Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Trust (AOM)  
$42.34 0.17 (0.4%) as of 4:30 Thu 5/9


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  : 
2.70 (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  
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
   Weitzel Financial Services Inc. 7 - 2024-03-31 254,336 $10,817,000 7,915
   AMERIPRISE FINANCIAL INC 1835 - 2023-12-31 212,868 $8,836,000 128,718
   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
   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
   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
   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
   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
   Beacon Financial Advisory LLC 14 - 2024-03-31 49,966 $2,138,000 545
   TRUE Private Wealth Advisors 70 - 2024-03-31 40,027 $1,712,000 13,292
   Aveo Capital Partners LLC 97 - 2023-12-31 38,246 $1,588,000 840
   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
   Strategic Financial Group LLC - 2023-12-31 31,170 $1,294,000 619
   HARBOUR INVESTMENTS INC. 314 - 2023-12-31 29,642 $1,230,000 3,207
   Ellenbecker Investment Group 36 - 2024-03-31 27,341 $1,170,000 2,672
   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
   H D Vest Advisory Services 732 - 2023-12-31 22,523 $935,000 570
   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
   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
   Steel Peak Wealth Management LLC 247 - 2024-03-31 16,909 $723,000 837
   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
   Fullen Financial Group 44 - 2023-03-31 14,074 $563,000 339
   Cetera Investment Advisers 1437 - 2023-12-31 13,252 $550,000 39
   HIGHTOWER ADVISORS, LLC 2219 - 2023-12-31 12,849 $531,000 1,887
   Pensionmark Financial Group LLC 220 - 2023-12-31 12,220 $507,000 2
   NORTHWEST WEALTH MANAGEMENT LLC 93 - 2023-12-31 12,044 $500,000 16
   SimpliFi Inc. 28 - 2024-03-31 11,652 $498,000 712
   WESTEND ADVISORS LLC 41 - 2023-12-31 11,831 $491,000 10,871
   Stratos Wealth Partners LTD. 898 - 2024-03-31 11,175 $478,000 192
   First Ascent Asset Management LLC 48 - 2023-12-31 11,277 $468,000 159
   Archvest Wealth Advisors Inc. - 2024-03-31 10,480 $446,000 14
   Prosperity Consulting Group LLC - 2024-03-31 10,358 $443,000 3,808
   Visionary Wealth Advisors 344 - 2023-12-31 9,911 $411,000 176
   GUARANTY TRUST CO OF MISSOURI /MO/ 441 - 2024-03-31 9,424 $403,000 4,809
   INVESTMENT PARTNERS LTD /OH/ /ADV 104 - 2024-03-31 9,208 $394,000 355
   Goss Wealth Management LLC 1405 - 2023-12-31 9,491 $392,000 9,491
   MCKINLEY CARTER WEALTH SERVICES, INC. 242 - 2024-03-31 8,192 $350,000 170
   American Trust 187 - 2023-12-31 8,306 $345,000 872
   SRS Capital Advisors Inc. 210 - 2023-12-31 8,291 $344,000 842
   Bay Harbor Wealth Management LLC 42 - 2024-03-31 7,861 $336,000 128
   Advisory Alpha LLC - 2023-12-31 7,679 $319,000 233
   Waterloo Capital L.P. 291 - 2023-12-31 7,328 $304,000 7,328
   Parallel Advisors LLC 663 - 2023-12-31 6,886 $286,000 2,102
   COMERICA BANK 2141 - 2023-12-31 6,498 $270,000 266
   Howard Wealth Management LLC 85 - 2023-12-31 6,399 $266,000 145
   HANSON MCCLAIN, INC. 699 - 2024-03-31 6,178 $264,000 1,432
   TPG Financial Advisors LLC 58 - 2023-12-31 6,039 $249,000 199
   Coastal Investment Advisors Inc. 368 - 2024-03-31 5,600 $240,000 650
   CAPTRUST FINANCIAL ADVISORS 2273 - 2023-12-31 5,630 $234,000 184
   Harwood Advisory Group LLC 135 - 2023-12-31 5,546 $230,000 2
   BANK OF MONTREAL /CAN/ 2570 - 2023-12-31 5,244 $218,000 5
   BOS Asset Management LLC 147 - 2023-12-31 4,951 $206,000 4,951
   Qube Research & Technologies Ltd 2434 - 2023-12-31 4,531 $188,000 4,337
   McIlrath & Eck LLC 121 - 2023-12-31 4,330 $180,000 105
   AdvisorNet Financial Inc 512 - 2024-03-31 3,788 $162,000 502
   Cornerstone Planning Group LLC 95 - 2023-12-31 3,547 $147,000 676
   RFP Financial Group LLC 98 - 2023-12-31 3,543 $147,000 1,393
   Coastal Capital Group Inc. 140 - 2023-06-30 2,964 $120,000 173
   Pacific Center for Financial Services 129 - 2023-12-31 2,391 $99,000 9
   CAROLINAS WEALTH CONSULTING LLC 239 - 2023-12-31 2,285 $95,000 8
   Sunbelt Securities Inc. 723 - 2024-03-31 2,111 $90,000 1,205
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1090 - 2023-12-31 1,725 $72,000 216
   JNBA FINANCIAL ADVISORS 278 - 2024-03-31 1,262 $54,000 5
   Castleview Partners LLC 342 - 2023-12-31 1,015 $42,000 133
   ABSOLUTE INVESTMENT MANAGEMENT LLC - 2024-03-31 422 $18,000 58
   Capital Analysts Inc. 908 - 2023-12-31 187 $8,000 3
   ICA Group Wealth Management LLC 1075 - 2023-12-31 85 $4,000 85
   GUARDIAN WEALTH ADVISORS LLC / NC 436 - 2023-12-31 4 $0 3
  94 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