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Get Institutions for : 
iShares Trust (IWY)  
$201.99 1.67 (0.83%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 394    8
Total shares held : 
 40,934,236  
% of shares held : 
 45.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   91  
Amount of shares held : 
 6,467,209  
% of shares held change : 
   7.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $155.46  
Last Quarter's Ending Price : 
 $175.22  
Last Quarter's Average Price : 
 $164.13  
Change from last quarter's     
avg. price to the last closing  : 
37.86 (23.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 171,634
 0.42%
 
Increased Positions :
183
 6,976,923
 17.04%
 
Unchanged Positions :
80
 562,620
 1.37%
 
Decreased Positions :
100
-486,786
-1.19%
 
Closed Positions :
23
-194,562
-0.48%
 
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
   Envestnet Portfolio Solutions Inc. 3 - 2024-03-31 5,759,140 $1,123,608,000 731,194
   ENVESTNET ASSET MANAGEMENT INC 94 - 2024-03-31 2,639,933 $515,051,000 493,696
   AMERIPRISE FINANCIAL INC 230 - 2024-03-31 1,743,632 $340,060,000 170,405
   COMMONWEALTH EQUITY SERVICES LLC. 24 - 2024-03-31 1,732,610 $338,032,000 47,146
   LPL FINANCIAL CORP 121 - 2024-03-31 1,569,843 $306,276,000 309,067
   BANK OF AMERICA CORP /DE/ 500 - 2024-03-31 1,433,236 $279,624,000 276,816
   MORGAN STANLEY 709 - 2024-03-31 1,226,030 $239,199,000 73,643
   CLARK CAPITAL MANAGEMENT GROUP INC 9 - 2024-03-31 907,823 $177,116,000 171,754
   MARINER WEALTH ADVISORS, LLC 65 - 2024-03-31 849,486 $165,735,000 621,569
   BB&T CORP 104 - 2024-03-31 688,630 $134,352,000 33,047
   MML INVESTORS SERVICES LLC 35 - 2024-03-31 597,845 $116,640,000 87,722
   First Citizens Asset Management Inc. 1 - 2024-03-31 406,600 $79,328,000 351
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 56 - 2024-03-31 399,079 $77,860,000 40,116
   Union Bankshares Corp 2 - 2024-03-31 345,893 $67,484,000 6,260
   Pegasus Partners Ltd. 4 - 2024-03-31 341,876 $66,700,000 72,923
   Intelligence Driven Advisers LLC 3 - 2024-03-31 334,297 $65,221,000 91,570
   SOA Wealth Advisors LLC. 1 - 2024-03-31 321,524 $62,729,000 2,603
   Orion Portfolio Solutions LLC 17 - 2024-03-31 310,643 $60,606,000 202,073
   WELLS FARGO & CO/MN 650 - 2024-03-31 308,454 $60,179,000 51,654
   FIRST CITIZENS BANK & TRUST CO 13 - 2024-03-31 5,426,059 $58,624,000 681,663
   BP WEALTH MANAGEMENT LLC 12 - 2024-03-31 275,718 $53,792,000 133,398
   WSFS CAPITAL MANAGEMENT LLC 6 - 2024-03-31 252,444 $48,588,000 14,709
   ROYAL BANK OF CANADA 724 - 2024-03-31 242,947 $47,399,000 20,745
   H D Vest Advisory Services 33 - 2024-03-31 227,212 $44,329,000 61,232
   We Are One Seven LLC 4 - 2024-03-31 166,244 $32,434,000 5,182
   VICTORY FINANCIAL GROUP LLC 2 - 2024-03-31 153,158 $29,881,000 31,343
   Goss Wealth Management LLC 88 - 2024-03-31 148,070 $28,888,000 30,743
   KESTRA PRIVATE WEALTH SERVICES LLC 28 - 2024-03-31 130,838 $25,527,000 49,137
   Wealthcare Advisory Partners LLC 26 - 2024-03-31 124,591 $24,308,000 6,936
   PRINCIPAL SECURITIES INC. 23 - 2024-03-31 120,559 $23,521,000 23,669
   Simplicity WealthLLC 29 - 2024-03-31 111,437 $21,741,000 2,836
   Aspire Capital Advisors LLC 4 - 2024-03-31 111,124 $21,680,000 5,149
   9258 Wealth Management LLC 3 - 2024-03-31 110,814 $21,620,000 2,237
   Equitable Holdings Inc. 82 - 2024-03-31 109,911 $21,444,000 13,971
   TWO SIGMA INVESTMENTS LLC 381 - 2024-03-31 108,300 $21,129,000 5,600
   FINANCIAL NETWORK 225 - 2024-03-31 103,283 $20,150,000 16,549
   VALMARK ADVISERS INC 47 - 2024-03-31 94,951 $18,525,000 5,895
   PROVISE MANAGEMENT GROUP LLC 16 - 2024-03-31 94,892 $18,513,000 18,104
   Kingdom Financial Group LLC. 1 - 2024-03-31 93,945 $18,329,000 30,326
   Global Retirement Partners LLC 29 - 2024-03-31 91,714 $17,893,000 20,031
   Atria Wealth Solutions Inc. 135 - 2024-03-31 75,106 $14,653,000 22,874
   Stratos Wealth Partners LTD. 81 - 2024-03-31 74,802 $14,594,000 20,735
   Forum Private Client Group LLC 3 - 2024-03-31 70,603 $13,775,000 1,295
