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Get Institutions for : 
iShares Trust (AOM)  
$42.34 0.17 (0.4%) as of 4:30 Thu 5/9


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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  : 
2.70 (6.81%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   KAVAR CAPITAL PARTNERS GROUP LLC 23 *New 2023-12-31 274,530 $11,396,000 274,530
   Orion Portfolio Solutions LLC 319 *New 2023-12-31 112,171 $4,625,000 112,171
   Retireful LLC 19 *New 2024-03-31 77,406 $3,311,000 77,406
   OPPENHEIMER ASSET MANAGEMENT INC 620 *New 2023-12-31 32,815 $1,362,000 32,815
   MARINER WEALTH ADVISORS, LLC 1697 *New 2023-12-31 16,774 $696,000 16,774
   National Wealth Management Group LLC 47 *New 2023-12-31 14,866 $617,000 14,866
   US BANCORP 1571 *New 2023-12-31 10,656 $442,000 10,656
   IHT Wealth Management LLC 673 *New 2023-12-31 9,725 $404,000 9,725
   CI Private Wealth LLC 1791 *New 2023-12-31 8,271 $343,000 8,271
   ZACKS INVESTMENT MANAGEMENT 514 *New 2023-12-31 7,736 $321,000 7,736
   CFO4Life L.P. 128 *New 2022-12-31 8,289 $315,000 8,289
   JONES FINANCIAL COMPANIES LLLP 281 *New 2023-12-31 7,360 $306,000 7,360
   Crabel Capital Management LLC 101 *New 2023-12-31 7,028 $292,000 7,028
   CJM Wealth Advisers Ltd. 54 *New 2024-03-31 6,215 $266,000 6,215
   Aprio Wealth Management LLC 184 *New 2024-03-31 5,891 $252,000 5,891
   NOMURA ASSET MANAGEMENT CO LTD 894 *New 2023-12-31 5,500 $228,000 5,500
   Worth Financial Advisory Group LLC *New 2024-03-31 4,789 $205,000 4,789
   ADVISORY SERVICES NETWORK, LLC 1384 *New 2023-12-31 3,770 $157,000 3,770
   Ahrens Investment Partners LLC 259 *New 2023-03-31 1,894 $75,000 1,894
   PACIFIC CAPITAL WEALTH ADVISORS INC 189 *New 2023-12-31 502 $21,000 502
   FSA Wealth Management LLC 237 *New 2023-12-31 468 $19,000 468
   NBC SECURITIES INC. 1724 *New 2024-03-31 200 $8,000 200
   Farther Finance Advisors LLC 1980 *New 2023-12-31 109 $5,000 109
   Rockbridge Investment Management LCC 586 *New 2023-12-31 14 $1,000 14
   BNP PARIBAS ARBITRAGE SA *New 2024-03-31 19 $1,000 19
  25 Records found
  1    
  Page 1 of 1
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