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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   49 WEALTH MANAGEMENT LLC 135 *Closed 2024-03-31 0 $0 -5,160
   IFP Advisors Inc 3277 *Closed 2023-12-31 0 $0 -216
   HEAD & ASSOCIATES LLC 562 *Closed 2023-12-31 0 $0 -485
   Parallel Advisors LLC 3374 *Closed 2024-03-31 0 $0 -580
   CITADEL ADVISORS LLC 6544 *Closed 2023-12-31 0 $0 -29,891

  5 Records found
  1    
  Page 1 of 1
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