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Get Institutions for : 
iShares Trust (AOM)  
$41.62 0.20 (0.48%) as of 4:30 Fri 4/26


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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  : 
1.98 (4.99%)  




 
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
   RAYMOND JAMES & ASSOCIATES 435 - 2023-12-31 1,016,474 $42,194,000 979,897
   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 563 - 2023-12-31 162,003 $6,725,000 -8,612
   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
   Consilium Wealth Advisory LLC 9 - 2023-12-31 132,706 $5,509,000 25,184
   COMMONWEALTH EQUITY SERVICES LLC. 1033 - 2023-12-31 132,301 $5,492,000 16,265
   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
   Investment Advisory Group LLC 10 - 2023-12-31 120,182 $4,989,000 4,533
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 721 - 2024-03-31 93,568 $4,003,000 -8,598
   Paragon Advisors LLC 14 - 2023-12-31 94,149 $3,908,000 21,233
   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
   JANNEY MONTGOMERY SCOTT LLC 853 - 2023-12-31 85,607 $3,553,000 78,307
   Royal Fund Management LLC 80 - 2024-03-31 82,907 $3,547,000 5,452
   FOCUS FINANCIAL NETWORK INC /ADV 143 - 2023-12-31 80,526 $3,343,000 0
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 50 - 2023-12-31 79,440 $3,298,000 -3,093
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1293 - 2023-12-31 78,575 $3,262,000 31,542
   WARREN AVERETT ASSET MANAGEMENT, LLC 114 - 2023-12-31 73,418 $3,048,000 8,520
   Ameritas Advisory Services LLC 129 - 2023-12-31 68,606 $2,848,000 -37,945
   Mutual Advisors LLC 200 - 2023-12-31 68,431 $2,841,000 2,577
   Smith Anglin Financial LLC 36 - 2023-12-31 62,147 $2,580,000 -32
   KOCHIS FITZ/QUINTILE LLC 88 - 2024-03-31 58,126 $2,487,000 -3,844
   Financial Advocates Investment Management 151 - 2023-12-31 56,655 $2,360,000 -40,124
   Onyx Bridge Wealth Group LLC 36 - 2023-12-31 56,179 $2,332,000 10,293
   PATTON ALBERTSON & MILLER, LLC 84 - 2023-12-31 55,546 $2,306,000 17,469
   Beacon Financial Advisory LLC - 2023-12-31 49,421 $2,051,000 -12,446
   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
   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
   WIN ADVISORS INC 28 *New 2023-12-31 35,153 $1,459,000 35,153
   WADE G W & INC 193 - 2023-12-31 34,121 $1,416,000 1,942
   OPPENHEIMER ASSET MANAGEMENT INC 620 *New 2023-12-31 32,815 $1,362,000 32,815
   LifePlan Financial LLC 18 - 2023-12-31 32,342 $1,343,000 0
   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
   TRUE Private Wealth Advisors 90 - 2023-12-31 26,735 $1,110,000 16,144
   CWM LLC 809 - 2024-03-31 25,267 $1,081,000 29
   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 327 - 2023-12-31 23,462 $974,000 1,653
   Plan Group Financial LLC 24 - 2023-12-31 23,389 $971,000 -1,212
   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
   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
   MARINO STRAM & ASSOCIATES LLC 82 - 2023-12-31 18,730 $777,000 -427
   Atria Wealth Solutions Inc. 976 - 2023-12-31 18,609 $772,000 788
   FinTrust Capital Advisors LLC 129 - 2023-12-31 18,240 $757,000 -9,744
   J.W. COLE ADVISORS INC. 360 - 2023-12-31 18,030 $748,000 -1,737
   Sovereign Financial Group Inc. 103 - 2024-03-31 17,449 $746,000 -38
   MILESTONE ASSET MANAGEMENT LLC - 2023-12-31 17,805 $739,000 555
   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
   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
   Clear Creek Financial Management LLC - 2023-12-31 15,668 $650,000 3,742
   Ausdal Financial Partners Inc. 224 - 2024-03-31 14,990 $641,000 -3,432
   Integrity Financial Corp /WA 47 - 2023-12-31 15,440 $641,000 -496
   Private Advisor Group LLC 1331 - 2023-12-31 15,424 $640,000 -372
   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
   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
   RIA Advisory Group LLC 51 *New 2023-12-31 11,002 $585,000 11,002
   Dentgroup LLC 48 - 2024-03-31 13,310 $569,000 0
   Fullen Financial Group 44 - 2023-03-31 14,074 $563,000 339
   Armstrong Fleming & Moore Inc 45 - 2023-12-31 13,537 $562,000 219
   PROEQUITIES INC. 409 - 2023-12-31 13,524 $561,000 5,034
   Sigma Planning Corp 421 - 2023-12-31 13,366 $555,000 283
  100 Records found
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