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Get Institutions for : 
iShares Trust (AOM)  
$42.77 0.01 (0.02%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 231    2
Total shares held : 
 13,006,601  
% of shares held : 
 40.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 2,553,860  
% of shares held change : 
   8.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.68  
Last Quarter's Ending Price : 
 $41.51  
Last Quarter's Average Price : 
 $39.64  
Change from last quarter's     
avg. price to the last closing  : 
3.13 (7.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 577,682
 4.44%
 
Increased Positions :
96
 3,047,978
 23.43%
 
Unchanged Positions :
30
 366,119
 2.81%
 
Decreased Positions :
81
-785,064
-6.04%
 
Closed Positions :
22
-286,736
-2.2%
 
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
   LPL FINANCIAL CORP 628 - 2024-03-31 929,456 $39,762,000 -7,917
   MORGAN STANLEY 3016 - 2024-03-31 331,396 $14,177,000 -524,680
   ROYAL BANK OF CANADA 1344 - 2024-03-31 311,296 $13,318,000 -32,975
   Advisor Group Holdings Inc. 628 - 2024-03-31 262,053 $11,211,000 -27,104
   WELLS FARGO & CO/MN 1551 - 2024-03-31 229,087 $9,800,000 -752,680
   BANK OF AMERICA CORP /DE/ 2554 - 2024-03-31 207,557 $8,879,000 -9,312
   AMERIPRISE FINANCIAL INC 1887 - 2024-03-31 197,573 $8,434,000 -15,295
   TIEDEMANN WEALTH MANAGEMENT, LLC 39 - 2023-09-30 193,916 $7,549,000 -76,436
   AlTi Global Inc. 84 - 2024-03-31 129,920 $5,558,000 -23,653
   BB&T CORP 926 - 2024-03-31 102,606 $4,389,000 -508
   Consilium Wealth Advisory LLC 13 - 2024-03-31 98,012 $4,193,000 -34,694
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 721 - 2024-03-31 93,568 $4,003,000 -8,598
   UBS Group AG 2478 - 2024-03-31 83,663 $3,579,000 -5,289
   KOCHIS FITZ/QUINTILE LLC 88 - 2024-03-31 58,126 $2,487,000 -3,844
   Smith Anglin Financial LLC 39 - 2024-03-31 50,804 $2,173,000 -11,343
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1595 - 2024-03-31 49,717 $2,127,000 -28,858
   PATTON ALBERTSON & MILLER, LLC 86 - 2024-03-31 39,305 $1,681,000 -16,241
   Kestra Advisory Services LLC 971 - 2024-03-31 38,337 $1,640,000 -1,574
   FINANCIAL NETWORK 1170 - 2024-03-31 35,102 $1,502,000 -354
   RAYMOND JAMES & ASSOCIATES 2383 - 2024-03-31 31,903 $1,365,000 -984,571
   RDA Financial Network 68 - 2024-03-31 28,265 $1,209,000 -1,850
   FIRST FINANCIAL BANK - TRUST DIVISION 108 - 2024-03-31 26,239 $1,123,000 -53,486
   ENVESTNET ASSET MANAGEMENT INC 2995 - 2024-03-31 23,921 $1,023,000 -6,440
   Comprehensive Portfolio Management LLC 357 - 2024-03-31 23,456 $1,003,000 -6
   H D Vest Advisory Services 772 - 2024-03-31 21,985 $941,000 -538
   BEACON INVESTMENT ADVISORY SERVICES INC. 144 - 2024-03-31 20,088 $859,000 -517
   RESTON WEALTH MANAGEMENT LLC 22 - 2024-03-31 19,827 $848,000 -620
   Northstar Group Inc. 69 - 2024-03-31 19,556 $837,000 -441
   Atria Wealth Solutions Inc. 1026 - 2024-03-31 18,074 $773,000 -535
   MML INVESTORS SERVICES LLC 1560 - 2024-03-31 17,856 $764,000 -2,640
   Sovereign Financial Group Inc. 103 - 2024-03-31 17,449 $746,000 -38
   MARINO STRAM & ASSOCIATES LLC 91 - 2024-03-31 16,898 $723,000 -1,832
   AE Wealth Management LLC 731 - 2024-03-31 16,498 $706,000 -175,107
   Ausdal Financial Partners Inc. 224 - 2024-03-31 14,990 $641,000 -3,432
   Integrity Financial Corp /WA 53 - 2024-03-31 14,742 $631,000 -698
   National Wealth Management Group LLC 48 - 2024-03-31 14,485 $620,000 -381
   MERCER GLOBAL ADVISORS INC /ADV 1159 - 2024-03-31 14,441 $618,000 -178
   Clear Creek Financial Management LLC 214 - 2024-03-31 14,428 $617,000 -1,240
   J.W. COLE ADVISORS INC. 475 - 2024-03-31 14,065 $602,000 -3,965
   MARINER WEALTH ADVISORS, LLC 1881 - 2024-03-31 13,996 $599,000 -2,778
   Kingsview Wealth Management LLC 621 - 2024-03-31 13,695 $586,000 -5,819
   SILVER OAK SECURITIES Inc 221 - 2024-03-31 12,138 $519,000 -2,094
