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Get Institutions for : 
iShares Trust (FTY)  
$52.19 0.21 (0.4%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 321    1
Total shares held : 
 27,982,633  
% of shares held : 
 31.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 3,054,998  
% of shares held change : 
   3.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.27  
Last Quarter's Ending Price : 
 $54.29  
Last Quarter's Average Price : 
 $48.91  
Change from last quarter's     
avg. price to the last closing  : 
3.28 (6.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 629,470
 2.25%
 
Increased Positions :
118
 4,713,330
 16.84%
 
Unchanged Positions :
61
 939,953
 3.36%
 
Decreased Positions :
109
-2,025,873
-7.24%
 
Closed Positions :
32
-261,929
-0.94%
 
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. 1827 - 2024-03-31 2,682,277 $144,307,000 98,232
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 41 - 2024-03-31 2,596,716 $139,703,000 -91,095
   US BANCORP 106 - 2024-03-31 2,345,856 $126,207,000 -22,825
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 165 - 2024-03-31 1,034,973 $55,682,000 115,368
   MORGAN STANLEY 1846 - 2024-03-31 843,371 $45,373,000 110,689
   Heritage Financial Services LLC 5 - 2024-03-31 664,356 $35,742,000 221,676
   CI Private Wealth LLC 285 - 2024-03-31 656,140 $35,300,000 -88,992
   RSM US WEALTH MANAGEMENT LLC 32 - 2024-03-31 562,143 $30,242,000 -31,216
   MISSION WEALTH MANAGEMENT LLC 24 - 2024-03-31 522,438 $28,107,000 62,145
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 257 - 2024-03-31 517,753 $27,855,000 -170,069
   THRIVENT FINANCIAL FOR LUTHERANS 385 - 2024-03-31 492,687 $26,507,000 -154,522
   Charles Schwab Trust Co 13 - 2024-03-31 452,213 $24,329,000 36,422
   Rockbridge Investment Management LCC 8 - 2024-03-31 442,528 $23,808,000 31,237
   Blueprint Investment Partners LLC 4 - 2024-03-31 411,820 $22,156,000 80,707
   Financial & Tax Architects LLC 3 - 2024-03-31 334,306 $17,986,000 559
   STEPHENS INC /AR/ 92 - 2024-03-31 309,646 $16,659,000 15,862
   J P MORGAN CHASE & CO 1765 - 2024-03-31 306,532 $16,491,000 49,673
   S. R. Schill & Associates 3 - 2024-03-31 303,311 $16,318,000 2,027
   Advisor Group Holdings Inc. 495 - 2024-03-31 288,605 $15,527,000 123,646
   ENVESTNET ASSET MANAGEMENT INC 1259 - 2024-03-31 284,947 $15,330,000 -218,605
   GLENMEDE TRUST CO NA 275 - 2024-03-31 283,131 $15,232,000 200,516
   UBS Group AG 1354 - 2024-03-31 281,989 $15,171,000 1,187
   BKD WEALTH ADVISORS LLC 44 - 2024-03-31 270,822 $14,570,000 -829
   Legacy Financial Group LLC 11 - 2024-03-31 253,774 $13,653,000 241,803
   MBE Wealth Management LLC 4 - 2024-03-31 241,642 $13,000,000 4,919
   Ellenbecker Investment Group 7 - 2024-03-31 228,917 $12,316,000 -7,774
   SUMITOMO LIFE INSURANCE CO 25 - 2024-03-31 225,200 $11,863,000 127,200
   PHILLIPS FINANCIAL MANAGEMENT LLC 29 - 2024-03-31 219,258 $11,796,000 3,602
   Glenview Trust Co 95 - 2024-03-31 211,606 $11,384,000 1,637
   HALBERT, HARGROVE/RUSSELL LLC 17 - 2024-03-31 208,447 $11,214,000 -19,368
   SageView Advisory Group LLC 26 - 2024-03-31 21,095 $11,090,000 16,413
   SCHRODER INVESTMENT MANAGEMENT GROUP 616 - 2024-03-31 205,000 $11,029,000 -65,000
   Rodgers & Associates LTD 24 - 2024-03-31 201,814 $10,858,000 11,082
   AGINCOURT CAPITAL MANAGEMENT LLC 4 - 2024-03-31 200,433 $10,783,000 2,325
   LPL FINANCIAL CORP 1288 - 2024-03-31 197,970 $10,651,000 66,247
   PURE FINANCIAL ADVISORS, INC. 50 - 2024-03-31 194,368 $10,457,000 6,845
   TECTONIC ADVISORS LLC 22 - 2024-03-31 183,117 $9,852,000 5,900
   DiMeo Schneider & Associates L.L.C. 13 - 2024-03-31 178,173 $9,586,000 -627,495
   TPG Financial Advisors LLC 6 - 2023-12-31 169,210 $9,169,000 -28,219
   ERn Financial LLC 18 - 2024-03-31 169,148 $9,100,000 1,131
   HPM Partners LLC 485 - 2024-03-31 170,037 $9,054,000 -167,325
   Green Harvest Asset Management LLC 43 - 2024-03-31 165,640 $8,911,000 -10,137
   Cornerstone Management Inc. 10 - 2024-03-31 138,723 $7,463,000 13,784
   AMERIPRISE FINANCIAL INC 1999 - 2024-03-31 138,051 $7,440,000 -556
   BANK OF AMERICA CORP /DE/ 2770 - 2024-03-31 124,128 $6,678,000 -550,783
