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Get Institutions for : 
iShares Trust (AOA)  
$73.79 0.07 (0.09%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 286    8
Total shares held : 
9,284,508  
% of shares held : 
51.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  61  
Amount of shares held : 
1,985,202  
% of shares held change : 
  11.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$68.58  
Last Quarter's Ending Price : 
$73.46  
Last Quarter's Average Price
$70.57  
Change from last quarter's     
avg. price to the last closing  : 
3.22 (4.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 334,393
 3.6%
 
Increased Positions :
128
 2,052,065
 22.1%
 
Unchanged Positions :
55
 2,260,999
 24.35%
 
Decreased Positions :
75
-293,025
-3.16%
 
Closed Positions :
20
-108,231
-1.17%
 
Guru Positions :
1
0
 0%
 
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 period: 
12-31-2023 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
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 85 *New 2024-03-31 170,922 $12,556,000 170,922
   GeoWealth Management LLC 56 *New 2024-03-31 123,757 $9,091,000 123,757
   Charles Schwab Trust Co 52 *New 2024-03-31 38,054 $2,795,000 38,054
   Cetera Investment Advisers 1737 *New 2024-03-31 21,012 $1,544,000 21,012
   CAPITAL ADVISORS INC/OK 155 *New 2024-03-31 11,170 $821,000 11,170
   COLONY GROUP, LLC 691 *New 2024-03-31 8,143 $598,000 8,143
   Ground Swell Capital LLC 20 *New 2024-03-31 5,626 $413,000 5,626
   HRT FINANCIAL LLC 1437 *New 2024-03-31 4,250 $312,000 4,250
   Beacon Pointe Advisors LLC 1094 *New 2024-03-31 4,100 $301,000 4,100
   TCG Advisory Services LLC 356 *New 2024-03-31 3,887 $286,000 3,887
   Modern Wealth Management LLC 274 *New 2024-03-31 3,693 $270,000 3,693
   Wealth Enhancement & Preservation of GA LLC 40 *New 2023-06-30 3,892 $258,000 3,892
   Petix & Botte Co 119 *New 2024-03-31 3,505 $257,000 3,505
   New Capital Management LP 53 *New 2024-03-31 3,397 $250,000 3,397
   GREAT VALLEY ADVISOR GROUP INC. 653 *New 2024-03-31 3,363 $247,000 3,363
   Choice Wealth Advisors LLC 24 *New 2024-03-31 3,077 $226,000 3,077
   CORA CAPITAL ADVISORS LLC 86 *New 2024-03-31 2,942 $216,000 2,942
   BB&T CORP 2425 *New 2024-03-31 2,944 $216,000 2,944
   TNF LLC 110 *New 2024-03-31 3,021 $215,000 3,021
   Well Done LLC 177 *New 2024-03-31 2,909 $214,000 2,909
   Aprio Wealth Management LLC 207 *New 2024-03-31 2,914 $214,000 2,914
   Weitzel Financial Services Inc. 37 *New 2024-03-31 2,864 $209,000 2,864
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1597 *New 2024-03-31 1,397 $103,000 1,397
   MATHER GROUP, INC. 811 *New 2024-03-31 955 $66,000 955
   Washington Trust Advisors Inc. 315 *New 2024-03-31 691 $51,000 691
   Continuum Advisory LLC 679 *New 2024-03-31 450 $33,000 450
   JONES FINANCIAL COMPANIES LLLP 849 *New 2024-03-31 352 $26,000 352
   Hartland & Co. LLC 1027 *New 2024-03-31 160 $12,000 160
   Fernwood Investment Management LLC 560 *New 2024-03-31 153 $11,000 153
   BARTLETT & CO. LLC 969 *New 2023-12-31 142 $10,000 142
   HORIZON FINANCIAL SERVICES LLC 136 *New 2024-03-31 105 $8,000 105
   Atlantic Trust Group LLC 2386 *New 2024-03-31 100 $7,000 100
   Paladin Advisory Group LLC 222 *New 2024-03-31 8 $1,000 8
   TOWER RESEARCH CAPITAL LLC 5850 *New 2024-03-31 4 $0 4

  34 Records found
  1    
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