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Get Institutions for : 
iShares Trust (FTY)  
$52.65 0.46 (0.88%) as of 4:30 Tue 6/4


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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  : 
3.74 (7.65%)  




 
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
   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
   MISSION WEALTH MANAGEMENT LLC 24 - 2024-03-31 522,438 $28,107,000 62,145
   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
   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
   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
   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
   SageView Advisory Group LLC 26 - 2024-03-31 21,095 $11,090,000 16,413
   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
   ERn Financial LLC 18 - 2024-03-31 169,148 $9,100,000 1,131
   Cornerstone Management Inc. 10 - 2024-03-31 138,723 $7,463,000 13,784
   COMMONWEALTH EQUITY SERVICES LLC. 999 - 2024-03-31 120,990 $6,509,000 5,774
   Spartan Planning & Wealth Management 4 - 2023-12-31 113,143 $6,143,000 86,970
   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
   Krueger & Catalano Capital Partners LLC 6 - 2024-03-31 100,025 $5,381,000 4,432
   Peak Financial Management Inc. 24 - 2024-03-31 89,746 $4,828,000 4,292
   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
   MERCER GLOBAL ADVISORS INC /ADV 518 - 2024-03-31 76,272 $4,103,000 1,488
   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
   MARINER WEALTH ADVISORS, LLC 822 - 2024-03-31 71,430 $3,843,000 58,897
   Prosperity Planning Inc. 17 - 2024-03-31 62,399 $3,357,000 1,873
   O SHAUGHNESSY ASSET MANAGEMENT LLC 445 - 2024-03-31 61,071 $3,286,000 8,769
   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
   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
   ADVANTUS CAPITAL MANAGEMENT INC 257 - 2024-03-31 40,803 $2,195,000 1,000
   FINANCIAL NETWORK 1103 - 2024-03-31 32,101 $1,727,000 17,922
   Equitable Holdings Inc. 486 - 2024-03-31 32,057 $1,725,000 4,559
   Goodwin Investment Advisory 16 - 2024-03-31 27,148 $1,461,000 2,309
   AWM CAPITAL LLC 38 - 2024-03-31 25,820 $1,389,000 17
   Source Financial Advisors LLC 34 - 2024-03-31 25,205 $1,356,000 3,338
   COLONY GROUP, LLC 575 - 2024-03-31 22,305 $1,200,000 8,968
   McMahon Financial Advisors LLC 45 - 2024-03-31 21,860 $1,176,000 137
   COWA LLC 32 - 2024-03-31 21,234 $1,142,000 17,501
   Peterson Wealth Advisors LLC 29 - 2024-03-31 20,722 $1,115,000 486
   HANSON MCCLAIN, INC. 400 - 2024-03-31 19,460 $1,047,000 1,145
   CLS INVESTMENT FIRM LLC 737 - 2022-12-31 19,848 $981,000 6
   Garrett Investment Advisors LLC 150 - 2024-03-31 18,173 $978,000 182
   Vise Technologies Inc. 112 - 2024-03-31 18,010 $969,000 886
   RENAISSANCE TECHNOLOGIES LLC 2528 - 2024-03-31 17,300 $931,000 7,700
   PRUDENTIAL FINANCIAL INC 1905 - 2024-03-31 16,483 $887,000 6,242
   MCCORMACK ADVISORS INTERNATIONAL 553 - 2024-03-31 16,166 $870,000 670
   DAIWA SECURITIES GROUP INC. 732 - 2024-03-31 15,634 $841,000 5,752
   MULTIFINANCIAL SECURITIES CORP 1258 - 2024-03-31 15,242 $820,000 1,467
   Range Financial Group LLC 82 - 2024-03-31 14,527 $782,000 741
   Atria Wealth Solutions Inc. 1023 - 2024-03-31 14,406 $775,000 2,385
   PRIVATE CLIENT SERVICES LLC 56 - 2024-03-31 13,375 $720,000 585
   PRINCIPAL SECURITIES INC. 542 - 2024-03-31 12,938 $696,000 457
   BEAM Asset Management LLC 49 - 2024-03-31 11,895 $640,000 1,005
   IPG Investment Advisors LLC 89 - 2024-03-31 11,261 $606,000 1,660
   Ellis Investment Partners LLC 130 - 2024-03-31 10,892 $586,000 349
   Integrated Wealth Concepts LLC 976 - 2024-03-31 10,740 $578,000 344
   WealthCollab LLC 35 - 2024-03-31 10,659 $573,000 51
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2160 - 2024-03-31 10,641 $572,000 517
   TOWNSQUARE CAPITAL LLC 815 - 2024-03-31 10,454 $562,000 2,024
   NATIXIS 603 - 2024-03-31 9,544 $513,000 554
   HF Advisory Group LLC 112 - 2024-03-31 9,171 $493,000 466
   Asset Dedication LLC 225 - 2024-03-31 8,908 $478,000 225
   River Street Advisors LLC 94 - 2024-03-31 7,097 $382,000 503
   Sawtooth Asset Management Inc. 755 - 2023-12-31 6,991 $380,000 21
   Landmark Wealth Management LLC 55 - 2024-03-31 7,013 $377,000 350
   YHB INVESTMENT ADVISORS, INC. 214 - 2024-03-31 6,974 $375,000 2,948
   JANNEY MONTGOMERY SCOTT LLC 2181 - 2024-03-31 6,869 $370,000 350
   PATHSTONE FAMILY OFFICE, LLC 1196 - 2023-09-30 7,795 $368,000 290
   JONES FINANCIAL COMPANIES LLLP 367 - 2024-03-31 6,696 $360,000 5,049
   Quad-Cities Investment Group LLC 111 - 2024-03-31 6,676 $359,000 798
   VERITY Wealth Advisors 63 - 2024-03-31 5,996 $323,000 2,199
   Destiny Capital Corp/CO 40 - 2024-03-31 5,556 $299,000 1,114
   Prosperity Financial Group Inc. 111 - 2024-03-31 5,369 $289,000 13
   PCA Investment Advisory Services Inc. 96 - 2024-03-31 4,870 $262,000 36
   Buckingham Strategic Partners 511 - 2024-03-31 4,751 $256,000 4,751
   Fonville Wealth Management LLC 82 - 2024-03-31 4,711 $253,000 287
   BUCKINGHAM ASSET MANAGEMENT, LLC 666 - 2024-03-31 4,306 $232,000 20
   Jackson Grant Investment Advisers Inc. 102 - 2024-03-31 3,973 $214,000 4
   Hexagon Capital Partners LLC 204 - 2024-03-31 3,672 $198,000 1,580
   FMR LLC 2973 - 2024-03-31 2,769 $149,000 1,889
   Venturi Wealth Management LLC 407 - 2024-03-31 1,987 $107,000 544
   PROEQUITIES INC. 911 - 2024-03-31 1,850 $100,000 1,850
  100 Records found
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