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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
   BLACKROCK INC. 1827 - 2024-03-31 2,682,277 $144,307,000 98,232
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 171 - 2023-12-31 919,605 $49,925,000 129,993
   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
   MISSION WEALTH MANAGEMENT LLC 24 - 2024-03-31 522,438 $28,107,000 62,145
   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
   HPM Partners LLC - 2023-12-31 337,362 $18,315,000 123,013
   Financial & Tax Architects LLC 3 - 2024-03-31 334,306 $17,986,000 559
   Blueprint Investment Partners LLC 4 - 2023-12-31 331,113 $17,976,000 243,773
   J P MORGAN CHASE & CO 1765 - 2024-03-31 306,532 $16,491,000 49,673
   S. R. Schill & Associates 3 - 2024-03-31 303,311 $16,318,000 2,027
   Advisor Group Holdings Inc. 495 - 2024-03-31 288,605 $15,527,000 123,646
   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
   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
   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
   SageView Advisory Group LLC 26 - 2024-03-31 21,095 $11,090,000 16,413
   Rodgers & Associates LTD 24 - 2024-03-31 201,814 $10,858,000 11,082
   AGINCOURT CAPITAL MANAGEMENT LLC 4 - 2024-03-31 200,433 $10,783,000 2,325
   LPL FINANCIAL CORP 1288 - 2024-03-31 197,970 $10,651,000 66,247
   PURE FINANCIAL ADVISORS, INC. 50 - 2024-03-31 194,368 $10,457,000 6,845
   TECTONIC ADVISORS LLC 22 - 2024-03-31 183,117 $9,852,000 5,900
   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
   ERn Financial LLC 18 - 2024-03-31 169,148 $9,100,000 1,131
   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
   Cornerstone Management Inc. 10 - 2024-03-31 138,723 $7,463,000 13,784
   COMMONWEALTH EQUITY SERVICES LLC. 999 - 2024-03-31 120,990 $6,509,000 5,774
   Spartan Planning & Wealth Management 4 - 2023-12-31 113,143 $6,143,000 86,970
   BANK OF NOVA SCOTIA / 485 - 2023-12-31 102,920 $5,583,000 33,355
   MARSHALL FINANCIAL GROUP INC /ADV 15 - 2024-03-31 103,291 $5,557,000 3,321
   RAYMOND JAMES & ASSOCIATES 1507 - 2024-03-31 102,439 $5,511,000 4,602
   Krueger & Catalano Capital Partners LLC 6 - 2024-03-31 100,025 $5,381,000 4,432
   Peak Financial Management Inc. 24 - 2024-03-31 89,746 $4,828,000 4,292
   Topel & Distasi Wealth Management LLC 18 - 2024-03-31 84,249 $4,533,000 1,078
   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
   MERCER GLOBAL ADVISORS INC /ADV 531 - 2023-12-31 74,784 $4,060,000 1,690
   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
   Prosperity Planning Inc. 17 - 2024-03-31 62,399 $3,357,000 1,873
   WINDSOR CAPITAL MANAGEMENT, LLC 27 - 2024-03-31 55,206 $2,970,000 1,423
   Atomi Financial Group Inc. 98 - 2024-03-31 43,732 $2,353,000 5,298
   ADVANTUS CAPITAL MANAGEMENT INC 257 - 2024-03-31 40,803 $2,195,000 1,000
   BB&T CORP 1374 - 2023-12-31 27,701 $1,504,000 13,941
   Goodwin Investment Advisory 16 - 2024-03-31 27,148 $1,461,000 2,309
   AWM CAPITAL LLC 38 - 2024-03-31 25,820 $1,389,000 17
   Source Financial Advisors LLC 34 - 2024-03-31 25,205 $1,356,000 3,338
   McMahon Financial Advisors LLC 45 - 2024-03-31 21,860 $1,176,000 137
