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Get Institutions for : 
iShares Tr Morngstr Mid Core (JKG)  
$72.06 0.23 (0.32%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 154    0
Total shares held : 
 6,293,097  
% of shares held : 
 19.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 43,876  
% of shares held change : 
   0.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.00  
Last Quarter's Ending Price : 
 $67.13  
Last Quarter's Average Price : 
 $61.42  
Change from last quarter's     
avg. price to the last closing  : 
10.64 (17.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 28,586
 0.45%
 
Increased Positions :
52
 296,953
 4.72%
 
Unchanged Positions :
46
 379,655
 6.03%
 
Decreased Positions :
46
-239,575
-3.81%
 
Closed Positions :
10
-42,088
-0.67%
 
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
   UBS Group AG 516 - 2023-12-31 1,115,895 $74,910,000 -49,807
   LPL FINANCIAL CORP 707 - 2024-03-31 452,762 $32,975,000 -9,154
   RAYMOND JAMES & ASSOCIATES 904 - 2024-03-31 213,433 $15,544,000 -48,686
   Steele Capital Management Inc. 32 - 2024-03-31 155,750 $11,343,000 -3,025
   Matrix Trust Co 13 - 2024-03-31 155,241 $11,306,000 -2,785
   AMERIPRISE FINANCIAL INC 1648 - 2023-12-31 166,321 $11,177,000 -6,565
   BANK OF AMERICA CORP /DE/ 2560 - 2023-12-31 118,506 $7,955,000 -1,082
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 9 - 2024-03-31 107,648 $7,840,000 -920
   FINANCIAL NETWORK 449 - 2023-12-31 102,419 $6,875,000 -18,316
   PACIFIC FINANCIAL GROUP INC 6 - 2024-03-31 87,120 $6,345,000 -2,398
   H D Vest Advisory Services 267 - 2024-03-31 81,523 $5,937,000 -6,371
   STIFEL FINANCIAL CORP 1088 - 2023-12-31 75,517 $5,069,000 -2,122
   Benchmark Wealth Management LLC 12 - 2024-03-31 64,401 $4,690,000 -60
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 888 - 2024-03-31 52,986 $3,859,000 -447
   Atria Wealth Solutions Inc. 380 - 2023-12-31 56,316 $3,780,000 -1,076
   HIGHTOWER ADVISORS, LLC 1122 - 2024-03-31 46,562 $3,391,000 -8,955
   ROYAL BANK OF CANADA 2214 - 2023-12-31 47,735 $3,204,000 -9,863
   ENVESTNET ASSET MANAGEMENT INC 2276 - 2023-12-31 40,075 $2,690,000 -3,445
   Brand Asset Management Group Inc. 21 - 2024-03-31 36,803 $2,680,000 -1,010
   Goldstein Advisors LLC 30 - 2023-12-31 38,257 $2,568,000 -1,145
   Merit Financial Group LLC 258 - 2024-03-31 29,797 $2,084,000 -1,261
   SIGNATURE SECURITIES GROUP CORPORATION 48 - 2024-03-31 26,716 $1,946,000 -395
   Cetera Investment Advisers 827 - 2023-12-31 27,861 $1,870,000 -4,859
   Global Retirement Partners LLC 263 - 2024-03-31 22,709 $1,654,000 -587
   Equitable Holdings Inc. 470 - 2023-12-31 23,651 $1,588,000 -315
   Ten Capital Wealth Advisors LLC 29 - 2023-06-30 22,724 $1,438,000 -1,685
   Pensionmark Financial Group LLC 115 - 2023-12-31 19,331 $1,298,000 -60
   Pitti Group Wealth Management LLC 21 - 2024-03-31 17,972 $1,276,000 -228
   Miracle Mile Advisors LLC 261 - 2024-03-31 14,617 $1,065,000 -477
   J.W. COLE ADVISORS INC. 345 - 2024-03-31 13,576 $989,000 -545
   PROEQUITIES INC. 334 - 2024-03-31 11,605 $845,000 -237
   NWAM LLC 256 - 2024-03-31 10,914 $772,000 -1,829
   TRUEFG LLC 20 - 2024-03-31 10,378 $756,000 -30
   SUMMIT INVESTMENT ADVISORS INC 807 - 2023-12-31 7,185 $482,000 -47
   COMERICA BANK 1922 - 2023-12-31 6,428 $432,000 -591
   MISSION CREEK CAPITAL PARTNERS INC 165 - 2023-12-31 6,047 $406,000 -465
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3741 - 2024-03-31 5,306 $386,000 -13,629
   Divergent Wealth Advisors LLC 24 - 2024-03-31 5,235 $381,000 -954
   PPS&V ASSET MANAGEMENT CONSULTANTS INC. 30 - 2024-03-31 4,851 $353,000 -6,392
   NATIONAL ASSET MANAGEMENT, INC. 1016 - 2023-12-31 4,783 $321,000 -738
   M&T BANK CORP 1301 - 2024-03-31 4,369 $318,000 -851
   TOWER RESEARCH CAPITAL LLC 1890 - 2023-12-31 3,852 $259,000 -4,095
   Private Advisor Group LLC 2013 - 2024-03-31 3,156 $230,000 -120
   TOWNSQUARE CAPITAL LLC 1027 - 2023-12-31 3,269 $219,000 -1,204
   Cape Investment Advisory Inc. 166 - 2023-12-31 2,426 $163,000 -880
   Tyler-Stone Wealth Management 201 - 2023-12-31 2,263 $152,000 -169
   Farther Finance Advisors LLC 961 - 2023-12-31 932 $63,000 -44
   Russell Investments Group Ltd. 2579 - 2024-03-31 667 $49,000 -36
   Goss Wealth Management LLC 2287 - 2023-12-31 579 $39,000 -13,559
   HANSON MCCLAIN, INC. 1506 - 2024-03-31 439 $32,000 -18
   TSFG LLC 333 - 2024-03-31 420 $31,000 -67
   FIFTH THIRD BANCORP 1745 - 2024-03-31 205 $15,000 -331
   BANK OF MONTREAL /CAN/ 3183 - 2023-12-31 200 $13,000 -10
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1614 - 2024-03-31 21 $2,000 -49
  54 Records found
  1    
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