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Get Institutions for : 
iShares Trust (IWX)  
$74.12 0.20 (0.27%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 138    0
Total shares held : 
 29,057,520  
% of shares held : 
 18.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 -718,167  
% of shares held change : 
   -0.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $64.74  
Last Quarter's Ending Price : 
 $70.17  
Last Quarter's Average Price : 
 $66.34  
Change from last quarter's     
avg. price to the last closing  : 
7.78 (11.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 39,090
 0.13%
 
Increased Positions :
40
 1,413,095
 4.86%
 
Unchanged Positions :
40
 233,099
 0.8%
 
Decreased Positions :
49
-2,132,587
-7.34%
 
Closed Positions :
9
-37,765
-0.13%
 
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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 8,949,139 $627,961,000 -79,216
   TIAA FSB 11 - 2023-06-30 8,120,765 $547,664,000 244,351
   FIRST CITIZENS BANK & TRUST CO 2 - 2024-03-31 6,654,863 $507,899,000 920,968
   Envestnet Portfolio Solutions Inc. 12 - 2023-12-31 6,116,124 $429,168,000 -617,855
   AE Wealth Management LLC 17 - 2023-12-31 1,869,333 $132,704,000 150,269
   First Citizens Asset Management Inc. 3 - 2023-12-31 693,005 $49,351,000 175,242
   Pegasus Partners Ltd. 6 - 2023-12-31 637,052 $44,702,000 357,165
   BB&T CORP 310 - 2023-12-31 440,481 $30,909,000 -77,650
   BRYN MAWR TRUST CO/PA 23 - 2023-09-30 338,466 $22,126,000 -2,447
   UBS Group AG 1083 - 2023-12-31 289,456 $20,311,000 3,941
   Compton Wealth Advisory Group LLC 5 - 2024-03-31 251,156 $19,168,000 1,826
   BP WEALTH MANAGEMENT LLC 57 - 2023-12-31 245,534 $17,229,000 233,898
   COMMONWEALTH EQUITY SERVICES LLC. 526 - 2023-12-31 228,520 $16,035,000 -586
   Goss Wealth Management LLC 158 - 2023-12-31 204,292 $14,390,000 -23,739
   J P MORGAN CHASE & CO 1795 - 2023-12-31 203,705 $14,294,000 146,227
   9258 Wealth Management LLC 10 - 2023-12-31 202,641 $14,219,000 15,429
   Horst & Graben Wealth Management LLC 10 - 2023-12-31 200,434 $14,064,000 15,225
   BANK OF AMERICA CORP /DE/ 2127 - 2023-12-31 187,864 $13,182,000 2,456
   Simplicity WealthLLC 4 - 2023-12-31 167,629 $11,762,000 -9,341
   WELLS FARGO & CO/MN 1390 - 2023-12-31 166,124 $11,657,000 6,893
   MORGAN STANLEY 3319 - 2023-12-31 141,013 $9,895,000 -208
   KESTRA PRIVATE WEALTH SERVICES LLC 99 - 2023-12-31 137,848 $9,673,000 9,799
   AMERIPRISE FINANCIAL INC 1767 - 2023-12-31 135,058 $9,480,000 5,496
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 871 - 2023-12-31 102,901 $7,221,000 82,195
   ROYAL BANK OF CANADA 1667 - 2023-12-31 102,149 $7,168,000 -1,905
   Kingdom Financial Group LLC. 3 - 2023-12-31 98,385 $6,904,000 -3,662
   WSFS CAPITAL MANAGEMENT LLC 65 - 2023-12-31 88,080 $6,181,000 34,148
   FINANCIAL NETWORK 580 - 2023-12-31 70,352 $4,937,000 42,483
   B.O.S.S. Retirement Advisors LLC 24 - 2023-12-31 64,059 $4,495,000 -1,265
   SOA Wealth Advisors LLC. 25 - 2024-03-31 56,202 $4,289,000 -528
   Csenge Advisory Group 69 - 2023-12-31 59,905 $4,204,000 4,979
   RAYMOND JAMES & ASSOCIATES 1663 - 2023-12-31 57,728 $4,051,000 5,563
   MML INVESTORS SERVICES LLC 696 - 2023-12-31 57,691 $4,048,000 -5,672
   HARBOR INVESTMENT ADVISORY LLC 45 - 2024-03-31 52,208 $3,984,000 1
   LPL FINANCIAL CORP 1893 - 2023-12-31 51,884 $3,641,000 -3,299
   GOLDMAN SACHS GROUP INC/ 2816 - 2023-12-31 47,318 $3,320,000 -8,155
   HIGHTOWER ADVISORS, LLC 1171 - 2023-12-31 45,187 $3,170,000 -119,973
   Integrated Wealth Concepts LLC 359 - 2023-12-31 40,406 $2,835,000 2,810
   CAPTRUST FINANCIAL ADVISORS 818 - 2023-12-31 35,808 $2,513,000 19,321
   OPPENHEIMER & CO INC 443 - 2023-12-31 34,800 $2,442,000 2,634
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1091 - 2023-12-31 33,899 $2,379,000 4,950
   Family Wealth Group LLC 6 - 2023-12-31 33,313 $2,338,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1507 - 2023-12-31 31,243 $2,192,000 -493
