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Get Institutions for : 
iShares Trust (IWL)  
$127.66 1.07 (0.83%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    2
Total shares held : 
 6,211,349  
% of shares held : 
 58.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 1,074,702  
% of shares held change : 
   10.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $103.64  
Last Quarter's Ending Price : 
 $115.09  
Last Quarter's Average Price : 
 $108.19  
Change from last quarter's     
avg. price to the last closing  : 
19.47 (18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 51,403
 0.83%
 
Increased Positions :
51
 1,385,051
 22.3%
 
Unchanged Positions :
28
 90,161
 1.45%
 
Decreased Positions :
46
-331,716
-5.34%
 
Closed Positions :
12
-30,036
-0.48%
 
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
   Compton Wealth Advisory Group LLC 37 - 2024-03-31 16,582 $2,108,000 0
   AUREUS ASSET MANAGEMENT LLC 97 - 2024-03-31 6,000 $763,000 0
   QUADRANT CAPITAL GROUP LLC 256 - 2024-03-31 5,500 $699,000 0
   GenWealth Group Inc. 45 - 2024-03-31 4,958 $630,000 0
   MONECO Advisors LLC 237 - 2024-03-31 3,929 $499,000 0
   Anchor Investment Management LLC 257 - 2024-03-31 3,519 $447,000 0
   CI Private Wealth LLC 1692 - 2024-03-31 3,463 $440,000 0
   Bouchey Financial Group Ltd 108 - 2024-03-31 2,277 $289,000 0
   Cornerstone Wealth Management LLC 444 - 2024-03-31 2,131 $271,000 0
   Geneos Wealth Management Inc. 638 - 2024-03-31 2,019 $257,000 0
   SILVERLAKE WEALTH MANAGEMENT LLC 195 - 2024-03-31 2,000 $254,000 0
   MASSMUTUAL TRUST CO FSB/ADV 476 - 2024-03-31 767 $98,000 0
   IFP Advisors Inc 1272 - 2023-12-31 763 $88,000 0
   Pinnacle Bank 343 - 2024-03-31 552 $70,000 0
   Aspire Wealth Management Corp 134 - 2024-03-31 407 $52,000 0
   GLENMEDE TRUST CO NA 1288 - 2024-03-31 226 $29,000 0
   Goss Wealth Management LLC 2509 - 2024-03-31 204 $26,000 0
   Private Ocean LLC 302 - 2024-03-31 170 $22,000 0
   BANK OF MONTREAL /CAN/ 3179 - 2024-03-31 125 $16,000 0
   TRUST CO OF VERMONT 671 - 2024-03-31 100 $13,000 0
   EverSource Wealth Advisors LLC 1798 - 2024-03-31 56 $6,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 933 - 2023-12-31 35 $4,000 0
   VitalStone Financial LLC 375 - 2024-03-31 27 $3,000 0
   SIGNATUREFD, LLC 2779 - 2024-03-31 14 $2,000 0
   Aptus Capital Advisors LLC 1106 - 2024-03-31 13 $2,000 0
   Larson Financial Group LLC 1625 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 4049 - 2024-03-31 0 $0 0
  27 Records found
  1    
  Page 1 of 1
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