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Get Institutions for : 
Ishares Factorselect Msci Usa ETFA (LRGF)  
$53.90 0.32 (0.6%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    3
Total shares held : 
 27,849,190  
% of shares held : 
 11.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 1,052,558  
% of shares held change : 
   0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.22  
Last Quarter's Ending Price : 
 $48.29  
Last Quarter's Average Price : 
 $45.04  
Change from last quarter's     
avg. price to the last closing  : 
8.86 (19.67%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 657,468
 2.36%
 
Increased Positions :
56
 1,538,934
 5.53%
 
Unchanged Positions :
26
 146,835
 0.53%
 
Decreased Positions :
57
-993,712
-3.57%
 
Closed Positions :
15
-150,132
-0.54%
 
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
   COLONY GROUP, LLC 81 *New 2023-12-31 529,175 $25,554,000 529,175
   Conrad Siegel Investment Advisors Inc. 5 *New 2024-03-31 433,578 $23,331,000 433,578
   Atomi Financial Group Inc. 19 *New 2024-03-31 178,477 $9,604,000 178,477
   DDFG Inc 14 *New 2024-03-31 141,668 $7,623,000 141,668
   Royal Harbor Partners LLC 11 *New 2024-03-31 135,379 $7,285,000 135,379
   Baird Financial Group Inc. 925 *New 2023-12-31 42,858 $2,070,000 42,858
   SILVER OAK SECURITIES Inc 144 *New 2024-03-31 18,503 $996,000 18,503
   Qube Research & Technologies Ltd 2210 *New 2023-12-31 6,344 $306,000 6,344
   NorthRock Partners LLC 306 *New 2024-03-31 5,618 $302,000 5,618
   Capital Analysts Inc. 382 *New 2023-12-31 5,576 $269,000 5,576
   MCCORMACK ADVISORS INTERNATIONAL 933 *New 2024-03-31 4,854 $261,000 4,854
   Castle Rock Wealth Management LLC 209 *New 2023-12-31 4,871 $231,000 4,871
   KANAWHA CAPITAL MANAGEMENT LLC 207 *New 2024-03-31 3,995 $215,000 3,995
   Bouchey Financial Group Ltd 143 *New 2024-03-31 3,845 $207,000 3,845
   OXFORD FINANCIAL GROUP LTD 227 *New 2023-12-31 4,245 $205,000 4,245
   EverSource Wealth Advisors LLC 500 *New 2023-12-31 3,213 $155,000 3,213
   MATHER GROUP, INC. 695 *New 2024-03-31 2,130 $103,000 2,130
   WOODMONT INVESTMENT COUNSEL LLC 298 *New 2024-03-31 1,000 $54,000 1,000
   YHB INVESTMENT ADVISORS, INC. 463 *New 2024-03-31 828 $45,000 828
   Investors Research Corp 804 *New 2024-03-31 86 $5,000 86
   ST GERMAIN D J CO INC 624 *New 2024-03-31 81 $4,000 81
  21 Records found
  1    
  Page 1 of 1
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