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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
   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
   COLONY GROUP LLC 157 - 2023-09-30 77,443 $8,494,000 0
   PITTENGER & ANDERSON INC 79 - 2023-12-31 54,450 $6,814,000 0
   Neumann Capital Management LLC 19 - 2023-12-31 27,030 $3,383,000 0
   Financial Gravity Wealth Inc. 118 - 2023-12-31 2,014 $2,852,000 0
   Pathway Financial Advisors LLC 26 - 2024-03-31 17,169 $2,245,000 0
   Norwood Financial Corp 4 - 2024-03-31 15,953 $2,086,000 0
   DT INVESTMENT PARTNERS, LLC 56 - 2023-12-31 14,700 $1,833,000 0
   Parallel Advisors LLC 251 - 2023-12-31 12,384 $1,550,000 0
   CONNING ASSET MANAGEMENT CO. 144 - 2024-03-31 10,695 $1,398,000 0
   Renasant Bank 27 - 2023-12-31 9,541 $1,194,000 0
   Halpern Financial Inc. 31 - 2024-03-31 8,669 $1,115,000 0
   BRAGG FINANCIAL ADVISORS INC 197 - 2023-12-31 8,673 $1,085,000 0
   Financial Alternatives Inc 24 - 2023-12-31 8,264 $1,034,000 0
   Emerald Investment Partners LLC - 2023-12-31 7,846 $982,000 0
   Paragon Private Wealth Management LLC 51 - 2023-12-31 7,626 $954,000 0
   Lion Street Advisors LLC 52 - 2024-03-31 7,500 $939,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 7,114 $890,000 0
   Key Financial Inc 80 - 2023-12-31 7,026 $879,000 0
   Waldron LP 164 - 2023-12-31 6,980 $873,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 197 - 2024-03-31 6,350 $830,000 0
   Joel Isaacson & Co. LLC - 2023-12-31 6,596 $825,000 0
   Signature Wealth Management Partners LLC 38 - 2024-03-31 5,537 $724,000 0
   Main Street Financial Solutions LLC 256 - 2024-03-31 5,130 $671,000 0
   VAUGHAN AND COMPANY SECURITIES INC. - 2023-12-31 5,193 $650,000 0
   KOCHIS FITZ/QUINTILE LLC 171 - 2024-03-31 4,901 $641,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 151 - 2023-12-31 5,000 $626,000 0
   WHITTIER TRUST CO OF NEVADA INC 320 - 2023-12-31 4,964 $621,000 0
   AWM CAPITAL LLC 51 - 2024-03-31 4,718 $617,000 0
   Front Row Advisors LLC 61 - 2023-12-31 4,838 $605,000 0
   Integrys Wealth Advisors LLC 82 - 2024-03-31 4,616 $603,000 0
   Perfromance Wealth Partners LLC - 2023-12-31 4,622 $578,000 0
   Callan Family Office LLC 56 - 2023-12-31 4,144 $519,000 0
   Capital Investment Advisors LLC 400 - 2024-03-31 3,602 $471,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 249 - 2023-12-31 3,606 $451,000 0
   TCTC HOLDINGS, LLC 145 - 2023-12-31 3,500 $438,000 0
   Bedel Financial Consulting Inc. 145 - 2023-12-31 3,446 $431,000 0
   Trueblood Wealth Management LLC 118 - 2024-03-31 3,293 $430,000 0
   BANGOR SAVINGS BANK 164 - 2024-03-31 3,250 $425,000 0
   KMG FIDUCIARY PARTNERS LLC 187 - 2024-03-31 3,119 $408,000 0
   CONCENTRIC WEALTH MANAGEMENT LLC 100 - 2023-12-31 3,080 $385,000 0
   Full Sail Capital LLC 126 - 2023-12-31 3,050 $382,000 0
   LOWE BROCKENBROUGH & CO INC 227 - 2023-12-31 3,038 $380,000 0
   Sheaff Brock Investment Advisors LLC 301 - 2023-12-31 3,040 $380,000 0
   LeJeune Puetz Investment Counsel LLC 123 - 2023-03-31 3,450 $379,000 0
   LIBERTY CAPITAL MANAGEMENT INC 120 - 2024-03-31 2,830 $370,000 0
   NTV ASSET MANAGEMENT LLC 188 - 2023-12-31 2,812 $352,000 0
   All Terrain Financial Advisors LLC 51 - 2023-12-31 2,803 $351,000 0
   Breakwater Capital Group 185 - 2024-03-31 2,665 $348,000 0
