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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Kingsview Wealth Management LLC 945 *Closed 2023-12-31 0 $0 -9,669
   TRUSTCORE FINANCIAL SERVICES LLC 991 *Closed 2022-12-31 0 $0 -2
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -57
   GRADIENT INVESTMENTS LLC 1227 *Closed 2024-03-31 0 $0 -136
   Coppell Advisory Solutions Corp. 668 *Closed 2023-03-31 0 $0 -3
   STATE OF WISCONSIN INVESTMENT BOARD 2462 *Closed 2023-12-31 0 $0 -19,320
   MONEY CONCEPTS CAPITAL CORP 390 *Closed 2023-12-31 0 $0 -154,296
   Octavia Wealth Advisors LLC 220 *Closed 2024-03-31 0 $0 -6,128
   Miracle Mile Advisors LLC 512 *Closed 2024-03-31 0 $0 -3,841
   REGIONS FINANCIAL CORP 832 *Closed 2024-03-31 0 $0 -39,690
   Betterment LLC 317 *Closed 2023-12-31 0 $0 -5,072
   Semmax Financial Advisors Inc. 393 *Closed 2023-12-31 0 $0 -27
   Coppell Advisory Solutions LLC 1720 *Closed 2023-12-31 0 $0 -3
   Hibernia Wealth Partners LLC 203 *Closed 2023-12-31 0 $0 -7
   Absolute Capital Management LLC 83 *Closed 2023-12-31 0 $0 -10,563
   Invera Wealth Advisors LLC 80 *Closed 2024-03-31 0 $0 -7,536
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6481 *Closed 2023-12-31 0 $0 -43,975
   Koshinski Asset Management Inc. 620 *Closed 2023-12-31 0 $0 -22,665
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1217 *Closed 2023-12-31 0 $0 -70,000
   LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. 47 *Closed 2023-12-31 0 $0 -2,463,599
   Wayfinding Financial LLC 123 *Closed 2023-12-31 0 $0 -6,392
   Cutler Group LP 1456 *Closed 2024-03-31 0 $0 -100
   FMR LLC 5460 *Closed 2023-12-31 0 $0 -424
   ANCORA ADVISORS, LLC 1782 *Closed 2023-12-31 0 $0 -107
   McIlrath & Eck LLC 948 *Closed 2023-12-31 0 $0 -1,828
   KARLINSKI ANDREW C 167 *Closed 2022-12-31 0 $0 -152
   Northeast Financial Group Inc. 76 *Closed 2024-03-31 0 $0 -4,127
   Emerald Investment Partners LLC *Closed 2023-12-31 0 $0 -1,700

  28 Records found
  1    
  Page 1 of 1
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