Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Core S&P Total US (ITOT)  
$114.52 0.13 (0.11%) as of 4:30 Fri 5/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1118    28
Total shares held : 
 281,794,210  
% of shares held : 
 77.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   127  
Amount of shares held : 
 7,022,441  
% of shares held change : 
   1.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $94.03  
Last Quarter's Ending Price : 
 $105.23  
Last Quarter's Average Price : 
 $98.00  
Change from last quarter's     
avg. price to the last closing  : 
16.52 (16.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
85
 2,517,624
 0.89%
 
Increased Positions :
451
 12,014,135
 4.26%
 
Unchanged Positions :
230
 11,791,387
 4.18%
 
Decreased Positions :
352
-6,345,128
-2.25%
 
Closed Positions :
57
-1,164,190
-0.41%
 
Guru Positions :
3
94,182
 0.03%
 
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
   WELLS FARGO & CO/MN 7 - 2023-12-31 49,065,294 $5,163,141,000 35,148
   BLACKROCK INC. 155 - 2023-12-31 41,827,740 $4,401,533,000 1,608,670
   MORGAN STANLEY 193 - 2023-12-31 10,761,278 $1,132,409,000 309,334
   ALLIANCEBERNSTEIN L.P. 58 - 2023-12-31 8,550,797 $899,800,000 103,994
   BANK OF AMERICA CORP /DE/ 274 - 2023-12-31 5,932,458 $624,273,000 291,808
   Wealthfront Advisers LLC 12 - 2024-03-31 5,119,108 $590,233,000 393,758
   ENVESTNET ASSET MANAGEMENT INC 101 - 2023-12-31 4,307,084 $453,234,000 865,808
   LPL FINANCIAL CORP 96 - 2023-12-31 3,670,833 $386,282,000 284,594
   Parallel Advisors LLC 1 - 2023-12-31 3,432,578 $361,210,000 24,534
   Personal Capital Advisors Corp 16 - 2022-12-31 3,533,749 $299,662,000 2,062,157
   Auto-Owners Insurance Co 2 - 2023-12-31 2,767,880 $291,264,000 164,230
   BUCKINGHAM ASSET MANAGEMENT, LLC 9 - 2023-12-31 2,590,133 $272,560,000 705,523
   HPM Partners LLC - 2023-12-31 2,257,635 $237,570,000 52,555
   Buckingham Strategic Partners 1 - 2023-12-31 1,804,452 $189,883,000 244,250
   ROCK CREEK GROUP, LP 1 - 2023-12-31 1,534,992 $159,253,000 25,964
   Pegasus Partners Ltd. 1 - 2024-03-31 1,312,139 $151,290,000 40,907
   J P MORGAN CHASE & CO 676 - 2023-12-31 1,366,287 $143,775,000 485,783
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 91 - 2024-03-31 1,237,093 $142,637,000 51,420
   EVENSKY & KATZ INC 3 - 2024-03-31 1,202,131 $138,606,000 55,418
   UBS Group AG 333 - 2023-12-31 1,310,269 $137,880,000 11,043
   Prime Capital Investment Advisors LLC - 2023-12-31 1,286,786 $135,409,000 322,254
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2 - 2024-03-31 1,116,937 $128,783,000 39,583
   Elm Partners Management LLC - 2024-03-31 1,079,047 $124,414,000 50,102
   Disciplina Capital Management LLC 2 - 2023-12-31 1,014,671 $106,774,000 23,503
   True Link Financial Advisors LLC 4 - 2024-03-31 850,891 $98,108,000 9,921
   HB Wealth Management LLC - 2024-03-31 822,826 $94,872,000 3,464
   Johnson Bixby & Associates LLC 1 - 2024-03-31 818,011 $94,317,000 6,642
   FMR LLC 1046 - 2023-12-31 863,805 $90,898,000 127,206
   LJI Wealth Management LLC 1 - 2023-12-31 828,960 $87,231,000 39,001
   Goldstein Advisors LLC 1 - 2023-12-31 819,681 $86,255,000 10,249
   Kingsview Wealth Management LLC 3 - 2023-12-31 793,130 $83,461,000 259,918
   Winthrop Advisory Group LLC 1 - 2024-03-31 715,729 $82,524,000 34,392
   Wick Capital Partners LLC 1 - 2023-12-31 767,052 $80,717,000 189,513
   Reliant Wealth Planning 1 - 2023-12-31 687,372 $72,332,000 71,835
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 64 - 2024-03-31 609,930 $70,325,000 24,057
   JAFFETILCHIN INVESTMENT PARTNERS LLC 1 - 2023-12-31 639,283 $67,272,000 37,036
   GOLDMAN SACHS GROUP INC/ 852 - 2023-12-31 609,319 $64,119,000 380,793
   MML INVESTORS SERVICES LLC 70 - 2023-12-31 564,964 $59,451,000 29,504
   Claar Advisors LLC 1 - 2023-12-31 531,615 $55,942,000 95,250
   Executive Wealth Management LLC - 2023-12-31 531,017 $55,879,000 143,995
   Fundamentun LLC 1 - 2024-03-31 464,117 $53,513,000 1,969
   ALLEN INVESTMENT MANAGEMENT LLC 24 - 2023-12-31 495,326 $52,123,000 640
   Cresset Asset Management LLC 45 - 2023-12-31 489,280 $51,487,000 15,423
