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Get Institutions for : 
iShares Trust (AOK)  
$36.37 0.04 (0.11%) as of 4:30 Wed 5/8


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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  : 
1.79 (5.16%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 971 - 2023-12-31 448,369 $16,209,000 -120,690
   Sargent Bickham Lagudis LLC 20 - 2022-12-31 405,007 $13,612,000 -22,646
   Lido Advisors LLC 119 - 2023-12-31 348,272 $12,590,000 -4,389
   BLACKROCK INC. 3194 - 2023-12-31 327,611 $11,843,000 -439
   Weaver Consulting Group 11 - 2024-03-31 154,932 $5,705,000 -5,456
   NATIONAL BANK OF CANADA /FI/ 638 - 2023-12-31 152,962 $5,496,000 -92,774
   AE Wealth Management LLC 606 - 2023-12-31 130,782 $4,704,000 -274,617
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 872 - 2024-03-31 107,698 $3,966,000 -8,243
   Thrive Capital Management LLC 11 - 2023-12-31 99,188 $3,586,000 -26,435
   Trilogy Capital Inc. 104 - 2024-03-31 79,940 $2,944,000 -3,000
   Brookstone Capital Management 300 - 2024-03-31 76,932 $2,833,000 -8,396
   CONGRESS ASSET MANAGEMENT CO /MA 275 - 2024-03-31 54,866 $2,021,000 -74,869
   Consilium Wealth Advisory LLC - 2024-03-31 47,894 $1,764,000 -565
   UBS Group AG 3136 - 2023-12-31 39,193 $1,417,000 -547
   JANE STREET GROUP LLC 2824 - 2023-12-31 38,325 $1,385,000 -95,592
   J.W. COLE ADVISORS INC. - 2024-03-31 35,529 $1,308,000 -840
   Atria Wealth Solutions Inc. 796 - 2023-12-31 32,254 $1,166,000 -3,932
   MULTIFINANCIAL SECURITIES CORP 727 - 2023-12-31 31,229 $1,129,000 -1,462
   RDA Financial Network 84 - 2024-03-31 26,370 $971,000 -975
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2075 - 2024-03-31 26,076 $960,000 -48,530
   Harwood Advisory Group LLC 85 - 2023-12-31 21,050 $761,000 -1,443
   Private Advisor Group LLC - 2024-03-31 18,793 $692,000 -208
   CAMARDA FINANCIAL ADVISORS, LLC 59 - 2023-12-31 18,521 $670,000 -966
   Aveo Capital Partners LLC 190 - 2023-12-31 15,752 $569,000 -7,293
   WARREN AVERETT ASSET MANAGEMENT, LLC 287 - 2023-12-31 15,073 $545,000 -2,836
   Kestra Advisory Services LLC 1486 - 2023-12-31 14,584 $527,000 -1,373
   Plan Group Financial LLC 57 - 2024-03-31 11,417 $420,000 -651
   Belpointe Asset Management LLC 423 - 2023-12-31 11,319 $409,000 -1,374
   RAYMOND JAMES & ASSOCIATES 3150 - 2024-03-31 11,068 $408,000 -424,613
   Spire Wealth Management 579 - 2024-03-31 10,844 $399,000 -1,088
   MML INVESTORS SERVICES LLC 1894 - 2023-12-31 10,744 $388,000 -176
   Buckingham Strategic Partners 288 - 2023-12-31 10,689 $386,000 -4,459
   RESTON WEALTH MANAGEMENT LLC - 2023-12-31 10,282 $372,000 -565
   Advisory Alpha LLC - 2023-12-31 9,155 $331,000 -673
   NICOLET ADVISORY SERVICES LLC 257 - 2023-12-31 7,689 $274,000 -1,930
   CWM LLC 1386 - 2024-03-31 6,969 $257,000 -96
   Integrity Financial Corp /WA 96 - 2024-03-31 6,942 $256,000 -799
   Orion Portfolio Solutions LLC 1473 - 2023-12-31 7,019 $252,000 -130
   USAdvisors Wealth Management LLC 117 - 2024-03-31 6,601 $243,000 -505
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 6,606 $243,000 -1,032
   AXXCESS WEALTH MANAGEMENT LLC 719 - 2023-12-31 6,705 $242,000 -2,605
   Capital Asset Advisory Services LLC 280 - 2024-03-31 6,638 $242,000 -67
   FINANCIAL NETWORK 2444 - 2023-12-31 6,206 $224,000 -4,360
   THRIVENT FINANCIAL FOR LUTHERANS 2342 - 2023-12-31 5,865 $212,000 -3,709
   RENAISSANCE TECHNOLOGIES LLC 3125 - 2023-12-31 5,600 $202,000 -22,000
   IFP Advisors Inc 936 - 2023-12-31 5,418 $196,000 -4,109
   Costello Asset Management INC 60 - 2024-03-31 4,171 $154,000 -815
   Steward Partners Investment Advisory LLC 1522 - 2023-12-31 3,867 $140,000 -2
   HANSON MCCLAIN, INC. 1029 - 2024-03-31 2,616 $96,000 -142
   VitalStone Financial LLC 132 - 2023-12-31 2,007 $73,000 -1,177
   AdvisorNet Financial Inc 730 - 2024-03-31 1,811 $67,000 -82
   Coastal Capital Group Inc. 216 - 2023-06-30 1,461 $51,000 -25
   Cornerstone Planning Group LLC 236 - 2023-12-31 929 $34,000 -48
   Mascoma Wealth Management LLC 282 - 2024-03-31 368 $14,000 -275
   TOWER RESEARCH CAPITAL LLC 5750 - 2023-12-31 1 $0 -45
   St. James Investment Advisors LLC 111 - 2022-12-31 1 $0 -372
  56 Records found
  1    
  Page 1 of 1
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