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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
   Salomon & Ludwin LLC 1 - 2023-12-31 1,189,761 $81,333,000 0
   TRUST POINT INC. 13 - 2024-03-31 152,599 $12,885,000 0
   WETHERBY ASSET MANAGEMENT INC 32 - 2023-12-31 116,855 $8,776,000 0
   ELEMENT POINTE ADVISORS LLC 14 - 2023-12-31 85,692 $6,435,000 0
   Heritage Trust Co 39 - 2023-12-31 68,484 $5,143,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 55 - 2023-12-31 66,629 $5,004,000 0
   Heritage Wealth Advisors 43 - 2023-12-31 60,246 $4,525,000 0
   Northeast Financial Consultants Inc 65 - 2023-12-31 54,139 $4,066,000 0
   Renasant Bank 3 - 2023-12-31 48,654 $3,654,000 0
   Next Capital Management LLC 16 - 2023-12-31 45,650 $3,428,000 0
   MORRIS FINANCIAL CONCEPTS INC. 12 - 2024-03-31 39,101 $3,302,000 0
   Kohmann Bosshard Financial Services LLC 40 - 2024-03-31 34,472 $2,911,000 0
   Howard Wealth Management LLC 9 - 2023-12-31 37,779 $2,837,000 0
   GABLES CAPITAL MANAGEMENT INC. 15 - 2023-12-31 37,000 $2,779,000 0
   Great Point Wealth Advisors LLC - 2023-12-31 36,492 $2,741,000 0
   S&CO INC 83 - 2023-12-31 35,586 $2,672,000 0
   St. Louis Trust Co 42 - 2023-12-31 33,500 $2,516,000 0
   FIRST NATIONAL BANK SIOUX FALLS 20 - 2024-03-31 27,809 $2,348,000 0
   BANCORPSOUTH BANK 102 - 2023-12-31 28,767 $2,160,000 0
   Tolleson Wealth Management Inc. 22 - 2023-12-31 28,651 $2,152,000 0
   RHUMBLINE ADVISERS 1875 - 2023-12-31 27,880 $2,094,000 0
   Rossmore Private Capital 72 - 2023-12-31 27,172 $2,041,000 0
   UNITED SERVICES AUTOMOBILE ASSOCIATION 163 - 2023-12-31 26,423 $1,984,000 0
   Retirement Income Solutions Inc 29 - 2023-12-31 25,935 $1,948,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 63 - 2023-12-31 23,639 $1,775,000 0
   ALESCO ADVISORS LLC 63 - 2023-12-31 22,722 $1,706,000 0
   ZEKE CAPITAL ADVISORS, LLC 90 - 2022-12-31 28,860 $1,688,000 0
   ALERUS FINANCIAL NA 93 - 2023-12-31 22,464 $1,687,000 0
   Pinnacle Financial Group LLC / IL 27 - 2023-12-31 21,260 $1,597,000 0
   Schneider Downs Wealth Management Advisors LP 41 - 2023-12-31 18,590 $1,396,000 0
   QUADRANT CAPITAL GROUP LLC 132 - 2023-12-31 18,064 $1,357,000 0
   Essex Savings Bank 59 - 2024-03-31 18,011 $1,353,000 0
   BRIDGES INVESTMENT MANAGEMENT INC 125 - 2024-03-31 15,463 $1,306,000 0
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 48 - 2023-12-31 17,281 $1,298,000 0
   Bromfield Sneider Wealth Advisors 16 - 2024-03-31 15,274 $1,290,000 0
   PORTFOLIO 21 INVESTMENTS 34 - 2024-03-31 14,901 $1,258,000 0
   HALL KATHRYN A. 35 - 2023-12-31 16,556 $1,243,000 0
   CADINHA & CO LLC - 2023-12-31 15,622 $1,173,000 0
   Legacy Advisors LLC 116 - 2023-12-31 15,552 $1,168,000 0
   REDW Stanley Financial Advisors LLC - 2023-12-31 15,538 $1,167,000 0
   KENNICOTT CAPITAL MANAGEMENT LLC 23 - 2024-03-31 13,748 $1,161,000 0
   SOL CAPITAL MANAGEMENT CO 150 - 2024-03-31 13,469 $1,137,000 0
   Sendero Wealth Management LLC 73 - 2024-03-31 12,608 $1,065,000 0
   STERLING INVESTMENT ADVISORS LLC /ADV 19 - 2024-03-31 12,572 $1,062,000 0
   Berger Financial Group Inc 145 - 2024-03-31 12,396 $1,047,000 0
   CVA Family Office LLC 88 - 2024-03-31 12,315 $1,040,000 0
   McDonough Capital Management Inc 22 - 2023-12-31 13,840 $1,039,000 0
   BANK OF HAWAII 128 - 2023-12-31 13,697 $1,029,000 0
   Summit Financial Strategies Inc. 49 - 2023-12-31 13,405 $1,007,000 0
