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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
   FLOW TRADERS U.S. LLC 804 *Closed 2023-12-31 0 $0 -14,187
   Tempus Wealth Planning LLC 196 *Closed 2024-03-31 0 $0 -32,940
   Summit Global Investments *Closed 2024-03-31 0 $0 -12,787
   BAKER AVENUE ASSET MANAGEMENT, LP 1010 *Closed 2023-12-31 0 $0 -188
   McClarren Financial Advisors Inc. 334 *Closed 2024-03-31 0 $0 -475
   Arkadios Wealth Advisors 740 *Closed 2024-03-31 0 $0 -4,746
   Mendota Financial Group LLC 351 *Closed 2024-03-31 0 $0 -11
   ADVISORY SERVICES NETWORK, LLC 3604 *Closed 2024-03-31 0 $0 -2,377
   Clarus Wealth Advisors 135 *Closed 2024-03-31 0 $0 -30,816
   GUNN & Co INVESTMENT MANAGEMENT INC. 138 *Closed 2024-03-31 0 $0 -10,854
  10 Records found
  1    
  Page 1 of 1
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