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Get Institutions for : 
iShares S&P SC600 BR Gr Indx (IJT)  
$127.76 1.04 (0.82%) as of 4:30 Fri 5/3


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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  : 
15.58 (13.89%)  




 
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
   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
   J P MORGAN CHASE & CO 1016 - 2023-12-31 477,503 $59,755,000 201,761
   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
   One Capital Management LLC 17 - 2023-12-31 315,761 $39,514,000 5,950
   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
   Falcon Wealth Planning 9 - 2024-03-31 189,652 $24,793,000 7,351
   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
   BANK OF NEW YORK MELLON CORP 1670 - 2024-03-31 128,631 $16,816,000 79,429
   MONETA GROUP INVESTMENT ADVISORS INC 52 - 2023-12-31 133,663 $16,727,000 3,524
   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
   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
   H D Vest Advisory Services 125 - 2023-12-31 103,557 $12,959,000 3,807
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 482 - 2024-03-31 71,365 $9,330,000 1,501
   MCCORMACK ADVISORS INTERNATIONAL 142 - 2023-12-31 74,000 $9,260,000 1,740
   FIFTH THIRD BANCORP 249 - 2024-03-31 70,404 $9,204,000 436
   Rodgers & Associates LTD 25 - 2023-12-31 72,902 $9,123,000 2,929
   WADE G W & INC 81 - 2023-12-31 66,720 $8,349,000 4,110
   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
   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
   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
   Stratos Wealth Advisors LLC 60 - 2024-03-31 54,454 $7,119,000 3,549
   Newton One Investments LLC 11 - 2024-03-31 53,820 $7,036,000 1,484
   IFRAH FINANCIAL SERVICES INC 14 - 2023-12-31 54,125 $6,773,000 1,159
   Mill Creek Capital Advisors LLC 42 - 2023-12-31 51,025 $6,385,000 11,597
   Baird Financial Group Inc. 596 - 2023-12-31 49,678 $6,217,000 1,663
   PRW Wealth Management LLC 14 - 2023-09-30 58,462 $6,043,000 58,462
   KESTRA PRIVATE WEALTH SERVICES LLC 166 - 2023-12-31 46,767 $5,852,000 6,080
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 192 - 2023-12-31 41,163 $5,151,000 2,313
   COMERICA BANK 679 - 2023-12-31 40,436 $5,060,000 840
   CITIGROUP INC 1123 - 2023-12-31 39,129 $4,897,000 21,655
   Kestra Advisory Services LLC 459 - 2023-12-31 38,942 $4,873,000 6,649
   GREENLEAF TRUST 103 - 2023-12-31 37,542 $4,698,000 4,149
   Atria Wealth Solutions Inc. 336 - 2023-12-31 36,945 $4,623,000 3,287
   JFS WEALTH ADVISORS, LLC 45 - 2023-12-31 36,542 $4,573,000 6,182
   Sunbelt Securities Inc. 46 - 2024-03-31 34,233 $4,475,000 843
   Private Advisor Group LLC 487 - 2023-12-31 34,431 $4,308,000 2,404
   FTB Advisors Inc. 149 - 2024-03-31 32,401 $4,236,000 494
   NBT BANK N A /NY 84 - 2024-03-31 31,465 $4,113,000 5,275
   Financial Advocates Investment Management 105 - 2023-12-31 27,717 $3,468,000 7,982
   Edmonds Duncan Registered Investment Advisors LLC 25 - 2024-03-31 25,686 $3,358,000 714
   HILLTOP HOLDINGS INC. 65 - 2023-12-31 25,835 $3,233,000 10,009
   BKM Wealth Management LLC 16 - 2024-03-31 22,858 $2,988,000 48
   Blue Edge Capital LLC 53 - 2023-12-31 23,867 $2,987,000 94
   TELOS CAPITAL MANAGEMENT, INC. 84 - 2024-03-31 22,805 $2,981,000 556
   Cresset Asset Management LLC 432 - 2023-12-31 23,672 $2,962,000 204
   PARKSIDE FINANCIAL BANK & TRUST 38 - 2023-12-31 23,088 $2,889,000 22,955
   Family Firm Inc. 30 - 2023-12-31 22,831 $2,857,000 2,399
   Soltis Investment Advisors LLC - 2023-12-31 22,569 $2,824,000 173
   Prime Capital Investment Advisors LLC - 2023-12-31 21,768 $2,724,000 18,998
   SJA Financial Advisory LLC 15 - 2023-12-31 21,585 $2,701,000 1,724
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 117 - 2024-03-31 19,326 $2,526,000 1,433
   COURIER CAPITAL CORP 114 - 2024-03-31 19,066 $2,493,000 1,828
   Resources Investment Advisors Inc. 275 - 2023-12-31 19,873 $2,487,000 1,646
   ASSOCIATED BANC-CORP 151 - 2023-12-31 19,554 $2,447,000 1,201
   Trail Ridge Investment Advisors LLC 19 - 2023-12-31 19,432 $2,432,000 92
   PEAPACK GLADSTONE FINANCIAL CORP 300 - 2023-12-31 18,327 $2,294,000 3,211
   J.W. COLE ADVISORS INC. 175 - 2023-12-31 18,214 $2,279,000 2,746
   Asset Dedication LLC 101 - 2024-03-31 17,204 $2,250,000 211
   TNB FINANCIAL 76 - 2024-03-31 16,951 $2,216,000 142
   PACIFIC FINANCIAL GROUP INC 17 - 2023-12-31 17,121 $2,143,000 332
   Strategic Wealth Partners Group LLC 39 - 2023-12-31 16,871 $2,111,000 1,929
   ALLIANCEBERNSTEIN L.P. 1900 - 2023-12-31 16,777 $2,099,000 3,607
   Ullmann Financial Group Inc. 32 - 2023-12-31 16,492 $2,064,000 53
   MULTIFINANCIAL SECURITIES CORP 505 - 2023-12-31 16,011 $2,004,000 582
   LGL PARTNERS LLC 32 - 2023-12-31 14,160 $1,772,000 60
   Financial Advisors Network Inc. 48 - 2023-12-31 13,889 $1,738,000 1,785
   PFG FINANCIAL ADVISORS 69 - 2024-03-31 13,259 $1,733,000 1,213
   Brookstone Capital Management 391 - 2024-03-31 12,339 $1,613,000 4,206
   Lumature Wealth Partners LLC 25 - 2023-06-30 13,983 $1,607,000 116
   Western Wealth Management LLC 193 - 2023-12-31 12,298 $1,539,000 3,456
   AFT, FORSYTH & COMPANY, INC. 29 - 2023-12-31 11,751 $1,470,000 17
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1114 - 2024-03-31 11,210 $1,465,000 1,016
   FINANCIAL ADVISORY CORP /UT/ /ADV 36 - 2024-03-31 11,050 $1,445,000 11,050
   Sovereign Investment Advisors LLC 28 - 2023-12-31 11,417 $1,429,000 67
   Beaumont Asset Management L.L.C. 18 - 2023-12-31 11,373 $1,423,000 7,875
   Dominguez Wealth Management Solutions Inc. 20 - 2024-03-31 10,789 $1,410,000 305
  100 Records found
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