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Get Institutions for : 
iShares Trust (AOA)  
$74.34 0.72 (0.98%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 286    8
Total shares held : 
 9,284,508  
% of shares held : 
 51.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   61  
Amount of shares held : 
 1,985,202  
% of shares held change : 
   11.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $63.07  
Last Quarter's Ending Price : 
 $69.05  
Last Quarter's Average Price : 
 $65.17  
Change from last quarter's     
avg. price to the last closing  : 
9.17 (14.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 334,393
 3.6%
 
Increased Positions :
128
 2,052,065
 22.1%
 
Unchanged Positions :
55
 2,260,999
 24.35%
 
Decreased Positions :
75
-293,025
-3.16%
 
Closed Positions :
20
-108,231
-1.17%
 
Guru Positions :
1
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
   Rockefeller Capital Management L.P. 198 - 2023-12-31 464,699 $32,088,000 34,851
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 188 - 2024-03-31 347,045 $25,494,000 44,613
   Waterloo Capital L.P. 3 - 2023-12-31 243,462 $16,811,000 11,084
   STIFEL FINANCIAL CORP 658 - 2023-12-31 194,608 $13,438,000 172,603
   LPL FINANCIAL CORP 1274 - 2024-03-31 148,517 $10,910,000 8,394
   MORGAN STANLEY 3242 - 2023-12-31 156,094 $10,778,000 59,957
   WARREN AVERETT ASSET MANAGEMENT, LLC 77 - 2023-12-31 79,650 $5,500,000 237
   First Ascent Asset Management LLC 26 - 2023-12-31 79,461 $5,487,000 5,490
   NORTHWEST WEALTH MANAGEMENT LLC 16 - 2023-12-31 79,146 $5,465,000 1,842
   Legacy Financial Group LLC 23 - 2024-03-31 71,995 $5,289,000 71,995
   UNIQUE WEALTH LLC 14 - 2024-03-31 70,602 $5,186,000 3,375
   Ellenbecker Investment Group 12 - 2024-03-31 63,495 $4,664,000 6,460
   KESTRA PRIVATE WEALTH SERVICES LLC 222 - 2024-03-31 61,073 $4,486,000 9,942
   AMERIPRISE FINANCIAL INC 2376 - 2023-12-31 64,137 $4,429,000 32,661
   Consilium Wealth Advisory LLC 12 - 2024-03-31 58,276 $4,281,000 844
   Aveo Capital Partners LLC 62 - 2024-03-31 58,699 $4,237,000 2,822
   Dynamic Advisors Solutions LLC 189 - 2024-03-31 56,488 $4,150,000 42,904
   Sigma Planning Corp 158 - 2024-03-31 56,464 $4,148,000 26,238
   Financial Advocates Investment Management 111 - 2024-03-31 41,515 $3,590,000 20,767
   ENVESTNET ASSET MANAGEMENT INC 2139 - 2023-12-31 49,507 $3,418,000 41,341
   Archvest Wealth Advisors Inc. 11 - 2024-03-31 45,389 $3,322,000 867
   AE Wealth Management LLC 774 - 2023-12-31 41,537 $2,883,000 1,216
   Steel Peak Wealth Management LLC 126 - 2024-03-31 37,263 $2,737,000 740
   Canal Capital Management LLC 58 - 2024-03-31 36,820 $2,705,000 1,002
   ROYAL BANK OF CANADA 2352 - 2023-12-31 37,944 $2,620,000 14,404
   NorthStar Asset Management LLC /NJ/ 19 - 2024-03-31 2,194,124 $2,216,000 33,111
   HANSON MCCLAIN, INC. 306 - 2024-03-31 29,721 $2,183,000 1,380
   CAPTRUST FINANCIAL ADVISORS 886 - 2023-12-31 30,295 $2,092,000 1,899
   Brookstone Capital Management 347 - 2024-03-31 28,423 $2,088,000 1,083
   UBS Group AG 2816 - 2023-12-31 29,479 $2,036,000 2,287
   RENAISSANCE TECHNOLOGIES LLC 1957 - 2023-12-31 28,722 $1,983,000 28,722
   HPM Partners LLC - 2023-12-31 28,670 $1,980,000 1,013
   Syverson Strege & Co 16 - 2024-03-31 26,521 $1,948,000 385
   CI Private Wealth LLC 1047 - 2024-03-31 25,115 $1,845,000 6
   Strategic Advocates LLC 30 - 2024-03-31 24,836 $1,824,000 919
   RTD Financial Advisors Inc. 52 - 2024-03-31 24,191 $1,777,000 3,393
   Prosperity Consulting Group LLC 106 - 2024-03-31 23,814 $1,749,000 9,447
   Greystone Financial Group LLC 50 - 2024-03-31 22,262 $1,635,000 2,514
   Arcus Capital Partners LLC 29 - 2024-03-31 22,214 $1,632,000 76
   ODonnell Financial Services LLC 19 - 2024-03-31 21,556 $1,584,000 465
   Plan Group Financial LLC 24 - 2024-03-31 20,825 $1,530,000 4,203
   Wealth Forward LLC 13 - 2024-03-31 20,519 $1,507,000 2,241
   Redhawk Wealth Advisors Inc. 88 - 2023-12-31 19,116 $1,320,000 365