   Wealth Forward LLC 23 - 2024-03-31 12,015 $514,000 -512
   RTD Financial Advisors Inc. 75 - 2024-03-31 11,778 $504,000 -22
   STIFEL FINANCIAL CORP 2634 - 2024-03-31 11,053 $473,000 -14,517
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 55 - 2024-03-31 10,772 $461,000 -5,534
   Beacon Pointe Advisors LLC 963 - 2024-03-31 9,993 $428,000 -1,062
   Heirloom Wealth Management 37 - 2024-03-31 9,927 $425,000 -646
   Archford Capital Strategies LLC 191 - 2024-03-31 9,396 $402,000 -74
   Private Advisor Group LLC 1642 - 2024-03-31 9,385 $401,000 -6,039
   IHT Wealth Management LLC 713 - 2024-03-31 9,102 $389,000 -623
   FIRST HEARTLAND CONSULTANTS INC 291 - 2024-03-31 8,816 $377,000 -100
   Visionary Wealth Advisors 380 - 2024-03-31 8,531 $365,000 -1,380
   RFG Advisory Group LLC 565 - 2024-03-31 8,465 $362,000 -643
   Capital Investment Advisory Services LLC 363 - 2024-03-31 8,342 $357,000 -967
   NICOLET ADVISORY SERVICES LLC 241 - 2024-03-31 8,302 $352,000 -741
   SRS Capital Advisors Inc. 232 - 2024-03-31 7,889 $337,000 -402
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 839 - 2024-03-31 7,718 $330,000 -260
   Syverson Strege & Co 53 - 2024-03-31 7,620 $326,000 -2,741
   Leading Edge Financial Planning LLC 35 - 2024-03-31 7,433 $318,000 -439
   J P MORGAN CHASE & CO 4040 - 2024-03-31 6,503 $278,000 -391,693
   Adams Wealth Management 85 - 2023-12-31 6,688 $278,000 -4,201
   Compass Financial Group INC/SD 76 - 2024-03-31 6,354 $272,000 -1,747
   Goss Wealth Management LLC 1716 - 2024-03-31 5,779 $247,000 -3,712
   Advisory Alpha LLC 342 - 2024-03-31 5,735 $245,000 -1,944
   JFS WEALTH ADVISORS, LLC 226 - 2024-03-31 5,685 $243,000 -791
   NORTHWEST WEALTH MANAGEMENT LLC 143 - 2024-03-31 5,685 $243,000 -6,359
   Kovack Advisors Inc. 398 - 2024-03-31 5,615 $240,000 -300
   Cetera Investment Advisers 1569 - 2024-03-31 5,535 $237,000 -7,717
   Philip James Wealth Mangement LLC 62 - 2024-03-31 5,486 $235,000 -96
   PCA Investment Advisory Services Inc. 121 - 2024-03-31 5,402 $231,000 -50
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 635 - 2024-03-31 5,234 $223,000 -1,887
   Harwood Advisory Group LLC 129 - 2024-03-31 5,116 $219,000 -430
   Cedar Brook Financial Partners LLC 405 - 2024-03-31 5,019 $215,000 -96
   Dynamic Advisors Solutions LLC 848 - 2024-03-31 4,933 $211,000 -22,905
   BOS Asset Management LLC 144 - 2024-03-31 4,911 $210,000 -40
   Venturi Wealth Management LLC 353 - 2024-03-31 4,276 $183,000 -14
   Founders Financial Alliance LLC 292 - 2024-03-31 3,489 $149,000 -2,349
   SOA Wealth Advisors LLC. 207 - 2024-03-31 3,466 $148,000 -3,205
   Nelson Van Denburg & Campbell Wealth Management Gr 930 - 2024-03-31 2,531 $108,000 -1,740
   CAROLINAS WEALTH CONSULTING LLC 274 - 2024-03-31 2,149 $92,000 -136
   HARBOR INVESTMENT ADVISORY LLC 507 - 2024-03-31 1,705 $73,000 -29
   COMERICA BANK 2629 - 2024-03-31 1,675 $72,000 -4,823
   Spire Wealth Management 1138 - 2024-03-31 1,464 $63,000 -173
   Gould Capital LLC 75 - 2024-03-31 1,440 $62,000 -49
   Qube Research & Technologies Ltd 2986 - 2024-03-31 1,277 $55,000 -3,254
   Geneos Wealth Management Inc. 1069 - 2024-03-31 1,174 $50,000 -72
   Pineridge Advisors LLC 144 - 2024-03-31 1,001 $43,000 -752
   Castleview Partners LLC 372 - 2024-03-31 931 $40,000 -84
   Archer Investment Corp 454 - 2024-03-31 717 $31,000 -50
   Global Retirement Partners LLC 1617 - 2024-03-31 706 $30,000 -1,511
   RICHARD BERNSTEIN ADVISORS LLC 211 - 2024-03-31 616 $26,000 -187
   WOLFF WIESE MAGANA LLC 196 - 2024-03-31 614 $26,000 -61
   Mascoma Wealth Management LLC 249 - 2024-03-31 510 $22,000 -115
   FSA Wealth Management LLC 247 - 2024-03-31 466 $20,000 -2
   IFP Advisors Inc 2166 - 2023-12-31 236 $10,000 -15,534
   Cribstone Capital Management LLC 292 - 2022-12-31 144 $5,000 -7
  97 Records found
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