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Get Institutions for : 
iShares Trust - Large Core Index Fund (JKD)  
$72.45 0.62 (0.86%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 139    2
Total shares held : 
4,320,018  
% of shares held : 
10.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
234,950  
% of shares held change : 
  0.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$58.89  
Last Quarter's Ending Price : 
$65.76  
Last Quarter's Average Price
$61.47  
Change from last quarter's     
avg. price to the last closing  : 
10.98 (17.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 168,390
 3.9%
 
Increased Positions :
50
 247,532
 5.73%
 
Unchanged Positions :
40
 153,131
 3.54%
 
Decreased Positions :
42
-157,206
-3.64%
 
Closed Positions :
9
-23,766
-0.55%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Equitable Holdings Inc. 55 - 2023-12-31 501,978 $33,010,000 -59,878
   AMERIPRISE FINANCIAL INC 1010 - 2023-12-31 469,248 $30,849,000 29,500
   MORGAN STANLEY 2358 - 2023-12-31 410,809 $27,015,000 9,030
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 362 - 2023-12-31 215,199 $14,152,000 -4,113
   LPL FINANCIAL CORP 1098 - 2023-12-31 195,856 $12,879,000 -4,954
   H D Vest Advisory Services 146 - 2023-12-31 165,267 $10,868,000 13,072
   COMMONWEALTH EQUITY SERVICES LLC. 727 - 2023-12-31 153,244 $10,077,000 9,141
   Jackson Wealth Management LLC 11 *New 2023-12-31 151,288 $9,949,000 151,288
   BANK OF AMERICA CORP /DE/ 2436 - 2023-12-31 140,994 $9,272,000 -5,288
   J P MORGAN CHASE & CO 2136 - 2023-12-31 128,915 $8,477,000 6,351
   WELLS FARGO & CO/MN 1685 - 2023-12-31 112,296 $7,385,000 54,575
   UBS Group AG 1741 - 2023-12-31 99,712 $6,557,000 787
   Gladstone Institutional Advisory LLC 71 - 2023-12-31 96,434 $6,342,000 -130
   CI Private Wealth LLC 650 - 2023-12-31 91,204 $5,998,000 2,394
   Benchmark Wealth Management LLC 10 - 2023-12-31 70,429 $4,631,000 -177
   Advisor Group Holdings Inc. 1249 - 2023-12-31 69,953 $4,601,000 -9,136
   Merit Financial Group LLC 106 - 2023-12-31 68,895 $4,531,000 -2,854
   Brand Asset Management Group Inc. - 2023-12-31 57,467 $3,779,000 -643
   CRESTWOOD ADVISORS LLC 140 - 2023-12-31 49,513 $3,256,000 -1,380
   ENVESTNET ASSET MANAGEMENT INC 2166 - 2023-12-31 49,065 $3,227,000 2,458
   ROYAL BANK OF CANADA 2227 - 2023-12-31 47,240 $3,106,000 -31,109
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 471 - 2023-12-31 47,027 $3,092,000 45,573
   CITADEL ADVISORS LLC 2109 - 2023-12-31 39,463 $2,595,000 21,154
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 705 - 2023-12-31 38,250 $2,515,000 2,941
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1046 - 2023-12-31 37,996 $2,499,000 -1,986
   Cetera Investment Advisers 722 - 2023-12-31 36,199 $2,380,000 -1,868
   Quantitative Strategies Inc. 14 - 2023-12-31 35,421 $2,329,000 660
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1579 - 2023-12-31 29,389 $1,933,000 -1,596
   WEST COAST FINANCIAL LLC 60 - 2023-12-31 27,453 $1,805,000 -453
   MML INVESTORS SERVICES LLC 1052 - 2023-12-31 27,340 $1,798,000 -469
   J.W. COLE ADVISORS INC. 206 - 2023-12-31 27,060 $1,779,000 -178
   Atria Wealth Solutions Inc. 677 - 2023-12-31 24,018 $1,579,000 89
   Global Retirement Partners LLC 257 - 2023-12-31 23,007 $1,509,000 -1,432
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 19 - 2023-12-31 19,315 $1,270,000 0
   GOLDMAN SACHS GROUP INC/ 3402 - 2023-12-31 19,135 $1,258,000 0
   SeaCrest Wealth Management LLC 139 - 2023-12-31 18,549 $1,199,000 -476
   HIGHTOWER ADVISORS, LLC 1739 - 2023-12-31 17,165 $1,129,000 233
   Private Advisor Group LLC 1068 - 2023-12-31 16,455 $1,082,000 -3
   PFG Advisors 258 - 2023-12-31 16,037 $1,055,000 686
   FOCUS FINANCIAL NETWORK INC /ADV 317 - 2023-12-31 15,498 $1,019,000 0
   Dentgroup LLC 32 - 2023-12-31 15,475 $1,018,000 -194
