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Get Institutions for : 
iShares Trust Small Growth Index Fund (JKK)  
$45.81 0.32 (0.7%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 130    11
Total shares held : 
 6,795,297  
% of shares held : 
 36.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 2,243,806  
% of shares held change : 
   12.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.24  
Last Quarter's Ending Price : 
 $44.00  
Last Quarter's Average Price : 
 $39.29  
Change from last quarter's     
avg. price to the last closing  : 
6.52 (16.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 874,525
 12.87%
 
Increased Positions :
50
 1,543,027
 22.71%
 
Unchanged Positions :
33
 435,654
 6.41%
 
Decreased Positions :
28
-151,342
-2.23%
 
Closed Positions :
8
-22,404
-0.33%
 
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
   ATRIA INVESTMENTS LLC 99 *New 2023-12-31 327,373 $14,404,000 327,373
   COLONY GROUP, LLC 135 *New 2023-12-31 275,571 $12,125,000 275,571
   CAPTRUST FINANCIAL ADVISORS 1363 *New 2023-12-31 19,636 $864,000 19,636
   CITADEL ADVISORS LLC 3104 *New 2023-12-31 18,933 $833,000 18,933
   TRANSAMERICA FINANCIAL ADVISORS, INC. 166 *New 2023-12-31 12,611 $555,000 12,611
   MULTIFINANCIAL SECURITIES CORP 1460 *New 2023-12-31 6,346 $279,000 6,346
   Kestra Advisory Services LLC 1929 *New 2023-12-31 5,870 $258,000 5,870
   TFB Advisors LLC 232 *New 2024-03-31 5,605 $245,000 5,605
   Ellis Investment Partners LLC 216 *New 2024-03-31 4,452 $207,000 4,452
   Ritter Daniher Financial Advisory LLC / DE 94 *New 2023-12-31 3,180 $140,000 3,180
   Ronald Blue Trust Inc. 902 *New 2024-03-31 1,111 $52,000 1,111
   NORTH STAR INVESTMENT MANAGEMENT CORP. 829 *New 2024-03-31 231 $11,000 231
   MGB Wealth Management LLC 251 *New 2024-03-31 200 $9,000 200
   Atlantic Trust Group LLC 2345 *New 2024-03-31 180 $8,000 180
   Farther Finance Advisors LLC 2463 *New 2023-12-31 54 $2,000 54
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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