Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Core S&P Total US (ITOT)  
$116.78 0.25 (0.21%) as of 4:30 Tue 5/21


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1118    28
Total shares held : 
 281,794,210  
% of shares held : 
 77.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   127  
Amount of shares held : 
 7,022,441  
% of shares held change : 
   1.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $94.03  
Last Quarter's Ending Price : 
 $105.23  
Last Quarter's Average Price : 
 $98.00  
Change from last quarter's     
avg. price to the last closing  : 
18.78 (19.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
85
 2,517,624
 0.89%
 
Increased Positions :
451
 12,014,135
 4.26%
 
Unchanged Positions :
230
 11,791,387
 4.18%
 
Decreased Positions :
352
-6,345,128
-2.25%
 
Closed Positions :
57
-1,164,190
-0.41%
 
Guru Positions :
3
90,617
 0.03%
 
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. 145 - 2024-03-31 43,464,431 $5,011,449,000 1,636,691
   ALLIANCEBERNSTEIN L.P. 55 - 2024-03-31 8,911,306 $1,027,474,000 360,509
   Wealthfront Advisers LLC 12 - 2024-03-31 5,119,108 $590,233,000 393,758
   LPL FINANCIAL CORP 78 - 2024-03-31 4,478,098 $516,325,000 807,265
   BUCKINGHAM ASSET MANAGEMENT, LLC 7 - 2024-03-31 3,191,672 $368,000,000 601,539
   Personal Capital Advisors Corp 16 - 2022-12-31 3,533,749 $299,662,000 2,062,157
   Buckingham Strategic Partners 2 - 2024-03-31 2,320,751 $267,583,000 516,299
   AlTi Global Inc. 4 - 2024-03-31 2,218,775 $255,827,000 48,960
   AMERIPRISE FINANCIAL INC 324 - 2024-03-31 1,846,761 $213,101,000 63,257
   Prime Capital Investment Advisors LLC 4 - 2024-03-31 1,701,660 $196,201,000 414,874
   ROCK CREEK GROUP, LP 1 - 2024-03-31 1,610,202 $185,656,000 75,210
   ROYAL BANK OF CANADA 350 - 2024-03-31 1,397,425 $161,124,000 406,955
   UBS Group AG 350 - 2024-03-31 1,316,276 $151,767,000 6,007
   Pegasus Partners Ltd. 1 - 2024-03-31 1,312,139 $151,290,000 40,907
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 91 - 2024-03-31 1,237,093 $142,637,000 51,420
   EVENSKY & KATZ INC 3 - 2024-03-31 1,202,131 $138,606,000 55,418
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2 - 2024-03-31 1,116,937 $128,783,000 39,583
   MARINER WEALTH ADVISORS, LLC 79 - 2024-03-31 1,091,579 $125,859,000 43,833
   Elm Partners Management LLC 2 - 2024-03-31 1,079,047 $124,414,000 50,102
   FMR LLC 1028 - 2024-03-31 919,698 $106,041,000 55,893
   Kingsview Wealth Management LLC 2 - 2024-03-31 890,946 $102,726,000 97,816
   True Link Financial Advisors LLC 4 - 2024-03-31 850,891 $98,108,000 9,921
   LJI Wealth Management LLC 1 - 2024-03-31 845,510 $97,487,000 16,550
   Goldstein Advisors LLC 1 - 2024-03-31 830,443 $95,750,000 10,762
   HB Wealth Management LLC 13 - 2024-03-31 822,826 $94,872,000 3,464
   Johnson Bixby & Associates LLC 1 - 2024-03-31 818,011 $94,317,000 6,642
   Claar Advisors LLC 1 - 2024-03-31 752,475 $86,760,000 220,860
   Winthrop Advisory Group LLC 1 - 2024-03-31 715,729 $82,524,000 34,392
   Reliant Wealth Planning 1 - 2024-03-31 699,710 $80,677,000 12,338
   JAFFETILCHIN INVESTMENT PARTNERS LLC 1 - 2024-03-31 677,416 $78,106,000 38,133
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 64 - 2024-03-31 609,930 $70,325,000 24,057
   ANCORA ADVISORS, LLC 10 - 2024-03-31 583,339 $67,259,000 28,841
   Executive Wealth Management LLC 1 - 2024-03-31 580,715 $66,794,000 49,698
   ALLEN INVESTMENT MANAGEMENT LLC 22 - 2024-03-31 531,212 $61,249,000 35,886
   Facet Wealth Inc. 11 - 2024-03-31 534,881 $60,805,000 30,654
   Cresset Asset Management LLC 44 - 2024-03-31 507,515 $58,517,000 18,235
   Orion Portfolio Solutions LLC 21 - 2024-03-31 493,866 $56,943,000 157,776
   BB&T CORP 222 - 2024-03-31 482,115 $55,588,000 11,177
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 172 - 2024-03-31 465,603 $53,684,000 18,921
   Fundamentun LLC 1 - 2024-03-31 464,117 $53,513,000 1,969
   BP WEALTH MANAGEMENT LLC 13 - 2024-03-31 463,463 $53,437,000 78,937
   TRUE Private Wealth Advisors 3 - 2024-03-31 441,691 $50,927,000 20,240
   BLAIR WILLIAM & CO/IL 126 - 2024-03-31 422,368 $48,699,000 34,878
