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Get Institutions for : 
iShares Trust (IWL)  
$131.30 0.39 (0.3%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    2
Total shares held : 
 6,211,349  
% of shares held : 
 58.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 1,074,702  
% of shares held change : 
   10.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $114.36  
Last Quarter's Ending Price : 
 $127.12  
Last Quarter's Average Price : 
 $121.23  
Change from last quarter's     
avg. price to the last closing  : 
10.07 (8.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 51,403
 0.83%
 
Increased Positions :
51
 1,385,051
 22.3%
 
Unchanged Positions :
28
 90,161
 1.45%
 
Decreased Positions :
46
-331,716
-5.34%
 
Closed Positions :
12
-30,036
-0.48%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FAIRFIELD RESEARCH CORP 163 *Closed 2024-03-31 0 $0 -100
   Sollinda Capital Management LLC 70 *Closed 2024-03-31 0 $0 -2,000
   GUARDIAN WEALTH ADVISORS LLC / NC 457 *Closed 2024-03-31 0 $0 -13
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1765 *Closed 2023-09-30 0 $0 -2,400
   TWO SIGMA INVESTMENTS LLC 3267 *Closed 2024-03-31 0 $0 -20,500
   GRADIENT INVESTMENTS LLC 1756 *Closed 2024-03-31 0 $0 -338
   AE Wealth Management LLC 1774 *Closed 2024-03-31 0 $0 -3,352
   Orin Green Financial LLC 49 *Closed 2024-03-31 0 $0 -9,363
   SageView Advisory Group LLC 786 *Closed 2024-03-31 0 $0 -112,318
   WIN ADVISORS INC 83 *Closed 2024-03-31 0 $0 -210,162
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1332 *Closed 2024-03-31 0 $0 -62,881
  11 Records found
  1    
  Page 1 of 1
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