   MARINER WEALTH ADVISORS, LLC 1263 - 2023-12-31 18,832 $1,300,000 5,600
   FinTrust Capital Advisors LLC 88 - 2024-03-31 17,337 $1,274,000 2,956
   Garrett Investment Advisors LLC 141 - 2024-03-31 15,570 $1,144,000 345
   J P MORGAN CHASE & CO 3292 - 2024-03-31 15,380 $1,130,000 5,399
   Tobias Financial Advisors Inc. 51 - 2024-03-31 14,100 $1,036,000 268
   Insight Advisors LLC/ PA 90 - 2024-03-31 13,265 $974,000 1,023
   Aptus Capital Advisors LLC 291 - 2023-12-31 13,811 $954,000 13,658
   Atria Wealth Solutions Inc. 873 - 2023-12-31 13,676 $944,000 4,135
   DIVERSIFIED TRUST CO 334 - 2024-03-31 12,426 $913,000 1,266
   Clear Creek Financial Management LLC 161 - 2024-03-31 12,412 $911,000 513
   HIGHTOWER ADVISORS, LLC 1882 - 2024-03-31 11,430 $833,000 118
   AdvisorNet Financial Inc 232 - 2024-03-31 11,326 $832,000 758
   CREATIVE PLANNING 1335 - 2023-12-31 12,018 $830,000 1,357
   MAINSAIL ASSET MANAGEMENT LLC 16 - 2024-03-31 11,165 $820,000 23
   Tempus Wealth Planning LLC 78 - 2024-03-31 11,042 $811,000 279
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 105 - 2024-03-31 10,887 $800,000 827
   Lido Advisors LLC 629 - 2023-12-31 11,165 $771,000 226
   VALMARK ADVISERS INC 324 - 2024-03-31 9,216 $677,000 660
   SimpliFi Inc. 24 - 2024-03-31 9,024 $663,000 547
   We Are One Seven LLC 438 - 2023-12-31 9,239 $638,000 348
   High Falls Advisors Inc 47 - 2023-12-31 9,073 $626,000 145
   THRIVENT FINANCIAL FOR LUTHERANS 2082 - 2023-12-31 8,285 $572,000 2,364
   OXFORD FINANCIAL GROUP LTD 123 - 2023-12-31 8,222 $568,000 806
   Miracle Mile Advisors LLC 335 - 2024-03-31 7,710 $566,000 1,638
   Nelson Van Denburg & Campbell Wealth Management Gr 409 - 2024-03-31 7,673 $564,000 13
   MARSHALL FINANCIAL GROUP INC /ADV 40 - 2024-03-31 7,143 $525,000 282
   SRS Capital Advisors Inc. 144 - 2023-12-31 7,507 $518,000 1,018
   Stratos Wealth Partners LTD. 893 - 2024-03-31 6,602 $485,000 223
   Lane & Associates LLC 65 - 2024-03-31 6,474 $476,000 25
   Steward Partners Investment Advisory LLC 1021 - 2023-12-31 6,895 $476,000 4,071
   Marion Wealth Management 91 - 2024-03-31 6,155 $452,000 662
   Sentinus LLC 119 - 2023-06-30 6,803 $451,000 11
   Tarbox Group Inc. 70 - 2024-03-31 6,053 $445,000 1,725
   Kingsview Wealth Management LLC 708 - 2024-03-31 5,745 $422,000 83
   Cape Investment Advisory Inc. 81 - 2023-12-31 6,098 $421,000 893
   Source Financial Advisors LLC 82 - 2024-03-31 5,486 $403,000 324
   Gallacher Capital Management LLC 132 - 2024-03-31 5,238 $385,000 33
   Arbor Investment Advisors LLC 72 - 2024-03-31 4,969 $365,000 558
   WADE G W & INC 326 - 2023-12-31 5,270 $364,000 5,270
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 394 - 2024-03-31 4,902 $360,000 81
   Integrated Wealth Concepts LLC 1176 - 2023-12-31 5,001 $345,000 660
   GUARANTY TRUST CO OF MISSOURI /MO/ 472 - 2024-03-31 4,646 $341,000 187
   My Legacy Advisors LLC 172 - 2023-12-31 4,942 $340,000 370
   Moss Adams Wealth Advisors LLC 101 - 2024-03-31 4,566 $335,000 997
   CX Institutional 432 - 2024-03-31 4,467 $328,000 286
   RFP Financial Group LLC 75 - 2024-03-31 4,415 $324,000 3,542
   Keebeck Wealth Management LLC 213 - 2023-12-31 4,640 $320,000 579
   Aquire Wealth Advisors LLC 33 - 2023-12-31 4,568 $315,000 483
   JFS WEALTH ADVISORS, LLC 198 - 2024-03-31 4,259 $313,000 91
   Integrity Wealth Solutions LLC 77 - 2024-03-31 4,160 $306,000 29
   Parallel Advisors LLC 701 - 2024-03-31 4,113 $302,000 791
   Divergent Planning LLC 20 - 2024-03-31 4,009 $293,000 17
   Coastal Capital Group Inc. 73 - 2023-06-30 4,376 $290,000 455
   SCOTIA CAPITAL INC. 673 - 2023-12-31 4,046 $279,000 15
   Philip James Wealth Mangement LLC 54 - 2024-03-31 3,699 $272,000 127
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 195 - 2024-03-31 3,690 $271,000 34
   Mascoma Wealth Management LLC 81 - 2024-03-31 3,658 $269,000 1,008
  100 Records found
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  Page 1 of 1
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