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Get Institutions for : 
iShares Morningstar Large Growth Index (JKE)  
$73.48 1.22 (1.69%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 225    3
Total shares held : 
 15,392,697  
% of shares held : 
 23.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 292,129  
% of shares held change : 
   0.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.99  
Last Quarter's Ending Price : 
 $67.82  
Last Quarter's Average Price : 
 $63.24  
Change from last quarter's     
avg. price to the last closing  : 
10.24 (16.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 151,017
 0.98%
 
Increased Positions :
76
 869,954
 5.65%
 
Unchanged Positions :
59
 617,075
 4.01%
 
Decreased Positions :
72
-595,620
-3.87%
 
Closed Positions :
15
-133,222
-0.87%
 
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. 5 - 2023-12-31 3,188,227 $216,226,000 -299
   MORGAN STANLEY 1195 - 2023-12-31 1,389,229 $94,218,000 42,959
   LPL FINANCIAL CORP 383 - 2023-12-31 1,057,326 $71,708,000 -81,245
   WELLS FARGO & CO/MN 688 - 2023-12-31 733,344 $49,735,000 -16,904
   Financial Advisory Service Inc. - 2023-12-31 640,321 $43,427,000 -68,155
   BANK OF AMERICA CORP /DE/ 1288 - 2023-12-31 596,327 $40,443,000 -9,802
   Atlantic Trust LLC 2 - 2023-12-31 509,308 $34,541,000 -104,754
   COMMONWEALTH EQUITY SERVICES LLC. 333 - 2023-12-31 435,098 $29,508,000 57,134
   AMERIPRISE FINANCIAL INC 1094 - 2023-12-31 391,454 $26,613,000 20,818
   H D Vest Advisory Services 54 - 2023-12-31 374,306 $25,385,000 16,350
   UBS Group AG 1018 - 2023-12-31 349,295 $23,689,000 3,016
   J P MORGAN CHASE & CO 1650 - 2023-12-31 268,310 $18,197,000 66,595
   MML INVESTORS SERVICES LLC 275 - 2023-12-31 227,567 $15,434,000 23,335
   Advisor Group Holdings Inc. 586 - 2023-12-31 219,916 $14,915,000 -62,787
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 642 - 2024-03-31 189,123 $14,275,000 76,984
   KILEY JUERGENS WEALTH MANAGEMENT LLC 8 - 2024-03-31 154,973 $11,697,000 -1,601
   Rockefeller Capital Management L.P. 423 - 2023-12-31 162,968 $11,053,000 -2,406
   ENVESTNET ASSET MANAGEMENT INC 1393 - 2023-12-31 158,806 $10,770,000 73,286
   Cornerstone Wealth Management LLC 27 - 2024-03-31 116,897 $8,823,000 2,705
   Sunburst Financial Group LLC 11 - 2024-03-31 113,017 $8,532,000 -21,986
   LongView Wealth Management 5 - 2024-03-31 112,187 $8,468,000 17,823
   Sanctuary Wealth Management L.L.C. 4 - 2023-12-31 124,689 $8,456,000 124,672
   CI Private Wealth LLC 568 - 2023-12-31 119,919 $8,133,000 9,531
   ROYAL BANK OF CANADA 1633 - 2023-12-31 110,502 $7,494,000 -56,935
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 575 - 2024-03-31 92,348 $6,970,000 15,891
   DB Wealth Management Group LLC 6 - 2023-12-31 102,085 $6,923,000 19,311
   Aspire Wealth Management Corp - 2023-12-31 100,331 $6,804,000 58
   RAYMOND JAMES & ASSOCIATES 1386 - 2024-03-31 88,909 $6,711,000 -5,640
   CAPTRUST FINANCIAL ADVISORS 512 - 2023-12-31 84,335 $5,720,000 10,399
   MARINER WEALTH ADVISORS, LLC 648 - 2023-12-31 81,744 $5,544,000 9,243
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 701 - 2024-03-31 70,735 $5,339,000 -4,441
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 78,477 $5,322,000 53,956
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 537 - 2023-12-31 75,283 $5,106,000 5,779
   Prime Capital Investment Advisors LLC - 2023-12-31 73,506 $4,985,000 -217
   Marietta Wealth Management LLC 56 - 2024-03-31 65,836 $4,969,000 -287
   One Capital Management LLC 110 - 2023-12-31 72,619 $4,925,000 6,539
   LEVEL FOUR ADVISORY SERVICES LLC 87 - 2023-12-31 72,395 $4,910,000 0
   WHITE PINE INVESTMENT CO 30 - 2024-03-31 64,610 $4,877,000 463
   FINANCIAL NETWORK 601 - 2023-12-31 68,727 $4,661,000 6,529
   Cetera Investment Advisers 466 - 2023-12-31 67,580 $4,583,000 58,094
   IHT Wealth Management LLC 115 - 2023-12-31 61,276 $4,156,000 -130
   Strategic Financial Concepts LLC 27 - 2024-03-31 54,964 $4,149,000 11,742
   JOHNSON INVESTMENT COUNSEL INC 170 - 2023-12-31 58,898 $3,994,000 0