   PARTNERS CAPITAL INVESTMENT GROUP LLP 20 - 2023-12-31 485,460 $51,085,000 159,475
   TRUE Private Wealth Advisors 3 - 2024-03-31 441,691 $50,927,000 20,240
   BB&T CORP 228 - 2023-12-31 470,938 $49,557,000 6,857
   Vantage Financial Partners LLC - 2024-03-31 418,723 $48,279,000 4,396
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 181 - 2023-12-31 446,682 $47,004,000 17,842
   Rehmann Capital Advisory Group - 2024-03-31 393,404 $45,360,000 3,234
   MERCER GLOBAL ADVISORS INC /ADV 112 - 2023-12-31 401,881 $42,290,000 80,804
   BLAIR WILLIAM & CO/IL 136 - 2023-12-31 387,490 $40,776,000 40,016
   CRESTWOOD ADVISORS LLC 38 - 2023-12-31 358,839 $37,761,000 1,185
   BLB&B ADVISORS LLC 12 - 2024-03-31 326,947 $37,697,000 9,736
   Kestra Advisory Services LLC 60 - 2023-12-31 352,212 $37,063,000 7,522
   CWM LLC 124 - 2024-03-31 312,006 $35,974,000 105,016
   US BANCORP 221 - 2023-12-31 324,744 $34,173,000 46,403
   Tolleson Wealth Management Inc. 4 - 2023-12-31 319,314 $33,601,000 30,662
   REGATTA CAPITAL GROUP LLC 2 - 2024-03-31 276,848 $31,921,000 122,051
   CAPTRUST FINANCIAL ADVISORS 164 - 2023-12-31 299,716 $31,539,000 34,389
   Eldridge Investment Advisors Inc. 2 - 2023-12-31 292,044 $30,732,000 11,280
   Integrated Wealth Concepts LLC 33 - 2023-12-31 286,903 $30,191,000 15,170
   CI Private Wealth LLC 316 - 2023-12-31 280,204 $29,486,000 25,054
   Lido Advisors LLC 50 - 2023-12-31 268,605 $28,265,000 14,763
   Sendero Wealth Management LLC 3 - 2024-03-31 235,979 $27,208,000 1,127
   BRIGGS ADVISORY GROUP INC. 2 - 2023-09-30 276,498 $26,043,000 11,362
   ALASKA PERMANENT CAPITAL MANAGEMENT 14 - 2024-03-31 224,206 $25,873,000 13,165
   THRIVENT FINANCIAL FOR LUTHERANS 367 - 2023-12-31 245,838 $25,870,000 10,792
   DELAP WEALTH ADVISORY LLC 1 - 2023-12-31 237,649 $25,008,000 120,416
   FINANCIAL NETWORK 148 - 2023-12-31 235,006 $24,730,000 20,679
   MULTIFINANCIAL SECURITIES CORP 68 - 2023-12-31 232,080 $24,422,000 23,049
   Benchmark Financial Wealth Advisors LLC 4 - 2024-03-31 198,234 $22,856,000 1,401
   Monument Capital Management 1 - 2024-03-31 198,076 $22,838,000 113,726
   FAMILY WEALTH PARTNERS LLC 2 - 2024-03-31 184,674 $21,293,000 68,344
   PATHSTONE FAMILY OFFICE, LLC 93 - 2023-09-30 220,064 $20,736,000 8,181
   CYNOSURE MANAGEMENT LLC 6 - 2023-12-31 179,996 $19,505,000 25,088
   Aletheian Wealth Advisors LLC 1 - 2024-03-31 167,945 $19,364,000 9,709
   LITMAN GREGORY ASSET MANAGEMENT LLC 14 - 2024-03-31 167,809 $19,348,000 2,895
   Financial Partners Group Inc 9 - 2023-12-31 180,501 $18,994,000 1,560
   Atria Wealth Solutions Inc. 95 - 2023-12-31 179,432 $18,882,000 25,873
   IFP Advisors Inc 15 - 2023-12-31 179,101 $18,847,000 19,916
   Newman & Schimel LLC 5 - 2022-12-31 221,436 $18,778,000 10,276
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 154,726 $17,840,000 1,084
   WEATHERLY ASSET MANAGEMENT LP 13 - 2024-03-31 150,654 $17,370,000 442
   THOROUGHBRED FINANCIAL SERVICES LLC 8 - 2023-12-31 164,344 $17,294,000 107
   Cosner Financial Group LLC - 2024-03-31 149,994 $17,294,000 2,043
   Cetera Investment Advisers 143 - 2023-12-31 158,188 $16,646,000 33,930
   Friedenthal Financial 1 - 2024-03-31 141,934 $16,365,000 2,300
   H D Vest Advisory Services 105 - 2023-12-31 153,705 $16,174,000 27,349
   NORTHWEST WEALTH MANAGEMENT LLC 3 - 2023-12-31 153,110 $16,112,000 24,394
   BRIGHTON JONES LLC 24 - 2023-12-31 152,522 $16,050,000 2,272
   Crescent Grove Advisors LLC - 2024-03-31 138,252 $15,940,000 953
   KFA Private Wealth Group LLC - 2024-03-31 137,040 $15,801,000 6,242
   Rain Capital Management LLC 3 - 2023-12-31 149,891 $15,773,000 145,613
   AE Wealth Management LLC 285 - 2023-12-31 145,711 $15,636,000 2,345
   PrairieView Partners LLC 14 - 2024-03-31 133,219 $15,361,000 5,926
   Sowell Financial Services LLC - 2024-03-31 132,421 $15,268,000 121,589
   Northeast Financial Consultants Inc 23 - 2023-12-31 140,635 $14,799,000 110,285
   NWAM LLC 12 - 2023-12-31 139,981 $14,730,000 9,687
   ROMANO BROTHERS AND COMPANY 7 - 2024-03-31 127,502 $14,701,000 1,406
   MY PURPOSEFUL WEALTH CORP. - 2024-03-31 125,920 $14,519,000 4,714
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us