Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Trust (AOM)  
$42.17 0.10 (0.24%) as of 4:30 Wed 5/8


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 231    2
Total shares held : 
 13,006,601  
% of shares held : 
 40.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 2,553,860  
% of shares held change : 
   8.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.68  
Last Quarter's Ending Price : 
 $41.51  
Last Quarter's Average Price : 
 $39.64  
Change from last quarter's     
avg. price to the last closing  : 
2.53 (6.38%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 577,682
 4.44%
 
Increased Positions :
96
 3,047,978
 23.43%
 
Unchanged Positions :
30
 366,119
 2.81%
 
Decreased Positions :
81
-785,064
-6.04%
 
Closed Positions :
22
-286,736
-2.2%
 
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
   BLACKROCK INC. 2018 - 2023-12-31 2,517,699 $104,510,000 19,058
   WELLS FARGO & CO/MN 768 - 2023-12-31 981,767 $40,753,000 764,806
   LPL FINANCIAL CORP 581 - 2023-12-31 937,373 $38,910,000 36,435
   MORGAN STANLEY 2068 - 2023-12-31 856,076 $35,536,000 298,841
   J P MORGAN CHASE & CO 1696 - 2023-12-31 398,196 $16,529,000 384,706
   ROYAL BANK OF CANADA 1262 - 2023-12-31 344,271 $14,290,000 -110,593
   Advisor Group Holdings Inc. 697 - 2023-12-31 289,157 $12,004,000 -68,443
   KAVAR CAPITAL PARTNERS GROUP LLC 23 *New 2023-12-31 274,530 $11,396,000 274,530
   Weitzel Financial Services Inc. 7 - 2024-03-31 254,336 $10,817,000 7,915
   BANK OF AMERICA CORP /DE/ 2465 - 2023-12-31 216,869 $9,002,000 -161,226
   AMERIPRISE FINANCIAL INC 1835 - 2023-12-31 212,868 $8,836,000 128,718
   AE Wealth Management LLC 450 - 2023-12-31 191,605 $7,927,000 -54,144
   TIEDEMANN WEALTH MANAGEMENT, LLC 39 - 2023-09-30 193,916 $7,549,000 -76,436
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 583 - 2024-03-31 165,580 $7,084,000 3,577
   Weaver Consulting Group 6 - 2024-03-31 154,908 $6,627,000 1,037
   AlTi Global Inc. 69 - 2023-12-31 153,573 $6,375,000 0
   Focus Financial Network Inc. 66 - 2024-03-31 153,366 $6,322,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1078 - 2024-03-31 134,458 $5,752,000 2,157
   Investment Advisory Group LLC - 2024-03-31 128,972 $5,517,000 8,790
   CLS INVESTMENT FIRM LLC 197 - 2022-12-31 140,084 $5,325,000 134,078
   Brookstone Capital Management 214 - 2024-03-31 119,193 $5,099,000 820
   Orion Portfolio Solutions LLC 319 *New 2023-12-31 112,171 $4,625,000 112,171
   BB&T CORP 919 - 2023-12-31 103,114 $4,280,000 -3,474
   Consilium Wealth Advisory LLC - 2024-03-31 98,012 $4,193,000 -34,694
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 721 - 2024-03-31 93,568 $4,003,000 -8,598
   Thrive Capital Management LLC 8 - 2023-12-31 93,414 $3,878,000 -17,854
   UBS Group AG 2259 - 2023-12-31 88,952 $3,692,000 30,384
   Royal Fund Management LLC 80 - 2024-03-31 82,907 $3,547,000 5,452
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 53 - 2024-03-31 79,525 $3,402,000 85
   FOCUS FINANCIAL NETWORK INC /ADV 143 - 2023-12-31 80,526 $3,343,000 0
   Retireful LLC 19 *New 2024-03-31 77,406 $3,311,000 77,406
   WARREN AVERETT ASSET MANAGEMENT, LLC 114 - 2023-12-31 73,418 $3,048,000 8,520
   Mutual Advisors LLC - 2024-03-31 69,122 $2,957,000 691
   Ameritas Advisory Services LLC 129 - 2023-12-31 68,606 $2,848,000 -37,945
   Financial Advocates Investment Management - 2024-03-31 59,858 $2,568,000 3,203
   Onyx Bridge Wealth Group LLC - 2024-03-31 60,474 $2,517,000 4,295
   KOCHIS FITZ/QUINTILE LLC 88 - 2024-03-31 58,126 $2,487,000 -3,844
   Smith Anglin Financial LLC 39 - 2024-03-31 50,804 $2,173,000 -11,343
   Beacon Financial Advisory LLC 14 - 2024-03-31 49,966 $2,138,000 545
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1595 - 2024-03-31 49,717 $2,127,000 -28,858
   JANE STREET GROUP LLC 2435 - 2023-12-31 47,451 $1,970,000 -94,205
   Taylor Financial Group Inc. 16 - 2023-12-31 41,463 $1,721,000 0
   TRUE Private Wealth Advisors 70 - 2024-03-31 40,027 $1,712,000 13,292
