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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Orgel Wealth Management LLC 24 - 2024-03-31 337,466 $23,852,000 -76,777
   FORTE CAPITAL LLC /ADV 10 - 2023-12-31 270,062 $17,405,000 -304
   Rodgers & Associates LTD 17 - 2023-12-31 222,414 $14,335,000 -6,982
   BANK OF AMERICA CORP /DE/ 2115 - 2023-12-31 206,970 $13,339,000 -9,348
   Steele Capital Management Inc. 30 - 2024-03-31 165,467 $11,695,000 -4,141
   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
   FINANCIAL NETWORK 338 - 2023-12-31 161,463 $10,406,000 -2,867
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 492 - 2024-03-31 126,608 $8,949,000 -94,581
   Equitable Holdings Inc. 158 - 2023-12-31 129,035 $8,316,000 -16,430
   Integrated Investment Consultants LLC 11 - 2024-03-31 104,152 $7,361,000 -35,015
   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
   Bedel Financial Consulting Inc. 16 - 2023-12-31 79,304 $5,111,000 -250
   SUMMIT ASSET MANAGEMENT, LLC 19 - 2023-12-31 61,093 $3,937,000 -676
   CREATIVE PLANNING 678 - 2023-12-31 54,216 $3,494,000 -11,963
   CASTLE WEALTH MANAGEMENT LLC 14 - 2023-12-31 53,434 $3,444,000 -895
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 617 - 2023-09-30 53,381 $3,050,000 -3,600
   Family Legacy Inc. 38 - 2024-03-31 42,304 $2,990,000 -1,424
   Financial Freedom LLC 16 - 2024-03-31 38,501 $2,721,000 -4,192
   Sigma Planning Corp 101 - 2023-12-31 38,140 $2,458,000 -42,364
   Global Retirement Partners LLC 215 - 2024-03-31 34,693 $2,452,000 -360
   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
   Fermata Advisors LLC 46 - 2024-03-31 33,150 $2,343,000 -26,318
   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
   GHP INVESTMENT ADVISORS INC 227 - 2024-03-31 27,929 $1,974,000 -222
   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
   M HOLDINGS SECURITIES, INC. 82 - 2023-12-31 29,805 $1,921,000 -111
   Whitaker-Myers Wealth Managers LTD. 19 - 2024-03-31 26,622 $1,882,000 -382
   AIRE ADVISORS LLC 50 - 2023-12-31 27,715 $1,787,000 -2,592
   Eagle Strategies LLC 75 - 2024-03-31 22,261 $1,573,000 -76,984
   HORIZON INVESTMENT SERVICES LLC 50 - 2023-12-31 19,940 $1,285,000 -186
   PNC FINANCIAL SERVICES GROUP INC 1043 - 2023-12-31 19,611 $1,264,000 -90
   Integrated Wealth Concepts LLC 637 - 2023-12-31 19,169 $1,235,000 -4
   Cetera Investment Advisers 1031 - 2023-12-31 17,872 $1,152,000 -2,374
   MONEY CONCEPTS CAPITAL CORP 198 - 2023-12-31 17,414 $1,122,000 -482
   CLS INVESTMENT FIRM LLC 700 - 2022-12-31 20,535 $1,106,000 -4
   PCA Investment Advisory Services Inc. 26 - 2023-12-31 17,072 $1,100,000 -16,338
   DFPG INVESTMENTS INC. 228 - 2023-12-31 16,620 $1,037,000 -81
   HILLTOP HOLDINGS INC. 228 - 2023-12-31 15,254 $983,000 -927
   FTB Advisors Inc. 269 - 2024-03-31 12,341 $872,000 -4,678
   STIFEL FINANCIAL CORP 2236 - 2023-12-31 12,983 $837,000 -847
   PACIFIC SUN FINANCIAL CORP 57 - 2023-12-31 12,653 $815,000 -235
   GOLDMAN SACHS GROUP INC/ 3656 - 2023-12-31 11,559 $745,000 -10,394
   CGC Financial Services LLC 23 - 2024-03-31 8,768 $620,000 -7,113
   James J. Burns & Company LLC 50 - 2024-03-31 8,702 $605,000 -5,969
   SIGNATURE SECURITIES GROUP CORPORATION 110 - 2024-03-31 8,389 $593,000 -1,860
   RAYMOND JAMES TRUST CO 649 - 2024-03-31 8,361 $591,000 -2,299
   MCKINLEY CARTER WEALTH SERVICES, INC. 196 - 2024-03-31 8,301 $587,000 -1,077
   Mutual Advisors LLC 619 - 2023-12-31 8,574 $553,000 -110
   PINNACLE ASSOCIATES LTD 582 - 2024-03-31 7,200 $509,000 -1,950
   McAdam LLC 173 - 2024-03-31 6,699 $473,000 -57
   LongView Wealth Management 112 - 2024-03-31 6,307 $446,000 -31
   DB Wealth Management Group LLC 64 - 2023-12-31 6,386 $412,000 -1,236
   TAP Consulting LLC 129 - 2024-03-31 5,466 $386,000 -138
   REGAL INVESTMENT ADVISORS, LLC 382 - 2023-12-31 5,621 $362,000 -581
   Geneos Wealth Management Inc. - 2023-12-31 5,623 $362,000 -145
   Ameritas Advisory Services LLC 522 - 2023-12-31 5,156 $336,000 -53,510
   BENJAMIN F. EDWARDS & COMPANY INC. 713 - 2023-12-31 5,202 $335,000 -83
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4294 - 2023-12-31 5,185 $334,000 -38,300
   IFP Advisors Inc 718 - 2023-12-31 4,998 $322,000 -11,780
   TOWNSQUARE CAPITAL LLC 934 - 2023-12-31 4,424 $285,000 -2,821
   FMR LLC 2699 - 2023-12-31 4,293 $277,000 -416
   HANSON MCCLAIN, INC. 687 - 2024-03-31 3,920 $277,000 -2,879
   Bogart Wealth LLC 182 - 2024-03-31 3,889 $275,000 -489
   Atomi Financial Group Inc. 472 - 2023-12-31 3,878 $250,000 -324
   Rede Wealth LLC 85 - 2023-12-31 3,786 $244,000 -150
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 3,727 $240,000 -921
   Orion Portfolio Solutions LLC 1517 - 2023-12-31 3,529 $224,000 -15,267
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 2,492 $161,000 -73
   Aspire Wealth Management Corp - 2023-12-31 2,096 $135,000 -1,200
   PRIVATE TRUST CO NA 769 - 2024-03-31 1,900 $134,000 -870
   TD Waterhouse Canada Inc. 785 - 2023-12-31 1,790 $112,000 -612
   St. Johns Investment Management Company LLC 103 - 2024-03-31 900 $64,000 -313
   AMERIVEST INVESTMENT MANAGEMENT LLC 249 - 2023-06-30 905 $55,000 -247
   NBC SECURITIES INC. 1124 - 2024-03-31 726 $51,000 -80
  79 Records found
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