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Get Institutions for : 
iShares Trust - Mid Growth Index Fund (JKH)  
$66.94 0.07 (0.1%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 274    18
Total shares held : 
 16,453,029  
% of shares held : 
 43.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   58  
Amount of shares held : 
 2,192,845  
% of shares held change : 
   5.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.64  
Last Quarter's Ending Price : 
 $64.45  
Last Quarter's Average Price : 
 $58.75  
Change from last quarter's     
avg. price to the last closing  : 
8.19 (13.94%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 806,052
 4.9%
 
Increased Positions :
107
 2,242,899
 13.63%
 
Unchanged Positions :
66
 927,281
 5.64%
 
Decreased Positions :
67
-769,102
-4.67%
 
Closed Positions :
16
-87,004
-0.53%
 
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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 94 - 2023-12-31 980,030 $63,163,000 979,280
   AMERIPRISE FINANCIAL INC 724 - 2023-12-31 879,584 $56,721,000 80,602
   LPL FINANCIAL CORP 470 - 2023-12-31 853,904 $55,034,000 168,919
   MORGAN STANLEY 1636 - 2023-12-31 848,226 $54,668,000 88,018
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 193 - 2023-12-31 689,299 $44,425,000 32,054
   CREATIVE FINANCIAL DESIGNS INC /ADV 1 - 2023-12-31 613,428 $39,535,000 286
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 286 - 2023-12-31 611,398 $39,405,000 16,277
   COMMONWEALTH EQUITY SERVICES LLC. 297 - 2023-12-31 533,296 $34,371,000 111,936
   UBS Group AG 876 - 2023-12-31 497,644 $32,073,000 2,018
   WELLS FARGO & CO/MN 881 - 2023-12-31 458,804 $29,570,000 5,528
   Orgel Wealth Management LLC 24 - 2024-03-31 337,466 $23,852,000 -76,777
   ROYAL BANK OF CANADA 1042 - 2023-12-31 367,582 $23,691,000 13,684
   H D Vest Advisory Services 73 - 2023-12-31 332,226 $21,412,000 37,234
   Advisor Group Holdings Inc. 493 - 2023-12-31 300,507 $19,368,000 29,756
   FORTE CAPITAL LLC /ADV 10 - 2023-12-31 270,062 $17,405,000 -304
   Cornerstone Planning Group LLC 5 - 2023-12-31 257,197 $16,576,000 25,256
   Cosner Financial Group LLC 2 - 2023-12-31 229,243 $15,419,000 82,239
   Rodgers & Associates LTD 17 - 2023-12-31 222,414 $14,335,000 -6,982
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 302 - 2023-12-31 221,189 $14,256,000 100,485
   MARINER WEALTH ADVISORS, LLC 387 - 2023-12-31 213,951 $13,789,000 24,018
   BANK OF AMERICA CORP /DE/ 2115 - 2023-12-31 206,970 $13,339,000 -9,348
   ENVESTNET ASSET MANAGEMENT INC 1275 - 2023-12-31 204,217 $13,162,000 15,927
   Marmo Financial Group LLC 3 - 2023-12-31 199,261 $12,838,000 -4,915
   VICTORY FINANCIAL GROUP LLC 4 - 2023-12-31 181,994 $11,730,000 0
   Steele Capital Management Inc. 30 - 2024-03-31 165,467 $11,695,000 -4,141
   Nelson Van Denburg & Campbell Wealth Management Gr 31 *New 2023-12-31 177,617 $11,447,000 177,617
   CAPITAL WEALTH MANAGEMENT LLC 9 - 2024-03-31 156,337 $11,050,000 -911
   Matrix Trust Co 11 - 2023-12-31 169,131 $10,901,000 -146
   Scott Capital Advisors LLC 10 - 2024-03-31 150,175 $10,503,000 4,493
   FINANCIAL NETWORK 338 - 2023-12-31 161,463 $10,406,000 -2,867
   IAG Wealth Partners LLC 13 *New 2023-12-31 152,532 $9,831,000 152,532
   Equitable Holdings Inc. 158 - 2023-12-31 129,035 $8,316,000 -16,430
   GeoWealth Management LLC 43 *New 2023-12-31 128,189 $8,262,000 128,189
   ETFIDEA LLC - 2023-12-31 123,457 $7,957,000 0
   RAYMOND JAMES & ASSOCIATES 1245 - 2023-12-31 123,006 $7,928,000 8,425
   Employees Retirement Fund of the City of Fort Wort 10 - 2023-12-31 123,000 $7,927,000 0
   Integrated Investment Consultants LLC 11 - 2024-03-31 104,152 $7,361,000 -35,015
   We Are One Seven LLC 58 - 2023-12-31 106,024 $6,833,000 4,739
   Eagle Strategies LLC - 2023-12-31 99,245 $6,396,000 8,750
   Cedrus LLC 8 - 2024-03-31 90,451 $6,393,000 6,037
   Steward Partners Investment Advisory LLC 233 - 2023-12-31 98,904 $6,374,000 78,141
   PFS Partners LLC 7 - 2024-03-31 90,133 $6,371,000 2,222