   MARSHALL WACE LLP 557 - 2024-03-31 67,230 $13,117,000 67,230
   Paul Damon & Associates Inc. 3 - 2024-03-31 60,967 $11,895,000 1,079
   Investors Research Corp 1 - 2024-03-31 58,481 $11,410,000 1,261
   MULTIFINANCIAL SECURITIES CORP 216 - 2024-03-31 57,913 $11,299,000 28,177
   Geneos Wealth Management Inc. 42 - 2024-03-31 57,305 $11,180,000 211
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 3 - 2024-03-31 57,284 $11,176,000 27,594
   Cosner Financial Group LLC 6 - 2024-03-31 56,978 $11,116,000 51,338
   Kestra Advisory Services LLC 293 - 2024-03-31 55,158 $10,761,000 12,721
   RAYMOND JAMES & ASSOCIATES 1179 - 2024-03-31 48,998 $9,560,000 151
   JSF Financial LLC 9 - 2024-03-31 46,986 $9,167,000 6,488
   Aspire Wealth Management Corp 3 - 2024-03-31 46,865 $9,143,000 2,155
   Asset Allocation Strategies LLC 12 - 2024-03-31 45,400 $8,858,000 1,385
   Baltimore-Washington Financial Advisors Inc. 55 - 2024-03-31 45,285 $8,835,000 2,570
   Benchmark Financial Wealth Advisors LLC 8 - 2024-03-31 43,375 $8,462,000 9,916
   Pensionmark Financial Group LLC 17 - 2024-03-31 41,713 $8,138,000 26,402
   Apexium Financial LP 23 - 2024-03-31 40,715 $7,943,000 3,585
   Certified Advisory Corp 21 - 2024-03-31 40,429 $7,888,000 10,149
   Vantage Financial Partners LLC 13 - 2024-03-31 39,262 $7,660,000 311
   Prime Capital Investment Advisors LLC 156 - 2024-03-31 37,220 $7,262,000 578
   Ethos Financial Group LLC 24 - 2024-03-31 35,993 $7,022,000 34,735
   Private Advisor Group LLC 371 - 2024-03-31 34,271 $6,686,000 1,390
   Processus Wealth & Capital Management LLC 3 - 2024-03-31 34,123 $6,657,000 1,094
   HARBOR INVESTMENT ADVISORY LLC 24 - 2024-03-31 33,245 $6,486,000 126
   SigFig Wealth Management LLC 45 - 2024-03-31 31,170 $6,081,000 5,141
   626 Financial LLC 8 - 2024-03-31 25,319 $4,940,000 6,122
   Centennial Wealth Advisory LLC 5 - 2024-03-31 24,700 $4,819,000 4,672
   LINCOLN NATIONAL CORP 164 - 2024-03-31 24,627 $4,805,000 8,470
   MONECO Advisors LLC 29 - 2024-03-31 23,676 $4,619,000 14,093
   PRUDENTIAL FINANCIAL INC 1057 - 2024-03-31 20,066 $3,915,000 7,990
   HILLTOP HOLDINGS INC. 54 - 2024-03-31 19,058 $3,718,000 3,443
   Consolidated Portfolio Review Corp 22 - 2024-03-31 18,686 $3,646,000 132
   HARBOUR INVESTMENTS INC. 134 - 2023-12-31 19,866 $3,481,000 5,323
   COZAD ASSET MANAGEMENT INC 74 - 2024-03-31 17,730 $3,459,000 1,163
   Summit Trail Advisors LLC 89 - 2024-03-31 16,799 $3,277,000 9,791
   Stokes Capital Advisors LLC 47 - 2024-03-31 16,071 $3,135,000 88
   Mezzasalma Advisors LLC 16 - 2024-03-31 15,644 $3,052,000 3,030
   STIFEL FINANCIAL CORP 1440 - 2024-03-31 15,449 $3,014,000 1,009
   FMR LLC 2068 - 2024-03-31 15,205 $2,966,000 1,276
   Signal Advisors Wealth LLC 39 - 2024-03-31 15,054 $2,937,000 11,155
   Atomi Financial Group Inc. 85 - 2024-03-31 14,902 $2,907,000 5,009
   Rockefeller Capital Management L.P. 866 - 2024-03-31 14,489 $2,827,000 184
   ADVISORY SERVICES NETWORK, LLC 366 - 2024-03-31 14,015 $2,734,000 1,190
   CI Private Wealth LLC 890 - 2024-03-31 13,885 $2,709,000 12
   Spire Wealth Management 214 - 2024-03-31 13,420 $2,618,000 871
   PARK AVENUE SECURITIES LLC 331 - 2024-03-31 13,091 $2,554,000 4,014
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 869 - 2024-03-31 12,623 $2,463,000 481
   GLENMEDE TRUST CO NA 536 - 2024-03-31 12,465 $2,432,000 140
   Elevated Capital Advisors LLC 48 - 2024-03-31 12,033 $2,348,000 10,502
   BFT FINANCIAL GROUP LLC 64 - 2023-06-30 14,674 $2,327,000 254
   ATRIA INVESTMENTS LLC 556 - 2023-12-31 12,744 $2,233,000 12,744
   COMERICA BANK 1115 - 2024-03-31 11,388 $2,222,000 328
   GREAT VALLEY ADVISOR GROUP INC. 259 - 2024-03-31 11,069 $2,160,000 4,532
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 31 - 2024-03-31 10,701 $2,088,000 67
   SYNOVUS FINANCIAL CORP 332 - 2024-03-31 10,626 $2,073,000 3
   US BANCORP 833 - 2024-03-31 10,529 $2,054,000 3,023
   Betterment LLC 149 - 2024-03-31 10,224 $1,995,000 2,294
   American Trust 80 - 2023-12-31 11,368 $1,992,000 4,985
  100 Records found
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