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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
   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
   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. 1821 - 2024-03-31 32,876 $1,848,000 -2,027
   Brand Asset Management Group Inc. - 2024-03-31 31,764 $1,786,000 -2,260
   Advisor Group Holdings Inc. 1993 - 2023-12-31 31,413 $1,686,000 -7,203
   MERCER GLOBAL ADVISORS INC /ADV 889 - 2023-12-31 23,289 $1,248,000 -573
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 224 - 2024-03-31 21,632 $1,216,000 -137
   Aveo Capital Partners LLC 129 - 2023-12-31 19,609 $1,051,000 -34
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2304 - 2024-03-31 11,685 $657,000 -1,968
   Perigon Wealth Management LLC - 2024-03-31 10,746 $604,000 -44
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1262 - 2023-09-30 10,212 $481,000 -113
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2305 - 2024-03-31 8,424 $474,000 -639
   FINANCIAL NETWORK 2026 - 2023-12-31 7,700 $413,000 -152
   SIGNATURE SECURITIES GROUP CORPORATION 144 - 2024-03-31 6,578 $370,000 -631
   ROYAL BANK OF CANADA 4043 - 2023-12-31 5,990 $321,000 -18,729
   COLONIAL ASSET MANAGEMENT, INC. 468 - 2023-12-31 247 $13,000 -125
  18 Records found
  1    
  Page 1 of 1
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