   CREATIVE PLANNING 640 - 2023-12-31 57,612 $3,907,000 -192
   RETIREMENT PLANNING GROUP 41 - 2024-03-31 50,617 $3,821,000 0
   Dentgroup LLC 11 - 2024-03-31 48,585 $3,667,000 -4,606
   STIFEL FINANCIAL CORP 1291 - 2023-12-31 53,095 $3,601,000 -1,345
   Steward Partners Investment Advisory LLC 353 - 2023-12-31 52,270 $3,545,000 14,357
   Atria Wealth Solutions Inc. 409 - 2023-12-31 51,736 $3,509,000 25,012
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 583 - 2023-09-30 58,330 $3,479,000 8,911
   CWM LLC 487 - 2024-03-31 45,851 $3,461,000 -448
   BANK OF NEW YORK MELLON CORP 2502 - 2024-03-31 44,886 $3,388,000 543
   Merit Financial Group LLC 137 - 2023-12-31 49,171 $3,335,000 476
   Madison Wealth Partners Inc 16 - 2023-12-31 44,411 $3,012,000 345
   GeoWealth Management LLC 86 *New 2023-12-31 43,788 $2,970,000 43,788
   RFG Advisory Group LLC 158 - 2024-03-31 39,196 $2,959,000 2,720
   Focus Financial Network Inc. 123 - 2024-03-31 38,890 $2,810,000 0
   Ipsen Advisor Group LLC 7 - 2022-12-31 57,652 $2,807,000 0
   CITADEL ADVISORS LLC 2046 - 2023-12-31 41,265 $2,799,000 18,706
   FOCUS FINANCIAL NETWORK INC /ADV 172 - 2023-12-31 39,749 $2,696,000 0
   MONEY CONCEPTS CAPITAL CORP 105 - 2023-12-31 39,325 $2,667,000 -2,042
   GenWealth Group Inc. 31 - 2024-03-31 34,618 $2,613,000 -304
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1667 - 2023-12-31 36,942 $2,505,000 -4,845
   Brand Asset Management Group Inc. - 2023-12-31 36,495 $2,475,000 -1,076
   TWIN FOCUS CAPITAL PARTNERS, LLC 44 - 2023-12-31 35,950 $2,438,000 0
   Arkadios Wealth Advisors - 2023-12-31 35,135 $2,383,000 -28,004
   ADELL HARRIMAN & CARPENTER INC 82 - 2024-03-31 31,270 $2,360,000 -1,000
   CITIGROUP INC 1495 - 2023-12-31 34,014 $2,307,000 -290
   DAVENPORT & CO LLC - 2023-12-31 33,382 $2,264,000 438
   BB&T CORP 1187 - 2023-12-31 33,010 $2,239,000 -933
   CoreCap Advisors LLC 150 - 2023-12-31 30,491 $2,068,000 30,491
   Wealthquest Corp 35 - 2023-12-31 28,733 $1,949,000 -1,275
   EA Series Trust 401 - 2023-06-30 31,059 $1,936,000 0
   Adviser Investments LLC 232 - 2023-12-31 27,855 $1,889,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 156 - 2023-12-31 27,826 $1,887,000 -1,955
   TWO SIGMA INVESTMENTS LLC 1516 - 2023-12-31 27,300 $1,851,000 6,400
   Sweet Financial Partners LLC 51 - 2024-03-31 23,997 $1,811,000 -65
   Private Advisor Group LLC 813 - 2023-12-31 26,591 $1,803,000 -168
   FMR LLC 2186 - 2023-12-31 26,178 $1,775,000 5,995
   HIGHTOWER ADVISORS, LLC 1481 - 2023-12-31 25,866 $1,755,000 -922
   Shira Ridge Wealth Management 24 - 2024-03-31 23,109 $1,744,000 -120
   Rodgers & Associates LTD 44 - 2023-12-31 23,459 $1,591,000 0
   NATIONAL ASSET MANAGEMENT, INC. 411 - 2023-12-31 23,321 $1,582,000 -146
   Pinnacle Financial Group LLC / IL 28 - 2023-12-31 23,315 $1,581,000 -750
   Cape Investment Advisory Inc. 26 - 2023-12-31 23,111 $1,567,000 -295
   Towerpoint Wealth LLC 25 - 2024-03-31 20,476 $1,546,000 -445
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 582 - 2023-12-31 22,493 $1,525,000 22,408
   Horst & Graben Wealth Management LLC 45 - 2024-03-31 19,366 $1,462,000 -113
   MULTIFINANCIAL SECURITIES CORP 618 - 2023-12-31 21,474 $1,456,000 1,629
   Envestnet Portfolio Solutions Inc. 710 *New 2023-12-31 19,460 $1,320,000 19,460
   ATRIA INVESTMENTS LLC 776 *New 2023-12-31 19,463 $1,320,000 19,463
   Full Sail Capital LLC 80 - 2023-12-31 19,349 $1,312,000 0
   Capital Advisors Ltd. LLC 79 - 2024-03-31 17,355 $1,310,000 0
   XML Financial LLC 138 - 2023-12-31 18,537 $1,257,000 -75
   Andina Capital Management LLC 28 - 2024-03-31 15,664 $1,182,000 -2,395
   COMERICA BANK 1453 - 2023-12-31 17,341 $1,176,000 25
   Gladstone Institutional Advisory LLC 274 - 2023-12-31 17,075 $1,158,000 200
   EQIS CAPITAL MANAGEMENT, INC. 207 - 2023-12-31 16,685 $1,132,000 16,685
   SAVANT CAPITAL MANAGEMENT INC 402 - 2023-12-31 15,544 $1,054,000 0
   Csenge Advisory Group 235 - 2023-12-31 14,921 $1,012,000 807
  100 Records found
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