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Get Institutions for : 
iShares Trust (FTY)  
$53.37 0.67 (1.27%) as of 4:30 Wed 5/15


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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  : 
4.46 (9.12%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Glenview Trust Co 87 *New 2023-12-31 209,969 $11,399,000 209,969
   FIL LTD 539 *New 2023-12-31 133,521 $7,249,000 133,521
   SMI Advisory Services LLC 17 *New 2024-03-31 112,457 $6,039,000 112,457
   Petix & Botte Co 28 *New 2024-03-31 84,249 $4,533,000 84,249
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 108 *New 2024-03-31 64,781 $3,485,000 64,781
   Simplicity WealthLLC 350 *New 2024-03-31 37,143 $1,998,000 37,143
   AlphaStar Capital Management LLC 72 *New 2024-03-31 37,019 $1,992,000 37,019
   EP WEALTH ADVISORS, INC. 377 *New 2023-12-31 16,986 $922,000 16,986
   COLONY GROUP, LLC 509 *New 2023-12-31 13,337 $724,000 13,337
   NOMURA ASSET MANAGEMENT CO LTD 817 *New 2023-12-31 13,290 $722,000 13,290
   NEUBERGER BERMAN GROUP LLC 1416 *New 2023-12-31 11,059 $600,000 11,059
   RENAISSANCE TECHNOLOGIES LLC 2746 *New 2023-12-31 9,600 $521,000 9,600
   Idaho Trust Bank 55 *New 2024-03-31 8,998 $484,000 8,998
   ZEKE CAPITAL ADVISORS, LLC 267 *New 2022-12-31 8,504 $421,000 8,504
   FOSTER & MOTLEY INC 316 *New 2024-03-31 6,097 $328,000 6,097
   Prosperity Financial Group Inc. 95 *New 2023-12-31 5,356 $291,000 5,356
   Bristlecone Advisors LLC 245 *New 2024-03-31 5,000 $269,000 5,000
   Prime Capital Investment Advisors LLC *New 2023-12-31 4,736 $257,000 4,736
   Hotaling Investment Management LLC 104 *New 2022-12-31 4,800 $237,000 4,800
   ALLSTATE CORP 197 *New 2024-03-31 4,392 $236,000 4,392
   Global Assets Advisory LLC 435 *New 2024-03-31 11,742 $222,000 11,742
   OneAscent Financial Services LLC 345 *New 2024-03-31 4,102 $221,000 4,102
   FINANCIAL ENGINES ADVISORS L.L.C. 293 *New 2023-12-31 3,933 $214,000 3,933
   NATIONAL ASSET MANAGEMENT, INC. 1256 *New 2023-12-31 3,697 $201,000 3,697
   SIGNATUREFD, LLC 850 *New 2024-03-31 3,494 $188,000 3,494
   Atlantic Trust Group LLC 1817 *New 2024-03-31 661 $35,000 661
   GPS Wealth Strategies Group LLC 678 *New 2024-03-31 454 $24,000 454
   CARDIFF PARK ADVISORS LLC 315 *New 2023-12-31 204 $11,000 204
   SIMPLEX TRADING LLC 1940 *New 2024-03-31 146 $7,000 146
   Koesten Hirschmann & Crabtree INC. 130 *New 2023-12-31 120 $6,000 120
   PRIVATE TRUST CO NA 1997 *New 2024-03-31 66 $4,000 66
   Hartland & Co. LLC 1206 *New 2023-12-31 55 $3,000 55
   Legacy Bridge LLC 303 *New 2024-03-31 55 $3,000 55
   Russell Investments Group Ltd. 3052 *New 2024-03-31 20 $1,000 20
   Farther Finance Advisors LLC 3451 *New 2023-12-31 4 $0 4

  35 Records found
  1    
  Page 1 of 1
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