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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
   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
   Advisor Group Holdings Inc. 586 - 2023-12-31 219,916 $14,915,000 -62,787
   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
   Sunburst Financial Group LLC 11 - 2024-03-31 113,017 $8,532,000 -21,986
   ROYAL BANK OF CANADA 1633 - 2023-12-31 110,502 $7,494,000 -56,935
   RAYMOND JAMES & ASSOCIATES 1386 - 2024-03-31 88,909 $6,711,000 -5,640
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 701 - 2024-03-31 70,735 $5,339,000 -4,441
   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
   IHT Wealth Management LLC 115 - 2023-12-31 61,276 $4,156,000 -130
   CREATIVE PLANNING 640 - 2023-12-31 57,612 $3,907,000 -192
   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
   CWM LLC 487 - 2024-03-31 45,851 $3,461,000 -448
   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
   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
   BB&T CORP 1187 - 2023-12-31 33,010 $2,239,000 -933
   Wealthquest Corp 35 - 2023-12-31 28,733 $1,949,000 -1,275
   NORTH STAR INVESTMENT MANAGEMENT CORP. 156 - 2023-12-31 27,826 $1,887,000 -1,955
   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
   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
   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
   Horst & Graben Wealth Management LLC 45 - 2024-03-31 19,366 $1,462,000 -113
   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
   MCCORMACK ADVISORS INTERNATIONAL 435 - 2023-12-31 13,941 $946,000 -1,489
   Patriot Financial Group Insurance Agency LLC 166 - 2023-12-31 11,293 $766,000 -2
   Cooper Financial Group 159 - 2024-03-31 9,645 $728,000 -2,225
   PRIVATE TRUST CO NA 283 - 2024-03-31 9,509 $718,000 -276
   Geneos Wealth Management Inc. - 2023-12-31 10,255 $695,000 -435
   Integrated Wealth Concepts LLC 874 - 2023-12-31 9,958 $675,000 -360
   Goss Wealth Management LLC 1166 - 2023-12-31 9,006 $611,000 -143
   Bowman & Co S.C. 69 - 2024-03-31 7,295 $551,000 -325
   Cedar Brook Financial Partners LLC 196 - 2024-03-31 7,218 $545,000 -32
   Fulcrum Equity Management 54 - 2024-03-31 6,563 $495,000 -160
   Kovack Advisors Inc. 254 - 2024-03-31 6,518 $492,000 -130
   Sunbelt Securities Inc. 333 - 2024-03-31 6,301 $476,000 -31
   Global Retirement Partners LLC 548 - 2024-03-31 6,091 $460,000 -651
   Red Tortoise LLC 57 - 2024-03-31 6,074 $458,000 -13
   Outlook Wealth Advisors LLC 150 - 2024-03-31 5,980 $451,000 -470
   Accel Wealth Management 120 - 2024-03-31 5,721 $432,000 -527
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 408 - 2024-03-31 5,598 $423,000 -1,860
   Beacon Financial Advisory LLC - 2023-12-31 5,979 $405,000 -330
   SIGNATURE SECURITIES GROUP CORPORATION 139 - 2024-03-31 5,362 $405,000 -424
   AlphaStar Capital Management LLC 206 - 2023-12-31 5,621 $381,000 -5,624
   PARAGON CAPITAL MANAGEMENT LTD 87 - 2024-03-31 4,999 $377,000 -58
   PNC FINANCIAL SERVICES GROUP INC 1744 - 2023-12-31 5,095 $346,000 -67
   MATHER GROUP, INC. 408 - 2024-03-31 4,992 $339,000 -1,410
   DFPG INVESTMENTS INC. 492 - 2023-12-31 5,129 $339,000 -583
   TOWER RESEARCH CAPITAL LLC 1754 - 2023-12-31 4,543 $308,000 -3,880
   Hutchens & Kramer Investment Management Group LLC - 2023-12-31 4,409 $299,000 -487
   Sigma Planning Corp 622 - 2023-12-31 4,324 $293,000 -5,165
   LJI Wealth Management LLC 135 - 2023-12-31 4,240 $288,000 -100
   COMMERCE BANK N A/MO 1035 - 2023-12-31 4,116 $279,000 -490
   IFP Advisors Inc 785 - 2023-12-31 4,081 $277,000 -49
   Tyler-Stone Wealth Management 152 - 2023-12-31 3,733 $253,000 -84
   EAGLE GLOBAL ADVISORS LLC 212 - 2023-12-31 3,675 $249,000 -30
   Sequoia Financial Advisors LLC - 2023-12-31 3,275 $222,000 -370
   HARBOR INVESTMENT ADVISORY LLC 365 - 2024-03-31 2,250 $170,000 -300
   TD Waterhouse Canada Inc. 761 - 2023-12-31 1,891 $124,000 -643
   Impact Partnership Wealth LLC 294 - 2023-12-31 916 $62,000 -37
   Kozak & Associates Inc. 139 - 2023-12-31 638 $43,000 -887
   Spire Wealth Management 1394 - 2024-03-31 400 $30,000 -43
   Russell Investments Group Ltd. 2650 - 2023-12-31 279 $19,000 -340
  80 Records found
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