Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
ishares tr S&P 500 BARRA GR (IVW)  
$81.12 1.27 (1.54%) as of 4:30 Thu 4/18


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1447    18
Total shares held : 
 340,552,162  
% of shares held : 
 66.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 2,795,000  
% of shares held change : 
   0.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.73  
Last Quarter's Ending Price : 
 $75.10  
Last Quarter's Average Price : 
 $71.18  
Change from last quarter's     
avg. price to the last closing  : 
9.94 (13.96%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
67
 1,530,066
 0.45%
 
Increased Positions :
517
 15,826,812
 4.65%
 
Unchanged Positions :
353
 8,966,313
 2.63%
 
Decreased Positions :
510
-13,571,641
-3.99%
 
Closed Positions :
49
-990,237
-0.29%
 
Guru Positions :
1
4,309
 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
   J P MORGAN CHASE & CO 64 - 2023-12-31 45,950,902 $3,450,913,000 2,583,228
   MORGAN STANLEY 98 - 2023-12-31 29,694,538 $2,230,060,000 316,024
   ENVESTNET ASSET MANAGEMENT INC 22 - 2023-12-31 21,548,126 $1,618,264,000 -142,445
   BANK OF AMERICA CORP /DE/ 149 - 2023-12-31 17,440,200 $1,309,759,000 122,429
   WELLS FARGO & CO/MN 68 - 2023-12-31 15,600,583 $1,171,604,000 -42,980
   JONES FINANCIAL COMPANIES LLLP 18 - 2023-12-31 12,863,622 $966,058,000 -5,110,863
   GOLDMAN SACHS GROUP INC/ 112 - 2023-12-31 10,113,546 $759,527,000 3,812,429
   UBS Group AG 76 - 2023-12-31 9,325,191 $700,322,000 137,360
   LPL FINANCIAL CORP 52 - 2023-12-31 7,908,066 $593,896,000 210,121
   AMERIPRISE FINANCIAL INC 141 - 2023-12-31 7,121,845 $534,865,000 -1,927,106
   STIFEL FINANCIAL CORP 25 - 2023-12-31 6,968,324 $523,327,000 58,292
   M&T BANK CORP 11 - 2023-12-31 5,159,252 $387,459,000 -116,192
   PNC FINANCIAL SERVICES GROUP INC 62 - 2023-12-31 5,020,008 $377,003,000 -19,370
   CWM LLC 5 - 2024-03-31 4,419,212 $373,158,000 1,604,659
   Advisor Group Holdings Inc. 29 - 2023-12-31 3,869,378 $290,643,000 -1,096,184
   MARINER WEALTH ADVISORS, LLC 25 - 2023-12-31 3,759,278 $282,322,000 -90,729
   BLACKROCK INC. 1423 - 2023-12-31 3,624,246 $272,181,000 -248,162
   US BANCORP 57 - 2023-12-31 3,376,757 $253,594,000 78,432
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 29 - 2023-09-30 3,375,249 $230,935,000 -25,388
   REGIONS FINANCIAL CORP 8 - 2023-12-31 3,063,837 $230,094,000 22,602
   PARK AVENUE SECURITIES LLC 4 - 2024-03-31 2,649,963 $223,763,000 1,568,156
   ROYAL BANK OF CANADA 294 - 2023-12-31 2,920,404 $219,032,000 105,460
   COMMONWEALTH EQUITY SERVICES LLC. 40 - 2023-12-31 2,831,843 $212,671,000 -84,761
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 63 - 2023-12-31 2,718,956 $204,194,000 156
   HB Wealth Management LLC 8 - 2023-12-31 2,640,236 $198,283,000 -21,486
