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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 : 
 $54.81  
Last Quarter's Ending Price : 
 $53.80  
Last Quarter's Average Price : 
 $52.97  
Change from last quarter's     
avg. price to the last closing  : 
0.32 (0.6%)  




 
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: 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 period: 12-31-2023 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
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 41 - 2024-03-31 2,596,716 $139,703,000 -91,095
   US BANCORP 106 - 2024-03-31 2,345,856 $126,207,000 -22,825
   CI Private Wealth LLC 285 - 2024-03-31 656,140 $35,300,000 -88,992
   RSM US WEALTH MANAGEMENT LLC 32 - 2024-03-31 562,143 $30,242,000 -31,216
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 257 - 2024-03-31 517,753 $27,855,000 -170,069
   THRIVENT FINANCIAL FOR LUTHERANS 385 - 2024-03-31 492,687 $26,507,000 -154,522
   ENVESTNET ASSET MANAGEMENT INC 1259 - 2024-03-31 284,947 $15,330,000 -218,605
   BKD WEALTH ADVISORS LLC 44 - 2024-03-31 270,822 $14,570,000 -829
   Ellenbecker Investment Group 7 - 2024-03-31 228,917 $12,316,000 -7,774
   HALBERT, HARGROVE/RUSSELL LLC 17 - 2024-03-31 208,447 $11,214,000 -19,368
   SCHRODER INVESTMENT MANAGEMENT GROUP 616 - 2024-03-31 205,000 $11,029,000 -65,000
   DiMeo Schneider & Associates L.L.C. 13 - 2024-03-31 178,173 $9,586,000 -627,495
   TPG Financial Advisors LLC 6 - 2023-12-31 169,210 $9,169,000 -28,219
   HPM Partners LLC 485 - 2024-03-31 170,037 $9,054,000 -167,325
   Green Harvest Asset Management LLC 43 - 2024-03-31 165,640 $8,911,000 -10,137
   AMERIPRISE FINANCIAL INC 1999 - 2024-03-31 138,051 $7,440,000 -556
   BANK OF AMERICA CORP /DE/ 2770 - 2024-03-31 124,128 $6,678,000 -550,783
   Lido Advisors LLC 228 - 2024-03-31 116,449 $6,265,000 -1,706
   Barber Financial Group Inc. 15 - 2023-03-31 121,034 $6,100,000 -22,507
   FUND EVALUATION GROUP LLC 23 - 2024-03-31 107,042 $5,759,000 -57,740
   CIC Wealth LLC 16 - 2024-03-31 101,421 $5,456,000 -2,189
   CREATIVE PLANNING 584 - 2024-03-31 98,104 $5,278,000 -4,844
   Modern Wealth Management LLC 32 - 2024-03-31 99,990 $5,203,000 -1,958
   Congress Wealth Management LLC / DE / 233 - 2024-03-31 87,459 $4,705,000 -3,164
   CONGRESS ASSET MANAGEMENT CO /MA 234 - 2024-03-31 76,802 $4,132,000 -2,943
   ROYAL BANK OF CANADA 2040 - 2024-03-31 76,713 $4,127,000 -94,029
   BANK OF NOVA SCOTIA / 524 - 2024-03-31 76,170 $4,065,000 -26,750
   GOLDMAN SACHS GROUP INC/ 2730 - 2024-03-31 74,151 $3,989,000 -66,193
   PRESILIUM PRIVATE WEALTH LLC 18 - 2024-03-31 72,056 $3,877,000 -2,916
   Strategic Financial Group LLC - 2023-12-31 70,365 $3,820,000 -3,700
   Visionary Wealth Advisors 108 - 2024-03-31 69,704 $3,750,000 -1,555
   SBK Financial Inc. 3 - 2022-12-31 74,418 $3,680,000 -70,420
   U.S. Capital Wealth Advisors LLC 163 - 2024-03-31 61,529 $3,310,000 -11,595
   MONETA GROUP INVESTMENT ADVISORS INC 136 - 2023-12-31 60,199 $3,268,000 -8,926
   Bellwether Advisors LLC 38 - 2024-03-31 57,181 $3,076,000 -3,387
   WELLS FARGO & CO/MN 2283 - 2024-03-31 56,116 $3,019,000 -14,216
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1529 - 2024-03-31 45,796 $2,464,000 -9,165
   Independent Wealth Network Inc. 19 - 2024-03-31 41,916 $2,255,000 -804
   Blue Edge Capital LLC 63 - 2024-03-31 40,527 $2,180,000 -4,703
   RDA Financial Network 39 - 2024-03-31 39,517 $2,126,000 -1,581
   Advisory Alpha LLC 105 - 2024-03-31 39,371 $2,123,000 -336,700
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2579 - 2024-03-31 38,898 $2,093,000 -2,363
   CarsonAllaria Wealth Management Ltd. 22 - 2024-03-31 35,298 $1,899,000 -841
   Moisand Fitzgerald Tamayo LLC 35 - 2024-03-31 33,874 $1,822,000 -18,813
   BURNS WEALTH MANAGEMENT, INC. 225 - 2024-03-31 31,267 $1,682,000 -788
   TELEMUS CAPITAL LLC 120 - 2023-12-31 30,392 $1,650,000 -2,668
