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Get Institutions for : 
IShares Trust Small Core Index Fund (JKJ)  
$54.64 0.15 (0.27%) as of 4:30 Tue 5/7


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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  : 
6.80 (14.2%)  




 
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  
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            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
   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
   Gladstone Institutional Advisory LLC 192 - 2023-12-31 43,086 $2,310,000 1,044
   UBS Group AG 2997 - 2023-12-31 31,105 $1,667,000 132
   RSM US WEALTH MANAGEMENT LLC 229 - 2024-03-31 24,487 $1,376,000 61
   Sanford Advisory Services LLC 49 - 2022-12-31 26,401 $1,204,000 3,093
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2687 - 2023-12-31 20,155 $1,080,000 4,816
   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 & ASSOCIATES 2903 - 2024-03-31 10,858 $610,000 185
   CITIGROUP INC 2657 - 2023-12-31 8,230 $441,000 1,096
   Kestra Advisory Services LLC 1604 - 2023-12-31 7,947 $426,000 122
   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
   PPS&V ASSET MANAGEMENT CONSULTANTS INC. 31 - 2024-03-31 5,989 $337,000 12
   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
   NBC SECURITIES INC. 883 - 2024-03-31 2,281 $128,000 3
   Focused Wealth Management Inc 529 - 2023-12-31 193 $10,000 2
  22 Records found
  1    
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