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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
   MORGAN STANLEY 1195 - 2023-12-31 1,389,229 $94,218,000 42,959
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 642 - 2024-03-31 189,123 $14,275,000 76,984
   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
   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
   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
   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
   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
   One Capital Management LLC 110 - 2023-12-31 72,619 $4,925,000 6,539
   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
   Strategic Financial Concepts LLC 27 - 2024-03-31 54,964 $4,149,000 11,742
   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
   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
   RFG Advisory Group LLC 158 - 2024-03-31 39,196 $2,959,000 2,720
   CITADEL ADVISORS LLC 2046 - 2023-12-31 41,265 $2,799,000 18,706
   DAVENPORT & CO LLC - 2023-12-31 33,382 $2,264,000 438
   CoreCap Advisors LLC 150 - 2023-12-31 30,491 $2,068,000 30,491
   TWO SIGMA INVESTMENTS LLC 1516 - 2023-12-31 27,300 $1,851,000 6,400
   FMR LLC 2186 - 2023-12-31 26,178 $1,775,000 5,995
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 582 - 2023-12-31 22,493 $1,525,000 22,408
   MULTIFINANCIAL SECURITIES CORP 618 - 2023-12-31 21,474 $1,456,000 1,629
   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
   Csenge Advisory Group 235 - 2023-12-31 14,921 $1,012,000 807
   Hoese & Co LLP 16 - 2024-03-31 13,322 $989,000 2,611
   Transparent Wealth Partners LLC 19 - 2023-03-31 15,406 $853,000 34
   ROMAN BUTLER FULLERTON & CO 80 - 2023-12-31 12,122 $851,000 67
   Private Wealth Strategies L.L.C. 27 - 2023-12-31 12,331 $836,000 42
   KESTRA PRIVATE WEALTH SERVICES LLC 639 - 2023-12-31 9,505 $645,000 4
   Investors Research Corp 189 - 2023-12-31 8,767 $595,000 6,531
   VisionPoint Advisory Group LLC 86 - 2023-12-31 8,574 $581,000 8,574
   Strategic Blueprint LLC 357 - 2024-03-31 7,384 $557,000 1,343
   Fortune 45 LLC 22 - 2024-03-31 6,887 $520,000 9
   J.W. COLE ADVISORS INC. 501 - 2023-12-31 6,960 $472,000 228
   BAYSTATE WEALTH MANAGEMENT LLC 149 - 2023-12-31 6,775 $460,000 968
   VISION CAPITAL MANAGEMENT INC 91 - 2023-12-31 6,740 $457,000 6,740
   Capital Analysts Inc. 338 - 2023-12-31 5,966 $405,000 25
   Kestra Advisory Services LLC 1642 - 2023-12-31 5,937 $403,000 1,461
   BLAIR WILLIAM & CO/IL 1144 - 2023-12-31 5,682 $385,000 581
   AE Wealth Management LLC 1653 - 2023-12-31 4,616 $324,000 846
   FIRST HEARTLAND CONSULTANTS INC 283 - 2023-12-31 4,502 $305,000 19
   JANNEY MONTGOMERY SCOTT LLC 2283 - 2023-12-31 3,883 $263,000 187
   Qube Research & Technologies Ltd 2524 - 2023-12-31 2,373 $161,000 641
   US BANCORP 2125 - 2023-12-31 2,275 $154,000 1,472
   McClarren Financial Advisors Inc. 86 - 2023-12-31 2,110 $143,000 9
   CREATIVE FINANCIAL DESIGNS INC /ADV 518 - 2023-12-31 1,635 $111,000 316
   BANK OF MONTREAL /CAN/ 2940 - 2023-12-31 958 $65,000 700
   Coastal Investment Advisors Inc. 551 - 2024-03-31 718 $54,000 718
   Castleview Partners LLC 800 - 2023-12-31 11 $1,000 11
  68 Records found
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