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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J Arnold Wealth Management Co 35 *Closed 2023-12-31 0 $0 -11,018
   TWO SIGMA SECURITIES LLC 1509 *Closed 2023-12-31 0 $0 -6,926
   H D Vest Advisory Services 1556 *Closed 2023-12-31 0 $0 -11,212
   JANNEY MONTGOMERY SCOTT LLC 2757 *Closed 2024-03-31 0 $0 -27,824
   FAMILY WEALTH PARTNERS LLC 42 *Closed 2024-03-31 0 $0 -10,689
   Bogart Wealth LLC 1082 *Closed 2024-03-31 0 $0 -40
   Fort Point Capital Partners LLC 299 *Closed 2023-12-31 0 $0 -5,987
   Koss-Olinger Consulting LLC 192 *Closed 2024-03-31 0 $0 -5,744
   FORWARD MANAGEMENT LLC 28 *Closed 2022-12-31 0 $0 -230,640
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 104 *Closed 2023-12-31 0 $0 -7,148
   Retireful LLC 135 *Closed 2024-03-31 0 $0 -100,668
   FMR LLC 5353 *Closed 2023-12-31 0 $0 -1
   Resources Investment Advisors Inc. 1158 *Closed 2023-12-31 0 $0 -6,775
   Mutual Advisors LLC *Closed 2024-03-31 0 $0 -8,842
   WIN ADVISORS INC 72 *Closed 2024-03-31 0 $0 -316,595
   MERCER GLOBAL ADVISORS INC /ADV 2090 *Closed 2023-12-31 0 $0 -9,682
   Integrated Wealth Concepts LLC 1676 *Closed 2023-12-31 0 $0 -6,012
   BESSEMER GROUP INC 2306 *Closed 2023-12-31 0 $0 -751
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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