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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  
Free Registration Required For Full Results

            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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 373 - 2024-03-31 212,515 $15,401,000 -2,684
   LPL FINANCIAL CORP 1098 - 2023-12-31 195,856 $12,879,000 -4,954
   BANK OF AMERICA CORP /DE/ 2436 - 2023-12-31 140,994 $9,272,000 -5,288
   Gladstone Institutional Advisory LLC 71 - 2023-12-31 96,434 $6,342,000 -130
   Benchmark Wealth Management LLC 10 - 2024-03-31 66,700 $4,834,000 -3,729
   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
   ROYAL BANK OF CANADA 2227 - 2023-12-31 47,240 $3,106,000 -31,109
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1579 - 2023-12-31 29,389 $1,933,000 -1,596
   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
   WEST COAST FINANCIAL LLC 62 - 2024-03-31 23,211 $1,682,000 -4,242
   Global Retirement Partners LLC 257 - 2023-12-31 23,007 $1,509,000 -1,432
   Private Advisor Group LLC 1068 - 2023-12-31 16,455 $1,082,000 -3
   American Trust 98 - 2023-12-31 14,617 $961,000 -540
   FMR LLC 2365 - 2023-12-31 13,282 $873,000 -12
   PROEQUITIES INC. 344 - 2023-12-31 12,059 $793,000 -688
   ROCKLAND TRUST CO 162 - 2024-03-31 10,669 $773,000 -166
   SeaCrest Wealth Management LLC 234 - 2024-03-31 9,868 $715,000 -8,681
   DFPG INVESTMENTS INC. 319 - 2023-12-31 10,614 $687,000 -663
   Apollon Wealth Management LLC 575 - 2023-12-31 10,220 $672,000 -8,720
   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
   NewEdge Wealth LLC 494 - 2023-12-31 8,220 $541,000 -184
   Red Tortoise LLC 56 - 2024-03-31 7,315 $530,000 -31
   CWM LLC 1106 - 2024-03-31 7,272 $527,000 -1,737
   PACIFIC SUN FINANCIAL CORP 97 - 2023-12-31 7,920 $521,000 -1,000
   IHT Wealth Management LLC 595 - 2023-12-31 7,704 $507,000 -13
   FINANCIAL NETWORK 1946 - 2023-12-31 6,958 $458,000 -260
   Richard P Slaughter Associates Inc 108 - 2024-03-31 6,187 $448,000 -61
   SIGNATURE SECURITIES GROUP CORPORATION 140 - 2024-03-31 5,594 $405,000 -2,837
   Asset Allocation Strategies LLC 53 - 2023-12-31 5,210 $343,000 -41
   Ameritas Advisory Services LLC 551 - 2023-12-31 4,412 $302,000 -1,927
   Wealthquest Corp 112 - 2023-12-31 4,207 $277,000 -1,549
   Qube Research & Technologies Ltd 2619 - 2023-12-31 1,880 $124,000 -156
   TOWER RESEARCH CAPITAL LLC 2622 - 2023-12-31 1,563 $103,000 -6,768
   PNC FINANCIAL SERVICES GROUP INC 3049 - 2023-12-31 640 $42,000 -798
  42 Records found
  1    
  Page 1 of 1
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