Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
iShares S&P SC600 BR Gr Indx (IJT)  
$127.76 1.04 (0.82%) as of 4:30 Fri 5/3


Download
     
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
   TFO-TDC LLC 384 *Closed 2023-12-31 0 $0 -265
   Kovack Advisors Inc. 480 *Closed 2024-03-31 0 $0 -1,747
   Lehman & Derafelo Financial Resources LLC 119 *Closed 2022-12-31 0 $0 -88
   Planning Center Inc. 61 *Closed 2024-03-31 0 $0 -3,321
   RENAISSANCE TECHNOLOGIES LLC 3861 *Closed 2023-12-31 0 $0 -2,486
   Trifecta Capital Advisors LLC 408 *Closed 2024-03-31 0 $0 -300
   ROYCE & ASSOCIATES LLC 875 *Closed 2023-12-31 0 $0 -17,700
   Flaharty Asset Management LLC 296 *Closed 2023-12-31 0 $0 -970
   BOURGEON CAPITAL MANAGEMENT LLC 214 *Closed 2024-03-31 0 $0 -405
   Authentikos Wealth Advisory LLC 218 *Closed 2023-12-31 0 $0 -80
   New Republic Capital LLC 237 *Closed 2023-12-31 0 $0 -147
   Rockbridge Investment Management LCC 787 *Closed 2023-12-31 0 $0 -670
   Syntal Capital Partners LLC 45 *Closed 2023-12-31 0 $0 -2,062
   Strategic Family Wealth Counselors L.L.C. 119 *Closed 2023-12-31 0 $0 -2,168
   TSFG LLC 816 *Closed 2024-03-31 0 $0 -124
   Efficient Wealth Management LLC *Closed 2023-12-31 0 $0 -20
   Per Stirling Capital Management LLC. 216 *Closed 2023-12-31 0 $0 -10,566
   BAKER AVENUE ASSET MANAGEMENT, LP 1000 *Closed 2023-12-31 0 $0 -236
   JANE STREET GROUP LLC 5604 *Closed 2023-12-31 0 $0 -9,969
   GRADIENT INVESTMENTS LLC 1412 *Closed 2024-03-31 0 $0 -50
   TOWER RESEARCH CAPITAL LLC 6047 *Closed 2023-12-31 0 $0 -4,541
   Coppell Advisory Solutions Corp. 945 *Closed 2023-03-31 0 $0 -210
   SRS Capital Advisors Inc. 1372 *Closed 2023-12-31 0 $0 -1,958
   LGT Financial Advisors LLC 894 *Closed 2023-12-31 0 $0 -11
   WSFS CAPITAL MANAGEMENT LLC 430 *Closed 2023-12-31 0 $0 -8,720
   OLD SECOND NATIONAL BANK OF AURORA 354 *Closed 2023-12-31 0 $0 -60
   Wealth CMT 19 *Closed 2023-06-30 0 $0 -1,112
   Apexium Financial LP 269 *Closed 2024-03-31 0 $0 -1,905
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -46
   Moss Adams Wealth Advisors LLC 164 *Closed 2023-12-31 0 $0 -250
   NEPC LLC 42 *Closed 2023-12-31 0 $0 -144
   National Wealth Management Group LLC 141 *Closed 2023-12-31 0 $0 -6,139
   BENJAMIN F. EDWARDS & COMPANY INC. 2161 *Closed 2023-12-31 0 $0 -201
   3D/L Capital Management LLC 78 *Closed 2023-12-31 0 $0 -2,171
   Tranquility Partners LLC 215 *Closed 2023-12-31 0 $0 -1,966

  35 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results