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Get Institutions for : 
iShares S&P SC600 BR Gr Indx (IJT)  
$125.37 0.35 (0.28%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 627    7
Total shares held : 
 25,141,116  
% of shares held : 
 54.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 30,317  
% of shares held change : 
   0.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $108.50  
Last Quarter's Ending Price : 
 $125.14  
Last Quarter's Average Price : 
 $112.18  
Change from last quarter's     
avg. price to the last closing  : 
13.19 (11.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 264,653
 1.05%
 
Increased Positions :
193
 1,457,397
 5.8%
 
Unchanged Positions :
200
 1,132,963
 4.51%
 
Decreased Positions :
193
-1,599,871
-6.36%
 
Closed Positions :
34
-91,862
-0.37%
 
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 482 - 2023-12-31 3,221,281 $403,111,000 42,639
   BANK OF AMERICA CORP /DE/ 539 - 2023-12-31 1,696,687 $212,323,000 18,955
   PNC FINANCIAL SERVICES GROUP INC 118 - 2023-12-31 1,392,270 $174,229,000 -214,056
   WELLS FARGO & CO/MN 335 - 2023-12-31 1,205,001 $150,794,000 4,188
   FMR LLC 911 - 2023-12-31 1,067,939 $133,642,000 31,258
   UBS Group AG 361 - 2023-12-31 970,839 $121,491,000 73,035
   LPL FINANCIAL CORP 302 - 2023-12-31 746,860 $93,462,000 121,954
   M&T BANK CORP 94 - 2023-12-31 547,242 $68,482,000 -35,268
   J P MORGAN CHASE & CO 1016 - 2023-12-31 477,503 $59,755,000 201,761
   AMERIPRISE FINANCIAL INC 689 - 2023-12-31 475,659 $59,556,000 -28,833
   GOLDMAN SACHS GROUP INC/ 916 - 2023-12-31 458,329 $57,355,000 377,150
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 150 - 2023-12-31 442,709 $55,404,000 57,962
   GLENMEDE TRUST CO NA 97 - 2023-12-31 386,267 $48,337,000 3,496
   COMMONWEALTH EQUITY SERVICES LLC. 233 - 2023-12-31 366,463 $45,859,000 6,012
   ROYAL BANK OF CANADA 741 - 2023-12-31 348,966 $43,671,000 31,779
   ENVESTNET ASSET MANAGEMENT INC 693 - 2023-12-31 328,316 $41,085,000 -353,982
   One Capital Management LLC 17 - 2023-12-31 315,761 $39,514,000 5,950
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 359 - 2023-12-31 243,271 $30,443,000 3,300
   HPM Partners LLC - 2023-12-31 240,006 $30,035,000 12,422
   HIGHTOWER ADVISORS, LLC 377 - 2023-12-31 227,283 $28,578,000 13,724
   SPC FINANCIAL, INC. 10 - 2023-12-31 198,231 $24,807,000 -3,500
   Falcon Wealth Planning 9 - 2024-03-31 189,652 $24,793,000 7,351
   STIFEL FINANCIAL CORP 442 - 2023-12-31 194,725 $24,368,000 -845
   Rockefeller Capital Management L.P. 253 - 2023-12-31 191,893 $24,014,000 5,072
   Beaumont Financial Advisors LLC 11 - 2023-12-31 189,444 $23,707,000 2,122
   CAPTRUST FINANCIAL ADVISORS 213 - 2023-12-31 184,004 $23,026,000 20,056
   MARINER WEALTH ADVISORS, LLC 275 - 2023-12-31 183,443 $22,956,000 23,587
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 115 - 2023-12-31 176,076 $22,034,000 -134,439
   Heartwood Wealth Advisors LLC 13 *New 2024-03-31 161,684 $21,137,000 161,684
   GHP INVESTMENT ADVISORS INC - 2023-12-31 168,855 $21,131,000 -1,369
   BB&T CORP 411 - 2023-12-31 155,403 $19,447,000 -2,061
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 281 - 2023-09-30 173,692 $19,051,000 -6,716
   RAYMOND JAMES & ASSOCIATES 772 - 2023-12-31 149,033 $18,650,000 -4,222
   MONETA GROUP INVESTMENT ADVISORS INC 52 - 2023-12-31 133,663 $16,727,000 3,524
   CI Private Wealth LLC 448 - 2023-12-31 115,012 $14,393,000 -356,838
   Advisor Group Holdings Inc. 620 - 2023-12-31 112,134 $14,036,000 -55,539
   Baltimore-Washington Financial Advisors Inc. 38 - 2023-12-31 111,588 $13,964,000 -2,197
   Sterling Financial Planning Inc. 2 - 2023-12-31 108,238 $13,545,000 3,311
   Schneider Downs Wealth Management Advisors LP 7 - 2023-12-31 107,831 $13,494,000 7,037
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 106,064 $13,273,000 1,459
   US BANCORP 367 - 2023-12-31 104,967 $13,136,000 -3,435
   RTD Financial Advisors Inc. 15 - 2024-03-31 100,473 $13,135,000 1,582
   PALISADES HUDSON ASSET MANAGEMENT L.P. 4 - 2023-12-31 103,798 $12,989,000 4,612
