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Get Institutions for : 
iShares Trust (AOM)  
$42.77 0.01 (0.02%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 231    2
Total shares held : 
 13,006,601  
% of shares held : 
 40.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 2,553,860  
% of shares held change : 
   8.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.68  
Last Quarter's Ending Price : 
 $41.51  
Last Quarter's Average Price : 
 $39.64  
Change from last quarter's     
avg. price to the last closing  : 
3.13 (7.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 577,682
 4.44%
 
Increased Positions :
96
 3,047,978
 23.43%
 
Unchanged Positions :
30
 366,119
 2.81%
 
Decreased Positions :
81
-785,064
-6.04%
 
Closed Positions :
22
-286,736
-2.2%
 
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
   BLACKROCK INC. 1960 - 2024-03-31 2,663,687 $113,953,000 145,988
   LPL FINANCIAL CORP 628 - 2024-03-31 929,456 $39,762,000 -7,917
   MORGAN STANLEY 3016 - 2024-03-31 331,396 $14,177,000 -524,680
   ROYAL BANK OF CANADA 1344 - 2024-03-31 311,296 $13,318,000 -32,975
   Advisor Group Holdings Inc. 628 - 2024-03-31 262,053 $11,211,000 -27,104
   Weitzel Financial Services Inc. 7 - 2024-03-31 254,336 $10,817,000 7,915
   WELLS FARGO & CO/MN 1551 - 2024-03-31 229,087 $9,800,000 -752,680
   BANK OF AMERICA CORP /DE/ 2554 - 2024-03-31 207,557 $8,879,000 -9,312
   AMERIPRISE FINANCIAL INC 1887 - 2024-03-31 197,573 $8,434,000 -15,295
   TIEDEMANN WEALTH MANAGEMENT, LLC 39 - 2023-09-30 193,916 $7,549,000 -76,436
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 583 - 2024-03-31 165,580 $7,084,000 3,577
   Weaver Consulting Group 6 - 2024-03-31 154,908 $6,627,000 1,037
   Focus Financial Network Inc. 66 - 2024-03-31 153,366 $6,322,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1078 - 2024-03-31 134,458 $5,752,000 2,157
   AlTi Global Inc. 84 - 2024-03-31 129,920 $5,558,000 -23,653
   Investment Advisory Group LLC 9 - 2024-03-31 128,972 $5,517,000 8,790
   Sontag Advisory LLC 110 - 2024-03-31 126,992 $5,433,000 126,992
   CLS INVESTMENT FIRM LLC 197 - 2022-12-31 140,084 $5,325,000 134,078
   Brookstone Capital Management 214 - 2024-03-31 119,193 $5,099,000 820
   WARREN AVERETT ASSET MANAGEMENT, LLC 157 - 2024-03-31 106,242 $4,545,000 32,824
   JANE STREET GROUP LLC 1364 - 2024-03-31 105,807 $4,526,000 58,356
   BB&T CORP 926 - 2024-03-31 102,606 $4,389,000 -508
   Consilium Wealth Advisory LLC 13 - 2024-03-31 98,012 $4,193,000 -34,694
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 721 - 2024-03-31 93,568 $4,003,000 -8,598
   UBS Group AG 2478 - 2024-03-31 83,663 $3,579,000 -5,289
   Royal Fund Management LLC 80 - 2024-03-31 82,907 $3,547,000 5,452
   Ameritas Advisory Services LLC 147 - 2024-03-31 81,353 $3,478,000 12,747
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 53 - 2024-03-31 79,525 $3,402,000 85
   FOCUS FINANCIAL NETWORK INC /ADV 143 - 2023-12-31 80,526 $3,343,000 0
   Retireful LLC 19 *New 2024-03-31 77,406 $3,311,000 77,406
   Mutual Advisors LLC 201 - 2024-03-31 69,122 $2,957,000 691
   Financial Advocates Investment Management 154 - 2024-03-31 59,858 $2,568,000 3,203
   Onyx Bridge Wealth Group LLC 48 - 2024-03-31 60,474 $2,517,000 4,295
   KOCHIS FITZ/QUINTILE LLC 88 - 2024-03-31 58,126 $2,487,000 -3,844
   Smith Anglin Financial LLC 39 - 2024-03-31 50,804 $2,173,000 -11,343
   Beacon Financial Advisory LLC 14 - 2024-03-31 49,966 $2,138,000 545
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1595 - 2024-03-31 49,717 $2,127,000 -28,858
   Sentinus LLC 32 - 2024-03-31 49,124 $2,102,000 11,114
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1769 - 2024-03-31 46,413 $1,986,000 46,413
   Taylor Financial Group Inc. 16 - 2024-03-31 43,068 $1,842,000 1,605
   MULTIFINANCIAL SECURITIES CORP 854 - 2024-03-31 42,957 $1,838,000 4,941
   TRUE Private Wealth Advisors 70 - 2024-03-31 40,027 $1,712,000 13,292
   One Capital Management LLC 151 - 2024-03-31 39,510 $1,690,000 1,490
