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Get Institutions for : 
IShares Trust Small Value Index Fund (JKL)  
$60.92 0.19 (0.31%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 107    2
Total shares held : 
 3,026,279  
% of shares held : 
 12.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 47,369  
% of shares held change : 
   0.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.93  
Last Quarter's Ending Price : 
 $59.21  
Last Quarter's Average Price : 
 $52.86  
Change from last quarter's     
avg. price to the last closing  : 
8.06 (15.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 75,744
 2.5%
 
Increased Positions :
35
 136,194
 4.5%
 
Unchanged Positions :
31
 397,065
 13.12%
 
Decreased Positions :
31
-111,122
-3.67%
 
Closed Positions :
8
-53,447
-1.77%
 
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
   VAUGHAN AND COMPANY SECURITIES INC. 5 - 2024-03-31 254,668 $15,586,000 3,153
   BANK OF AMERICA CORP /DE/ 2191 - 2023-12-31 206,474 $12,225,000 45,230
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 519 - 2023-12-31 91,109 $5,395,000 7,827
   Chicago Partners Investment Group LLC 141 - 2024-03-31 52,742 $3,064,000 41
   Viewpoint Capital Management LLC 17 - 2024-03-31 46,128 $2,823,000 30
   AMERIPRISE FINANCIAL INC 2744 - 2023-12-31 37,680 $2,231,000 17,112
   Kestra Advisory Services LLC 772 - 2023-12-31 34,858 $2,064,000 2,828
   Rodgers & Associates LTD 41 - 2024-03-31 32,810 $2,008,000 1,291
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2075 - 2024-03-31 24,737 $1,514,000 273
   CI Private Wealth LLC 1188 - 2024-03-31 22,644 $1,386,000 725
   IHT Wealth Management LLC 338 - 2023-12-31 20,117 $1,191,000 13
   MARINER WEALTH ADVISORS, LLC 1445 - 2023-12-31 16,427 $973,000 3,970
   Cetera Investment Advisers 1118 - 2023-12-31 16,314 $966,000 2,339
   DAVIDSON D A & CO 726 - 2023-12-31 15,926 $943,000 25
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1493 - 2024-03-31 9,254 $566,000 140
   FINANCIAL NETWORK 2066 - 2023-12-31 6,496 $385,000 6
   CITIGROUP INC 2879 - 2024-03-31 6,086 $372,000 404
   Madison Wealth Partners Inc 84 - 2024-03-31 5,548 $340,000 16
   NBC SECURITIES INC. 607 - 2024-03-31 4,834 $295,000 165
   Equitable Holdings Inc. 944 - 2023-12-31 4,908 $291,000 68
   Sigma Planning Corp 991 - 2024-03-31 4,452 $272,000 51
   CREATIVE PLANNING 2247 - 2023-12-31 4,103 $243,000 5
   FMR LLC 2870 - 2023-12-31 2,720 $161,000 801
   PRINCIPAL SECURITIES INC. 1300 - 2024-03-31 1,481 $91,000 981
   Sunbelt Securities Inc. 801 - 2024-03-31 1,075 $66,000 641
   Rise Advisors LLC 285 - 2024-03-31 643 $39,000 2
  26 Records found
  1    
  Page 1 of 1
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