   COWA LLC 32 - 2024-03-31 21,234 $1,142,000 17,501
   Peterson Wealth Advisors LLC 29 - 2024-03-31 20,722 $1,115,000 486
   HANSON MCCLAIN, INC. 400 - 2024-03-31 19,460 $1,047,000 1,145
   CLS INVESTMENT FIRM LLC 737 - 2022-12-31 19,848 $981,000 6
   Garrett Investment Advisors LLC 150 - 2024-03-31 18,173 $978,000 182
   MCCORMACK ADVISORS INTERNATIONAL 553 - 2024-03-31 16,166 $870,000 670
   DAIWA SECURITIES GROUP INC. 732 - 2024-03-31 15,634 $841,000 5,752
   MML INVESTORS SERVICES LLC 1464 - 2023-12-31 15,403 $836,000 955
   COMERICA BANK 1631 - 2023-12-31 14,743 $800,000 917
   Range Financial Group LLC 82 - 2024-03-31 14,527 $782,000 741
   FINANCIAL NETWORK 1548 - 2023-12-31 14,179 $770,000 4,229
   PRIVATE CLIENT SERVICES LLC 56 - 2024-03-31 13,375 $720,000 585
   PRINCIPAL SECURITIES INC. 542 - 2024-03-31 12,938 $696,000 457
   MARINER WEALTH ADVISORS, LLC 1713 - 2023-12-31 12,533 $682,000 360
   Atria Wealth Solutions Inc. 1059 - 2023-12-31 12,021 $653,000 7,441
   BEAM Asset Management LLC 49 - 2024-03-31 11,895 $640,000 1,005
   Ellis Investment Partners LLC 130 - 2024-03-31 10,892 $586,000 349
   WealthCollab LLC 35 - 2024-03-31 10,659 $573,000 51
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2160 - 2024-03-31 10,641 $572,000 517
   Integrated Wealth Concepts LLC 938 - 2023-12-31 10,396 $564,000 186
   PRUDENTIAL FINANCIAL INC 2094 - 2023-12-31 10,241 $556,000 1,358
   HF Advisory Group LLC 112 - 2024-03-31 9,171 $493,000 466
   NATIXIS 593 - 2023-12-31 8,990 $490,000 212
   Asset Dedication LLC 225 - 2024-03-31 8,908 $478,000 225
   FourThought Financial Partners LLC 207 - 2023-12-31 8,054 $437,000 1,356
   River Street Advisors LLC 94 - 2024-03-31 7,097 $382,000 503
   Sawtooth Asset Management Inc. 755 - 2023-12-31 6,991 $380,000 21
   Landmark Wealth Management LLC 55 - 2024-03-31 7,013 $377,000 350
   YHB INVESTMENT ADVISORS, INC. 214 - 2024-03-31 6,974 $375,000 2,948
   JANNEY MONTGOMERY SCOTT LLC 2181 - 2024-03-31 6,869 $370,000 350
   Laidlaw Wealth Management LLC 156 - 2023-12-31 6,805 $369,000 1,601
   PATHSTONE FAMILY OFFICE, LLC 1196 - 2023-09-30 7,795 $368,000 290
   Quad-Cities Investment Group LLC 111 - 2024-03-31 6,676 $359,000 798
   VERITY Wealth Advisors 63 - 2024-03-31 5,996 $323,000 2,199
   Destiny Capital Corp/CO 40 - 2024-03-31 5,556 $299,000 1,114
   Cetera Investment Advisers 1829 - 2023-12-31 5,005 $272,000 260
   PCA Investment Advisory Services Inc. 96 - 2024-03-31 4,870 $262,000 36
   Fonville Wealth Management LLC 82 - 2024-03-31 4,711 $253,000 287
   BUCKINGHAM ASSET MANAGEMENT, LLC 666 - 2024-03-31 4,306 $232,000 20
   Jackson Grant Investment Advisers Inc. 102 - 2024-03-31 3,973 $214,000 4
   Hexagon Capital Partners LLC 204 - 2024-03-31 3,672 $198,000 1,580
   Steward Partners Investment Advisory LLC 1635 - 2023-12-31 2,021 $110,000 26
   Venturi Wealth Management LLC 407 - 2024-03-31 1,987 $107,000 544
   PROEQUITIES INC. 911 - 2024-03-31 1,850 $100,000 1,850
   Financial Synergies Wealth Advisors Inc. 99 - 2024-03-31 1,773 $95,000 49
  100 Records found
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