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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2909 - 2023-12-31 356,873 $15,702,000 -48,287
   H D Vest Advisory Services 119 - 2024-03-31 316,843 $14,755,000 -12,042
   Steele Capital Management Inc. 40 - 2024-03-31 145,882 $6,794,000 -4,153
   Matrix Trust Co 15 - 2024-03-31 145,698 $6,785,000 -4,056
   Opes Wealth Management LLC 28 - 2024-03-31 105,115 $4,895,000 -2,339
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1285 - 2024-03-31 81,603 $3,800,000 -3,341
   COMMONWEALTH EQUITY SERVICES LLC. 1348 - 2024-03-31 80,028 $3,727,000 -2,358
   UBS Group AG 2483 - 2023-12-31 67,088 $2,952,000 -829
   M HOLDINGS SECURITIES, INC. 72 - 2023-12-31 49,920 $2,196,000 -170
   RAYMOND JAMES & ASSOCIATES 2215 - 2024-03-31 38,548 $1,795,000 -1,728
   Asset Allocation Strategies LLC 34 - 2024-03-31 38,047 $1,772,000 -377
   SHELTON WEALTH MANAGEMENT LLC 19 - 2023-12-31 38,885 $1,711,000 -11,768
   CI Private Wealth LLC 1205 - 2024-03-31 28,819 $1,342,000 -54
   Global Retirement Partners LLC 319 - 2024-03-31 26,796 $1,248,000 -1,863
   CREATIVE FINANCIAL DESIGNS INC /ADV 165 - 2024-03-31 21,691 $1,010,000 -69,487
   Merit Financial Group LLC 447 - 2024-03-31 18,848 $843,000 -2,204
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2860 - 2024-03-31 16,663 $776,000 -30,827
   Visionary Wealth Advisors 256 - 2023-12-31 17,291 $761,000 -8,528
   COURAGE MILLER PARTNERS, LLC 46 - 2024-03-31 15,398 $717,000 -194
   Nelson Van Denburg & Campbell Wealth Management Gr 368 - 2024-03-31 15,150 $706,000 -3,950
   SMITH CHAS P & ASSOCIATES PA CPAS 93 - 2024-03-31 10,682 $497,000 -172
   Change Path LLC 382 - 2023-12-31 10,917 $480,000 -192
   NORTHERN TRUST CORP 3545 - 2023-12-31 10,835 $477,000 -25
   Breakwater Capital Group 178 - 2024-03-31 8,068 $376,000 -164
   Aspire Wealth Management Corp 78 - 2024-03-31 6,388 $298,000 -69
   COMERICA BANK 2129 - 2023-12-31 6,286 $277,000 -38
   AE Wealth Management LLC 1753 - 2023-12-31 6,311 $271,000 -225
   SIGNATURE SECURITIES GROUP CORPORATION 169 - 2024-03-31 5,366 $250,000 -753
   RAYMOND JAMES TRUST CO 1107 - 2024-03-31 5,106 $238,000 -20
   CITIGROUP INC 3064 - 2024-03-31 5,020 $234,000 -324
   PROSPERA FINANCIAL SERVICES 991 - 2023-12-31 4,700 $207,000 -11,859
   LexAurum Advisors LLC 276 - 2024-03-31 4,431 $206,000 -443
   AdvisorNet Financial Inc 480 - 2024-03-31 4,077 $190,000 -197
   PRIVATE TRUST CO NA 899 - 2024-03-31 1,950 $91,000 -1,130
   Smartleaf Asset Management LLC 500 - 2024-03-31 1,771 $79,000 -59
   Qube Research & Technologies Ltd 2837 - 2023-12-31 1,405 $62,000 -2,131
   NBC SECURITIES INC. 1412 - 2024-03-31 486 $22,000 -34
   AMERIVEST INVESTMENT MANAGEMENT LLC 336 - 2023-06-30 296 $12,000 -36
   J P MORGAN CHASE & CO 5289 - 2024-03-31 18 $1,000 -1,982
  39 Records found
  1    
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