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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   BANK OF AMERICA CORP /DE/ 2465 - 2023-12-31 216,869 $9,002,000 -161,226
   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
   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
   Ameritas Advisory Services LLC 129 - 2023-12-31 68,606 $2,848,000 -37,945
   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
   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
   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
   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
   RAYMOND JAMES & ASSOCIATES 2383 - 2024-03-31 31,903 $1,365,000 -984,571
   ENVESTNET ASSET MANAGEMENT INC 2748 - 2023-12-31 30,361 $1,260,000 -13,057
   RDA Financial Network 68 - 2024-03-31 28,265 $1,209,000 -1,850
   FIRST FINANCIAL BANK - TRUST DIVISION 108 - 2024-03-31 26,239 $1,123,000 -53,486
   Comprehensive Portfolio Management LLC 357 - 2024-03-31 23,456 $1,003,000 -6
   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
   Northstar Group Inc. 69 - 2024-03-31 19,556 $837,000 -441
   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
   MARINO STRAM & ASSOCIATES LLC 91 - 2024-03-31 16,898 $723,000 -1,832
   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
   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
   CENTAURUS FINANCIAL INC. 349 - 2023-12-31 12,983 $539,000 -45
   RTD Financial Advisors Inc. 75 - 2024-03-31 11,778 $504,000 -22
   MERRIMAN WEALTH MANAGEMENT, LLC 130 - 2023-12-31 11,393 $473,000 -1,572
   Beacon Pointe Advisors LLC 911 - 2023-12-31 11,055 $459,000 -629
   Heirloom Wealth Management 37 - 2024-03-31 9,927 $425,000 -646
   Archford Capital Strategies LLC 191 - 2024-03-31 9,396 $402,000 -74
   Lokken Investment Group LLC 86 - 2023-12-31 9,687 $402,000 -945
   Private Advisor Group LLC - 2024-03-31 9,385 $401,000 -6,039
   Gallacher Capital Management LLC 114 - 2023-12-31 9,465 $393,000 -1,215
   Lido Advisors LLC 829 - 2023-12-31 9,316 $387,000 -24
   NICOLET ADVISORY SERVICES LLC 209 - 2023-12-31 9,043 $371,000 -7,680
   Integrated Wealth Concepts LLC 1129 - 2023-12-31 8,933 $371,000 -122
   FIRST HEARTLAND CONSULTANTS INC 255 - 2023-12-31 8,916 $370,000 -100
   RFG Advisory Group LLC 565 - 2024-03-31 8,465 $362,000 -643
   Capital Investment Advisory Services LLC 363 - 2024-03-31 8,342 $357,000 -967
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 830 - 2023-12-31 7,978 $331,000 -1,248
   Syverson Strege & Co - 2024-03-31 7,620 $326,000 -2,741
   Leading Edge Financial Planning LLC - 2024-03-31 7,433 $318,000 -439
   Adams Wealth Management 85 - 2023-12-31 6,688 $278,000 -4,201
   Compass Financial Group INC/SD 76 - 2024-03-31 6,354 $272,000 -1,747
   ODell Group LLC 69 - 2023-12-31 6,039 $251,000 -527
   JFS WEALTH ADVISORS, LLC - 2024-03-31 5,685 $243,000 -791
   Kovack Advisors Inc. 398 - 2024-03-31 5,615 $240,000 -300
   Philip James Wealth Mangement LLC - 2024-03-31 5,486 $235,000 -96
   PCA Investment Advisory Services Inc. 103 - 2023-12-31 5,452 $226,000 -23
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 635 - 2024-03-31 5,234 $223,000 -1,887
   NATIONAL BANK OF CANADA /FI/ 1267 - 2023-12-31 5,336 $219,000 -805
   Cedar Brook Financial Partners LLC 405 - 2024-03-31 5,019 $215,000 -96
   Dynamic Advisors Solutions LLC 848 - 2024-03-31 4,933 $211,000 -22,905
   Venturi Wealth Management LLC 353 - 2024-03-31 4,276 $183,000 -14
   SOA Wealth Advisors LLC. 207 - 2024-03-31 3,466 $148,000 -3,205
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 2,531 $108,000 -1,740
   HARBOR INVESTMENT ADVISORY LLC 507 - 2024-03-31 1,705 $73,000 -29
   Spire Wealth Management 1138 - 2024-03-31 1,464 $63,000 -173
   Gould Capital LLC 75 - 2023-12-31 1,489 $62,000 -55
   Geneos Wealth Management Inc. - 2024-03-31 1,174 $50,000 -72
   PNC FINANCIAL SERVICES GROUP INC 3010 - 2023-12-31 1,087 $45,000 -317
   RICHARD BERNSTEIN ADVISORS LLC 205 - 2023-12-31 803 $33,000 -8,026
   Global Retirement Partners LLC 1617 - 2024-03-31 706 $30,000 -1,511
   WOLFF WIESE MAGANA LLC 196 - 2024-03-31 614 $26,000 -61
   OXFORD FINANCIAL GROUP LTD 273 - 2023-12-31 552 $23,000 -378
   Mascoma Wealth Management LLC 249 - 2024-03-31 510 $22,000 -115
   Global Wealth Management Investment Advisory Inc. 258 - 2023-12-31 432 $18,000 -17
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2525 - 2023-12-31 255 $11,000 -5
   IFP Advisors Inc 2166 - 2023-12-31 236 $10,000 -15,534
   Cribstone Capital Management LLC 292 - 2022-12-31 144 $5,000 -7
   Aptus Capital Advisors LLC 974 - 2023-12-31 4 $0 -304
   FMR LLC 5540 - 2023-12-31 1 $0 -246
  85 Records found
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