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Get Institutions for : 
IShares Trust Small Core Index Fund (JKJ)  
$52.68 0.41 (0.77%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    0
Total shares held : 
 1,524,963  
% of shares held : 
 13.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -16,405  
% of shares held change : 
   -0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.34  
Last Quarter's Ending Price : 
 $53.61  
Last Quarter's Average Price : 
 $47.84  
Change from last quarter's     
avg. price to the last closing  : 
4.84 (10.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 37,632
 2.47%
 
Increased Positions :
26
 88,052
 5.77%
 
Unchanged Positions :
25
 129,264
 8.48%
 
Decreased Positions :
15
-76,092
-4.99%
 
Closed Positions :
6
-65,997
-4.33%
 
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
   MORGAN STANLEY 2662 - 2023-12-31 376,290 $20,171,000 2,323
   H D Vest Advisory Services 163 - 2023-12-31 188,879 $10,125,000 5,041
   LPL FINANCIAL CORP 1702 - 2023-12-31 89,501 $4,798,000 -43,322
   Atria Wealth Solutions Inc. 422 - 2023-12-31 62,920 $3,373,000 -392
   WELLS FARGO & CO/MN 2174 - 2023-12-31 61,292 $3,286,000 41,023
   BANK OF AMERICA CORP /DE/ 3285 - 2023-12-31 51,826 $2,778,000 1,774
   GOLDMAN SACHS GROUP INC/ 3036 - 2023-12-31 43,648 $2,340,000 0
   Gladstone Institutional Advisory LLC 192 - 2023-12-31 43,086 $2,310,000 1,044
   Goldstein Advisors LLC 32 - 2023-12-31 40,116 $2,150,000 -1,094
   AMERIPRISE FINANCIAL INC 2817 - 2023-12-31 35,911 $1,923,000 -1,683
   COMMONWEALTH EQUITY SERVICES LLC. 1708 - 2023-12-31 34,903 $1,871,000 10,827
   Brand Asset Management Group Inc. - 2023-12-31 34,024 $1,824,000 1,860
   Advisor Group Holdings Inc. 1993 - 2023-12-31 31,413 $1,686,000 -7,203
   UBS Group AG 2997 - 2023-12-31 31,105 $1,667,000 132
   Rockefeller Capital Management L.P. 992 *New 2023-12-31 29,400 $1,576,000 29,400
   HIGHTOWER ADVISORS, LLC 1597 - 2023-12-31 26,882 $1,441,000 0
   RSM US WEALTH MANAGEMENT LLC 226 - 2023-12-31 24,426 $1,309,000 210
   MERCER GLOBAL ADVISORS INC /ADV 889 - 2023-12-31 23,289 $1,248,000 -573
   Sanford Advisory Services LLC 49 - 2022-12-31 26,401 $1,204,000 3,093
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 221 - 2023-12-31 21,769 $1,167,000 -68
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2687 - 2023-12-31 20,155 $1,080,000 4,816
   Aveo Capital Partners LLC 129 - 2023-12-31 19,609 $1,051,000 -34
   CI Private Wealth LLC 1267 - 2023-12-31 19,328 $1,036,000 376
   ENVESTNET ASSET MANAGEMENT INC 2978 - 2023-12-31 17,110 $917,000 2,404
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2143 - 2023-12-31 13,653 $732,000 -773
   Richwood Investment Advisors LLC 34 - 2023-12-31 13,442 $721,000 0
   Perigon Wealth Management LLC 461 - 2023-12-31 10,790 $578,000 98
   RAYMOND JAMES & ASSOCIATES 2839 - 2023-12-31 10,673 $572,000 -1,170
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2169 - 2023-12-31 9,063 $486,000 -335
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1262 - 2023-09-30 10,212 $481,000 -113
   LEVEL FOUR ADVISORY SERVICES LLC 491 - 2023-12-31 8,728 $468,000 0
   Private Advisor Group LLC 1521 - 2023-12-31 8,683 $465,000 -439
