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Get Institutions for : 
iShares Trust - Mid Growth Index Fund (JKH)  
$67.42 0.51 (0.76%) as of 4:30 Fri 5/3


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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  : 
8.67 (14.76%)  




 
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  
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            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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 281 - 2024-03-31 623,328 $44,057,000 11,930
   CREATIVE FINANCIAL DESIGNS INC /ADV 1 - 2023-12-31 613,428 $39,535,000 286
   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
   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
   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
   Marmo Financial Group LLC 3 - 2024-03-31 207,795 $14,687,000 8,534
   MARINER WEALTH ADVISORS, LLC 387 - 2023-12-31 213,951 $13,789,000 24,018
   ENVESTNET ASSET MANAGEMENT INC 1275 - 2023-12-31 204,217 $13,162,000 15,927
   IAG Wealth Partners LLC 13 - 2024-03-31 159,474 $11,272,000 6,942
   Scott Capital Advisors LLC 10 - 2024-03-31 150,175 $10,503,000 4,493
   RAYMOND JAMES & ASSOCIATES 1193 - 2024-03-31 133,140 $9,410,000 10,134
   We Are One Seven LLC 58 - 2023-12-31 106,024 $6,833,000 4,739
   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
   OxenFree Capital LLC 6 - 2024-03-31 88,477 $6,254,000 2,458
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 636 - 2024-03-31 76,480 $5,406,000 15,900
   Private Advisor Group LLC 439 - 2023-12-31 74,990 $4,833,000 21,920
   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
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 68 - 2024-03-31 56,124 $3,967,000 11,571
   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
   CI Private Wealth LLC 812 - 2023-12-31 51,995 $3,351,000 11,084
   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
   Eudaimonia Partners LLC 29 - 2024-03-31 41,063 $2,902,000 3,797
   PFG Advisors 139 - 2023-12-31 36,083 $2,326,000 720
   Visionary Wealth Advisors 149 - 2023-12-31 33,612 $2,166,000 11,315
   FINANCIAL ADVISORY CORP /UT/ /ADV 26 - 2024-03-31 30,556 $2,160,000 1,933
   Ignite Planners LLC 42 - 2024-03-31 28,350 $1,989,000 2,203
   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
   Asset Allocation Strategies LLC 33 - 2023-12-31 29,715 $1,915,000 3,782
   MARINO STRAM & ASSOCIATES LLC 40 - 2024-03-31 25,926 $1,832,000 825
   COMERICA BANK 1236 - 2023-12-31 27,378 $1,765,000 2,099
   Merit Financial Group LLC 225 - 2023-12-31 26,225 $1,690,000 14,597
   Arete Wealth Advisors LLC 172 - 2023-12-31 24,712 $1,593,000 24,712
   HUNTER ASSOCIATES INC. 91 - 2023-12-31 23,848 $1,544,000 4,608
   Prospect Financial Services LLC 22 - 2024-03-31 21,770 $1,539,000 2,165
   Kestra Advisory Services LLC 920 - 2023-12-31 23,831 $1,536,000 103
   AdvisorNet Financial Inc 170 - 2024-03-31 19,063 $1,347,000 137
   JANE STREET GROUP LLC 2864 - 2023-12-31 20,806 $1,341,000 20,806
   CITIGROUP INC 1993 - 2023-12-31 17,422 $1,123,000 1,114
   DDFG Inc 30 - 2023-12-31 17,075 $1,100,000 948
   Kingsview Wealth Management LLC 477 - 2023-12-31 15,040 $969,000 4,848
   Capital Asset Advisory Services LLC 138 - 2024-03-31 13,510 $938,000 807
   Ausdal Financial Partners Inc. 181 - 2024-03-31 13,223 $935,000 3,112
   Accel Wealth Management 68 - 2024-03-31 12,927 $914,000 3,360
   Laurel Wealth Advisors Inc. 241 - 2022-12-31 16,395 $883,000 358
   Allegheny Financial Group LTD 69 - 2023-12-31 13,584 $876,000 985
   AXXCESS WEALTH MANAGEMENT LLC 396 - 2023-12-31 12,703 $819,000 776
   Cape Investment Advisory Inc. 54 - 2023-12-31 12,424 $801,000 4
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 307 - 2023-12-31 11,878 $766,000 80
   Capital Analysts Inc. 273 - 2023-12-31 11,074 $713,000 2,076
   Fifth Third Securities Inc. 175 - 2024-03-31 9,716 $687,000 38
   SILVER OAK SECURITIES Inc 230 - 2023-12-31 10,357 $668,000 3,948
   MULTIFINANCIAL SECURITIES CORP 971 - 2023-12-31 10,253 $661,000 1,985
   PATHSTONE FAMILY OFFICE, LLC 914 - 2023-09-30 11,310 $646,000 1,710
   HF Advisory Group LLC 98 - 2024-03-31 8,684 $614,000 284
   Ridgewood Investments LLC 101 - 2024-03-31 8,524 $602,000 761
   Madison Wealth Partners Inc 57 - 2023-12-31 9,235 $595,000 330
   WILLNER & HELLER LLC 51 - 2023-12-31 8,688 $560,000 899
   MCCORMACK ADVISORS INTERNATIONAL 615 - 2023-12-31 8,416 $542,000 274
   J.W. COLE ADVISORS INC. 463 - 2023-12-31 8,316 $536,000 301
   IHT Wealth Management LLC 601 - 2023-12-31 7,743 $499,000 175
   Westside Investment Management Inc. 142 - 2024-03-31 7,032 $495,000 3,864
   ADVISORY SERVICES NETWORK, LLC 909 - 2023-12-31 7,396 $477,000 2,012
   Signal Advisors Wealth LLC 175 - 2024-03-31 6,739 $476,000 1,396
   THRIVENT FINANCIAL FOR LUTHERANS 2152 - 2023-12-31 7,265 $468,000 1,302
   AE Wealth Management LLC 1493 - 2023-12-31 6,955 $447,000 1,086
   Key Client Fiduciary Advisors LLC 109 - 2024-03-31 6,086 $430,000 11
   LAFLEUR & GODFREY INC 100 - 2024-03-31 5,868 $415,000 2,091
   LexAurum Advisors LLC 178 - 2024-03-31 5,727 $405,000 193
   Gladstone Institutional Advisory LLC 467 - 2023-12-31 6,027 $388,000 613
   HARBOUR INVESTMENTS INC. 647 - 2023-12-31 5,598 $361,000 341
   TRANSCEND WEALTH COLLECTIVE LLC 353 - 2023-12-31 5,536 $357,000 302
   MEANS INVESTMENT CO. INC. 158 - 2024-03-31 4,393 $310,000 258
   LIBERTY WEALTH MANAGEMENT LLC 129 - 2023-12-31 4,776 $308,000 27
   Mayfair Advisory Group LLC 98 - 2024-03-31 4,326 $306,000 6
   PROSPERA FINANCIAL SERVICES 842 - 2023-12-31 4,692 $302,000 975
   WealthCare Investment Partners LLC 106 - 2024-03-31 4,094 $289,000 76
   ASSET MANAGEMENT GROUP, INC. 118 - 2023-12-31 4,483 $289,000 24
   MARIPAU WEALTH MANAGEMENT LLC 81 - 2023-12-31 4,380 $282,000 828
   Kaizen Financial Strategies 86 - 2023-12-31 4,255 $274,000 22
   ASSET MANAGEMENT CORP /IL/ /ADV 110 - 2023-03-31 4,139 $238,000 104
  100 Records found
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