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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  
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 - 2024-03-31 2,596,716 $139,703,000 -91,095
   US BANCORP 106 - 2024-03-31 2,345,856 $126,207,000 -22,825
   CI Private Wealth LLC 285 - 2024-03-31 656,140 $35,300,000 -88,992
   RSM US WEALTH MANAGEMENT LLC 32 - 2024-03-31 562,143 $30,242,000 -31,216
   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
   STEPHENS INC /AR/ 85 - 2023-12-31 293,784 $15,950,000 -29,945
   BKD WEALTH ADVISORS LLC 44 - 2024-03-31 270,822 $14,570,000 -829
   Ellenbecker Investment Group 7 - 2024-03-31 228,917 $12,316,000 -7,774
   HALBERT, HARGROVE/RUSSELL LLC 17 - 2024-03-31 208,447 $11,214,000 -19,368
   DiMeo Schneider & Associates L.L.C. 13 - 2024-03-31 178,173 $9,586,000 -627,495
   TPG Financial Advisors LLC 6 - 2023-12-31 169,210 $9,169,000 -28,219
   Lido Advisors LLC 212 - 2023-12-31 118,155 $6,415,000 -25,750
   Barber Financial Group Inc. 15 - 2023-03-31 121,034 $6,100,000 -22,507
   FUND EVALUATION GROUP LLC 23 - 2024-03-31 107,042 $5,759,000 -57,740
   CREATIVE PLANNING 534 - 2023-12-31 102,948 $5,589,000 -3,104
   CIC Wealth LLC 16 - 2024-03-31 101,421 $5,456,000 -2,189
   Congress Wealth Management LLC / DE / 233 - 2024-03-31 87,459 $4,705,000 -3,164
   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 - 2024-03-31 72,056 $3,877,000 -2,916
   Strategic Financial Group LLC - 2023-12-31 70,365 $3,820,000 -3,700
   SBK Financial Inc. 3 - 2022-12-31 74,418 $3,680,000 -70,420
   U.S. Capital Wealth Advisors LLC 163 - 2024-03-31 61,529 $3,310,000 -11,595
   MONETA GROUP INVESTMENT ADVISORS INC 136 - 2023-12-31 60,199 $3,268,000 -8,926
   Bellwether Advisors LLC 38 - 2024-03-31 57,181 $3,076,000 -3,387
   WELLS FARGO & CO/MN 2283 - 2024-03-31 56,116 $3,019,000 -14,216
   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
   Coco Enterprises LLC 13 - 2023-12-31 43,911 $2,384,000 -5,990
   RDA Financial Network 39 - 2024-03-31 39,517 $2,126,000 -1,581
   Advisory Alpha LLC 105 - 2024-03-31 39,371 $2,123,000 -336,700
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2579 - 2024-03-31 38,898 $2,093,000 -2,363
   AE Wealth Management LLC 910 - 2023-12-31 36,966 $1,945,000 -1,143
   CarsonAllaria Wealth Management Ltd. 22 - 2024-03-31 35,298 $1,899,000 -841
   Moisand Fitzgerald Tamayo LLC 35 - 2024-03-31 33,874 $1,822,000 -18,813
   BURNS WEALTH MANAGEMENT, INC. 225 - 2024-03-31 31,267 $1,682,000 -788
   TELEMUS CAPITAL LLC 120 - 2023-12-31 30,392 $1,650,000 -2,668
   SigFig Wealth Management LLC 88 - 2024-03-31 31,979 $1,630,000 -2,707
   EQIS CAPITAL MANAGEMENT, INC. 143 - 2023-12-31 29,827 $1,619,000 -5,826
   Roble Belko & Company Inc 42 - 2024-03-31 27,971 $1,505,000 -316
   Equitable Holdings Inc. 483 - 2023-12-31 27,498 $1,493,000 -161
   Stamos Capital Partners L.P. 64 - 2023-12-31 26,580 $1,443,000 -5,320
   Brown Financial Advisory 11 - 2024-03-31 26,140 $1,406,000 -224
   Independent Wealth Network Inc. 7 - 2024-03-31 25,354 $1,364,000 -17,366
   Naviter Wealth LLC 143 - 2024-03-31 21,384 $1,150,000 -132,123
   Sharper & Granite LLC 53 - 2024-03-31 22,010 $1,149,000 -1,113
   RVW Wealth LLC 64 - 2024-03-31 20,308 $1,093,000 -423
   Orion Portfolio Solutions LLC 959 - 2024-03-31 19,539 $1,051,000 -2,605
   Strategic Financial Planning Inc. 22 - 2024-03-31 17,810 $958,000 -412
   Vise Technologies Inc. 118 - 2023-12-31 17,124 $930,000 -12,569
