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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
   PNC FINANCIAL SERVICES GROUP INC 118 - 2023-12-31 1,392,270 $174,229,000 -214,056
   M&T BANK CORP 94 - 2023-12-31 547,242 $68,482,000 -35,268
   AMERIPRISE FINANCIAL INC 689 - 2023-12-31 475,659 $59,556,000 -28,833
   ENVESTNET ASSET MANAGEMENT INC 693 - 2023-12-31 328,316 $41,085,000 -353,982
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 431 - 2024-03-31 194,646 $25,446,000 -48,625
   SPC FINANCIAL, INC. 10 - 2023-12-31 198,231 $24,807,000 -3,500
   STIFEL FINANCIAL CORP 442 - 2023-12-31 194,725 $24,368,000 -845
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 115 - 2023-12-31 176,076 $22,034,000 -134,439
   GHP INVESTMENT ADVISORS INC 9 - 2024-03-31 168,156 $21,983,000 -699
   BB&T CORP 411 - 2023-12-31 155,403 $19,447,000 -2,061
   RAYMOND JAMES & ASSOCIATES 798 - 2024-03-31 146,093 $19,099,000 -2,940
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 281 - 2023-09-30 173,692 $19,051,000 -6,716
   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
   US BANCORP 367 - 2023-12-31 104,967 $13,136,000 -3,435
   Probity Advisors Inc. 8 - 2023-12-31 103,748 $12,983,000 -4,139
   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
   CREATIVE PLANNING 386 - 2023-12-31 77,059 $9,643,000 -2,306
   UMB BANK N A/MO 124 - 2024-03-31 73,633 $9,626,000 -1,427
   BRYN MAWR TRUST CO/PA 72 - 2023-09-30 76,317 $8,370,000 -474
   SOA Wealth Advisors LLC. 13 - 2024-03-31 63,084 $8,247,000 -2,346
   FRANKLIN RESOURCES INC 928 - 2023-12-31 63,710 $7,973,000 -603
   REGIONS FINANCIAL CORP 183 - 2024-03-31 58,889 $7,699,000 -1,672
   MML INVESTORS SERVICES LLC 476 - 2023-12-31 57,170 $7,154,000 -3,818
   Chicago Partners Investment Group LLC 76 - 2024-03-31 56,880 $7,151,000 -236
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 571 - 2024-03-31 53,527 $6,998,000 -797
   Cottage Street Advisors LLC 5 - 2024-03-31 51,676 $6,756,000 -84
   Centerpoint Advisors LLC 11 - 2023-12-31 50,810 $6,358,000 -1,645
   JMAC ENTERPRISES LLC - 2023-12-31 47,018 $5,884,000 -105
   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 MONTREAL /CAN/ 1046 - 2023-12-31 40,443 $5,127,000 -1,322
   Lido Advisors LLC 240 - 2023-12-31 40,587 $5,079,000 -1,316
   ASSET MANAGEMENT GROUP, INC. 29 - 2023-12-31 39,405 $4,931,000 -175
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 13 - 2024-03-31 36,419 $4,761,000 -102
   Accretive Wealth Partners LLC 11 - 2023-12-31 33,690 $4,216,000 -460
   First Citizens Financial Corp 11 - 2023-12-31 33,413 $4,181,000 -1,075
   Guidance Point Advisors LLC 11 - 2023-12-31 33,070 $4,140,000 -1,844
   MERCER GLOBAL ADVISORS INC /ADV 529 - 2023-12-31 32,529 $4,071,000 -3,146
   LTG Capital LLC 7 - 2023-12-31 32,512 $4,069,000 -285
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1272 - 2023-12-31 32,409 $4,056,000 -26,494
   FIRST MERCHANTS CORP 97 - 2024-03-31 30,942 $4,045,000 -8,218
   JANNEY MONTGOMERY SCOTT LLC 848 - 2023-12-31 28,690 $3,590,000 -24,759
   FIRST HAWAIIAN BANK 135 - 2024-03-31 26,194 $3,424,000 -5,455
   HARBOR ADVISORY CORP /MA/ 31 - 2023-12-31 27,272 $3,413,000 -2,792
   PINNACLE ASSOCIATES LTD 287 - 2024-03-31 25,945 $3,392,000 -3,761
   PACIFIC SUN FINANCIAL CORP 6 - 2023-12-31 26,023 $3,257,000 -660
   Tobias Financial Advisors Inc. 29 - 2023-12-31 25,434 $3,183,000 -1,313
   FINANCIAL ENGINES ADVISORS L.L.C. 122 - 2023-12-31 23,516 $2,943,000 -57
