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Get Institutions for : 
IShares Trust Small Core Index Fund (JKJ)  
$54.49 0.67 (1.25%) as of 4:30 Mon 5/6


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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  : 
6.65 (13.89%)  




 
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
   GOLDMAN SACHS GROUP INC/ 3036 - 2023-12-31 43,648 $2,340,000 0
   HIGHTOWER ADVISORS, LLC 1597 - 2023-12-31 26,882 $1,441,000 0
   Richwood Investment Advisors LLC 34 - 2023-12-31 13,442 $721,000 0
   Private Advisor Group LLC - 2024-03-31 8,683 $488,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 324 - 2024-03-31 8,400 $472,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 491 - 2023-12-31 8,728 $468,000 0
   PNC FINANCIAL SERVICES GROUP INC 1618 - 2023-12-31 8,000 $429,000 0
   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
   FinTrust Capital Advisors LLC 351 - 2024-03-31 2,140 $120,000 0
   Farther Finance Advisors LLC 849 - 2023-12-31 1,552 $83,000 0
   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
   WASHINGTON TRUST CO 591 - 2024-03-31 300 $17,000 0
   Global Retirement Partners LLC 1893 - 2024-03-31 287 $16,000 0
   Cape Investment Advisory Inc. 577 - 2023-12-31 300 $16,000 0
   Key Financial Inc 666 - 2024-03-31 265 $14,000 0
   Archer Investment Corp 615 - 2023-12-31 208 $11,000 0
   Security National Bank 260 - 2024-03-31 125 $7,000 0
   Sunbelt Securities Inc. 1395 - 2024-03-31 80 $4,000 0
   J P MORGAN CHASE & CO 5383 - 2023-12-31 36 $2,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  27 Records found
  1    
  Page 1 of 1
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