   Strategic Wealth Partners Group LLC 43 - 2023-12-31 15,327 $1,008,000 51
   Arete Wealth Advisors LLC 250 - 2023-12-31 15,273 $1,004,000 15,273
   American Trust 98 - 2023-12-31 14,617 $961,000 -540
   FMR LLC 2365 - 2023-12-31 13,282 $873,000 -12
   LIBERTY CAPITAL MANAGEMENT INC - 2023-12-31 12,260 $806,000 0
   PROEQUITIES INC. 344 - 2023-12-31 12,059 $793,000 -688
   ROCKLAND TRUST CO 171 - 2023-12-31 10,835 $713,000 -752
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1102 - 2023-09-30 11,996 $706,000 48
   DFPG INVESTMENTS INC. 319 - 2023-12-31 10,614 $687,000 -663
   CITIGROUP INC 2367 - 2023-12-31 10,333 $679,000 287
   Apollon Wealth Management LLC 575 - 2023-12-31 10,220 $672,000 -8,720
   Vantage Financial Partners LLC 55 - 2023-12-31 10,057 $661,000 4,094
   SCOTIA CAPITAL INC. 534 - 2023-12-31 10,016 $659,000 -20
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3440 - 2023-12-31 9,582 $630,000 -3,692
   CWM LLC 984 - 2023-12-31 9,009 $592,000 -625
   DANA INVESTMENT ADVISORS INC 309 - 2023-12-31 8,860 $583,000 0
   COMERICA BANK 1808 - 2023-12-31 8,611 $566,000 3,192
   WEALTHSOURCE PARTNERS LLC 295 - 2023-12-31 8,479 $558,000 75
   SIGNATURE SECURITIES GROUP CORPORATION 108 - 2023-12-31 8,431 $554,000 -104
   NewEdge Wealth LLC 494 - 2023-12-31 8,220 $541,000 -184
   PACIFIC SUN FINANCIAL CORP 97 - 2023-12-31 7,920 $521,000 -1,000
   VIGILANT CAPITAL MANAGEMENT LLC 90 - 2023-06-30 8,384 $512,000 0
   IHT Wealth Management LLC 595 - 2023-12-31 7,704 $507,000 -13
   ASSET MANAGEMENT GROUP, INC. 102 - 2023-12-31 7,692 $506,000 60
   CHAPIN DAVIS INC. 118 - 2023-12-31 7,663 $504,000 -249
   CREATIVE PLANNING 1705 - 2023-12-31 7,583 $499,000 434
   Red Tortoise LLC 57 - 2023-12-31 7,346 $483,000 65
   Strategic Blueprint LLC - 2023-12-31 7,230 $475,000 0
   US BANCORP 1538 - 2023-12-31 7,000 $460,000 0
   FINANCIAL NETWORK 1946 - 2023-12-31 6,958 $458,000 -260
   THRIVENT FINANCIAL FOR LUTHERANS 2174 - 2023-12-31 6,590 $433,000 37
   Good Life Advisors LLC 254 - 2023-12-31 6,519 $429,000 10
   Capital Management Associates Inc - 2023-12-31 6,507 $428,000 0
   Richard P Slaughter Associates Inc 114 - 2023-12-31 6,248 $411,000 0
   LANDAAS & CO /WI /ADV 38 - 2023-12-31 6,246 $411,000 22
   MARINER WEALTH ADVISORS, LLC 2118 *New 2023-12-31 5,998 $394,000 5,998
   Harbour Trust & Investment Management Co - 2023-12-31 5,862 $385,000 0
   MULTIFINANCIAL SECURITIES CORP 1280 - 2023-12-31 5,746 $378,000 695
   WINDHAM CAPITAL MANAGEMENT, LLC 74 - 2023-12-31 5,739 $377,000 51
   HPM Partners LLC - 2023-12-31 5,710 $375,000 5,710
   RAYMOND JAMES & ASSOCIATES 3101 - 2023-12-31 5,625 $370,000 34
   Cape Investment Advisory Inc. 93 - 2023-12-31 5,255 $346,000 0
   Asset Allocation Strategies LLC 53 - 2023-12-31 5,210 $343,000 -41
   Chicago Partners Investment Group LLC 524 - 2023-12-31 4,823 $324,000 0
   TFB Advisors LLC 123 - 2023-12-31 4,644 $305,000 4,644
   Ameritas Advisory Services LLC 551 - 2023-12-31 4,412 $302,000 -1,927
   Orion Portfolio Solutions LLC 1394 *New 2023-12-31 4,585 $301,000 4,585
   M&T BANK CORP 1323 - 2023-12-31 4,550 $299,000 0
   CAPTRUST FINANCIAL ADVISORS 2110 - 2023-12-31 4,508 $296,000 9
   Baird Financial Group Inc. 1520 - 2023-12-31 4,500 $296,000 0
   OPUS CAPITAL GROUP LLC 101 - 2023-12-31 4,298 $283,000 166
   Wealthquest Corp 112 - 2023-12-31 4,207 $277,000 -1,549
   Perigon Wealth Management LLC 682 - 2023-12-31 4,128 $271,000 24
   Ipsen Advisor Group LLC 85 - 2022-12-31 4,959 $261,000 0
   RAYMOND JAMES TRUST CO 1009 - 2023-12-31 3,943 $259,000 0
   Windsor Group LTD 134 - 2023-09-30 4,245 $250,000 0
   Kestra Advisory Services LLC 1954 *New 2023-12-31 3,797 $250,000 3,797
   Aurora Private Wealth Inc. 122 - 2023-12-31 3,742 $246,000 330
   Strategic Investment Advisors / MI 221 - 2023-12-31 3,598 $237,000 0

  100 Records found
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