   SigFig Wealth Management LLC 88 - 2024-03-31 31,979 $1,630,000 -2,707
   Roble Belko & Company Inc 42 - 2024-03-31 27,971 $1,505,000 -316
   EQIS CAPITAL MANAGEMENT, INC. 160 - 2024-03-31 27,750 $1,493,000 -2,077
   Brown Financial Advisory 11 - 2024-03-31 26,140 $1,406,000 -224
   Stamos Capital Partners L.P. 77 - 2024-03-31 23,260 $1,251,000 -3,320
   AE Wealth Management LLC 617 - 2024-03-31 21,718 $1,168,000 -15,248
   Naviter Wealth LLC 143 - 2024-03-31 21,384 $1,150,000 -132,123
   Sharper & Granite LLC 53 - 2024-03-31 22,010 $1,149,000 -1,113
   RVW Wealth LLC 64 - 2024-03-31 20,308 $1,093,000 -423
   Orion Portfolio Solutions LLC 959 - 2024-03-31 19,539 $1,051,000 -2,605
   Strategic Financial Planning Inc. 22 - 2024-03-31 17,810 $958,000 -412
   Helen Stephens Group LLC 36 - 2024-03-31 17,238 $927,000 -2,896
   Fi3 FINANCIAL ADVISORS LLC 26 - 2024-03-31 17,914 $915,000 -9,778
   FIL LTD 719 - 2024-03-31 16,526 $889,000 -116,995
   Apollon Wealth Management LLC 516 - 2024-03-31 15,943 $858,000 -396
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 75 - 2024-03-31 15,807 $850,000 -7,883
   Mitsubishi UFJ Asset Management (UK) Ltd. 65 - 2024-03-31 14,600 $785,000 -2,500
   Millington Financial Advisors LLC 45 - 2024-03-31 13,598 $732,000 -462
   MML INVESTORS SERVICES LLC 1603 - 2024-03-31 13,130 $706,000 -2,273
   COMERICA BANK 1729 - 2024-03-31 12,701 $683,000 -2,042
   Envestnet Portfolio Solutions Inc. 1001 - 2024-03-31 12,422 $668,000 -2,719
   BB&T CORP 1795 - 2024-03-31 12,234 $658,000 -15,467
   RFG Advisory Group LLC 446 - 2024-03-31 12,169 $655,000 -15,428
   Kingsview Wealth Management LLC 607 - 2024-03-31 11,773 $633,000 -636
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 108 - 2024-03-31 11,717 $630,000 -724
   Insight Advisors LLC/ PA 134 - 2024-03-31 11,158 $600,000 -55
   Mutual Advisors LLC 638 - 2024-03-31 10,878 $585,000 -4,723
   DRIVE WEALTH MANAGEMENT LLC 114 - 2024-03-31 10,727 $577,000 -3,101
   Tyche Wealth Partners LLC 118 - 2024-03-31 10,703 $576,000 -1,216
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 438 - 2024-03-31 10,344 $557,000 -546
   WADE G W & INC 285 - 2023-12-31 9,581 $520,000 -300
   Fingerlakes Wealth Management Inc. 55 - 2024-03-31 8,998 $484,000 -553
   Pathstone Holdings LLC 1724 - 2024-03-31 8,425 $453,000 -892
   Comprehensive Portfolio Management LLC 548 - 2024-03-31 8,210 $442,000 -2,673
   STIFEL FINANCIAL CORP 2686 - 2024-03-31 8,020 $431,000 -695
   EP WEALTH ADVISORS, INC. 548 - 2024-03-31 7,909 $426,000 -9,077
   FourThought Financial Partners LLC 211 - 2024-03-31 7,785 $419,000 -269
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1322 - 2023-09-30 8,822 $416,000 -374
   ADVISORY SERVICES NETWORK, LLC 1028 - 2024-03-31 7,534 $405,000 -20,067
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 436 - 2024-03-31 7,408 $392,000 -466
   Betterment LLC 284 - 2024-03-31 7,232 $389,000 -136
   REDW Stanley Financial Advisors LLC 102 - 2024-03-31 7,019 $378,000 -2,199
   Aletheian Wealth Advisors LLC 67 - 2024-03-31 6,972 $375,000 -1
   PARK AVENUE SECURITIES LLC 1082 - 2024-03-31 6,815 $367,000 -56
   COLONY GROUP LLC 612 - 2023-09-30 7,427 $350,000 -194
   Onyx Bridge Wealth Group LLC 183 - 2024-03-31 6,798 $342,000 -55
   One Day In July LLC 99 - 2024-03-31 6,075 $327,000 -306
   Values Added Financial LLC 67 - 2024-03-31 5,522 $297,000 -190
   H D Vest Advisory Services 1305 - 2024-03-31 5,443 $293,000 -29,839
   Paul Damon & Associates Inc. 56 - 2024-03-31 5,111 $275,000 -214
   Foresight Wealth Management LLC 10 - 2022-12-31 5,531 $274,000 -52,508
   DAVIDSON D A & CO 1211 - 2024-03-31 4,992 $269,000 -836
   Laidlaw Wealth Management LLC 148 - 2024-03-31 4,962 $267,000 -1,843
   Perigon Wealth Management LLC 714 - 2024-03-31 4,919 $265,000 -88
  100 Records found
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