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Get Institutions for : 
ishares tr S&P 500 BARRA GR (IVW)  
$80.81 0.43 (0.53%) as of 4:30 Wed 5/1


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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  : 
9.63 (13.53%)  




 
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
   BANK OF AMERICA CORP /DE/ 149 - 2023-12-31 17,440,200 $1,309,759,000 122,429
   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
   STIFEL FINANCIAL CORP 25 - 2023-12-31 6,968,324 $523,327,000 58,292
   CWM LLC 5 - 2024-03-31 4,419,212 $373,158,000 1,604,659
   US BANCORP 57 - 2023-12-31 3,376,757 $253,594,000 78,432
   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
   Lido Advisors LLC 7 - 2023-12-31 2,550,489 $191,542,000 58,373
   RAYMOND JAMES & ASSOCIATES 153 - 2024-03-31 2,111,674 $178,310,000 39,828
   Envestnet Portfolio Solutions Inc. 38 - 2023-12-31 2,018,530 $151,592,000 68,234
   Smith Anglin Financial LLC 1 - 2024-03-31 1,462,631 $123,505,000 403,633
   BANK OF NEW YORK MELLON CORP 718 - 2024-03-31 1,066,170 $90,027,000 533,446
   COMERICA BANK 44 - 2023-12-31 1,107,331 $83,161,000 1,160
   MML INVESTORS SERVICES LLC 50 - 2023-12-31 1,081,027 $81,185,000 22,046
   Resources Investment Advisors Inc. 11 - 2023-12-31 1,060,495 $79,643,000 595,640
   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
   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
   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
   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
   AMERIVEST INVESTMENT MANAGEMENT LLC 32 - 2023-06-30 794,664 $56,008,000 32,654
   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
   TWO SIGMA ADVISERS, LLC 177 - 2023-12-31 682,000 $51,218,000 262,300
   NORTHERN TRUST CORP 1078 - 2023-12-31 600,846 $45,124,000 13,890
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 177 - 2024-03-31 528,291 $44,609,000 310
   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
   Platte River Wealth Advisors LLC 1 - 2024-03-31 495,534 $41,843,000 104,601
   Pensionmark Financial Group LLC 1 - 2023-12-31 511,419 $38,408,000 427,022
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 11 - 2024-03-31 449,485 $37,955,000 328,258
   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
   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
   Kestra Advisory Services LLC 70 - 2023-12-31 429,549 $32,259,000 21,626
   WADE G W & INC 26 - 2023-12-31 424,013 $31,843,000 10,400
   Goss Wealth Management LLC 83 - 2023-12-31 396,806 $30,220,000 59,895
   PARSEC FINANCIAL MANAGEMENT, INC. 19 - 2023-03-31 465,413 $29,735,000 26,026
   Private Advisor Group LLC 94 - 2023-12-31 394,326 $29,614,000 17,489
   Foundation Wealth Management LLC - 2023-12-31 379,663 $28,513,000 18,920
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 44 - 2023-12-31 379,472 $28,498,000 42,770
   ENCOMPASS WEALTH ADVISORS LLC 1 - 2023-12-31 363,026 $27,263,000 265
   Austin Private Wealth LLC 11 - 2024-03-31 321,677 $27,121,000 206,642
   Pinkerton Retirement Specialists LLC - 2023-12-31 358,086 $26,892,000 238,171
