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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 331 - 2024-03-31 204,084 $14,992,000 -11,037
   LBMC INVESTMENT ADVISORS, LLC 18 - 2024-03-31 139,630 $10,257,000 -879
   PATTON ALBERTSON & MILLER, LLC 19 - 2024-03-31 113,065 $8,306,000 -1,398
   BANK OF AMERICA CORP /DE/ 2530 - 2023-12-31 119,132 $8,226,000 -13,287
   COMMONWEALTH EQUITY SERVICES LLC. 917 - 2024-03-31 104,280 $7,660,000 -50,418
   Wealth Alliance 21 - 2024-03-31 66,341 $4,873,000 -413
   WELLS FARGO & CO/MN 1983 - 2024-03-31 65,969 $4,846,000 -1,112,573
   Comprehensive Portfolio Management LLC 115 - 2024-03-31 47,497 $3,489,000 -1,697
   Fort Henry Capital LLC 8 - 2024-03-31 45,664 $3,354,000 -194
   Strategic Financial Group LLC - 2023-12-31 44,200 $3,052,000 -1,267
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 824 - 2024-03-31 37,643 $2,765,000 -7,858
   Goss Wealth Management LLC 551 - 2023-12-31 39,317 $2,709,000 -291
   Ahrens Investment Partners LLC 18 - 2023-03-31 39,823 $2,532,000 -1,009
   Weaver Consulting Group 27 - 2024-03-31 34,258 $2,517,000 -870
   MARINO STRAM & ASSOCIATES LLC 33 - 2024-03-31 33,264 $2,444,000 -39
   Trilogy Capital Inc. 125 - 2024-03-31 33,118 $2,433,000 -9,316
   Archford Capital Strategies LLC 70 - 2024-03-31 29,321 $2,154,000 -540
   Mutual Advisors LLC 277 - 2024-03-31 26,711 $1,962,000 -1,308
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 100 - 2024-03-31 26,530 $1,949,000 -1,407
   Kestra Advisory Services LLC 800 - 2023-12-31 28,178 $1,946,000 -1,831
   Advisor Group Holdings Inc. 1718 - 2024-03-31 26,205 $1,926,000 -1,068
   Adviser Investments LLC 245 - 2024-03-31 26,109 $1,918,000 -1,807
   PEREGRINE ASSET ADVISERS, INC. 39 - 2024-03-31 25,092 $1,843,000 -257
   Buttonwood Financial Group LLC 19 - 2024-03-31 21,910 $1,610,000 -317
   Visionary Wealth Advisors 175 - 2023-12-31 23,287 $1,608,000 -575
   JANE STREET GROUP LLC 2683 - 2023-12-31 23,077 $1,593,000 -24,744
   ARGI INVESTMENT SERVICES, LLC 188 - 2022-12-31 26,516 $1,584,000 -594
   Polaris Wealth Advisers LLC 107 - 2023-09-30 23,817 $1,512,000 -1,946
   Venturi Wealth Management LLC 127 - 2024-03-31 20,366 $1,496,000 -1,170
   CAPITAL INSIGHT PARTNERS LLC 78 - 2024-03-31 19,379 $1,424,000 -517
   Private Advisor Group LLC 989 - 2024-03-31 19,151 $1,407,000 -1,521
   One Capital Management LLC 163 - 2024-03-31 19,024 $1,398,000 -1,742
   Corrigan Financial Inc. 34 - 2024-03-31 15,891 $1,167,000 -1,594
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1966 - 2024-03-31 15,459 $1,136,000 -1,885
   TRUE Private Wealth Advisors 89 - 2024-03-31 15,256 $1,121,000 -45
   Worth Financial Advisory Group LLC 35 - 2024-03-31 14,489 $1,064,000 -451
   MULTIFINANCIAL SECURITIES CORP 750 - 2023-12-31 15,276 $1,055,000 -63
   Cornerstone Planning Group LLC 25 - 2024-03-31 14,294 $1,032,000 -147
   Per Stirling Capital Management LLC. 86 - 2023-12-31 14,772 $1,020,000 -162
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2551 - 2024-03-31 13,789 $1,013,000 -497
   MERCER GLOBAL ADVISORS INC /ADV 981 - 2023-12-31 14,345 $990,000 -1,446
   NICOLET ADVISORY SERVICES LLC 96 - 2024-03-31 13,366 $975,000 -482
   EFFICIENT ADVISORS, LLC 49 - 2024-03-31 10,816 $795,000 -560
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 612 - 2023-12-31 11,209 $774,000 -2,162
   RIA Advisory Group LLC 48 - 2024-03-31 10,542 $774,000 -35,404
   RAYMOND JAMES & ASSOCIATES 2760 - 2024-03-31 10,165 $747,000 -362,910
   Integrity Financial Corp /WA 47 - 2024-03-31 9,966 $732,000 -533