   Lido Advisors LLC 7 - 2023-12-31 2,550,489 $191,542,000 58,373
   FMR LLC 829 - 2023-12-31 2,166,077 $162,672,000 -9,816
   RAYMOND JAMES & ASSOCIATES 157 - 2023-12-31 2,071,846 $155,596,000 62,879
   Envestnet Portfolio Solutions Inc. 38 - 2023-12-31 2,018,530 $151,592,000 68,234
   HIGHTOWER ADVISORS, LLC 99 - 2023-12-31 1,776,928 $133,446,000 -23,769
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 70 - 2023-12-31 1,686,803 $126,679,000 -22,344
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14 - 2023-12-31 1,468,236 $110,265,000 -30,887
   MIDLAND WEALTH ADVISORS LLC 5 - 2023-12-31 1,333,343 $100,134,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 137 - 2023-12-31 1,212,713 $91,076,000 -48,790
   COMERICA BANK 44 - 2023-12-31 1,107,331 $83,161,000 1,160
   Salomon & Ludwin LLC 1 - 2023-12-31 1,189,761 $81,333,000 0
   MML INVESTORS SERVICES LLC 50 - 2023-12-31 1,081,027 $81,185,000 22,046
   LVZ Advisors Inc. - 2023-12-31 1,078,681 $81,009,000 -27,019
   COURIER CAPITAL CORP 1 - 2023-12-31 1,070,259 $80,376,000 -7,008
   Resources Investment Advisors Inc. 11 - 2023-12-31 1,060,495 $79,643,000 595,640
   Smith Anglin Financial LLC 1 - 2023-12-31 1,058,998 $79,531,000 38,114
   BB&T CORP 160 - 2023-12-31 1,048,608 $78,750,000 37,490
   Rehmann Capital Advisory Group 1 - 2023-12-31 1,006,399 $75,581,000 45,950
   Baird Financial Group Inc. 145 - 2023-12-31 995,576 $74,768,000 12,375
   TWO SIGMA INVESTMENTS LLC 152 - 2023-12-31 977,900 $73,440,000 356,000
   FIFTH THIRD BANCORP 90 - 2023-12-31 943,793 $70,879,000 -153,242
   CALAMOS WEALTH MANAGEMENT LLC 5 - 2023-12-31 934,958 $70,215,000 53,996
   MCCORMACK ADVISORS INTERNATIONAL 25 - 2023-12-31 881,876 $66,229,000 2,644
   JANNEY MONTGOMERY SCOTT LLC 96 - 2023-12-31 867,535 $65,152,000 9,789
   USA Financial Portformulas Corp 5 *New 2023-12-31 855,439 $64,243,000 855,439
   MONETA GROUP INVESTMENT ADVISORS INC 21 - 2023-12-31 848,907 $63,753,000 -4,161
   Cetera Investment Advisers 31 - 2023-12-31 847,249 $63,628,000 -15,863
   Praetorian Wealth Management Inc. 1 - 2024-03-31 749,205 $63,263,000 42,947
   KEYBANK NATIONAL ASSOCIATION/OH 79 - 2023-12-31 831,424 $62,440,000 38,387
   VALMARK ADVISERS INC 20 - 2023-12-31 829,579 $62,301,000 -37,889
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 69 - 2023-12-31 796,417 $59,811,000 -13,360
   Equitable Holdings Inc. 28 - 2023-12-31 795,756 $59,761,000 12,351
   MODERA WEALTH MANAGEMENT, LLC 25 - 2023-12-31 789,286 $59,275,000 746,176
   SCS CAPITAL MANAGEMENT LLC 16 - 2023-12-31 788,053 $59,183,000 186,432
   Barber Financial Group Inc. 4 *New 2023-03-31 881,122 $56,295,000 881,122
   AMERIVEST INVESTMENT MANAGEMENT LLC 32 - 2023-06-30 794,664 $56,008,000 32,654
   Modern Wealth Management LLC 3 - 2023-12-31 744,655 $55,924,000 0
   BANK OF MONTREAL /CAN/ 412 - 2023-12-31 703,843 $53,140,000 36,758
