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Get Institutions for : 
iShares Trust (IWL)  
$131.30 0.39 (0.3%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    2
Total shares held : 
 6,211,349  
% of shares held : 
 58.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 1,074,702  
% of shares held change : 
   10.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $114.36  
Last Quarter's Ending Price : 
 $127.12  
Last Quarter's Average Price : 
 $121.23  
Change from last quarter's     
avg. price to the last closing  : 
10.07 (8.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 51,403
 0.83%
 
Increased Positions :
51
 1,385,051
 22.3%
 
Unchanged Positions :
28
 90,161
 1.45%
 
Decreased Positions :
46
-331,716
-5.34%
 
Closed Positions :
12
-30,036
-0.48%
 
Guru Positions :
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
   CITIGROUP INC 1033 *New 2024-03-31 57,789 $7,346,000 57,789
   CITADEL ADVISORS LLC 1720 *New 2024-03-31 37,428 $4,758,000 37,428
   Kingsview Wealth Management LLC 273 *New 2024-03-31 20,434 $2,598,000 20,434
   GeoWealth Management LLC 291 *New 2024-03-31 7,787 $990,000 7,787
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 48 *New 2024-03-31 5,829 $741,000 5,829
   MULTIFINANCIAL SECURITIES CORP 1348 *New 2024-03-31 5,680 $722,000 5,680
   Change Path LLC 470 *New 2024-03-31 5,496 $699,000 5,496
   Apeiron RIA LLC 207 *New 2024-03-31 1,583 $201,000 1,583
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2462 *New 2024-03-31 690 $88,000 690
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 257 *New 2024-03-31 588 $73,000 588
   HHM Wealth Advisors LLC 417 *New 2024-03-31 150 $19,000 150
   JONES FINANCIAL COMPANIES LLLP 1170 *New 2024-03-31 40 $5,000 40
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1629 *New 2024-03-31 10 $1,000 10
   YHB INVESTMENT ADVISORS, INC. 913 *New 2024-03-31 3 $0 3
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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