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Get Institutions for : 
iShares Trust (FTY)  
$50.33 0.02 (0.04%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 321    1
Total shares held : 
 27,982,633  
% of shares held : 
 31.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 3,054,998  
% of shares held change : 
   3.39%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.27  
Last Quarter's Ending Price : 
 $54.29  
Last Quarter's Average Price : 
 $48.91  
Change from last quarter's     
avg. price to the last closing  : 
1.42 (2.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 629,470
 2.25%
 
Increased Positions :
118
 4,713,330
 16.84%
 
Unchanged Positions :
61
 939,953
 3.36%
 
Decreased Positions :
109
-2,025,873
-7.24%
 
Closed Positions :
32
-261,929
-0.94%
 
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
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 41 - 2023-12-31 2,687,811 $145,921,000 295,954
   BLACKROCK INC. 1862 - 2023-12-31 2,584,045 $140,288,000 870,320
   US BANCORP 98 - 2023-12-31 2,368,681 $128,596,000 568,833
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 171 - 2023-12-31 919,605 $49,925,000 129,993
   DiMeo Schneider & Associates L.L.C. 4 - 2023-12-31 805,668 $43,740,000 161,645
   CI Private Wealth LLC 254 - 2023-12-31 745,132 $40,453,000 -100,608
   MORGAN STANLEY 1957 - 2023-12-31 732,682 $39,777,000 48,084
   BANK OF AMERICA CORP /DE/ 1357 - 2023-12-31 674,911 $36,641,000 424,245
   THRIVENT FINANCIAL FOR LUTHERANS 306 - 2023-12-31 647,209 $35,137,000 9,307
   RSM US WEALTH MANAGEMENT LLC 30 - 2023-12-31 593,359 $32,213,000 51,552
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 257 - 2024-03-31 517,753 $27,855,000 -170,069
   ENVESTNET ASSET MANAGEMENT INC 873 - 2023-12-31 503,552 $27,338,000 -106,015
   MISSION WEALTH MANAGEMENT LLC 22 - 2023-12-31 460,293 $24,989,000 61,603
   Charles Schwab Trust Co 13 - 2024-03-31 452,213 $24,329,000 36,422
   Heritage Financial Services LLC 5 - 2023-12-31 442,680 $24,033,000 138,106
   Rockbridge Investment Management LCC 8 - 2023-12-31 411,291 $22,329,000 200,221
   HIGHTOWER ADVISORS, LLC 441 - 2023-12-31 405,213 $22,000,000 -87,649
   Advisory Alpha LLC - 2023-12-31 376,071 $20,421,000 -126,455
   HPM Partners LLC - 2023-12-31 337,362 $18,315,000 123,013
   Financial & Tax Architects LLC - 2023-12-31 333,747 $18,119,000 -15,955
   Blueprint Investment Partners LLC 4 - 2023-12-31 331,113 $17,976,000 243,773
   S. R. Schill & Associates 3 - 2024-03-31 303,311 $16,318,000 2,027
   STEPHENS INC /AR/ 85 - 2023-12-31 293,784 $15,950,000 -29,945
   UBS Group AG 1229 - 2023-12-31 280,802 $15,245,000 19,959
   SCHRODER INVESTMENT MANAGEMENT GROUP 529 - 2023-12-31 270,000 $14,658,000 185,000
   BKD WEALTH ADVISORS LLC 44 - 2024-03-31 270,822 $14,570,000 -829
   J P MORGAN CHASE & CO 1812 - 2023-12-31 256,859 $13,945,000 218,089
   Legacy Financial Group LLC 11 - 2024-03-31 253,774 $13,653,000 241,803
   MBE Wealth Management LLC 4 - 2024-03-31 241,642 $13,000,000 4,919
   Ellenbecker Investment Group 7 - 2024-03-31 228,917 $12,316,000 -7,774
   SUMITOMO LIFE INSURANCE CO 25 - 2024-03-31 225,200 $11,863,000 127,200
   PHILLIPS FINANCIAL MANAGEMENT LLC 29 - 2024-03-31 219,258 $11,796,000 3,602
   Glenview Trust Co 87 *New 2023-12-31 209,969 $11,399,000 209,969
   HALBERT, HARGROVE/RUSSELL LLC 17 - 2024-03-31 208,447 $11,214,000 -19,368
   AGINCOURT CAPITAL MANAGEMENT LLC 4 - 2024-03-31 200,433 $10,783,000 2,325
   PURE FINANCIAL ADVISORS, INC. 50 - 2024-03-31 194,368 $10,457,000 6,845
   Rodgers & Associates LTD 24 - 2023-12-31 190,732 $10,355,000 14,104
   TECTONIC ADVISORS LLC 17 - 2023-12-31 177,217 $9,621,000 0
   Green Harvest Asset Management LLC 42 - 2023-12-31 175,777 $9,543,000 68,657
   ROYAL BANK OF CANADA 1496 - 2023-12-31 170,742 $9,269,000 95,641
   TPG Financial Advisors LLC 6 - 2023-12-31 169,210 $9,169,000 -28,219
   ERn Financial LLC 18 - 2024-03-31 169,148 $9,100,000 1,131
   Advisor Group Holdings Inc. 860 - 2023-12-31 164,959 $8,956,000 40,675
   FUND EVALUATION GROUP LLC 19 - 2023-12-31 164,782 $7,769,000 0