   PATTON ALBERTSON & MILLER, LLC 86 - 2024-03-31 39,305 $1,681,000 -16,241
   Aveo Capital Partners LLC 103 - 2024-03-31 39,502 $1,661,000 1,256
   Kestra Advisory Services LLC 971 - 2024-03-31 38,337 $1,640,000 -1,574
   FINANCIAL NETWORK 1170 - 2024-03-31 35,102 $1,502,000 -354
   WADE G W & INC 193 - 2023-12-31 34,121 $1,416,000 1,942
   COLONY GROUP, LLC 541 *New 2024-03-31 33,946 $1,406,000 33,946
   LifePlan Financial LLC 21 - 2024-03-31 32,371 $1,385,000 29
   RAYMOND JAMES & ASSOCIATES 2383 - 2024-03-31 31,903 $1,365,000 -984,571
   GOLDMAN SACHS GROUP INC/ 3399 - 2024-03-31 31,328 $1,340,000 9,045
   Strategic Financial Group LLC - 2023-12-31 31,170 $1,294,000 619
   HARBOUR INVESTMENTS INC. 314 - 2023-12-31 29,642 $1,230,000 3,207
   RDA Financial Network 68 - 2024-03-31 28,265 $1,209,000 -1,850
   Ellenbecker Investment Group 36 - 2024-03-31 27,341 $1,170,000 2,672
   FIRST FINANCIAL BANK - TRUST DIVISION 108 - 2024-03-31 26,239 $1,123,000 -53,486
   GeoWealth Management LLC 268 *New 2024-03-31 25,900 $1,108,000 25,900
   Sigma Planning Corp 463 - 2024-03-31 25,772 $1,103,000 12,406
   CWM LLC 809 - 2024-03-31 25,267 $1,081,000 29
   Plan Group Financial LLC 30 - 2024-03-31 25,071 $1,073,000 1,682
   Fort Henry Capital LLC 13 - 2024-03-31 24,605 $1,053,000 119
   ENVESTNET ASSET MANAGEMENT INC 2995 - 2024-03-31 23,921 $1,023,000 -6,440
   Financial Enhancement Group LLC 79 - 2024-03-31 24,316 $1,015,000 11,765
   Comprehensive Portfolio Management LLC 357 - 2024-03-31 23,456 $1,003,000 -6
   RENAISSANCE TECHNOLOGIES LLC 2492 - 2024-03-31 23,100 $988,000 23,100
   CITADEL ADVISORS LLC 3122 - 2024-03-31 22,173 $949,000 22,173
   H D Vest Advisory Services 772 - 2024-03-31 21,985 $941,000 -538
   BEACON INVESTMENT ADVISORY SERVICES INC. 144 - 2024-03-31 20,088 $859,000 -517
   RESTON WEALTH MANAGEMENT LLC 22 - 2024-03-31 19,827 $848,000 -620
   Northstar Group Inc. 69 - 2024-03-31 19,556 $837,000 -441
   FinTrust Capital Advisors LLC 126 - 2024-03-31 19,290 $825,000 1,050
   FLAGSHIP HARBOR ADVISORS LLC 278 - 2024-03-31 18,950 $811,000 2,527
   MILESTONE ASSET MANAGEMENT LLC 84 - 2024-03-31 18,121 $775,000 316
   Atria Wealth Solutions Inc. 1026 - 2024-03-31 18,074 $773,000 -535
   Godshalk Welsh Capital Management Inc. 59 - 2024-03-31 17,910 $766,000 160
   MML INVESTORS SERVICES LLC 1560 - 2024-03-31 17,856 $764,000 -2,640
   PROEQUITIES INC. 354 - 2024-03-31 17,722 $758,000 4,198
   Sovereign Financial Group Inc. 103 - 2024-03-31 17,449 $746,000 -38
   Steel Peak Wealth Management LLC 247 - 2024-03-31 16,909 $723,000 837
   MARINO STRAM & ASSOCIATES LLC 91 - 2024-03-31 16,898 $723,000 -1,832
   AE Wealth Management LLC 731 - 2024-03-31 16,498 $706,000 -175,107
   EIGHT 31 FINANCIAL LLC 50 - 2024-03-31 15,891 $680,000 7,763
   Ausdal Financial Partners Inc. 224 - 2024-03-31 14,990 $641,000 -3,432
   Integrity Financial Corp /WA 53 - 2024-03-31 14,742 $631,000 -698
   National Wealth Management Group LLC 48 - 2024-03-31 14,485 $620,000 -381
   HIGHTOWER ADVISORS, LLC 2087 - 2024-03-31 14,368 $619,000 1,519
   MERCER GLOBAL ADVISORS INC /ADV 1159 - 2024-03-31 14,441 $618,000 -178
   Clear Creek Financial Management LLC 214 - 2024-03-31 14,428 $617,000 -1,240
   J.W. COLE ADVISORS INC. 475 - 2024-03-31 14,065 $602,000 -3,965
   MARINER WEALTH ADVISORS, LLC 1881 - 2024-03-31 13,996 $599,000 -2,778
   Legacy Financial Group LLC 59 - 2024-03-31 13,910 $595,000 13,910
   Kingsview Wealth Management LLC 621 - 2024-03-31 13,695 $586,000 -5,819
   Armstrong Fleming & Moore Inc 50 - 2024-03-31 13,537 $579,000 0
   Dentgroup LLC 48 - 2024-03-31 13,310 $569,000 0
   Fullen Financial Group 44 - 2023-03-31 14,074 $563,000 339
   CENTAURUS FINANCIAL INC. 360 - 2024-03-31 13,063 $559,000 80
   Gallacher Capital Management LLC 64 - 2024-03-31 12,571 $538,000 3,106
   SILVER OAK SECURITIES Inc 221 - 2024-03-31 12,138 $519,000 -2,094
   Wealth Forward LLC 23 - 2024-03-31 12,015 $514,000 -512
  100 Records found
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