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Get Institutions for : 
iShares Trust - Large Core Index Fund (JKD)  
$86.48 0.33 (0.38%) as of 4:30 Fri 7/11


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 166    7
Total shares held : 
 4,898,826  
% of shares held : 
 12.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -1,693,257  
% of shares held change : 
   -4.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $81.06  
Last Quarter's Ending Price : 
 $77.26  
Last Quarter's Average Price : 
 $81.45  
Change from last quarter's     
avg. price to the last closing  : 
5.03 (6.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 156,247
 3.19%
 
Increased Positions :
53
 666,590
 13.61%
 
Unchanged Positions :
54
 205,931
 4.2%
 
Decreased Positions :
49
-1,879,439
-38.37%
 
Closed Positions :
17
-636,655
-13%
 
Guru Positions :
0
 0%
 
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 period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 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
   MORGAN STANLEY 2005 - 2025-03-31 517,949 $40,017,000 18,700
   AMERIPRISE FINANCIAL INC 982 - 2025-03-31 477,211 $36,869,000 71,260
   Advisor Group Holdings Inc. 424 - 2025-03-31 254,238 $19,644,000 44,076
   CI Private Wealth LLC 436 - 2025-03-31 192,334 $14,860,000 98,744
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 496 - 2025-03-31 179,461 $13,865,000 5,939
   UBS Group AG 2476 - 2025-03-31 112,485 $8,691,000 2,111
   Merit Financial Group LLC 220 - 2025-03-31 66,306 $5,123,000 193
   CITADEL ADVISORS LLC 1801 - 2025-03-31 58,170 $4,494,000 30,469
   ROYAL BANK OF CANADA 2192 - 2025-03-31 47,673 $3,683,000 4,906
   JIM SAULNIER & ASSOCIATES LLC 9 - 2025-03-31 41,644 $3,217,000 1,470
   Quantitative Strategies Inc. 14 - 2024-12-31 35,141 $2,855,000 1,611
   Global Retirement Partners LLC 264 - 2024-12-31 29,684 $2,409,000 5,965
   J.W. COLE ADVISORS INC. 294 - 2025-03-31 28,275 $2,185,000 6
   GTS SECURITIES LLC 166 - 2025-03-31 27,217 $2,103,000 17,364
   Orion Portfolio Solutions LLC 844 - 2025-03-31 19,946 $1,541,000 1,323
   MONEY CONCEPTS CAPITAL CORP 187 - 2025-03-31 17,103 $1,321,000 29
   Resources Investment Advisors Inc. 541 - 2025-03-31 15,613 $1,206,000 4
   FMR LLC 2416 - 2025-03-31 15,586 $1,204,000 1,517
   TOWER RESEARCH CAPITAL LLC 446 - 2025-03-31 15,009 $1,160,000 13,303
   CREATIVE PLANNING 1605 - 2025-03-31 14,875 $1,149,000 6,892
   Commonwealth Financial Services LLC 61 - 2025-03-31 14,647 $1,132,000 2,714
   Capital Management Associates Inc 50 - 2025-03-31 14,406 $1,113,000 7,710
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3248 - 2025-03-31 13,268 $1,025,000 9,202
   SAVANT CAPITAL MANAGEMENT INC 747 - 2025-03-31 13,212 $1,021,000 4
   Kovitz Investment Group Partners LLC 746 - 2025-03-31 12,190 $942,000 20
   Keystone Financial Services LLC 22 - 2025-03-31 11,245 $869,000 538
   Tyler-Stone Wealth Management 152 - 2025-03-31 8,887 $687,000 503
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1218 - 2025-03-31 8,823 $682,000 372
   COMERICA BANK 1712 - 2025-03-31 8,502 $657,000 47
   CWM LLC 1330 - 2025-03-31 8,433 $652,000 310
   Sanctuary Advisors LLC 1533 - 2024-12-31 7,587 $638,000 4
   Kestra Advisory Services LLC 1641 - 2025-03-31 8,169 $631,000 4,630
   ASSET MANAGEMENT GROUP, INC. 103 - 2025-03-31 7,798 $602,000 22
   Brightwater Advisory LLC 39 - 2025-03-31 6,888 $532,000 6,888
   JANE STREET GROUP LLC 3566 - 2025-03-31 6,659 $514,000 2,893
   Good Life Advisors LLC 297 - 2025-03-31 6,538 $505,000 4
   Helen Stephens Group LLC 61 - 2025-06-30 4,910 $421,000 14
   HPM Partners LLC 1877 - 2025-03-31 5,150 $398,000 131
   CAPTRUST FINANCIAL ADVISORS 1823 - 2025-03-31 4,664 $360,000 144
   SIGNATURE SECURITIES GROUP CORPORATION 166 - 2025-03-31 4,312 $333,000 12
   KINGSWOOD WEALTH ADVISORS LLC 586 - 2025-03-31 4,090 $316,000 627
   Larson Financial Group LLC 512 - 2025-03-31 4,064 $314,000 13
   Asset Allocation Strategies LLC 110 - 2025-03-31 3,909 $302,000 12
   Aurora Private Wealth Inc. 106 - 2025-03-31 3,715 $287,000 10
   COLONY GROUP, LLC 1592 - 2025-03-31 3,528 $273,000 3,528
   Envestnet Portfolio Solutions Inc. 1364 - 2025-03-31 3,231 $250,000 199
   Geneos Wealth Management Inc. 829 - 2025-03-31 3,208 $248,000 7
   THURSTON SPRINGER MILLER HERD & TITAK INC. 384 - 2025-03-31 1,496 $116,000 448
   JONES FINANCIAL COMPANIES LLLP - 2025-03-31 1,157 $89,000 885
   Coston McIsaac & Partners 227 - 2025-03-31 612 $47,000 2
   Capital Analysts Inc. 837 - 2025-03-31 484 $37,000 2
   Farther Finance Advisors LLC 2371 - 2025-03-31 251 $19,000 9
   Qube Research & Technologies Ltd 2508 - 2025-03-31 169 $13,000 78
  53 Records found
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