   Foundations Investment Advisors LLC 18 - 2023-12-31 676,020 $53,027,000 58,816
   Stegner Investment Associates Inc. 1 - 2023-12-31 683,426 $51,325,000 -13,753
   TWO SIGMA ADVISERS, LLC 177 - 2023-12-31 682,000 $51,218,000 262,300
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 963 - 2023-12-31 677,391 $50,872,000 -60,125
   ARVEST TRUST CO N A - 2023-12-31 658,035 $49,418,000 -14,222
   NORTHERN TRUST CORP 1078 - 2023-12-31 600,846 $45,124,000 13,890
   HANSON MCCLAIN, INC. - 2023-12-31 597,013 $44,836,000 -50,874
   FIRST HAWAIIAN BANK 9 - 2024-03-31 529,498 $44,711,000 -101,868
   SilverOak Wealth Management LLC 2 - 2023-12-31 590,996 $44,384,000 0
   FINANCIAL NETWORK 86 - 2023-12-31 586,946 $44,080,000 22,416
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 61 - 2023-12-31 585,224 $43,950,000 166,048
   CAPTRUST FINANCIAL ADVISORS 136 - 2023-12-31 561,844 $42,194,000 -34,351
   MERCER GLOBAL ADVISORS INC /ADV 114 - 2023-12-31 557,365 $41,858,000 -34,815
   NORTHERN OAK CAPITAL MANAGEMENT INC 2 - 2023-12-31 534,167 $40,116,000 -6,397
   BANK OF NEW YORK MELLON CORP 1199 - 2023-12-31 532,724 $40,008,000 -6,520
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 179 - 2023-12-31 527,981 $39,651,000 -16,029
   BABSON CAPITAL MANAGEMENT LLC 14 - 2023-12-31 520,665 $39,102,000 -36,454
   NORTH STAR INVESTMENT MANAGEMENT CORP. 3 - 2023-12-31 519,441 $39,010,000 -4,632
   MULTIFINANCIAL SECURITIES CORP 33 - 2023-12-31 516,921 $38,821,000 -40,934
   Pensionmark Financial Group LLC 1 - 2023-12-31 511,419 $38,408,000 427,022
   CAPITAL ADVISORS INC/OK 40 - 2023-12-31 506,123 $38,010,000 -38,363
   TRIAD FINANCIAL ADVISORS INC. 2 - 2023-09-30 552,859 $37,827,000 -6,058
   Probity Advisors Inc. 2 - 2023-12-31 503,349 $37,802,000 -31,398
   Rockefeller Capital Management L.P. 182 - 2023-12-31 496,422 $37,281,000 26,717
   CREATIVE PLANNING 158 - 2023-12-31 490,036 $36,802,000 1,308
   RSM US WEALTH MANAGEMENT LLC 24 - 2023-12-31 475,696 $35,725,000 134,973
   Connecticut Wealth Management LLC 11 - 2023-12-31 470,553 $35,338,000 -5,538
   Strategic Wealth Partners Group LLC 8 - 2023-12-31 457,861 $34,385,000 44,853
   Atria Wealth Solutions Inc. 37 - 2023-12-31 453,285 $34,042,000 48,252
   GREENLEAF TRUST 20 - 2023-12-31 438,741 $32,949,000 -30,633
   PRINCIPAL SECURITIES INC. 9 - 2023-12-31 434,410 $32,624,000 0
   Kestra Advisory Services LLC 70 - 2023-12-31 429,549 $32,259,000 21,626
   Quantitative Strategies Inc. 2 - 2023-12-31 426,030 $31,995,000 -5,822
   WADE G W & INC 26 - 2023-12-31 424,013 $31,843,000 10,400
   MILESTONE GROUP INC 12 - 2023-12-31 419,030 $31,469,000 -34,367
   AMARILLO NATIONAL BANK - 2023-12-31 412,092 $30,948,000 75
   FINANCIAL LIFE ADVISORS 1 - 2023-12-31 409,415 $30,747,000 -33,742
  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