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Get Institutions for : 
iShares Trust (IWL)  
$129.63 0.43 (0.33%) as of 4:30 Tue 5/21


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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 : 
 $103.64  
Last Quarter's Ending Price : 
 $115.09  
Last Quarter's Average Price : 
 $108.19  
Change from last quarter's     
avg. price to the last closing  : 
21.44 (19.82%)  




 
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: 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
   TOMPKINS FINANCIAL CORP 1 - 2024-03-31 667,208 $84,815,000 20,258
   MORGAN STANLEY 1399 - 2024-03-31 585,399 $74,416,000 220,488
   Gilbert & Cook Inc. 4 - 2024-03-31 543,443 $69,082,000 -11,283
   BANK OF AMERICA CORP /DE/ 1274 - 2024-03-31 402,500 $51,166,000 10,673
   MCKINLEY CARTER WEALTH SERVICES, INC. 8 - 2024-03-31 384,402 $48,865,000 21,529
   AMERIPRISE FINANCIAL INC 823 - 2024-03-31 376,807 $47,843,000 7,952
   LPL FINANCIAL CORP 592 - 2024-03-31 334,875 $42,569,000 150,932
   DOHJ LLC 1 - 2024-03-31 216,517 $27,524,000 2,163
   Pegasus Partners Ltd. 8 - 2024-03-31 204,016 $25,935,000 15,537
   J P MORGAN CHASE & CO 1528 - 2024-03-31 201,142 $25,569,000 -1,501
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 301 - 2024-03-31 129,254 $16,431,000 35,718
   Equitable Holdings Inc. 106 - 2024-03-31 123,056 $15,643,000 1,492
   ROYAL BANK OF CANADA 1263 - 2024-03-31 117,691 $14,961,000 7,689
   KM Capital Management Ltd. 3 - 2024-03-31 105,579 $13,421,000 -1,102
   FIRST CITIZENS BANK & TRUST CO 48 - 2024-03-31 101,931 $12,957,000 6,385
   Envestnet Portfolio Solutions Inc. 191 - 2024-03-31 101,931 $12,957,000 6,385
   WFA Asset Management Corp 6 - 2024-03-31 93,818 $11,926,000 1,224
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8 - 2024-03-31 93,644 $11,904,000 -8,081
   Dechtman Wealth Management LLC 10 - 2024-03-31 92,078 $11,705,000 -942
   CREATIVE FINANCIAL DESIGNS INC /ADV 24 - 2024-03-31 81,244 $10,328,000 548
   ING INVESTMENT MANAGEMENT LLC 631 - 2024-03-31 77,160 $9,809,000 10,961
   HIGHTOWER ADVISORS, LLC 712 - 2024-03-31 73,990 $9,407,000 13,700
   Strategic Equity Management 3 - 2024-03-31 71,269 $9,060,000 -4,625
   Arkadios Wealth Advisors 30 - 2024-03-31 64,053 $8,142,000 -1,720
   BLACKROCK INC. 3328 - 2024-03-31 62,259 $7,914,000 -41,415
   CITIGROUP INC 1033 *New 2024-03-31 57,789 $7,346,000 57,789
   Advisor Group Holdings Inc. 939 - 2024-03-31 45,957 $5,842,000 1,455
   Nicollet Investment Management Inc. 12 - 2024-03-31 45,467 $5,780,000 2,848
   ShoreHaven Wealth Partners LLC 7 - 2024-03-31 43,136 $5,483,000 -21
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 936 - 2024-03-31 42,633 $5,420,000 -2,971
   COMMONWEALTH EQUITY SERVICES LLC. 1115 - 2024-03-31 42,125 $5,355,000 -1,135
   CITADEL ADVISORS LLC 1720 *New 2024-03-31 37,428 $4,758,000 37,428
   Cresset Asset Management LLC 419 - 2024-03-31 30,471 $3,874,000 10,700
   Integrated Wealth Concepts LLC 315 - 2024-03-31 30,469 $3,873,000 -404
   WELLS FARGO & CO/MN 2137 - 2024-03-31 29,951 $3,807,000 310
   9258 Wealth Management LLC 35 - 2024-03-31 29,400 $3,737,000 677
   Noble Family Wealth LLC 19 - 2024-03-31 29,150 $3,706,000 -5,000
   UBS Group AG 2449 - 2024-03-31 28,954 $3,681,000 2,157
   LINCOLN NATIONAL CORP 218 - 2024-03-31 26,841 $3,412,000 -963
   Asset Allocation Strategies LLC 28 - 2024-03-31 25,531 $3,246,000 -505
   Stratos Wealth Partners LTD. 360 - 2024-03-31 21,728 $2,762,000 -604
   Kingsview Wealth Management LLC 273 *New 2024-03-31 20,434 $2,598,000 20,434
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 32 - 2024-03-31 19,884 $2,528,000 -218
   Grant Street Asset Management Inc. 16 - 2024-03-31 19,645 $2,497,000 -448
   THOROUGHBRED FINANCIAL SERVICES LLC 92 - 2024-03-31 19,102 $2,428,000 -666
