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Get Institutions for : 
iShares Trust (FTY)  
$51.42 0.72 (1.42%) as of 4:30 Thu 5/30


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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  : 
2.51 (5.13%)  




 
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
   SMI Advisory Services LLC 17 *New 2024-03-31 112,457 $6,039,000 112,457
   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
   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
   FLOW TRADERS U.S. LLC 156 *New 2024-03-31 42,716 $2,298,000 42,716
   Simplicity WealthLLC 350 *New 2024-03-31 37,143 $1,998,000 37,143
   AlphaStar Capital Management LLC 72 *New 2024-03-31 37,019 $1,992,000 37,019
   D E SHAW & CO INC 2147 *New 2024-03-31 12,443 $669,000 12,443
   AUREUS ASSET MANAGEMENT LLC 115 *New 2024-03-31 10,647 $573,000 10,647
   Aptus Capital Advisors LLC 488 *New 2024-03-31 9,743 $524,000 9,743
   Idaho Trust Bank 55 *New 2024-03-31 8,998 $484,000 8,998
   ZEKE CAPITAL ADVISORS, LLC 267 *New 2022-12-31 8,504 $421,000 8,504
   FOSTER & MOTLEY INC 316 *New 2024-03-31 6,097 $328,000 6,097
   SYNOVUS FINANCIAL CORP 731 *New 2024-03-31 5,759 $310,000 5,759
   Bristlecone Advisors LLC 245 *New 2024-03-31 5,000 $269,000 5,000
   AQR CAPITAL MANAGEMENT LLC 2198 *New 2024-03-31 4,538 $244,000 4,538
   Hotaling Investment Management LLC 104 *New 2022-12-31 4,800 $237,000 4,800
   ALLSTATE CORP 197 *New 2024-03-31 4,392 $236,000 4,392
   OneAscent Financial Services LLC 345 *New 2024-03-31 4,102 $221,000 4,102
   Cresset Asset Management LLC 1752 *New 2024-03-31 3,761 $202,000 3,761
   SIGNATUREFD, LLC 850 *New 2024-03-31 3,494 $188,000 3,494
   Atlantic Trust Group LLC 1817 *New 2024-03-31 661 $35,000 661
   GPS Wealth Strategies Group LLC 678 *New 2024-03-31 454 $24,000 454
   Continuum Advisory LLC 749 *New 2024-03-31 446 $23,000 446
   SIMPLEX TRADING LLC 1940 *New 2024-03-31 146 $7,000 146
   PRIVATE TRUST CO NA 1997 *New 2024-03-31 66 $4,000 66
   Legacy Bridge LLC 303 *New 2024-03-31 55 $3,000 55
   Russell Investments Group Ltd. 3052 *New 2024-03-31 20 $1,000 20
   CITADEL ADVISORS LLC 6696 *New 2024-03-31 8 $0 8
   Beacon Capital Management LLC 1132 *New 2024-03-31 3 $0 3
  31 Records found
  1    
  Page 1 of 1
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