   Smith Anglin Financial LLC 35 - 2024-03-31 21,947 $2,869,000 -1,646
   Envestnet Portfolio Solutions Inc. 501 - 2023-12-31 22,509 $2,817,000 -7,023
   U.S. Capital Wealth Advisors LLC 178 - 2023-12-31 22,407 $2,804,000 -300
   INVESTMENT MANAGEMENT OF VIRGINIA LLC 63 - 2023-03-31 25,348 $2,787,000 -1,716
   Forbes Financial Planning Inc. 17 - 2023-12-31 21,997 $2,753,000 -184
   Northeast Financial Consultants Inc 90 - 2023-12-31 21,740 $2,720,000 -833
   PSI Advisors LLC 26 - 2024-03-31 20,786 $2,717,000 -1,539
   NORTHERN TRUST CORP 2829 - 2023-12-31 21,420 $2,680,000 -94
   Sigma Planning Corp 94 - 2023-12-31 20,662 $2,586,000 -32,142
   Pensionmark Financial Group LLC 68 - 2023-12-31 20,524 $2,568,000 -400
   OARSMAN CAPITAL, INC. 35 - 2023-12-31 20,300 $2,540,000 -364
   AMERIVEST INVESTMENT MANAGEMENT LLC 90 - 2023-06-30 21,025 $2,416,000 -1,224
   BECKER CAPITAL MANAGEMENT INC 120 - 2023-12-31 19,239 $2,408,000 -106
   Connecticut Wealth Management LLC 85 - 2023-12-31 17,681 $2,213,000 -13,475
   Arkadios Wealth Advisors - 2023-12-31 17,538 $2,195,000 -3,382
   CRESTWOOD ADVISORS LLC 161 - 2023-12-31 16,012 $2,004,000 -664
   HB Wealth Management LLC 227 - 2023-12-31 15,965 $1,998,000 -13
   Global Retirement Partners LLC 245 - 2024-03-31 14,541 $1,901,000 -152
   NorthRock Partners LLC 62 - 2023-12-31 14,397 $1,802,000 -290
   BALLENTINE FINN & COMPANY INC 166 - 2024-03-31 13,560 $1,773,000 -730
   TIEMANN INVESTMENT ADVISORS LLC 27 - 2023-12-31 13,980 $1,750,000 -53
   Ironwood Wealth Management llc 49 - 2024-03-31 13,353 $1,746,000 -256
   White Lighthouse Investment Management Inc. - 2023-12-31 13,786 $1,725,000 -47
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2659 - 2023-12-31 13,663 $1,710,000 -726
   MCKINLEY CARTER WEALTH SERVICES, INC. 121 - 2024-03-31 12,855 $1,681,000 -870
   Atlantic Trust Group LLC 536 - 2023-12-31 13,407 $1,678,000 -2,018
   BLAIR WILLIAM & CO/IL 726 - 2023-12-31 12,687 $1,588,000 -372
   Park Place Capital Corp 41 - 2024-03-31 11,948 $1,562,000 -22
   MODERA WEALTH MANAGEMENT, LLC 244 - 2023-12-31 12,001 $1,502,000 -33,186
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 271 - 2023-12-31 11,485 $1,437,000 -295
   Integrated Wealth Concepts LLC 593 - 2023-12-31 11,332 $1,418,000 -6,885
   Ruggaard & Associates LLC 19 - 2023-12-31 11,139 $1,394,000 -857
   ALESCO ADVISORS LLC 69 - 2023-12-31 10,985 $1,375,000 -30
   WHITTIER TRUST CO 307 - 2023-12-31 10,777 $1,349,000 -113
   ADVISORY SERVICES NETWORK, LLC 538 - 2023-12-31 10,709 $1,340,000 -512
   BROWN ADVISORY HOLDINGS INC 712 - 2024-03-31 10,000 $1,307,000 -1,461
   JNBA FINANCIAL ADVISORS 82 - 2024-03-31 9,642 $1,260,000 -670
   Sontag Advisory LLC 276 - 2023-12-31 9,885 $1,237,000 -1,478
   Capital Analysts Inc. 214 - 2023-12-31 9,361 $1,171,000 -190
   PEREGRINE ASSET ADVISERS, INC. 55 - 2023-12-31 9,001 $1,126,000 -3
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 97 - 2023-12-31 8,977 $1,123,000 -53
   Kingsview Wealth Management LLC 446 - 2023-12-31 8,673 $1,085,000 -193
   Intercontinental Wealth Advisors LLC 91 - 2023-06-30 9,372 $1,077,000 -18
   Stratos Wealth Partners LTD. 618 - 2024-03-31 7,990 $1,045,000 -444
   FINANCIAL MANAGEMENT NETWORK INC 63 - 2024-03-31 8,046 $1,027,000 -228
   ERTS Wealth Advisors LLC 29 - 2024-03-31 7,817 $1,022,000 -408
   Ameritas Advisory Services LLC 289 - 2023-12-31 7,856 $990,000 -9
  100 Records found
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