShares S&P SmCp 600/BRR Vl (IJS)  
$98.72 0.70 (0.71%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 738    7
Total shares held : 
 50,449,040  
% of shares held : 
 65.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 8,955,457  
% of shares held change : 
   11.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $87.90  
Last Quarter's Ending Price : 
 $103.07  
Last Quarter's Average Price : 
 $91.12  
Change from last quarter's     
avg. price to the last closing  : 
7.60 (8.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
51
 2,210,585
 4.38%
 
Increased Positions :
246
 9,502,527
 18.84%
 
Unchanged Positions :
194
 1,348,806
 2.67%
 
Decreased Positions :
247
-2,533,565
-5.02%
 
Closed Positions :
44
-224,090
-0.44%
 
Guru Positions :
1
3,800
 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 87 - 2023-12-31 4,868,593 $501,806,000 3,670,048
   MORGAN STANLEY 496 - 2023-12-31 3,812,128 $392,916,000 105,038
   BANK OF AMERICA CORP /DE/ 369 - 2023-12-31 3,809,761 $392,672,000 263,508
   FMR LLC 770 - 2023-12-31 1,824,311 $188,032,000 670,309
   REGIONS FINANCIAL CORP 18 - 2024-03-31 1,440,251 $148,000,000 26,741
   Advisor Group Holdings Inc. 82 - 2023-12-31 1,405,497 $144,899,000 1,120,146
   Prime Capital Investment Advisors LLC - 2023-12-31 975,339 $100,528,000 9,651
   LPL FINANCIAL CORP 331 - 2023-12-31 818,338 $84,346,000 119,737
   MODERA WEALTH MANAGEMENT, LLC 18 - 2023-12-31 816,381 $84,144,000 757,659
   GOLDMAN SACHS GROUP INC/ 831 - 2023-12-31 648,543 $66,845,000 427,952
   PARSEC FINANCIAL MANAGEMENT, INC. 7 - 2023-03-31 641,697 $60,056,000 37,589
   Orion Portfolio Solutions LLC 20 - 2023-12-31 578,016 $58,333,000 575,380
   HIGHTOWER ADVISORS, LLC 254 - 2023-12-31 467,503 $48,200,000 78,402
   ROYAL BANK OF CANADA 712 - 2023-12-31 462,549 $47,677,000 50,977
   BANK OF MONTREAL /CAN/ 470 - 2023-12-31 416,713 $43,709,000 69,988
   STIFEL FINANCIAL CORP 328 - 2023-12-31 389,715 $40,168,000 27,906
   J P MORGAN CHASE & CO 1213 - 2023-12-31 380,980 $39,268,000 143,257
   Baird Financial Group Inc. 235 - 2023-12-31 320,067 $32,989,000 2,024
   BURNS WEALTH MANAGEMENT, INC. 11 - 2023-12-31 319,617 $32,943,000 8,099
   PALISADES HUDSON ASSET MANAGEMENT L.P. 1 - 2023-12-31 293,335 $30,234,000 942
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 209 - 2024-03-31 233,230 $23,967,000 4,909
   Heartwood Wealth Advisors LLC 14 - 2024-03-31 205,124 $21,079,000 1,652
   HPM Partners LLC - 2023-12-31 202,398 $20,861,000 8,769
   MCCORMACK ADVISORS INTERNATIONAL 92 - 2023-12-31 160,164 $16,508,000 10,909
   Cetera Investment Advisers 149 - 2023-12-31 154,638 $15,939,000 110,557
   Rockefeller Capital Management L.P. 346 - 2023-12-31 153,768 $15,849,000 1,634
   MML INVESTORS SERVICES LLC 277 - 2023-12-31 149,170 $15,375,000 71,953
   CREATIVE PLANNING 299 - 2023-12-31 147,072 $15,159,000 3,184
   FINANCIAL NETWORK 274 - 2023-12-31 130,346 $13,435,000 87,254
   KEYBANK NATIONAL ASSOCIATION/OH 194 - 2023-12-31 129,933 $13,392,000 24,799
   CAPTRUST FINANCIAL ADVISORS 325 - 2023-12-31 123,260 $12,704,000 7,018
   PRUDENTIAL FINANCIAL INC 578 - 2023-12-31 122,039 $12,579,000 51,091
   Atria Wealth Solutions Inc. 147 - 2023-12-31 115,770 $11,932,000 60,905
   Relative Value Partners Group LLC 28 - 2023-12-31 114,106 $11,761,000 20,175
   Financial Advisors Network Inc. 11 - 2023-12-31 105,619 $10,886,000 1,265
   CIBC WORLD MARKETS INC. 218 - 2023-12-31 105,494 $10,873,000 7,120
   Wealth Quarterback LLC 2 - 2023-12-31 89,773 $9,253,000 50,784
   Kestra Advisory Services LLC 293 - 2023-12-31 88,439 $9,115,000 6,620
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 124 - 2023-12-31 87,716 $9,041,000 1,428
   Sterling Financial Planning Inc. 6 - 2023-12-31 86,517 $8,917,000 131
   RTD Financial Advisors Inc. 27 - 2024-03-31 84,029 $8,635,000 1,580
   HOME FEDERAL BANK OF TENNESSEE 4 - 2024-03-31 83,873 $8,619,000 1,044
   NATIONAL ASSET MANAGEMENT, INC. 100 - 2023-12-31 78,631 $8,104,000 65,721
   REGAL INVESTMENT ADVISORS, LLC 41 - 2023-12-31 74,475 $7,676,000 2,411
