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Get Institutions for : 
iShares Trust - Large Core Index Fund (JKD)  
$70.29 0.67 (0.96%) as of 4:30 Fri 4/26


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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  : 
8.82 (14.35%)  




 
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
   Jackson Wealth Management LLC 11 *New 2023-12-31 151,288 $9,949,000 151,288
   MARINER WEALTH ADVISORS, LLC 2118 *New 2023-12-31 5,998 $394,000 5,998
   Orion Portfolio Solutions LLC 1394 *New 2023-12-31 4,585 $301,000 4,585
   Kestra Advisory Services LLC 1954 *New 2023-12-31 3,797 $250,000 3,797
   TAP Consulting LLC 148 *New 2024-03-31 3,006 $218,000 3,006
   ADVISORY SERVICES NETWORK, LLC 1751 *New 2023-12-31 1,180 $78,000 1,180
   MATHER GROUP, INC. 774 *New 2024-03-31 1,162 $76,000 1,162
   Farther Finance Advisors LLC 1401 *New 2023-12-31 242 $16,000 242

  8 Records found
  1    
  Page 1 of 1
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