   Crescent Grove Advisors LLC 213 - 2023-12-31 2,774 $347,000 0
   CB&T WEALTH MANAGEMENT 78 - 2024-03-31 2,600 $340,000 0
   Park Edge Advisors LLC 98 - 2024-03-31 2,600 $340,000 0
   WEALTHTRUST AXIOM LLC 164 - 2023-12-31 2,670 $334,000 0
   BRIDGES INVESTMENT MANAGEMENT INC 177 - 2024-03-31 2,474 $323,000 0
   GOFEN & GLOSSBERG LLC /IL/ 391 - 2022-12-31 2,954 $319,000 0
   PARAGON CAPITAL MANAGEMENT LTD 105 - 2024-03-31 2,415 $316,000 0
   Holt Capital Advisors L.L.C. dba Holt Capital Part 132 - 2023-12-31 2,520 $315,000 0
   MISSION WEALTH MANAGEMENT LLC 448 - 2023-12-31 2,423 $303,000 0
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 39 - 2024-03-31 2,309 $302,000 0
   Ackerman Capital Advisors LLC 85 - 2024-03-31 2,300 $301,000 0
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 71 - 2023-12-31 2,400 $300,000 0
   Argent Trust Co 503 - 2023-12-31 2,378 $298,000 0
   Security National Bank 95 - 2024-03-31 2,265 $296,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 2,348 $294,000 0
   DEARBORN PARTNERS LLC - 2023-12-31 2,700 $292,000 0
   PIONEER TRUST BANK N A/OR 65 - 2024-03-31 2,200 $288,000 0
   WEST COAST FINANCIAL LLC 137 - 2024-03-31 2,152 $281,000 0
   Kohmann Bosshard Financial Services LLC 162 - 2024-03-31 2,150 $281,000 0
   ARVEST TRUST CO N A - 2023-12-31 2,204 $276,000 0
   Alera Investment Advisors LLC - 2023-12-31 2,160 $270,000 0
   PURE FINANCIAL ADVISORS, INC. 265 - 2024-03-31 2,067 $270,000 0
   GFG Capital LLC 114 - 2023-12-31 2,147 $269,000 0
   RMB CAPITAL MANAGEMENT LLC 455 - 2023-12-31 2,113 $264,000 0
   ANGELES WEALTH MANAGEMENT LLC 164 - 2023-12-31 2,079 $260,000 0
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 129 - 2024-03-31 1,965 $257,000 0
   JNB Advisors LLC 379 - 2023-12-31 2,030 $254,000 0
   OLD NATIONAL BANCORP /IN/ 527 - 2024-03-31 1,938 $253,000 0
   Advisory Alpha LLC - 2023-12-31 2,014 $252,000 0
   Sage Financial Management Group Inc. 42 - 2023-12-31 1,992 $249,000 0
   LAFLEUR & GODFREY INC 119 - 2024-03-31 1,902 $249,000 0
   FIRST FINANCIAL BANK - TRUST DIVISION 185 - 2024-03-31 1,844 $241,000 0
   Compton Wealth Advisory Group LLC 98 - 2024-03-31 1,845 $241,000 0
   Bromfield Sneider Wealth Advisors 44 - 2024-03-31 1,807 $236,000 0
   CAPITAL CITY TRUST CO/FL 110 - 2023-12-31 1,880 $235,000 0
   SUMMIT INVESTMENT ADVISORS INC 1162 - 2023-12-31 1,860 $233,000 0
   VALLEY NATIONAL ADVISERS INC 225 - 2024-03-31 1,780 $232,000 0
   PFG Private Wealth Management LLC 40 - 2024-03-31 1,766 $231,000 0
   SECURITY NATIONAL BANK OF SO DAK 94 - 2023-12-31 1,838 $230,000 0
   CENTRAL BANK & TRUST CO 174 - 2024-03-31 1,734 $227,000 0
   HFG Advisors Inc. 98 - 2024-03-31 1,610 $210,000 0
   SEGMENT WEALTH MANAGEMENT, LLC 243 - 2024-03-31 1,600 $209,000 0
   Garde Capital Inc. 186 - 2023-12-31 1,665 $208,000 0
   Beaton Management Co. Inc. 128 - 2023-12-31 1,640 $205,000 0
   MV Capital Management Inc. 167 - 2024-03-31 1,435 $188,000 0
   Roble Belko & Company Inc 101 - 2024-03-31 1,420 $186,000 0
   DUNCKER STREETT & CO INC 225 - 2024-03-31 1,346 $176,000 0
   Element Wealth LLC 134 - 2023-12-31 1,395 $175,000 0
   SCBT FINANCIAL CORP 253 - 2023-12-31 1,325 $166,000 0
   Investment Research & Advisory Group Inc. 67 - 2024-03-31 1,252 $164,000 0
  100 Records found
  1    
  Page 1 of 1
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