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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
   CREATIVE FINANCIAL DESIGNS INC /ADV 1589 *Closed 2024-03-31 0 $0 -104
   Mid-American Wealth Advisory Group Inc. 46 *Closed 2024-03-31 0 $0 -4,850
   AlphaCore Capital LLC 373 *Closed 2023-12-31 0 $0 -348
   Kalos Management Inc. 156 *Closed 2023-06-30 0 $0 -126
   Ignite Planners LLC 284 *Closed 2024-03-31 0 $0 -3,860
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1077 *Closed 2023-12-31 0 $0 -4,638
   Buckingham Strategic Partners 417 *Closed 2023-12-31 0 $0 -4,643
   TRUSTCORE FINANCIAL SERVICES LLC 1031 *Closed 2022-12-31 0 $0 -99
   Alpha Financial Partners LLC 82 *Closed 2023-12-31 0 $0 -11,719
   Pacifica Partners Inc. 505 *Closed 2024-03-31 0 $0 -200
   HIGHTOWER ADVISORS, LLC 3343 *Closed 2024-03-31 0 $0 -405,213
   FTB Advisors Inc. 2293 *Closed 2024-03-31 0 $0 -1,176
   Heritage Wealth Advisors 547 *Closed 2024-03-31 0 $0 -572
   Focused Wealth Management Inc 410 *Closed 2024-03-31 0 $0 -477
   ROUNDVIEW CAPITAL LLC 317 *Closed 2024-03-31 0 $0 -3,702
   GRADIENT INVESTMENTS LLC 1348 *Closed 2024-03-31 0 $0 -75
   Private Advisor Group LLC 2323 *Closed 2024-03-31 0 $0 -4,223
   HHM Wealth Advisors LLC 775 *Closed 2023-12-31 0 $0 -471
   Fortitude Family Office LLC 1039 *Closed 2024-03-31 0 $0 -506
   Cordant Inc. 135 *Closed 2024-03-31 0 $0 -14
   Authentikos Wealth Advisory LLC 358 *Closed 2023-12-31 0 $0 -239
   AJ WEALTH STRATEGIES LLC 304 *Closed 2023-06-30 0 $0 -11,212
   OAK HARBOR WEALTH PARTNERS LLC 236 *Closed 2024-03-31 0 $0 -148
   CWM LLC 4565 *Closed 2024-03-31 0 $0 -22
   Retirement Group LLC 841 *Closed 2024-03-31 0 $0 -25
   Horan Securities Inc. 118 *Closed 2024-03-31 0 $0 -4,339
   EVOKE WEALTH LLC 605 *Closed 2023-12-31 0 $0 -6,275
   HEAD & ASSOCIATES LLC 543 *Closed 2023-12-31 0 $0 -1,000
   Peninsula Wealth LLC 132 *Closed 2024-03-31 0 $0 -7,258
   McClarren Financial Advisors Inc. 385 *Closed 2024-03-31 0 $0 -90
   Navalign LLC 127 *Closed 2024-03-31 0 $0 -13,432
   CITIGROUP INC 4754 *Closed 2024-03-31 0 $0 -117
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6536 *Closed 2024-03-31 0 $0 -10,970
   Sanctuary Wealth Management L.L.C. 306 *Closed 2024-03-31 0 $0 -115
   CULLEN FROST BANKERS INC 1037 *Closed 2024-03-31 0 $0 -3,242

  35 Records found
  1    
  Page 1 of 1
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