Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
iShares Trust (IWX)  
$75.29 0.62 (0.83%) as of 4:30 Thu 5/9


Download
     
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  : 
8.95 (13.49%)  




 
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 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
   AE Wealth Management LLC 17 - 2023-12-31 1,869,333 $132,704,000 150,269
   Pegasus Partners Ltd. 6 - 2024-03-31 683,977 $52,201,000 46,925
   First Citizens Asset Management Inc. 3 - 2023-12-31 693,005 $49,351,000 175,242
   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
   9258 Wealth Management LLC - 2024-03-31 207,862 $15,864,000 5,221
   J P MORGAN CHASE & CO 1795 - 2023-12-31 203,705 $14,294,000 146,227
   Simplicity WealthLLC 56 - 2024-03-31 181,157 $13,826,000 13,528
   BANK OF AMERICA CORP /DE/ 2127 - 2023-12-31 187,864 $13,182,000 2,456
   WELLS FARGO & CO/MN 1390 - 2023-12-31 166,124 $11,657,000 6,893
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 139,425 $10,641,000 1,577
   AMERIPRISE FINANCIAL INC 1767 - 2023-12-31 135,058 $9,480,000 5,496
   WSFS CAPITAL MANAGEMENT LLC - 2024-03-31 123,879 $9,469,000 35,799
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 871 - 2023-12-31 102,901 $7,221,000 82,195
   FINANCIAL NETWORK 580 - 2023-12-31 70,352 $4,937,000 42,483
   RAYMOND JAMES & ASSOCIATES 1630 - 2024-03-31 60,747 $4,636,000 3,019
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1007 - 2024-03-31 41,065 $3,134,000 7,166
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1439 - 2024-03-31 37,389 $2,854,000 6,146
   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
   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
   Rockefeller Capital Management L.P. 1008 - 2023-12-31 21,338 $1,497,000 272
   Coastal Capital Group Inc. 26 - 2023-06-30 19,648 $1,325,000 36
   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
   J.W. COLE ADVISORS INC. - 2024-03-31 5,198 $397,000 115
   Meridian Wealth Management LLC 159 - 2024-03-31 4,873 $372,000 8
   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
   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
   FMR LLC 2674 - 2023-12-31 4,248 $298,000 301
   PACIFIC FINANCIAL GROUP INC 53 - 2023-12-31 3,796 $266,000 3
   Sound Income Strategies LLC 237 - 2024-03-31 2,137 $163,000 37
   Qube Research & Technologies Ltd 2687 - 2023-12-31 1,438 $101,000 181
   VAN ECK ASSOCIATES CORP 1303 - 2024-03-31 366 $28,000 332
   TUCKER ASSET MANAGEMENT LLC 363 - 2023-12-31 284 $20,000 227
   HARBOUR INVESTMENTS INC. 1858 - 2023-12-31 289 $20,000 4

  45 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results