   PATTON ALBERTSON & MILLER, LLC 86 - 2024-03-31 39,305 $1,681,000 -16,241
   Kestra Advisory Services LLC 877 - 2023-12-31 39,911 $1,657,000 -4,782
   Aveo Capital Partners LLC 97 - 2023-12-31 38,246 $1,588,000 840
   One Capital Management LLC 155 - 2023-12-31 38,020 $1,578,000 -18,042
   MULTIFINANCIAL SECURITIES CORP 587 - 2023-12-31 38,016 $1,578,000 -5,161
   Sentinus LLC 37 - 2023-06-30 38,010 $1,536,000 -629
   FINANCIAL NETWORK 1125 - 2023-12-31 35,456 $1,472,000 -9,122
   WADE G W & INC 193 - 2023-12-31 34,121 $1,416,000 1,942
   LifePlan Financial LLC - 2024-03-31 32,371 $1,385,000 29
   RAYMOND JAMES & ASSOCIATES 2383 - 2024-03-31 31,903 $1,365,000 -984,571
   OPPENHEIMER ASSET MANAGEMENT INC 620 *New 2023-12-31 32,815 $1,362,000 32,815
   Strategic Financial Group LLC - 2023-12-31 31,170 $1,294,000 619
   ENVESTNET ASSET MANAGEMENT INC 2748 - 2023-12-31 30,361 $1,260,000 -13,057
   HARBOUR INVESTMENTS INC. 314 - 2023-12-31 29,642 $1,230,000 3,207
   RDA Financial Network 68 - 2024-03-31 28,265 $1,209,000 -1,850
   Ellenbecker Investment Group 36 - 2024-03-31 27,341 $1,170,000 2,672
   FIRST FINANCIAL BANK - TRUST DIVISION 108 - 2024-03-31 26,239 $1,123,000 -53,486
   Sigma Planning Corp - 2024-03-31 25,772 $1,103,000 12,406
   CWM LLC 809 - 2024-03-31 25,267 $1,081,000 29
   Plan Group Financial LLC 30 - 2024-03-31 25,071 $1,073,000 1,682
   STIFEL FINANCIAL CORP 2101 - 2023-12-31 25,570 $1,061,000 13,324
   Fort Henry Capital LLC 13 - 2024-03-31 24,605 $1,053,000 119
   Financial Enhancement Group LLC 79 - 2024-03-31 24,316 $1,015,000 11,765
   Comprehensive Portfolio Management LLC 357 - 2024-03-31 23,456 $1,003,000 -6
   H D Vest Advisory Services 732 - 2023-12-31 22,523 $935,000 570
   GOLDMAN SACHS GROUP INC/ 3555 - 2023-12-31 22,283 $925,000 -913
   BEACON INVESTMENT ADVISORY SERVICES INC. 150 - 2023-12-31 20,605 $855,000 -350
   MML INVESTORS SERVICES LLC 1455 - 2023-12-31 20,496 $851,000 34
   RESTON WEALTH MANAGEMENT LLC - 2023-12-31 20,447 $849,000 1,594
   Northstar Group Inc. 69 - 2024-03-31 19,556 $837,000 -441
   FinTrust Capital Advisors LLC 126 - 2024-03-31 19,290 $825,000 1,050
   Foundations Investment Advisors LLC 335 - 2023-12-31 19,612 $820,000 2,017
   FLAGSHIP HARBOR ADVISORS LLC 278 - 2024-03-31 18,950 $811,000 2,527
   Kingsview Wealth Management LLC 522 - 2023-12-31 19,514 $810,000 1,373
   MILESTONE ASSET MANAGEMENT LLC 84 - 2024-03-31 18,121 $775,000 316
   Atria Wealth Solutions Inc. 976 - 2023-12-31 18,609 $772,000 788
   PROEQUITIES INC. - 2024-03-31 17,722 $758,000 4,198
   Sovereign Financial Group Inc. 103 - 2024-03-31 17,449 $746,000 -38
   Godshalk Welsh Capital Management Inc. 61 - 2023-12-31 17,750 $737,000 -4,695
   Steel Peak Wealth Management LLC 247 - 2024-03-31 16,909 $723,000 837
   MARINO STRAM & ASSOCIATES LLC 91 - 2024-03-31 16,898 $723,000 -1,832
   MARINER WEALTH ADVISORS, LLC 1697 *New 2023-12-31 16,774 $696,000 16,774
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 47 - 2023-12-31 16,306 $675,000 -516
   Ausdal Financial Partners Inc. 224 - 2024-03-31 14,990 $641,000 -3,432
   Integrity Financial Corp /WA 53 - 2024-03-31 14,742 $631,000 -698
   Clear Creek Financial Management LLC 214 - 2024-03-31 14,428 $617,000 -1,240
   National Wealth Management Group LLC 47 *New 2023-12-31 14,866 $617,000 14,866
   MERCER GLOBAL ADVISORS INC /ADV 1204 - 2023-12-31 14,619 $607,000 -13,299
   J.W. COLE ADVISORS INC. - 2024-03-31 14,065 $602,000 -3,965
   Legacy Financial Group LLC 59 - 2024-03-31 13,910 $595,000 13,910
   SILVER OAK SECURITIES Inc 243 - 2023-12-31 14,232 $591,000 6,470
   Armstrong Fleming & Moore Inc 50 - 2024-03-31 13,537 $579,000 0
   Dentgroup LLC 48 - 2024-03-31 13,310 $569,000 0
   Fullen Financial Group 44 - 2023-03-31 14,074 $563,000 339
   Cetera Investment Advisers 1437 - 2023-12-31 13,252 $550,000 39
   CENTAURUS FINANCIAL INC. 349 - 2023-12-31 12,983 $539,000 -45
   HIGHTOWER ADVISORS, LLC 2219 - 2023-12-31 12,849 $531,000 1,887
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us