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Get Institutions for : 
iShares Trust (IWL)  
$129.03 0.16 (0.12%) as of 4:30 Fri 5/17


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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  : 
20.84 (19.26%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Gilbert & Cook Inc. 4 - 2024-03-31 543,443 $69,082,000 -11,283
   J P MORGAN CHASE & CO 1528 - 2024-03-31 201,142 $25,569,000 -1,501
   KM Capital Management Ltd. 3 - 2024-03-31 105,579 $13,421,000 -1,102
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8 - 2024-03-31 93,644 $11,904,000 -8,081
   Dechtman Wealth Management LLC 10 - 2024-03-31 92,078 $11,705,000 -942
   Strategic Equity Management 3 - 2024-03-31 71,269 $9,060,000 -4,625
   Arkadios Wealth Advisors 30 - 2024-03-31 64,053 $8,142,000 -1,720
   BLACKROCK INC. 3328 - 2024-03-31 62,259 $7,914,000 -41,415
   ShoreHaven Wealth Partners LLC 7 - 2024-03-31 43,136 $5,483,000 -21
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 936 - 2024-03-31 42,633 $5,420,000 -2,971
   COMMONWEALTH EQUITY SERVICES LLC. 1115 - 2024-03-31 42,125 $5,355,000 -1,135
   Integrated Wealth Concepts LLC 315 - 2024-03-31 30,469 $3,873,000 -404
   Noble Family Wealth LLC 19 - 2024-03-31 29,150 $3,706,000 -5,000
   LINCOLN NATIONAL CORP 218 - 2024-03-31 26,841 $3,412,000 -963
   Asset Allocation Strategies LLC 28 - 2024-03-31 25,531 $3,246,000 -505
   Stratos Wealth Partners LTD. 360 - 2024-03-31 21,728 $2,762,000 -604
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 32 - 2024-03-31 19,884 $2,528,000 -218
   Grant Street Asset Management Inc. 16 - 2024-03-31 19,645 $2,497,000 -448
   THOROUGHBRED FINANCIAL SERVICES LLC 92 - 2024-03-31 19,102 $2,428,000 -666
   Sowell Financial Services LLC 193 - 2024-03-31 18,278 $2,324,000 -4,125
   VALMARK ADVISERS INC 153 - 2024-03-31 18,039 $2,293,000 -35
   ENVESTNET ASSET MANAGEMENT INC 2515 - 2024-03-31 16,795 $2,135,000 -1,240
   MARINER WEALTH ADVISORS, LLC 1096 - 2024-03-31 16,080 $2,044,000 -4
   Paul Damon & Associates Inc. 20 - 2024-03-31 14,891 $1,893,000 -4,772
   Nelson Van Denburg & Campbell Wealth Management Gr 182 - 2024-03-31 13,223 $1,681,000 -2,338
   MML INVESTORS SERVICES LLC 1167 - 2024-03-31 12,384 $1,574,000 -828
   GOLDMAN SACHS GROUP INC/ 3356 - 2024-03-31 11,159 $1,419,000 -284
   Cetera Investment Advisers 907 - 2024-03-31 7,665 $974,000 -4,635
   Patriot Financial Group Insurance Agency LLC 155 - 2024-03-31 7,623 $969,000 -257
   APEX INVESTMENT SERVICES, INC. 40 - 2024-03-31 7,405 $941,000 -586
   CAHABA WEALTH MANAGEMENT INC. 55 - 2024-03-31 7,295 $927,000 -1,460
   MERCER GLOBAL ADVISORS INC /ADV 1051 - 2024-03-31 6,346 $807,000 -320
   EFFICIENT ADVISORS, LLC 51 - 2024-03-31 6,122 $778,000 -289
   NORTHERN TRUST CORP 3474 - 2024-03-31 4,949 $629,000 -125
   Forum Private Client Group LLC 42 - 2024-03-31 4,623 $588,000 -503
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2460 - 2024-03-31 4,098 $521,000 -880
   FLAGSHIP HARBOR ADVISORS LLC 393 - 2024-03-31 3,803 $483,000 -47
   GYL Financial Synergies LLC 268 - 2024-03-31 3,141 $399,000 -453
   RAYMOND JAMES & ASSOCIATES 3168 - 2024-03-31 3,101 $394,000 -807
   First Pacific Financial 105 - 2024-03-31 2,894 $368,000 -1
   McAdam LLC 203 - 2024-03-31 2,856 $363,000 -14
   H D Vest Advisory Services 1220 - 2024-03-31 2,715 $345,000 -57
   HARBOUR INVESTMENTS INC. 763 - 2023-12-31 2,206 $254,000 -4
   Capital Investment Advisory Services LLC 434 - 2024-03-31 2,000 $254,000 -400
   Octavia Wealth Advisors LLC 196 - 2024-03-31 1,813 $230,000 -44
   GSA CAPITAL PARTNERS LLP 1349 - 2024-03-31 1,784 $227,000 -863
   RESOLUTE FINANCIAL LLC 107 - 2022-12-31 2,418 $218,000 -662
   Qube Research & Technologies Ltd 2546 - 2024-03-31 1,684 $214,000 -1,060
   CENTAURUS FINANCIAL INC. 607 - 2024-03-31 1,616 $205,000 -4,179
   UMB BANK N A/MO 651 - 2024-03-31 1,001 $127,000 -376
   PRIVATE TRUST CO NA 1031 - 2024-03-31 480 $61,000 -98
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 323 - 2024-03-31 483 $61,000 -45
  52 Records found
  1    
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