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Get Institutions for : 
iShares Trust - Large Core Index Fund (JKD)  
$77.54 0.22 (0.28%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 147    7
Total shares held : 
3,963,774  
% of shares held : 
9.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
23,869  
% of shares held change : 
  0.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$72.28  
Last Quarter's Ending Price : 
$75.17  
Last Quarter's Average Price
$72.37  
Change from last quarter's     
avg. price to the last closing  : 
5.17 (7.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 46,606
 1.18%
 
Increased Positions :
45
 115,555
 2.92%
 
Unchanged Positions :
52
 198,186
 5%
 
Decreased Positions :
40
-134,402
-3.39%
 
Closed Positions :
3
-3,890
-0.1%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 View holdings for period: 
3-31-2024 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
   MORGAN STANLEY 2064 - 2024-06-30 473,212 $35,571,000 35,664
   H D Vest Advisory Services 178 - 2024-06-30 160,482 $12,063,000 4,961
   J P MORGAN CHASE & CO 2100 - 2024-06-30 121,697 $9,148,000 6,385
   Advisor Group Holdings Inc. 899 - 2024-06-30 79,572 $5,982,000 18,374
   Benchmark Wealth Management LLC 10 - 2024-06-30 66,740 $5,017,000 40
   Merit Financial Group LLC 147 - 2024-06-30 65,849 $4,950,000 165
   ROYAL BANK OF CANADA 2211 - 2024-06-30 43,496 $3,270,000 120
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1020 - 2024-06-30 40,302 $3,030,000 1,237
   Quantitative Strategies Inc. 14 - 2024-06-30 36,055 $2,710,000 290
   CITADEL ADVISORS LLC 2157 - 2024-06-30 32,744 $2,461,000 14,825
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1544 - 2024-06-30 31,737 $2,386,000 5,707
   Atria Wealth Solutions Inc. 602 - 2024-06-30 28,007 $2,105,000 685
   J.W. COLE ADVISORS INC. 211 - 2024-06-30 26,643 $2,003,000 563
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1656 - 2024-06-30 26,327 $1,979,000 124
   Global Retirement Partners LLC 286 - 2024-06-30 23,808 $1,790,000 933
   Arete Wealth Advisors LLC 169 - 2024-06-30 19,915 $1,498,000 4,407
   American Trust 88 - 2024-06-30 15,610 $1,173,000 57
   Resources Investment Advisors Inc. 568 - 2024-06-30 15,527 $1,167,000 8,527
   MARINER WEALTH ADVISORS, LLC 1436 - 2024-06-30 14,625 $1,099,000 1,112
   MONEY CONCEPTS CAPITAL CORP 206 - 2024-06-30 13,221 $994,000 75
   SeaCrest Wealth Management LLC 194 - 2024-06-30 11,863 $892,000 1,995
   CITIGROUP INC 2264 - 2024-06-30 11,039 $830,000 147
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1102 - 2023-09-30 11,996 $706,000 48
   Strategic Blueprint LLC 298 - 2024-06-30 9,314 $700,000 384
   MULTIFINANCIAL SECURITIES CORP 1440 - 2024-03-31 8,774 $636,000 3,028
   CREATIVE PLANNING 1797 - 2024-06-30 7,983 $600,000 400
   ASSET MANAGEMENT GROUP, INC. 101 - 2024-06-30 7,730 $581,000 19
   THRIVENT FINANCIAL FOR LUTHERANS 2084 - 2024-06-30 7,684 $578,000 1,081
   WEALTHSOURCE PARTNERS LLC 295 - 2023-12-31 8,479 $558,000 75
   FINANCIAL NETWORK 1910 - 2024-03-31 7,078 $513,000 120
   Capital Management Associates Inc 48 - 2024-06-30 6,538 $491,000 14
   Good Life Advisors LLC 264 - 2024-06-30 6,526 $491,000 3
   STIFEL FINANCIAL CORP 2630 - 2024-06-30 6,359 $478,000 3,549
   Orion Portfolio Solutions LLC 1299 - 2024-06-30 6,035 $454,000 644
   RAYMOND JAMES & ASSOCIATES 3106 - 2024-06-30 5,727 $430,000 91
   Focus Financial Network Inc. 443 - 2024-06-30 5,418 $417,000 15
   CAPTRUST FINANCIAL ADVISORS 1730 - 2024-06-30 4,513 $339,000 2
   Perigon Wealth Management LLC 673 - 2024-06-30 4,143 $311,000 7
   Aurora Private Wealth Inc. 108 - 2024-06-30 3,694 $278,000 9
   HARBOUR INVESTMENTS INC. 836 - 2024-06-30 3,494 $263,000 4
   Geneos Wealth Management Inc. 669 - 2024-06-30 3,117 $234,000 6
   Intrua Financial LLC 302 - 2023-03-31 3,954 $224,000 15
   TOWER RESEARCH CAPITAL LLC 2168 - 2024-06-30 2,349 $177,000 2,208
   Steward Partners Investment Advisory LLC 1519 - 2024-06-30 2,232 $168,000 773
   PSI Advisors LLC 216 - 2024-06-30 899 $68,000 3
   Coston McIsaac & Partners 225 - 2024-06-30 606 $45,000 2

  46 Records found
  1    
  Page 1 of 1
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