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Get Institutions for : 
iShares Trust (CLY)  
$48.89 0.25 (0.51%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 172    13
Total shares held : 
 28,870,220  
% of shares held : 
 31.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -860,892  
% of shares held change : 
   -0.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.32  
Last Quarter's Ending Price : 
 $52.69  
Last Quarter's Average Price : 
 $48.38  
Change from last quarter's     
avg. price to the last closing  : 
0.51 (1.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 1,291,594
 4.47%
 
Increased Positions :
48
 3,868,660
 13.4%
 
Unchanged Positions :
38
 2,083,811
 7.22%
 
Decreased Positions :
51
-3,197,880
-11.08%
 
Closed Positions :
22
-2,823,266
-9.78%
 
Guru Positions :
1
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. 1466 - 2023-12-31 4,894,906 $257,913,000 408,217
   PRUDENTIAL CORP PLC 9 - 2023-12-31 2,704,212 $142,485,000 151,405
   ENVESTNET ASSET MANAGEMENT INC 314 - 2023-12-31 2,658,963 $140,101,000 276,136
   AMERIPRISE FINANCIAL INC 520 - 2023-12-31 1,898,612 $99,954,000 1,475,514
   Allianz Investment Management U.S. LLC 3 - 2023-12-31 1,622,000 $85,447,000 74,000
   RIVERFRONT INVESTMENT GROUP, LLC 19 - 2023-12-31 1,074,816 $56,632,000 93,416
   P-Solve LLC 3 - 2023-12-31 1,048,757 $55,259,000 459,057
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 147 - 2023-12-31 710,467 $37,434,000 278,845
   WELLS FARGO & CO/MN 798 - 2023-12-31 709,143 $37,365,000 105,448
   LPL FINANCIAL CORP 782 - 2023-12-31 473,175 $24,932,000 195,547
   MORGAN STANLEY 2555 - 2023-12-31 429,928 $22,653,000 61,192
   UBS Group AG 1094 - 2023-12-31 379,856 $20,015,000 27,536
   BB&T CORP 418 - 2023-12-31 361,137 $19,028,000 8,321
   Tennessee Valley Asset Management Partners 5 - 2024-03-31 337,842 $17,402,000 38,201
   JANNEY MONTGOMERY SCOTT LLC 428 - 2023-12-31 242,402 $12,773,000 12,499
   MML INVESTORS SERVICES LLC 345 - 2023-12-31 213,414 $11,245,000 112,050
   Klaas Financial Asset Advisors LLC 12 - 2024-03-31 186,287 $9,596,000 2,822
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410 - 2023-12-31 180,866 $9,530,000 28,675
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 918 - 2024-03-31 149,567 $7,704,000 70,964
   Cetera Investment Advisers 349 - 2023-12-31 126,544 $6,668,000 40,571
   Carolina Wealth Advisors LLC 10 - 2024-03-31 123,528 $6,363,000 6,328
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 657 - 2024-03-31 114,888 $5,918,000 100,335
   INVESCO LTD 2151 - 2023-12-31 98,904 $5,211,000 257
   Hennion & Walsh Asset Management Inc. 87 - 2024-03-31 93,642 $4,823,000 13,909
   Envestnet Portfolio Solutions Inc. 338 - 2023-12-31 89,185 $4,699,000 55,069
   FINANCIAL NETWORK 687 - 2023-12-31 73,814 $3,889,000 27,986
   Jenkins Wealth 12 - 2022-12-31 72,113 $3,590,000 6,769
   Checchi Capital Advisers LLC 97 - 2024-03-31 51,506 $2,653,000 708
   Investors Research Corp 32 - 2023-12-31 41,968 $2,211,000 3,136
   Integrated Wealth Concepts LLC 528 - 2023-12-31 32,705 $1,723,000 7,426
   PNC FINANCIAL SERVICES GROUP INC 938 - 2023-12-31 32,175 $1,695,000 2,977
   MULTIFINANCIAL SECURITIES CORP 654 - 2023-12-31 25,556 $1,347,000 16,729
   PROEQUITIES INC. 265 - 2023-12-31 20,546 $1,083,000 691
   LexAurum Advisors LLC 83 - 2024-03-31 20,155 $1,038,000 4,000
   MCF Advisors LLC 85 - 2024-03-31 19,749 $1,017,000 8,880
   AE Wealth Management LLC 1187 - 2023-12-31 17,550 $904,000 2,734
   Global Retirement Partners LLC 388 - 2024-03-31 16,900 $871,000 817
   US BANCORP 1316 - 2023-12-31 12,876 $678,000 30
   LaSalle St. Investment Advisors LLC 52 - 2023-09-30 11,925 $562,000 891
   RHS Financial LLC 77 - 2024-03-31 7,670 $395,000 3,672
   CITADEL ADVISORS LLC 3988 - 2023-12-31 6,301 $332,000 4,749
   Wealthfront Advisers LLC 819 - 2024-03-31 5,243 $270,000 640
   Laurel Wealth Advisors Inc. 573 - 2022-12-31 4,844 $241,000 324
   HARBOUR INVESTMENTS INC. 827 - 2023-12-31 4,177 $220,000 47
   Sunbelt Securities Inc. 540 - 2024-03-31 3,675 $189,000 3
   MARYLAND CAPITAL ADVISORS INC. 71 - 2024-03-31 3,472 $179,000 175
   GUARANTY TRUST CO OF MISSOURI /MO/ 579 - 2024-03-31 3,352 $173,000 363
   Founders Financial Alliance LLC 344 - 2023-12-31 881 $46,000 14
   Geneos Wealth Management Inc. - 2023-12-31 587 $31,000 5
   EverSource Wealth Advisors LLC 1274 - 2023-12-31 343 $18,000 6
   BNP PARIBAS ARBITRAGE SA 2854 - 2023-12-31 238 $13,000 228
   LGT Financial Advisors LLC 571 - 2023-12-31 117 $6,000 2
   Householder Group Estate & Retirement Specialist L - 2023-12-31 127 $6,000 127
   SIMPLEX TRADING LLC 2048 - 2024-03-31 82 $4,000 82
   Impact Partnership Wealth LLC 664 - 2023-12-31 49 $3,000 2
  55 Records found
  1    
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