   COMMONWEALTH EQUITY SERVICES LLC. 999 - 2024-03-31 120,990 $6,509,000 5,774
   Lido Advisors LLC 228 - 2024-03-31 116,449 $6,265,000 -1,706
   Spartan Planning & Wealth Management 4 - 2023-12-31 113,143 $6,143,000 86,970
   Barber Financial Group Inc. 15 - 2023-03-31 121,034 $6,100,000 -22,507
   SMI Advisory Services LLC 17 *New 2024-03-31 112,457 $6,039,000 112,457
   FUND EVALUATION GROUP LLC 23 - 2024-03-31 107,042 $5,759,000 -57,740
   MARSHALL FINANCIAL GROUP INC /ADV 15 - 2024-03-31 103,291 $5,557,000 3,321
   RAYMOND JAMES & ASSOCIATES 1507 - 2024-03-31 102,439 $5,511,000 4,602
   CIC Wealth LLC 16 - 2024-03-31 101,421 $5,456,000 -2,189
   Krueger & Catalano Capital Partners LLC 6 - 2024-03-31 100,025 $5,381,000 4,432
   Biltmore Wealth Management LLC 13 - 2024-03-31 98,899 $5,369,000 0
   CREATIVE PLANNING 584 - 2024-03-31 98,104 $5,278,000 -4,844
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 8 - 2024-03-31 97,080 $5,223,000 0
   Modern Wealth Management LLC 32 - 2024-03-31 99,990 $5,203,000 -1,958
   Peak Financial Management Inc. 24 - 2024-03-31 89,746 $4,828,000 4,292
   Congress Wealth Management LLC / DE / 233 - 2024-03-31 87,459 $4,705,000 -3,164
   Vantage Financial Partners Ltd. Inc. 27 *New 2024-03-31 84,855 $4,565,000 84,855
   Petix & Botte Co 28 *New 2024-03-31 84,249 $4,533,000 84,249
   Topel & Distasi Wealth Management LLC 18 - 2024-03-31 84,249 $4,533,000 1,078
   CoreCap Advisors LLC 66 - 2023-12-31 82,931 $4,502,000 49,618
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 36 - 2024-03-31 80,120 $4,310,000 0
   CONGRESS ASSET MANAGEMENT CO /MA 234 - 2024-03-31 76,802 $4,132,000 -2,943
   ROYAL BANK OF CANADA 2040 - 2024-03-31 76,713 $4,127,000 -94,029
   MERCER GLOBAL ADVISORS INC /ADV 518 - 2024-03-31 76,272 $4,103,000 1,488
   BANK OF NOVA SCOTIA / 524 - 2024-03-31 76,170 $4,065,000 -26,750
   Rockefeller Capital Management L.P. 753 - 2024-03-31 75,399 $4,056,000 400
   CLARK CAPITAL MANAGEMENT GROUP INC 198 - 2024-03-31 74,489 $4,008,000 3,480
   GOLDMAN SACHS GROUP INC/ 2730 - 2024-03-31 74,151 $3,989,000 -66,193
   PRESILIUM PRIVATE WEALTH LLC 18 - 2024-03-31 72,056 $3,877,000 -2,916
   MARINER WEALTH ADVISORS, LLC 822 - 2024-03-31 71,430 $3,843,000 58,897
   Strategic Financial Group LLC - 2023-12-31 70,365 $3,820,000 -3,700
   Visionary Wealth Advisors 108 - 2024-03-31 69,704 $3,750,000 -1,555
   SBK Financial Inc. 3 - 2022-12-31 74,418 $3,680,000 -70,420
   WARREN AVERETT ASSET MANAGEMENT, LLC 178 *New 2024-03-31 68,201 $3,669,000 68,201
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 108 *New 2024-03-31 64,781 $3,485,000 64,781
   Prosperity Planning Inc. 17 - 2024-03-31 62,399 $3,357,000 1,873
   U.S. Capital Wealth Advisors LLC 163 - 2024-03-31 61,529 $3,310,000 -11,595
   FIRST HAWAIIAN BANK 142 - 2024-03-31 61,417 $3,304,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 445 - 2024-03-31 61,071 $3,286,000 8,769
   MONETA GROUP INVESTMENT ADVISORS INC 136 - 2023-12-31 60,199 $3,268,000 -8,926
   Bellwether Advisors LLC 38 - 2024-03-31 57,181 $3,076,000 -3,387
   WELLS FARGO & CO/MN 2283 - 2024-03-31 56,116 $3,019,000 -14,216
   Cetera Investment Advisers 1283 - 2024-03-31 55,221 $2,971,000 50,216
   WINDSOR CAPITAL MANAGEMENT, LLC 27 - 2024-03-31 55,206 $2,970,000 1,423
   STATE STREET CORP 2963 - 2024-03-31 53,700 $2,889,000 8,300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1529 - 2024-03-31 45,796 $2,464,000 -9,165
   MOODY NATIONAL BANK TRUST DIVISION 68 - 2024-03-31 44,578 $2,398,000 0
   Atomi Financial Group Inc. 98 - 2024-03-31 43,732 $2,353,000 5,298
   Coco Enterprises LLC 14 - 2024-03-31 44,690 $2,331,000 779
   Kohmann Bosshard Financial Services LLC 47 - 2024-03-31 43,262 $2,327,000 0
   FLOW TRADERS U.S. LLC 156 *New 2024-03-31 42,716 $2,298,000 42,716
   Independent Wealth Network Inc. 19 - 2024-03-31 41,916 $2,255,000 -804
   ADVANTUS CAPITAL MANAGEMENT INC 257 - 2024-03-31 40,803 $2,195,000 1,000
   Blue Edge Capital LLC 63 - 2024-03-31 40,527 $2,180,000 -4,703
   RDA Financial Network 39 - 2024-03-31 39,517 $2,126,000 -1,581
  100 Records found
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