   GOLDMAN SACHS GROUP INC/ 2256 - 2023-12-31 140,344 $7,619,000 56,171
   AMERIPRISE FINANCIAL INC 1965 - 2023-12-31 138,607 $7,524,000 131,027
   FIL LTD 539 *New 2023-12-31 133,521 $7,249,000 133,521
   LPL FINANCIAL CORP 1448 - 2023-12-31 131,723 $7,151,000 -11,782
   Cornerstone Management Inc. 11 - 2023-12-31 124,939 $6,783,000 -7,318
   Lido Advisors LLC 212 - 2023-12-31 118,155 $6,415,000 -25,750
   COMMONWEALTH EQUITY SERVICES LLC. 964 - 2023-12-31 115,216 $6,255,000 4,342
   Spartan Planning & Wealth Management 4 - 2023-12-31 113,143 $6,143,000 86,970
   Barber Financial Group Inc. 15 - 2023-03-31 121,034 $6,100,000 -22,507
   SMI Advisory Services LLC 17 *New 2024-03-31 112,457 $6,039,000 112,457
   CREATIVE PLANNING 534 - 2023-12-31 102,948 $5,589,000 -3,104
   BANK OF NOVA SCOTIA / 485 - 2023-12-31 102,920 $5,583,000 33,355
   Modern Wealth Management LLC 25 - 2023-12-31 101,948 $5,535,000 0
   RAYMOND JAMES & ASSOCIATES 1507 - 2024-03-31 102,439 $5,511,000 4,602
   CIC Wealth LLC 16 - 2024-03-31 101,421 $5,456,000 -2,189
   MARSHALL FINANCIAL GROUP INC /ADV 15 - 2023-12-31 99,970 $5,427,000 -592
   Krueger & Catalano Capital Partners LLC 6 - 2024-03-31 100,025 $5,381,000 4,432
   Biltmore Wealth Management LLC - 2023-12-31 98,899 $5,369,000 -88,328
   CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC 8 - 2023-12-31 97,080 $5,270,000 0
   Peak Financial Management Inc. 24 - 2024-03-31 89,746 $4,828,000 4,292
   Congress Wealth Management LLC / DE / 233 - 2024-03-31 87,459 $4,705,000 -3,164
   Topel & Distasi Wealth Management LLC 16 - 2023-12-31 83,171 $4,515,000 1,492
   CoreCap Advisors LLC 66 - 2023-12-31 82,931 $4,502,000 49,618
   GLENMEDE TRUST CO NA 436 - 2023-12-31 82,615 $4,485,000 78,591
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 39 - 2023-12-31 80,120 $4,350,000 0
   CONGRESS ASSET MANAGEMENT CO /MA 234 - 2024-03-31 76,802 $4,132,000 -2,943
   Rockefeller Capital Management L.P. 690 - 2023-12-31 74,999 $4,072,000 -9,550
   PRESILIUM PRIVATE WEALTH LLC 18 *New 2023-12-31 74,972 $4,070,000 74,972
   MERCER GLOBAL ADVISORS INC /ADV 531 - 2023-12-31 74,784 $4,060,000 1,690
   U.S. Capital Wealth Advisors LLC 139 - 2023-12-31 73,124 $3,970,000 -19,742
   Visionary Wealth Advisors 98 - 2023-12-31 71,259 $3,869,000 2,439
   CLARK CAPITAL MANAGEMENT GROUP INC 186 - 2023-12-31 71,009 $3,855,000 35,723
   Strategic Financial Group LLC - 2023-12-31 70,365 $3,820,000 -3,700
   WELLS FARGO & CO/MN 2092 - 2023-12-31 70,332 $3,818,000 -42,222
   SBK Financial Inc. 3 - 2022-12-31 74,418 $3,680,000 -70,420
   Prosperity Planning Inc. 17 - 2024-03-31 62,399 $3,357,000 1,873
   FIRST HAWAIIAN BANK 142 - 2024-03-31 61,417 $3,304,000 0
   Bellwether Advisors LLC 35 - 2023-12-31 60,568 $3,288,000 -39,129
   MONETA GROUP INVESTMENT ADVISORS INC 136 - 2023-12-31 60,199 $3,268,000 -8,926
   WINDSOR CAPITAL MANAGEMENT, LLC 27 - 2024-03-31 55,206 $2,970,000 1,423
   O SHAUGHNESSY ASSET MANAGEMENT LLC 438 - 2023-12-31 52,302 $2,839,000 -11,622
   STATE STREET CORP 3050 - 2023-12-31 45,400 $2,465,000 -9,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1529 - 2024-03-31 45,796 $2,464,000 -9,165
   Blue Edge Capital LLC 57 - 2023-12-31 45,230 $2,456,000 -971
   MOODY NATIONAL BANK TRUST DIVISION 68 - 2024-03-31 44,578 $2,398,000 0
   Coco Enterprises LLC 13 - 2023-12-31 43,911 $2,384,000 -5,990
   Kohmann Bosshard Financial Services LLC 47 - 2024-03-31 43,262 $2,327,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2574 - 2023-12-31 41,261 $2,240,000 -3,353
   ADVANTUS CAPITAL MANAGEMENT INC 257 - 2024-03-31 40,803 $2,195,000 1,000
   RDA Financial Network 39 - 2024-03-31 39,517 $2,126,000 -1,581
   Atomi Financial Group Inc. 71 *New 2023-12-31 38,434 $2,087,000 38,434
   Simplicity WealthLLC 350 *New 2024-03-31 37,143 $1,998,000 37,143
   CarsonAllaria Wealth Management Ltd. 19 - 2023-12-31 36,139 $1,962,000 310
   AE Wealth Management LLC 910 - 2023-12-31 36,966 $1,945,000 -1,143
   H D Vest Advisory Services 514 - 2023-12-31 35,282 $1,915,000 27,653
   GUNMA BANK,LTD. 23 - 2024-03-31 35,000 $1,883,000 0
  100 Records found
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