   MCKINLEY CARTER WEALTH SERVICES, INC. 177 - 2024-03-31 9,805 $720,000 -863
   Wealthquest Corp 61 - 2024-03-31 9,368 $688,000 -723
   COURAGE MILLER PARTNERS, LLC 48 - 2024-03-31 9,326 $685,000 -31
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 47 - 2024-03-31 8,754 $643,000 -1,860
   BRIGHTON JONES LLC 306 - 2024-03-31 8,434 $620,000 -537
   KOCHIS FITZ/QUINTILE LLC 181 - 2024-03-31 8,022 $589,000 -2,471
   JNBA FINANCIAL ADVISORS 124 - 2024-03-31 7,926 $582,000 -4,724
   Fidato Wealth LLC 9 - 2024-03-31 7,225 $531,000 -70
   Boston Standard Wealth Management LLC 31 - 2024-03-31 7,222 $531,000 -199
   Great Point Wealth Advisors LLC 44 - 2024-03-31 6,940 $510,000 -1,276
   ADVISORY SERVICES NETWORK, LLC 988 - 2024-03-31 6,312 $464,000 -6,567
   Resources Investment Advisors Inc. 765 - 2024-03-31 6,094 $448,000 -925
   COMERICA BANK 1916 - 2023-12-31 6,337 $438,000 -122
   Paradigm Financial Partners LLC 152 - 2023-12-31 6,305 $435,000 -1,570
   West Wealth Group LLC 49 - 2024-03-31 5,895 $433,000 -54
   Capital Investment Advisory Services LLC 330 - 2024-03-31 5,867 $431,000 -15
   Mountain Capital Investment Advisors Inc 24 - 2024-03-31 5,618 $410,000 -87
   Cornerstone Wealth Management LLC 374 - 2024-03-31 5,353 $393,000 -2
   SWP FINANCIAL LLC 28 - 2024-03-31 5,274 $387,000 -53
   Western Wealth Management LLC 432 - 2024-03-31 5,183 $381,000 -3,746
   Sovereign Financial Group Inc. 187 - 2024-03-31 4,980 $366,000 -147
   Gould Capital LLC 48 - 2023-12-31 5,019 $347,000 -12
   OHE FINANCIAL INC 194 - 2023-12-31 4,969 $343,000 -15
   Financial Strategies Group Inc. 63 - 2024-03-31 4,341 $317,000 -188
   CLIENT 1ST ADVISORY GROUP LLC 83 - 2024-03-31 4,225 $310,000 -422
   HALBERT, HARGROVE/RUSSELL LLC 68 - 2024-03-31 4,088 $300,000 -120
   BCGM Wealth Management LLC 117 - 2024-03-31 4,069 $299,000 -3,012
   THOROUGHBRED FINANCIAL SERVICES LLC 369 - 2024-03-31 4,002 $293,000 -857
   HARBOUR INVESTMENTS INC. 724 - 2023-12-31 4,121 $285,000 -4,797
   Landmark Wealth Management LLC 65 - 2024-03-31 3,764 $277,000 -698
   TBH Global Asset Management LLC 221 - 2024-03-31 3,758 $276,000 -2,160
   Buckingham Strategic Partners 339 - 2023-12-31 3,922 $271,000 -2,574
   FIFTH THIRD BANCORP 912 - 2024-03-31 3,676 $270,000 -5,676
   FAMILY WEALTH PARTNERS LLC 40 - 2024-03-31 3,504 $257,000 -418
   Mezzasalma Advisors LLC 89 - 2024-03-31 3,321 $244,000 -1,862
   Altrius Capital Management Inc 90 - 2023-12-31 3,322 $229,000 -33
   Guardian Financial Partners LLC 43 - 2024-03-31 3,056 $225,000 -119
   Sontag Advisory LLC 572 - 2024-03-31 3,060 $225,000 -750
   TL Private Wealth 40 - 2024-03-31 2,890 $211,000 -35
   FMR LLC 2928 - 2023-12-31 2,012 $139,000 -2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1654 - 2023-12-31 1,934 $134,000 -124
   PNC FINANCIAL SERVICES GROUP INC 2550 - 2024-03-31 1,515 $111,000 -107
   CWM LLC 1841 - 2024-03-31 1,435 $105,000 -1,663
   CarsonAllaria Wealth Management Ltd. 99 - 2024-03-31 1,413 $104,000 -166
   CENTAURUS FINANCIAL INC. 746 - 2023-12-31 1,500 $104,000 -136
   IFP Advisors Inc 1207 - 2023-12-31 1,489 $103,000 -1,641
   ELEVATE WEALTH ADVISORY INC 68 - 2024-03-31 1,314 $97,000 -42
   Concord Wealth Partners 311 - 2024-03-31 941 $69,000 -1
   Clear Perspectives Financial Planning LLC 62 - 2023-03-31 1,073 $68,000 -35
   CGC Financial Services LLC 162 - 2024-03-31 271 $20,000 -88
   Fortitude Family Office LLC 487 - 2024-03-31 92 $7,000 -102
   Spire Wealth Management 1880 - 2024-03-31 88 $6,000 -173
  99 Records found
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