   PARSONS CAPITAL MANAGEMENT INC/RI - 2023-12-31 8,400 $450,000 0
   CITIGROUP INC 2657 - 2023-12-31 8,230 $441,000 1,096
   PNC FINANCIAL SERVICES GROUP INC 1618 - 2023-12-31 8,000 $429,000 0
   Kestra Advisory Services LLC 1604 - 2023-12-31 7,947 $426,000 122
   FINANCIAL NETWORK 2026 - 2023-12-31 7,700 $413,000 -152
   MML INVESTORS SERVICES LLC 1859 - 2023-12-31 7,632 $409,000 4
   MARINER WEALTH ADVISORS, LLC 2099 - 2023-12-31 7,496 $402,000 1,463
   Ipsen Advisor Group LLC 59 - 2022-12-31 8,648 $394,000 0
   SIGNATURE SECURITIES GROUP CORPORATION 144 - 2024-03-31 6,578 $370,000 -631
   PPS&V ASSET MANAGEMENT CONSULTANTS INC. 31 - 2024-03-31 5,989 $337,000 12
   ROYAL BANK OF CANADA 4043 - 2023-12-31 5,990 $321,000 -18,729
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1417 - 2023-12-31 4,675 $251,000 1,417
   FMR LLC 2753 - 2023-12-31 4,436 $238,000 3,120
   CONTINUUM WEALTH ADVISORS LLC 47 - 2023-12-31 4,116 $221,000 4,116
   JANNEY MONTGOMERY SCOTT LLC 2396 - 2023-12-31 4,008 $215,000 4,008
   Beacon Pointe Advisors LLC 1183 *New 2023-12-31 3,860 $207,000 3,860
   Merit Financial Group LLC 729 *New 2023-12-31 3,752 $201,000 3,752
   BARTLETT & CO. LLC 465 - 2023-12-31 3,600 $195,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 465 - 2023-12-31 3,600 $195,000 0
   FRANKLIN RESOURCES INC 2293 - 2023-12-31 3,500 $188,000 0
   NBC SECURITIES INC. 883 - 2024-03-31 2,281 $128,000 3
   FinTrust Capital Advisors LLC 335 - 2023-12-31 2,140 $115,000 0
   Farther Finance Advisors LLC 849 - 2023-12-31 1,552 $83,000 0
   Trifecta Capital Advisors LLC 123 *New 2024-03-31 1,276 $72,000 1,276
   Steward Partners Investment Advisory LLC 1890 - 2023-12-31 1,142 $61,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 126 - 2023-12-31 792 $42,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 608 $33,000 0
   COMERICA BANK 2818 - 2023-12-31 609 $33,000 0
   EverSource Wealth Advisors LLC 1075 - 2023-12-31 574 $31,000 0
   TSFG LLC 358 - 2024-03-31 420 $24,000 0
   PRINCIPAL SECURITIES INC. 1838 - 2023-12-31 416 $22,000 0
   WASHINGTON TRUST CO 588 - 2023-12-31 300 $16,000 0
   Cape Investment Advisory Inc. 577 - 2023-12-31 300 $16,000 0
   Global Retirement Partners LLC 1858 - 2023-12-31 287 $15,000 0
   Key Financial Inc 660 *New 2023-12-31 265 $14,000 265
   COLONIAL ASSET MANAGEMENT, INC. 468 - 2023-12-31 247 $13,000 -125
   CREATIVE FINANCIAL DESIGNS INC /ADV 1017 *New 2023-12-31 230 $12,000 230
   Archer Investment Corp 615 - 2023-12-31 208 $11,000 0
   Focused Wealth Management Inc 529 - 2023-12-31 193 $10,000 2
   Security National Bank 260 - 2024-03-31 125 $7,000 0
   Russell Investments Group Ltd. 2786 - 2023-12-31 119 $6,000 1
   Sunbelt Securities Inc. 1395 - 2024-03-31 80 $4,000 0
   J P MORGAN CHASE & CO 5383 - 2023-12-31 36 $2,000 0
   JONES FINANCIAL COMPANIES LLLP 1012 *Closed 2023-12-31 0 $0 -423
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1003 *Closed 2023-12-31 0 $0 -120
   PROEQUITIES INC. 6580 - 2023-12-31 0 $0 0
   MILESTONE GROUP INC 547 *Closed 2023-12-31 0 $0 -856
   CITADEL ADVISORS LLC 6648 *Closed 2023-12-31 0 $0 -64,038
  80 Records found
  1    
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