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 73,522 $7,578,000 401
   Family Firm Inc. 9 - 2024-03-31 72,201 $7,419,000 1,244
   Chicago Partners Investment Group LLC 75 - 2024-03-31 74,921 $7,352,000 1,035
   Lansing Street Advisors 5 - 2023-12-31 69,389 $7,152,000 21,872
   IFRAH FINANCIAL SERVICES INC 12 - 2023-12-31 67,628 $6,970,000 1,421
   NorthCrest Asset Manangement LLC 123 - 2024-03-31 63,947 $6,571,000 1,858
   PFG FINANCIAL ADVISORS 32 - 2024-03-31 60,739 $6,242,000 3,160
   Journey Advisory Group LLC 31 - 2023-12-31 60,421 $6,228,000 2,824
   KESTRA PRIVATE WEALTH SERVICES LLC 164 - 2023-12-31 57,453 $5,922,000 7,791
   Cassaday & Co Wealth Management LLC 27 - 2023-12-31 57,019 $5,877,000 8,616
   Strategic Wealth Partners Group LLC 27 - 2023-12-31 53,823 $5,548,000 75
   Rodgers & Associates LTD 32 - 2023-12-31 53,327 $5,496,000 1,501
   FRANKLIN RESOURCES INC 1040 - 2023-12-31 52,372 $5,398,000 3,149
   Blue Edge Capital LLC 31 - 2023-12-31 49,661 $5,119,000 22,271
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 49,407 $5,092,000 1,572
   Occidental Asset Management LLC 23 - 2024-03-31 48,598 $4,994,000 1,330
   Sowell Financial Services LLC - 2023-12-31 47,257 $4,871,000 4,599
   GREENLEAF TRUST 101 - 2023-12-31 46,289 $4,771,000 1,399
   Quent Capital LLC 34 - 2023-12-31 44,639 $4,601,000 2,442
   ARGI INVESTMENT SERVICES, LLC 98 - 2022-12-31 49,497 $4,520,000 4,499
   TWO SIGMA INVESTMENTS LLC 945 - 2023-12-31 43,600 $4,494,000 10,000
   ADVISORY SERVICES NETWORK, LLC 211 - 2023-12-31 43,566 $4,490,000 12,560
   SONATA CAPITAL GROUP INC 15 - 2024-03-31 43,138 $4,433,000 2,879
   DT INVESTMENT PARTNERS, LLC 35 - 2023-12-31 43,940 $4,405,000 6,000
   Patriot Financial Group Insurance Agency LLC 19 - 2023-12-31 42,411 $4,371,000 381
   PARKSIDE FINANCIAL BANK & TRUST 26 - 2023-12-31 40,560 $4,181,000 39,003
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1260 - 2023-12-31 40,070 $4,130,000 17,395
   THRIVENT FINANCIAL FOR LUTHERANS 885 - 2023-12-31 39,860 $4,108,000 9,825
   BKM Wealth Management LLC 12 - 2024-03-31 37,696 $3,874,000 1,290
   Mutual Advisors LLC 155 - 2023-12-31 37,557 $3,871,000 26,033
   Graves-Light Private Wealth Management Inc. 50 - 2023-12-31 34,869 $3,594,000 702
   IFP Advisors Inc 125 - 2023-12-31 34,663 $3,573,000 32,905
   COURIER CAPITAL CORP 85 - 2024-03-31 34,157 $3,510,000 2,814
   FIRST HEARTLAND CONSULTANTS INC 63 - 2023-12-31 33,499 $3,453,000 12,162
   HILLTOP HOLDINGS INC. 59 - 2023-12-31 32,358 $3,335,000 12,194
   DIVERSIFIED TRUST CO 129 - 2024-03-31 29,712 $3,053,000 1,770
   MULTIFINANCIAL SECURITIES CORP 392 - 2023-12-31 29,121 $3,002,000 14,372
   NDWM LLC 9 - 2024-03-31 28,551 $2,934,000 15,282
   One Wealth Advisors LLC 40 - 2024-03-31 28,242 $2,902,000 237
   FINANCIAL ENGINES ADVISORS L.L.C. 127 - 2023-12-31 27,819 $2,867,000 597
   SILVERCREST ASSET MANAGEMENT GROUP LLC 456 - 2023-12-31 27,584 $2,843,000 344
   WAYNE HUMMER INVESTMENTS L.L.C. 74 - 2023-12-31 27,523 $2,837,000 3,286
   Private Advisor Group LLC 629 - 2023-12-31 27,533 $2,837,000 1,858
   FINANCIAL ADVISORY CORP /UT/ /ADV 22 - 2024-03-31 25,534 $2,624,000 12,085
   Financial Planning & Information Services Inc. 38 - 2023-12-31 25,237 $2,601,000 114
   FINANCIAL COUNSELORS INC 246 - 2024-03-31 25,203 $2,590,000 551
   Glass Jacobson Investment Advisors llc 25 - 2024-03-31 24,930 $2,562,000 820
   Farther Finance Advisors LLC 103 - 2023-12-31 24,671 $2,543,000 22,297
   Apollon Wealth Management LLC 213 - 2023-12-31 23,737 $2,447,000 1,411
   Kraft Davis & Associates LLC 31 - 2023-12-31 24,076 $2,408,000 31
   TIEMANN INVESTMENT ADVISORS LLC 16 - 2023-12-31 23,219 $2,393,000 243
   NWAM LLC 109 - 2023-12-31 22,576 $2,327,000 4,637
   Mainsail Financial Group LLC 23 - 2024-03-31 22,588 $2,321,000 308
   Soltis Investment Advisors LLC 110 - 2024-03-31 22,544 $2,317,000 1,536
   Goss Wealth Management LLC 606 - 2023-12-31 23,145 $2,312,000 10,726
   ASSOCIATED BANC-CORP 155 - 2023-12-31 22,082 $2,276,000 1,253
  100 Records found
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