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Get Institutions for : 
iShares Trust Small Growth Index Fund (JKK)  
$45.49 0.06 (0.13%) as of 4:30 Mon 5/13


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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  : 
6.20 (15.78%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Black Diamond Financial LLC 26 - 2024-03-31 84,830 $3,733,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 191 - 2023-12-31 47,416 $2,086,000 0
   GOLDMAN SACHS GROUP INC/ 3286 - 2023-12-31 35,400 $1,558,000 0
   IEQ CAPITAL LLC 371 - 2024-03-31 32,100 $1,495,000 0
   VAUGHAN AND COMPANY SECURITIES INC. 13 - 2024-03-31 25,278 $1,177,000 0
   Crescent Grove Advisors LLC 149 - 2024-03-31 14,337 $668,000 0
   Windsor Group LTD 101 - 2023-09-30 12,093 $469,000 0
   ADELL HARRIMAN & CARPENTER INC 131 - 2024-03-31 8,796 $410,000 0
   CIBC WORLD MARKETS INC. 938 - 2023-12-31 7,942 $349,000 0
   DAVENPORT & CO LLC 927 - 2024-03-31 6,200 $289,000 0
   Towerpoint Wealth LLC 71 - 2024-03-31 4,993 $233,000 0
   Key Financial Inc 204 - 2024-03-31 5,200 $229,000 0
   WEST OAK CAPITAL LLC 134 - 2024-03-31 3,270 $152,000 0
   TOMPKINS FINANCIAL CORP 288 - 2024-03-31 1,944 $91,000 0
   US BANCORP 2563 - 2024-03-31 1,360 $63,000 0
   Laurel Wealth Advisors LLC 264 - 2023-12-31 1,410 $62,000 0
   Archer Investment Corp 392 - 2024-03-31 1,092 $51,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1344 - 2024-03-31 910 $42,000 0
   Asset Dedication LLC 509 - 2024-03-31 695 $32,000 0
   BLAIR WILLIAM & CO/IL 1637 - 2024-03-31 660 $31,000 0
   Steward Partners Investment Advisory LLC 2375 - 2023-12-31 468 $21,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 562 - 2024-03-31 390 $18,000 0
   MCF Advisors LLC 555 - 2024-03-31 343 $16,000 0
   Tyler-Stone Wealth Management 573 - 2023-12-31 300 $13,000 0
   Lowe fs LLC 210 - 2024-03-31 210 $10,000 0
   WEBSTER BANK 505 - 2024-03-31 150 $7,000 0
   Gleason Group Inc. 182 - 2024-03-31 126 $6,000 0
   Cherry Tree Wealth Management LLC 440 - 2024-03-31 76 $4,000 0
   Geneos Wealth Management Inc. 1759 - 2024-03-31 86 $4,000 0
   Investors Research Corp 893 - 2024-03-31 72 $3,000 0
   WETZEL INVESTMENT ADVISORS INC. 932 - 2024-03-31 30 $1,000 0
   TSFG LLC 740 - 2024-03-31 30 $1,000 0
   PROEQUITIES INC. 3207 - 2024-03-31 0 $0 0
   HUNTINGTON NATIONAL BANK 2546 - 2024-03-31 1 $0 0
  34 Records found
  1    
  Page 1 of 1
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