   Probity Advisors Inc. 8 - 2023-12-31 103,748 $12,983,000 -4,139
   H D Vest Advisory Services 125 - 2023-12-31 103,557 $12,959,000 3,807
   Salomon & Ludwin LLC 25 - 2023-12-31 109,966 $12,060,000 0
   YALE CAPITAL CORP 19 - 2023-12-31 95,791 $11,987,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 212 - 2023-12-31 88,635 $11,092,000 -560
   SAVANT CAPITAL MANAGEMENT INC 113 - 2023-12-31 88,030 $11,016,000 -7,043
   JONES FINANCIAL COMPANIES LLLP 99 - 2023-12-31 85,901 $10,750,000 4,180
   Capital Advisors Ltd. LLC 19 - 2024-03-31 79,621 $10,409,000 1,929
   M HOLDINGS SECURITIES, INC. 20 - 2023-12-31 82,369 $10,308,000 1,793
   COLONY GROUP, LLC 156 *New 2023-12-31 79,238 $9,916,000 79,238
   CREATIVE PLANNING 386 - 2023-12-31 77,059 $9,643,000 -2,306
   UMB BANK N A/MO - 2023-12-31 75,060 $9,393,000 -2,891
   MCCORMACK ADVISORS INTERNATIONAL 142 - 2023-12-31 74,000 $9,260,000 1,740
   Rodgers & Associates LTD 25 - 2023-12-31 72,902 $9,123,000 2,929
   FIFTH THIRD BANCORP 249 - 2023-12-31 69,968 $8,756,000 -3,750
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 453 - 2023-12-31 69,864 $8,743,000 -62,109
   COLONY GROUP LLC 157 - 2023-09-30 77,443 $8,494,000 0
   BRYN MAWR TRUST CO/PA 72 - 2023-09-30 76,317 $8,370,000 -474
   WADE G W & INC 81 - 2023-12-31 66,720 $8,349,000 4,110
   SOA Wealth Advisors LLC. 13 - 2024-03-31 63,084 $8,247,000 -2,346
   Cetera Investment Advisers 276 - 2023-12-31 64,909 $8,123,000 3,489
   PROSPERA FINANCIAL SERVICES 80 - 2023-12-31 63,780 $7,981,000 354
   FRANKLIN RESOURCES INC 928 - 2023-12-31 63,710 $7,973,000 -603
   Steward Partners Investment Advisory LLC 204 - 2023-12-31 62,528 $7,825,000 3,517
   Cassaday & Co Wealth Management LLC 25 - 2023-12-31 62,286 $7,794,000 34,639
   REGIONS FINANCIAL CORP 176 - 2023-12-31 60,561 $7,579,000 4,871
   Equitable Holdings Inc. 173 - 2023-12-31 60,014 $7,510,000 13,279
   FINANCIAL NETWORK 425 - 2023-12-31 59,262 $7,416,000 26,989
   ETFIDEA LLC - 2023-12-31 59,185 $7,406,000 1,189
   RE Dickinson Investment Advisors LLC 7 - 2023-12-31 58,834 $7,362,000 935
   MML INVESTORS SERVICES LLC 476 - 2023-12-31 57,170 $7,154,000 -3,818
   Stratos Wealth Advisors LLC 60 - 2024-03-31 54,454 $7,119,000 3,549
   Polianta Ltd 8 *New 2024-03-31 54,200 $7,085,000 54,200
   Newton One Investments LLC 11 - 2024-03-31 53,820 $7,036,000 1,484
   Chicago Partners Investment Group LLC 72 - 2023-12-31 57,116 $7,010,000 -1,345
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 571 - 2024-03-31 53,527 $6,998,000 -797
   PITTENGER & ANDERSON INC 79 - 2023-12-31 54,450 $6,814,000 0
   IFRAH FINANCIAL SERVICES INC 14 - 2023-12-31 54,125 $6,773,000 1,159
   PRUDENTIAL FINANCIAL INC 816 *New 2023-12-31 52,099 $6,520,000 52,099
   Cottage Street Advisors LLC 4 - 2023-12-31 51,760 $6,450,000 -1,144
   Mill Creek Capital Advisors LLC 42 - 2023-12-31 51,025 $6,385,000 11,597
   Centerpoint Advisors LLC 11 - 2023-12-31 50,810 $6,358,000 -1,645
   Baird Financial Group Inc. 596 - 2023-12-31 49,678 $6,217,000 1,663
   BANK OF NEW YORK MELLON CORP 2257 - 2023-12-31 49,202 $6,157,000 -238
   PRW Wealth Management LLC 14 - 2023-09-30 58,462 $6,043,000 58,462
   JMAC ENTERPRISES LLC - 2023-12-31 47,018 $5,884,000 -105
   KESTRA PRIVATE WEALTH SERVICES LLC 166 - 2023-12-31 46,767 $5,852,000 6,080
   WAYNE HUMMER ASSET MANAGEMENT CO 279 - 2023-12-31 44,868 $5,615,000 -1,065
   NORTHERN OAK CAPITAL MANAGEMENT INC 49 - 2023-12-31 44,458 $5,563,000 -687
   Alaska Permanent Fund Corp 106 - 2024-03-31 41,459 $5,420,000 -254,438
   LEVEL FOUR ADVISORY SERVICES LLC 75 - 2023-12-31 41,782 $5,229,000 -180
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 192 - 2023-12-31 41,163 $5,151,000 2,313
   BANK OF MONTREAL /CAN/ 1046 - 2023-12-31 40,443 $5,127,000 -1,322
   Clayton Financial Group LLC 10 - 2023-12-31 40,897 $5,118,000 0
   Lido Advisors LLC 240 - 2023-12-31 40,587 $5,079,000 -1,316
   COMERICA BANK 679 - 2023-12-31 40,436 $5,060,000 840
   ASSET MANAGEMENT GROUP, INC. 29 - 2023-12-31 39,405 $4,931,000 -175
  100 Records found
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