   Helen Stephens Group LLC 36 - 2024-03-31 17,238 $927,000 -2,896
   Fi3 FINANCIAL ADVISORS LLC 26 - 2024-03-31 17,914 $915,000 -9,778
   Apollon Wealth Management LLC 516 - 2024-03-31 15,943 $858,000 -396
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 75 - 2024-03-31 15,807 $850,000 -7,883
   Mitsubishi UFJ Asset Management (UK) Ltd. 65 - 2024-03-31 14,600 $785,000 -2,500
   MULTIFINANCIAL SECURITIES CORP 901 - 2023-12-31 13,775 $748,000 -244
   Millington Financial Advisors LLC 45 - 2024-03-31 13,598 $732,000 -462
   Envestnet Portfolio Solutions Inc. 1001 - 2024-03-31 12,422 $668,000 -2,719
   RFG Advisory Group LLC 446 - 2024-03-31 12,169 $655,000 -15,428
   Garde Capital Inc. 113 - 2023-12-31 11,895 $646,000 -29,696
   Kingsview Wealth Management LLC 607 - 2024-03-31 11,773 $633,000 -636
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 108 - 2024-03-31 11,717 $630,000 -724
   Insight Advisors LLC/ PA 134 - 2024-03-31 11,158 $600,000 -55
   Mutual Advisors LLC 638 - 2024-03-31 10,878 $585,000 -4,723
   DRIVE WEALTH MANAGEMENT LLC 114 - 2024-03-31 10,727 $577,000 -3,101
   Tyche Wealth Partners LLC 118 - 2024-03-31 10,703 $576,000 -1,216
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 438 - 2024-03-31 10,344 $557,000 -546
   Relative Value Partners Group LLC 190 - 2023-12-31 10,118 $549,000 -10,425
   IPG Investment Advisors LLC 111 - 2023-12-31 9,601 $521,000 -18,224
   WADE G W & INC 285 - 2023-12-31 9,581 $520,000 -300
   Fingerlakes Wealth Management Inc. 55 - 2024-03-31 8,998 $484,000 -553
   STIFEL FINANCIAL CORP 2582 - 2023-12-31 8,715 $473,000 -413
   TOWNSQUARE CAPITAL LLC 800 - 2023-12-31 8,430 $458,000 -16
   Comprehensive Portfolio Management LLC 548 - 2024-03-31 8,210 $442,000 -2,673
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1322 - 2023-09-30 8,822 $416,000 -374
   ADVISORY SERVICES NETWORK, LLC 1028 - 2024-03-31 7,534 $405,000 -20,067
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 436 - 2024-03-31 7,408 $392,000 -466
   Betterment LLC 284 - 2024-03-31 7,232 $389,000 -136
   REDW Stanley Financial Advisors LLC 102 - 2024-03-31 7,019 $378,000 -2,199
   Aletheian Wealth Advisors LLC 67 - 2024-03-31 6,972 $375,000 -1
   PARK AVENUE SECURITIES LLC 1082 - 2024-03-31 6,815 $367,000 -56
   COLONY GROUP LLC 612 - 2023-09-30 7,427 $350,000 -194
   Onyx Bridge Wealth Group LLC 183 - 2024-03-31 6,798 $342,000 -55
   One Day In July LLC 99 - 2024-03-31 6,075 $327,000 -306
   DAVIDSON D A & CO 1100 - 2023-12-31 5,828 $316,000 -100
   Values Added Financial LLC 67 - 2024-03-31 5,522 $297,000 -190
   H D Vest Advisory Services 1305 - 2024-03-31 5,443 $293,000 -29,839
   Paul Damon & Associates Inc. 56 - 2024-03-31 5,111 $275,000 -214
   Foresight Wealth Management LLC 10 - 2022-12-31 5,531 $274,000 -52,508
   Perigon Wealth Management LLC 714 - 2024-03-31 4,919 $265,000 -88
   Upper Left Wealth Management LLC 56 - 2024-03-31 4,870 $262,000 -626
   Veracity Capital LLC 182 - 2024-03-31 4,724 $254,000 -676
   NORTHERN TRUST CORP 3804 - 2023-12-31 4,628 $251,000 -15,423
   Cypress Point Wealth Management LLC 65 - 2024-03-31 4,633 $249,000 -2,068
   Parallel Advisors LLC 783 - 2024-03-31 4,523 $243,000 -76
   Sequoia Financial Advisors LLC 959 - 2024-03-31 4,479 $241,000 -11,633
   Seaside Wealth Management Inc. 49 - 2024-03-31 4,473 $241,000 -2
  100 Records found
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