   LifeSteps Financial Inc. 27 - 2024-03-31 11,767 $994,000 0
   TD Waterhouse Canada Inc. 420 - 2023-12-31 10,693 $990,000 0
   WALDEN WEALTH PARTNERS LLC 28 - 2024-03-31 11,907 $989,000 0
   UNION SAVINGS BANK 45 - 2023-12-31 12,959 $973,000 0
   TRUST CO OF VIRGINIA /VA 101 - 2024-03-31 11,459 $968,000 0
   Hotaling Investment Management LLC 68 - 2022-12-31 16,328 $955,000 0
   Ulrich Consultants & Investment Group LLC 10 - 2023-06-30 13,106 $924,000 0
   First Command Financial Services Inc. 61 - 2023-06-30 12,943 $912,000 0
   First Command Bank 61 - 2023-06-30 12,943 $912,000 0
   MERITAGE PORTFOLIO MANAGEMENT 206 - 2023-12-31 11,972 $899,000 0
   YALE CAPITAL CORP 265 - 2023-12-31 11,600 $871,000 0
   All Terrain Financial Advisors LLC 38 - 2023-12-31 11,508 $864,000 0
   SIGMA INVESTMENT COUNSELORS INC 106 - 2024-03-31 10,070 $850,000 0
   Security National Bank 64 - 2024-03-31 10,025 $847,000 0
   BRASADA CAPITAL MANAGEMENT LP 100 - 2023-12-31 11,268 $846,000 0
   ROBINSON SMITH WEALTH ADVISORS LLC 30 - 2024-03-31 9,736 $822,000 0
   BURNS J W & CO INC/NY 109 - 2024-03-31 9,512 $803,000 0
   PACIFIC SUN FINANCIAL CORP 60 - 2023-12-31 10,639 $799,000 0
   Aaron Wealth Advisors 115 - 2024-03-31 9,253 $781,000 0
   LITTLE HOUSE CAPITAL LLC 81 - 2024-03-31 9,141 $772,000 0
   Capital Planning Advisors LLC 78 - 2023-12-31 9,957 $748,000 0
   Laffer Tengler Investments 65 - 2023-12-31 9,937 $746,000 0
   WEST COAST FINANCIAL LLC 84 - 2024-03-31 8,664 $732,000 0
   Community Bank N.A. 152 - 2023-12-31 9,720 $730,000 0
   WALL STREET ACCESS ASSET MANAGEMENT, LLC 50 - 2023-12-31 9,500 $713,000 0
   Single Point Partners LLC 44 - 2024-03-31 8,410 $710,000 0
   Neumann Capital Management LLC 61 - 2023-12-31 9,400 $706,000 0
   CNB Bank 75 - 2023-12-31 9,400 $706,000 0
   Garde Capital Inc. 107 - 2023-12-31 9,304 $699,000 0
   CULBERTSON A N & CO INC 96 - 2023-12-31 9,270 $696,000 0
   Sutton Wealth Advisors Inc. 55 - 2023-09-30 10,112 $692,000 0
   Solano Wealth Management Inc. 18 - 2023-12-31 9,204 $691,000 0
   Great Lakes Retirement Inc. 151 - 2023-12-31 9,080 $682,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 49 - 2023-09-30 9,953 $681,000 0
   REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC 119 - 2023-12-31 8,895 $668,000 0
   MONTAG A & ASSOCIATES INC 275 - 2023-12-31 8,799 $661,000 0
   HMS Capital Management LLC 56 - 2024-03-31 7,610 $643,000 0
   Curtis Advisory Group LLC 48 - 2023-12-31 8,510 $639,000 0
   SALEM INVESTMENT COUNSELORS INC 237 - 2024-03-31 7,565 $639,000 0
   DIVERSIFIED TRUST CO 439 - 2024-03-31 7,549 $637,000 0
   FIDUCIARY TRUST CO 407 - 2023-12-31 8,365 $628,000 0
   Fernwood Investment Management LLC 101 - 2023-12-31 8,326 $625,000 0
   CHESLEY TAFT & ASSOCIATES LLC/IL 224 - 2024-03-31 7,364 $622,000 0
   FSM Wealth Advisors LLC 66 - 2023-09-30 8,877 $607,000 0
   Investment Research & Advisory Group Inc. 47 - 2024-03-31 7,135 $602,000 0
   GAMCO INVESTORS INC ET AL 666 - 2023-12-31 8,000 $601,000 0
   MERIDIAN MANAGEMENT CO 59 - 2023-12-31 7,272 $597,000 0
   Intergy Private Wealth LLC 52 - 2024-03-31 7,052 $595,000 0
   CASTLE WEALTH MANAGEMENT LLC 67 - 2023-12-31 7,883 $592,000 0
   IRONWOOD INVESTMENT COUNSEL LLC 153 - 2023-12-31 7,852 $590,000 0
   HHM Wealth Advisors LLC 67 - 2023-12-31 7,763 $583,000 0
  100 Records found
  1    
  Page 1 of 1
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