   Vantage Financial Partners LLC 1 - 2024-03-31 418,723 $48,279,000 4,396
   MERCER GLOBAL ADVISORS INC /ADV 105 - 2024-03-31 412,186 $47,525,000 10,305
   Equitable Holdings Inc. 46 - 2024-03-31 400,155 $46,138,000 9,714
   Rehmann Capital Advisory Group 4 - 2024-03-31 393,404 $45,360,000 3,234
   Capital Analysts Inc. 9 - 2024-03-31 360,844 $41,605,000 54,134
   Kestra Advisory Services LLC 64 - 2024-03-31 358,975 $41,390,000 6,763
   TRUEPOINT, INC. 18 - 2024-03-31 358,090 $41,288,000 5,797
   Tolleson Wealth Management Inc. 4 - 2024-03-31 347,217 $40,034,000 27,903
   STRATEGIC POINT INVESTMENT ADVISORS LLC 5 - 2024-03-31 347,044 $40,014,000 35,000
   BLB&B ADVISORS LLC 12 - 2024-03-31 326,947 $37,697,000 9,736
   Pathstone Holdings LLC 86 - 2024-03-31 323,037 $37,246,000 12,586
   CWM LLC 124 - 2024-03-31 312,006 $35,974,000 105,016
   Ironsides Asset Advisors LLC 2 - 2024-03-31 296,968 $34,240,000 109,606
   Lido Advisors LLC 51 - 2024-03-31 279,831 $32,265,000 11,226
   REGATTA CAPITAL GROUP LLC 2 - 2024-03-31 276,848 $31,921,000 122,051
   MULTIFINANCIAL SECURITIES CORP 84 - 2024-03-31 270,086 $31,141,000 38,006
   THRIVENT FINANCIAL FOR LUTHERANS 364 - 2024-03-31 253,388 $29,216,000 7,550
   KM Capital Management Ltd. 2 - 2024-03-31 249,863 $28,809,000 70,062
   ALLSTATE CORP 8 - 2024-03-31 244,894 $28,236,000 89,788
   FINANCIAL NETWORK 144 - 2024-03-31 243,447 $28,069,000 8,441
   Sendero Wealth Management LLC 3 - 2024-03-31 235,979 $27,208,000 1,127
   Beacon Pointe Advisors LLC 75 - 2024-03-31 233,565 $26,930,000 2,508
   COLONY GROUP, LLC 122 - 2024-03-31 232,864 $26,849,000 5,098
   BRIGGS ADVISORY GROUP INC. 2 - 2023-09-30 276,498 $26,043,000 11,362
   ALASKA PERMANENT CAPITAL MANAGEMENT 14 - 2024-03-31 224,206 $25,873,000 13,165
   Northeast Financial Consultants Inc 20 - 2024-03-31 219,157 $25,269,000 78,522
   REGAL INVESTMENT ADVISORS, LLC 5 - 2024-03-31 202,964 $23,402,000 5,684
   Benchmark Financial Wealth Advisors LLC 4 - 2024-03-31 198,234 $22,856,000 1,401
   Monument Capital Management 1 - 2024-03-31 198,076 $22,838,000 113,726
   CYNOSURE MANAGEMENT LLC 6 - 2024-03-31 193,868 $22,353,000 13,872
   Financial Partners Group Inc 7 - 2024-03-31 185,982 $21,444,000 5,481
   FAMILY WEALTH PARTNERS LLC 2 - 2024-03-31 184,674 $21,293,000 68,344
   Atria Wealth Solutions Inc. 94 - 2024-03-31 181,575 $20,936,000 2,143
   PATHSTONE FAMILY OFFICE, LLC 93 - 2023-09-30 220,064 $20,736,000 8,181
   SWEENEY & MICHEL LLC 2 - 2024-03-31 169,774 $19,541,000 8,284
   Aletheian Wealth Advisors LLC 1 - 2024-03-31 167,945 $19,364,000 9,709
   LITMAN GREGORY ASSET MANAGEMENT LLC 14 - 2024-03-31 167,809 $19,348,000 2,895
   ADVISORY SERVICES NETWORK, LLC 34 - 2024-03-31 167,285 $19,288,000 10,061
   IFP Advisors Inc 15 - 2023-12-31 179,101 $18,847,000 19,916
   Newman & Schimel LLC 5 - 2022-12-31 221,436 $18,778,000 10,276
   NORTHWEST WEALTH MANAGEMENT LLC 3 - 2024-03-31 162,300 $18,713,000 9,190
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 40 - 2024-03-31 154,726 $17,840,000 1,084
   WEATHERLY ASSET MANAGEMENT LP 13 - 2024-03-31 150,654 $17,370,000 442
   Cosner Financial Group LLC 1 - 2024-03-31 149,994 $17,294,000 2,043
   Friedenthal Financial 1 - 2024-03-31 141,934 $16,365,000 2,300
   NWAM LLC 12 - 2024-03-31 143,131 $16,290,000 3,150
   Vident Advisory LLC 79 - 2024-03-31 139,367 $16,070,000 9,146
   Crescent Grove Advisors LLC 14 - 2024-03-31 138,252 $15,940,000 953
   KFA Private Wealth Group LLC 6 - 2024-03-31 137,040 $15,801,000 6,242
   Vantage Financial Partners Ltd. Inc. 7 - 2024-03-31 136,528 $15,742,000 19,651
   SAX WEALTH ADVISORS LLC 14 - 2024-03-31 134,857 $15,549,000 6,935
   Baird Financial Group Inc. 384 - 2024-03-31 133,960 $15,446,000 3,442
   PrairieView Partners LLC 14 - 2024-03-31 133,219 $15,361,000 5,926
   Koshinski Asset Management Inc. 10 - 2024-03-31 132,427 $15,269,000 127,899
   Sowell Financial Services LLC 22 - 2024-03-31 132,421 $15,268,000 121,589
   ROMANO BROTHERS AND COMPANY 7 - 2024-03-31 127,502 $14,701,000 1,406
   MY PURPOSEFUL WEALTH CORP. 3 - 2024-03-31 125,920 $14,519,000 4,714
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us