   Sowell Financial Services LLC 193 - 2024-03-31 18,278 $2,324,000 -4,125
   VALMARK ADVISERS INC 153 - 2024-03-31 18,039 $2,293,000 -35
   ENVESTNET ASSET MANAGEMENT INC 2515 - 2024-03-31 16,795 $2,135,000 -1,240
   RENAISSANCE TECHNOLOGIES LLC 1992 - 2024-03-31 16,700 $2,123,000 3,400
   Compton Wealth Advisory Group LLC 37 - 2024-03-31 16,582 $2,108,000 0
   MARINER WEALTH ADVISORS, LLC 1096 - 2024-03-31 16,080 $2,044,000 -4
   Kestra Advisory Services LLC 896 - 2024-03-31 15,082 $1,917,000 12,533
   Paul Damon & Associates Inc. 20 - 2024-03-31 14,891 $1,893,000 -4,772
   Capital Analysts Inc. 172 - 2024-03-31 14,723 $1,872,000 1,927
   LEAVELL T & ASSOCIATES INC 192 - 2024-03-31 13,755 $1,749,000 350
   Nelson Van Denburg & Campbell Wealth Management Gr 182 - 2024-03-31 13,223 $1,681,000 -2,338
   MML INVESTORS SERVICES LLC 1167 - 2024-03-31 12,384 $1,574,000 -828
   GOLDMAN SACHS GROUP INC/ 3356 - 2024-03-31 11,159 $1,419,000 -284
   Boyd Wealth Management LLC 20 - 2024-03-31 11,002 $1,399,000 14
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 905 - 2024-03-31 10,745 $1,366,000 9,232
   CREATIVE PLANNING 1155 - 2024-03-31 10,444 $1,328,000 10
   Private Advisor Group LLC 1114 - 2024-03-31 8,810 $1,120,000 5,814
   GeoWealth Management LLC 291 *New 2024-03-31 7,787 $990,000 7,787
   Cetera Investment Advisers 907 - 2024-03-31 7,665 $974,000 -4,635
   Wealthfront Advisers LLC 623 - 2024-03-31 7,630 $970,000 755
   Patriot Financial Group Insurance Agency LLC 155 - 2024-03-31 7,623 $969,000 -257
   APEX INVESTMENT SERVICES, INC. 40 - 2024-03-31 7,405 $941,000 -586
   CAHABA WEALTH MANAGEMENT INC. 55 - 2024-03-31 7,295 $927,000 -1,460
   SOA Wealth Advisors LLC. 71 - 2024-03-31 7,280 $925,000 1,153
   FMR LLC 2408 - 2024-03-31 6,522 $829,000 1,236
   Maxwell Wealth Strategies Inc. 52 - 2023-12-31 7,126 $820,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1051 - 2024-03-31 6,346 $807,000 -320
   EFFICIENT ADVISORS, LLC 51 - 2024-03-31 6,122 $778,000 -289
   COZAD ASSET MANAGEMENT INC 211 - 2024-03-31 6,092 $774,000 2
   AUREUS ASSET MANAGEMENT LLC 97 - 2024-03-31 6,000 $763,000 0
   Mason & Associates LLC 48 - 2024-03-31 5,829 $741,000 0
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 48 *New 2024-03-31 5,829 $741,000 5,829
   MULTIFINANCIAL SECURITIES CORP 1348 *New 2024-03-31 5,680 $722,000 5,680
   QUADRANT CAPITAL GROUP LLC 256 - 2024-03-31 5,500 $699,000 0
   Change Path LLC 470 *New 2024-03-31 5,496 $699,000 5,496
   Csenge Advisory Group 341 - 2024-03-31 5,440 $692,000 14
   STIFEL FINANCIAL CORP 2418 - 2024-03-31 5,359 $682,000 2,146
   PRINCIPAL SECURITIES INC. 562 - 2024-03-31 5,159 $656,000 1,377
   GenWealth Group Inc. 45 - 2024-03-31 4,958 $630,000 0
   NORTHERN TRUST CORP 3474 - 2024-03-31 4,949 $629,000 -125
   Newbridge Financial Services Group Inc. 82 - 2024-03-31 4,795 $610,000 1,475
   Forum Private Client Group LLC 42 - 2024-03-31 4,623 $588,000 -503
   FINANCIAL NETWORK 1853 - 2024-03-31 4,406 $560,000 58
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2460 - 2024-03-31 4,098 $521,000 -880
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1571 - 2024-03-31 3,953 $503,000 496
   MONECO Advisors LLC 237 - 2024-03-31 3,929 $499,000 0
   FLAGSHIP HARBOR ADVISORS LLC 393 - 2024-03-31 3,803 $483,000 -47
   Ethos Financial Group LLC 139 - 2024-03-31 3,572 $454,000 596
   Anchor Investment Management LLC 257 - 2024-03-31 3,519 $447,000 0
   CI Private Wealth LLC 1692 - 2024-03-31 3,463 $440,000 0
   TOTH FINANCIAL ADVISORY CORP 169 - 2024-03-31 3,250 $413,000 635
   AFT, FORSYTH & COMPANY, INC. 93 - 2024-03-31 3,152 $401,000 1
   GYL Financial Synergies LLC 268 - 2024-03-31 3,141 $399,000 -453
   RAYMOND JAMES & ASSOCIATES 3168 - 2024-03-31 3,101 $394,000 -807
   First Pacific Financial 105 - 2024-03-31 2,894 $368,000 -1
  100 Records found
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