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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GeoWealth Management LLC 86 *New 2023-12-31 43,788 $2,970,000 43,788
   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
   Wealthstream Advisors Inc. 37 *New 2023-12-31 13,565 $920,000 13,565
   Kingsview Wealth Management LLC 508 *New 2023-12-31 12,714 $862,000 12,714
   GOLDMAN SACHS GROUP INC/ 3825 *New 2023-12-31 7,550 $512,000 7,550
   RENAISSANCE TECHNOLOGIES LLC 2856 *New 2023-12-31 6,100 $414,000 6,100
   Cornerstone Wealth Group LLC 175 *New 2024-03-31 4,860 $367,000 4,860
   SWMG LLC 82 *New 2023-12-31 4,233 $287,000 4,233
   GILMAN HILL ASSET MANAGEMENT, LLC 186 *New 2024-03-31 3,460 $261,000 3,460
   Leeward Financial Partners LLC 88 *New 2024-03-31 2,850 $215,000 2,850
   Baird Financial Group Inc. 1621 *New 2023-12-31 3,150 $214,000 3,150
   CPR Investments Inc. 45 *New 2024-03-31 2,761 $208,000 2,761
   Kaydan Wealth Management Inc. 102 *New 2024-03-31 2,750 $208,000 2,750
   Kelman-Lazarov Inc. 100 *New 2023-12-31 3,061 $208,000 3,061
   Global Assets Advisory LLC 460 *New 2024-03-31 13,815 $183,000 13,815
   SHEETS SMITH & ASSOCIATES INC 367 *New 2023-09-30 1,175 $70,000 1,175
   NBT BANK N A /NY 439 *New 2024-03-31 286 $22,000 286
   Creative Capital Management Investments LLC 133 *New 2024-03-31 220 $17,000 220
   Dunhill Financial LLC 225 *New 2023-12-31 130 $9,000 130
   Coppell Advisory Solutions LLC 1308 *New 2023-12-31 30 $2,000 30
   ICA Group Wealth Management LLC 1261 *New 2023-12-31 8 $1,000 8
  22 Records found
  1    
  Page 1 of 1
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