   Sterling Investment Counsel LLC 1 - 2024-03-31 308,945 $26,087,000 5,297
   Hartland & Co. LLC 14 - 2023-12-31 335,733 $25,214,000 6,713
   COLONY GROUP, LLC 85 - 2023-12-31 323,612 $24,303,000 271,690
   IFP Advisors Inc 7 - 2023-12-31 306,803 $23,041,000 17,665
   JB Capital LLC - 2023-12-31 300,695 $22,582,000 14,055
   Powell Investment Advisors LLC 2 - 2024-03-31 250,701 $21,169,000 2,120
   HPM Partners LLC - 2023-12-31 269,394 $20,232,000 117,112
   PATHSTONE FAMILY OFFICE, LLC 97 - 2023-09-30 295,480 $20,217,000 289,555
   Lee Financial CORP 7 - 2023-12-31 261,763 $19,658,000 33,642
   ShoreHaven Wealth Partners LLC 2 - 2023-12-31 255,871 $19,216,000 3,457
   Blue Edge Capital LLC 5 - 2023-12-31 255,797 $19,210,000 7,309
   Spire Wealth Management 65 - 2024-03-31 225,556 $19,046,000 24,234
   Derbend Asset Management - 2023-12-31 252,828 $18,987,000 105,363
   Pettinga Financial Advisors LLC 4 - 2024-03-31 222,982 $18,829,000 145,836
   ATRIA INVESTMENTS LLC 69 - 2023-12-31 250,703 $18,828,000 75,795
   WEALTHSOURCE PARTNERS LLC 17 - 2023-12-31 247,977 $18,623,000 28,264
   J.W. COLE ADVISORS INC. 10 - 2023-12-31 239,799 $18,009,000 10,223
   Carnick & Kubik Group LLC 14 - 2024-03-31 212,250 $17,922,000 4,615
   Western Wealth Management LLC 12 - 2023-12-31 235,158 $17,660,000 5,675
   Peninsula Wealth LLC 8 - 2023-12-31 232,779 $17,482,000 131,709
   Csenge Advisory Group 16 - 2023-12-31 229,655 $17,247,000 9,898
   Detalus Advisors LLC 3 - 2024-03-31 204,003 $17,226,000 23,550
   Integrated Wealth Concepts LLC 83 - 2023-12-31 227,879 $17,114,000 78,478
   Security Financial Services INC. 4 - 2024-03-31 191,190 $16,144,000 75,318
   Steel Peak Wealth Management LLC 29 - 2024-03-31 190,072 $16,050,000 121,065
   IFRAH FINANCIAL SERVICES INC 2 - 2023-12-31 213,340 $16,022,000 1,183
   Horst & Graben Wealth Management LLC 9 - 2024-03-31 179,074 $15,121,000 97,881
   Stratos Wealth Partners LTD. 78 - 2024-03-31 178,030 $15,033,000 2,682
   EVERGREEN CAPITAL MANAGEMENT LLC 33 - 2023-12-31 193,300 $14,517,000 3,280
   CX Institutional 38 - 2024-03-31 171,564 $14,487,000 52,110
   Sequoia Financial Advisors LLC - 2023-12-31 190,820 $14,331,000 32,478
   Brookstone Capital Management 91 - 2024-03-31 169,143 $14,282,000 57,163
   Prime Capital Investment Advisors LLC - 2023-12-31 189,391 $14,223,000 54,078
   Steward Partners Investment Advisory LLC 119 - 2023-12-31 185,579 $13,937,000 2,297
   GTS SECURITIES LLC 54 - 2023-12-31 180,255 $13,535,000 165,299
   MA Private Wealth - 2023-12-31 179,564 $13,485,000 57,334
   One Wealth Advisors LLC 10 - 2024-03-31 156,998 $13,257,000 83,653
   DT INVESTMENT PARTNERS, LLC 16 - 2023-12-31 167,620 $13,227,000 19,200
   Capital Advisors Ltd. LLC 15 - 2024-03-31 156,091 $13,180,000 2,500
   ADVISORY SERVICES NETWORK, LLC 61 - 2023-12-31 167,921 $12,611,000 72,733
   LAIRD NORTON TYEE TRUST CO 13 - 2023-12-31 166,692 $12,519,000 161,103
   LBMC INVESTMENT ADVISORS, LLC 15 - 2024-03-31 143,138 $12,087,000 7,210
   Callan Family Office LLC 9 - 2023-12-31 160,698 $12,068,000 19,667
  100 Records found
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