   CWM LLC 374 - 2024-03-31 88,980 $6,289,000 1,925
   OPPENHEIMER & CO INC 209 - 2023-12-31 96,850 $6,242,000 -31,535
   BB&T CORP 803 - 2023-12-31 91,631 $5,906,000 -29,681
   OxenFree Capital LLC 5 - 2023-12-31 86,019 $5,544,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 636 - 2024-03-31 76,480 $5,406,000 15,900
   Bedel Financial Consulting Inc. 16 - 2023-12-31 79,304 $5,111,000 -250
   Private Advisor Group LLC 439 - 2023-12-31 74,990 $4,833,000 21,920
   BEDEL FINANCIAL CONSULTING INC 15 - 2023-09-30 79,554 $4,545,000 0
   RDL FINANCIAL INC - 2023-12-31 74,142 $4,518,000 -885
   Baird Financial Group Inc. 689 - 2023-12-31 68,237 $4,398,000 19,595
   Certified Advisory Corp 51 - 2023-12-31 66,097 $4,260,000 637
   MML INVESTORS SERVICES LLC 680 - 2023-12-31 64,720 $4,171,000 91
   SUMMIT ASSET MANAGEMENT, LLC 19 - 2023-12-31 61,093 $3,937,000 -676
   VALLEY NATIONAL ADVISERS INC 41 - 2024-03-31 54,090 $3,822,000 1,396
   HARVEST GROUP WEALTH MANAGEMENT LLC 20 - 2023-03-31 66,144 $3,807,000 4,503
   Atria Wealth Solutions Inc. 384 - 2023-12-31 58,209 $3,752,000 545
   NWAM LLC 85 - 2023-12-31 55,424 $3,572,000 22,549
   CREATIVE PLANNING 678 - 2023-12-31 54,216 $3,494,000 -11,963
   Ipsen Advisor Group LLC 5 - 2022-12-31 64,477 $3,474,000 0
   CASTLE WEALTH MANAGEMENT LLC 14 - 2023-12-31 53,434 $3,444,000 -895
   CI Private Wealth LLC 812 - 2023-12-31 51,995 $3,351,000 11,084
   J P MORGAN CHASE & CO 2708 *New 2023-12-31 48,390 $3,119,000 48,390
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 617 - 2023-09-30 53,381 $3,050,000 -3,600
   Verde Capital Management 18 - 2024-03-31 42,797 $3,025,000 8,921
   JANNEY MONTGOMERY SCOTT LLC 938 - 2023-12-31 45,508 $2,933,000 12,434
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 86 - 2023-12-31 44,553 $2,871,000 11,346
   Family Legacy Inc. 39 - 2023-12-31 43,728 $2,818,000 -1,900
   Financial Freedom LLC - 2023-12-31 42,693 $2,752,000 -2,742
   Sigma Planning Corp 101 - 2023-12-31 38,140 $2,458,000 -42,364
   HIGHTOWER ADVISORS, LLC 1306 - 2023-12-31 38,024 $2,448,000 -492
   PARK AVENUE SECURITIES LLC 343 - 2024-03-31 34,090 $2,409,000 -1,812
   Eudaimonia Partners LLC 37 - 2023-12-31 37,266 $2,402,000 707
   Fermata Advisors LLC 46 - 2024-03-31 33,150 $2,343,000 -26,318
   PFG Advisors 139 - 2023-12-31 36,083 $2,326,000 720
   Global Retirement Partners LLC 206 - 2023-12-31 35,053 $2,209,000 719
   Visionary Wealth Advisors 149 - 2023-12-31 33,612 $2,166,000 11,315
   MERCER GLOBAL ADVISORS INC /ADV 732 - 2023-12-31 32,080 $2,068,000 -10,412
   BFT FINANCIAL GROUP LLC 70 - 2023-06-30 33,700 $2,054,000 -587
   Leo Wealth LLC 82 - 2023-12-31 29,362 $2,037,000 0
   Ignite Planners LLC 42 - 2024-03-31 28,350 $1,989,000 2,203
   COURAGE MILLER PARTNERS, LLC 26 - 2024-03-31 27,916 $1,973,000 -453
   Goss Wealth Management LLC 652 - 2023-12-31 30,478 $1,965,000 -1,162
   Black Diamond Financial LLC 34 - 2023-12-31 30,274 $1,951,000 2,982
   LINCOLN NATIONAL CORP 290 - 2023-12-31 29,974 $1,932,000 25,040
   M HOLDINGS SECURITIES, INC. 82 - 2023-12-31 29,805 $1,921,000 -111
   Asset Allocation Strategies LLC 33 - 2023-12-31 29,715 $1,915,000 3,782
   Arden Trust Co 58 - 2024-03-31 26,661 $1,884,000 0
   Whitaker-Myers Wealth Managers LTD. 19 - 2024-03-31 26,622 $1,882,000 -382
   SFMG, LLC 69 *New 2023-12-31 28,933 $1,865,000 28,933
   FINANCIAL ADVISORY CORP /UT/ /ADV 27 - 2023-12-31 28,623 $1,845,000 -1,133
   GHP INVESTMENT ADVISORS INC - 2023-12-31 28,151 $1,814,000 -1,084
   AIRE ADVISORS LLC 50 - 2023-12-31 27,715 $1,787,000 -2,592
   COMERICA BANK 1236 - 2023-12-31 27,378 $1,765,000 2,099
   Beaumont Capital Management LLC 26 *New 2023-12-31 27,327 $1,761,000 27,327
   Merit Financial Group LLC 225 - 2023-12-31 26,225 $1,690,000 14,597
   MARINO STRAM & ASSOCIATES LLC 42 - 2023-12-31 25,101 $1,618,000 283
   Arete Wealth Advisors LLC 172 - 2023-12-31 24,712 $1,593,000 24,712
   Horizon Family Wealth Inc. 15 *New 2023-12-31 24,706 $1,592,000 24,706
  100 Records found
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