   Global Wealth Management Investment Advisory Inc. 58 - 2023-12-31 30,548 $2,144,000 -4,717
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 729 - 2023-09-30 31,027 $2,028,000 -1,575
   ING INVESTMENT MANAGEMENT LLC 1221 - 2023-12-31 28,126 $1,974,000 -5,545
   ATRIA INVESTMENTS LLC 614 - 2023-12-31 27,278 $1,914,000 10,430
   Signal Advisors Wealth LLC 58 - 2024-03-31 24,871 $1,898,000 17,774
   Ausdal Financial Partners Inc. 112 - 2024-03-31 23,106 $1,763,000 808
   Foundations Investment Advisors LLC 237 - 2023-12-31 24,110 $1,726,000 -20,363
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 823 - 2023-12-31 23,634 $1,658,000 -1,640
   NinePointTwo Capital 19 - 2023-12-31 22,780 $1,598,000 0
   Rockefeller Capital Management L.P. 1008 - 2023-12-31 21,338 $1,497,000 272
   BAYSTATE WEALTH MANAGEMENT LLC 78 - 2023-12-31 20,175 $1,416,000 -777
   Coastal Capital Group Inc. 26 - 2023-06-30 19,648 $1,325,000 36
   Peterson Financial Group Inc. 55 - 2023-12-31 17,618 $1,236,000 -2,657
   Arcadia Wealth Management LLC - 2023-12-31 17,414 $1,222,000 -1,192
   Waldron LP 137 - 2023-12-31 17,308 $1,214,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 138 - 2023-12-31 17,163 $1,204,000 -22,846
   Mason & Associates Inc 28 - 2023-12-31 15,993 $1,122,000 -331,380
   PNC FINANCIAL SERVICES GROUP INC 1100 - 2023-12-31 15,278 $1,072,000 0
   COUNTRY CLUB BANK /GFN - 2023-12-31 15,115 $1,062,000 0
   Venture Visionary Partners LLC 246 - 2023-12-31 14,735 $1,034,000 98
   RENAISSANCE TECHNOLOGIES LLC 2412 - 2023-12-31 14,300 $1,003,000 10,900
   MARINER WEALTH ADVISORS, LLC 1432 - 2023-12-31 14,177 $995,000 2,114
   Strategic Blueprint LLC *New 2023-12-31 13,730 $963,000 13,730
   ENVESTNET ASSET MANAGEMENT INC 2965 - 2023-12-31 13,246 $929,000 -109
   FIFTH THIRD BANCORP 631 - 2023-12-31 11,466 $805,000 0
   M&T BANK CORP 993 - 2023-12-31 10,250 $719,000 0
   Kohmann Bosshard Financial Services LLC 92 - 2024-03-31 9,398 $717,000 0
   MBL Wealth LLC 104 - 2023-12-31 9,100 $639,000 -120
   Proficio Capital Partners LLC 134 - 2023-12-31 8,571 $601,000 -125
   VICTORY FINANCIAL GROUP LLC 33 - 2023-12-31 8,337 $585,000 0
   Clarus Wealth Advisors 76 - 2024-03-31 7,361 $549,000 -332
   SYNOVUS FINANCIAL CORP 599 - 2023-12-31 7,653 $537,000 0
   Pineridge Advisors LLC - 2023-12-31 7,575 $532,000 0
   Advisor Group Holdings Inc. 3124 - 2023-12-31 7,456 $523,000 -7,119
   MARIPAU WEALTH MANAGEMENT LLC 51 - 2023-12-31 7,440 $522,000 -800
   FLOW TRADERS U.S. LLC 486 - 2023-12-31 6,891 $484,000 -1,636
   PROSPERA FINANCIAL SERVICES 681 - 2023-12-31 6,801 $477,000 -900
   One Wealth Advisors LLC 126 - 2024-03-31 6,224 $475,000 0
   GenWealth Group Inc. 49 - 2024-03-31 5,836 $445,000 0
   Arkadios Wealth Advisors *New 2023-12-31 5,814 $408,000 5,814
   WAGNER CAPITAL MANAGEMENT CORP 241 - 2024-03-31 4,903 $374,000 -1
   Oak Harvest Investment Services 102 - 2024-03-31 4,864 $371,000 -102
   GLENMEDE TRUST CO NA 989 - 2023-12-31 5,235 $367,000 0
   Leo Wealth LLC 234 - 2023-12-31 4,946 $365,000 0
   J.W. COLE ADVISORS INC. 579 - 2023-12-31 5,083 $357,000 66
   BANK OF MONTREAL /CAN/ 2260 - 2023-12-31 5,066 $356,000 5,053
   MCCORMACK ADVISORS INTERNATIONAL 753 - 2023-12-31 5,040 $354,000 1,063
   Meridian Wealth Management LLC 468 - 2023-12-31 4,865 $341,000 -4,829
   Colonial Trust Co / SC 189 - 2023-12-31 4,704 $330,000 3,269
   Sawtooth Asset Management Inc. 808 - 2023-12-31 4,633 $325,000 4,633
   SILVERLAKE WEALTH MANAGEMENT LLC 158 - 2024-03-31 4,250 $324,000 0
   Laurel Wealth Advisors LLC 139 - 2023-12-31 4,600 $323,000 0
   FRANKLIN RESOURCES INC 2076 - 2023-12-31 4,568 $321,000 -780
   BROWN BROTHERS HARRIMAN & CO 420 - 2023-12-31 4,564 $320,000 0
   Resources Investment Advisors Inc. 890 - 2023-12-31 4,445 $312,000 -10,586
   FMR LLC 2674 - 2023-12-31 4,248 $298,000 301
   Pallas Capital Advisors LLC 363 - 2024-03-31 3,768 $288,000 0
  100 Records found
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