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Get Institutions for : 
iShares Trust (FTY)  
$52.19 0.21 (0.4%) as of 4:30 Mon 6/3


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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  : 
3.28 (6.71%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Biltmore Wealth Management LLC 13 - 2024-03-31 98,899 $5,369,000 0
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 8 - 2024-03-31 97,080 $5,223,000 0
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 36 - 2024-03-31 80,120 $4,310,000 0
   FIRST HAWAIIAN BANK 142 - 2024-03-31 61,417 $3,304,000 0
   MOODY NATIONAL BANK TRUST DIVISION 68 - 2024-03-31 44,578 $2,398,000 0
   Kohmann Bosshard Financial Services LLC 47 - 2024-03-31 43,262 $2,327,000 0
   GUNMA BANK,LTD. 23 - 2024-03-31 35,000 $1,883,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 819 - 2024-03-31 31,314 $1,670,000 0
   TD Waterhouse Canada Inc. 440 - 2024-03-31 27,150 $1,417,000 0
   RTD Financial Advisors Inc. 56 - 2024-03-31 26,264 $1,413,000 0
   Global Strategic Investment Solutions LLC 71 - 2024-03-31 18,085 $973,000 0
   HBW Advisory Services LLC 133 - 2024-03-31 17,010 $923,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 123 - 2024-03-31 16,812 $904,000 0
   Integrated Investment Consultants LLC 64 - 2024-03-31 16,397 $882,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 421 - 2024-03-31 13,358 $719,000 0
   Garde Capital Inc. 119 - 2024-03-31 11,895 $639,000 0
   Relative Value Partners Group LLC 189 - 2024-03-31 10,118 $526,000 0
   MAS Advisors LLC 42 - 2024-03-31 8,361 $450,000 0
   MBL Wealth LLC 134 - 2024-03-31 8,332 $448,000 0
   FORTE ASSET MANAGEMENT LLC 49 - 2024-03-31 6,997 $376,000 0
   COMMERCE BANK N A/MO 961 - 2024-03-31 6,784 $365,000 0
   Spectrum Wealth Counsel LLC 113 - 2024-03-31 6,662 $358,000 0
   KLINGENSTEIN FIELDS & CO LLC 148 - 2024-03-31 5,867 $316,000 0
   Intergy Private Wealth LLC 66 - 2024-03-31 5,726 $308,000 0
   ORBA Wealth Advisors L.L.C. 82 - 2024-03-31 5,422 $292,000 0
   Sheaff Brock Investment Advisors LLC 360 - 2024-03-31 5,100 $274,000 0
   BROWN ADVISORY HOLDINGS INC 1095 - 2024-03-31 5,000 $269,000 0
   Sunbelt Securities Inc. 516 - 2024-03-31 3,825 $206,000 0
   Biltmore Family Office LLC 188 - 2024-03-31 2,306 $124,000 0
   Tortoise Investment Management LLC 279 - 2024-03-31 2,070 $111,000 0
   Steward Partners Investment Advisory LLC 1719 - 2024-03-31 2,021 $109,000 0
   RFP Financial Group LLC 130 - 2024-03-31 1,917 $103,000 0
   Center for Financial Planning Inc. 183 - 2024-03-31 1,850 $100,000 0
   BALDWIN BROTHERS INC/MA 335 - 2024-03-31 1,190 $64,000 0
   Lowe fs LLC 128 - 2024-03-31 798 $43,000 0
   Johnson Midwest Financial LLC 96 - 2023-09-30 912 $43,000 0
   Armor Investment Advisors LLC 133 - 2024-03-31 700 $38,000 0
   Archer Investment Corp 427 - 2024-03-31 692 $37,000 0
   UMB BANK N A/MO 888 - 2024-03-31 691 $37,000 0
   SMITHFIELD TRUST CO 656 - 2024-03-31 521 $28,000 0
   BANK OF MONTREAL /CAN/ 3133 - 2024-03-31 460 $25,000 0
   Investors Research Corp 641 - 2024-03-31 322 $17,000 0
   Ariel Capital Advisors LLC 222 - 2024-03-31 305 $16,000 0
   Tyler-Stone Wealth Management 546 - 2024-03-31 295 $16,000 0
   Capital Advisors Ltd. LLC 641 - 2024-03-31 279 $15,000 0
   CARDIFF PARK ADVISORS LLC 335 - 2024-03-31 204 $11,000 0
   ANCORA ADVISORS, LLC 1366 - 2024-03-31 100 $5,000 0
   McIlrath & Eck LLC 731 - 2024-03-31 90 $5,000 0
   Pineridge Advisors LLC 394 - 2024-03-31 76 $4,000 0
   Salomon & Ludwin LLC 700 - 2024-03-31 58 $3,000 0
   Spire Wealth Management 2049 - 2024-03-31 65 $3,000 0
   EverSource Wealth Advisors LLC 2120 - 2024-03-31 29 $2,000 0
   PSI Advisors LLC 663 - 2024-03-31 31 $2,000 0
   Laurel Wealth Advisors LLC 540 - 2024-03-31 41 $2,000 0
   Paladin Advisory Group LLC 226 - 2024-03-31 2 $0 0
   MV Capital Management Inc. 792 - 2024-03-31 8 $0 0

  56 Records found
  1    
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