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Get Institutions for : 
iShares Trust (AOK)  
$36.41 0.02 (0.07%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 143    6
Total shares held : 
6,888,392  
% of shares held : 
32.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
1,106,997  
% of shares held change : 
  5.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$33.76  
Last Quarter's Ending Price : 
$36.15  
Last Quarter's Average Price
$34.58  
Change from last quarter's     
avg. price to the last closing  : 
1.83 (5.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 440,131
 6.39%
 
Increased Positions :
50
 1,713,983
 24.88%
 
Unchanged Positions :
27
 601,280
 8.73%
 
Decreased Positions :
53
-910,222
-13.21%
 
Closed Positions :
19
-136,895
-1.99%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ATLAS CAPITAL ADVISORS LLC 2 - 2024-03-31 518,500 $19,094,000 0
   ROTHSCHILD INVESTMENT CORP /IL 173 - 2023-09-30 33,100 $1,124,000 0
   Capital Investment Advisory Services LLC 200 - 2024-03-31 25,259 $930,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 134 - 2023-09-30 24,299 $825,000 0
   REDW Stanley Financial Advisors LLC - 2024-03-31 16,665 $614,000 0
   Gainplan LLC 35 - 2024-03-31 13,149 $484,000 0
   Millington Financial Advisors LLC 61 - 2023-12-31 9,805 $354,000 0
   National Wealth Management Group LLC 99 - 2023-12-31 8,825 $319,000 0
   BANK OF MONTREAL /CAN/ 2331 - 2023-12-31 9,100 $318,000 0
   Oakmont Partners LLC 584 - 2024-03-31 8,035 $296,000 0
   Insight Wealth Partners LLC 67 - 2023-12-31 6,470 $234,000 0
   Western Wealth Management LLC 616 - 2024-03-31 5,660 $208,000 0
   PROEQUITIES INC. - 2024-03-31 4,032 $148,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 694 - 2024-03-31 2,360 $87,000 0
   Joseph Group Capital Management 59 - 2023-12-31 2,233 $81,000 0
   Retirement Group LLC - 2024-03-31 2,000 $74,000 0
   Geneos Wealth Management Inc. - 2024-03-31 904 $33,000 0
   DELTA ASSET MANAGEMENT LLC/TN 354 - 2023-12-31 600 $22,000 0
   Venturi Wealth Management LLC 708 - 2024-03-31 590 $22,000 0
   Parallel Advisors LLC 1875 - 2023-12-31 601 $22,000 0
   NBC SECURITIES INC. 1454 - 2024-03-31 575 $21,000 0
   HARBOR INVESTMENT ADVISORY LLC 797 - 2024-03-31 381 $14,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2502 - 2023-12-31 342 $12,000 0
   Global Wealth Management Investment Advisory Inc. 286 - 2023-12-31 315 $11,000 0
   SOA Wealth Advisors LLC. 540 - 2024-03-31 270 $10,000 0
   Financial Perspectives Inc 497 - 2024-03-31 155 $6,000 0
   Sunbelt Securities Inc. 1340 - 2024-03-31 146 $5,000 0
   Horizons Wealth Management 150 - 2024-03-31 148 $5,000 0
   Sugarloaf Wealth Management LLC 556 - 2024-03-31 110 $4,000 0
   Goss Wealth Management LLC 3228 - 2023-12-31 95 $3,000 0
   RFP Financial Group LLC 588 - 2023-12-31 71 $3,000 0
   NVWM LLC 354 - 2023-12-31 61 $2,000 0
   CGC Financial Services LLC 322 - 2024-03-31 33 $1,000 0
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 1 $0 0
   Fortitude Family Office LLC 1103 - 2024-03-31 0 $0 0

  35 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results