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Get Institutions for : 
iShares Trust (IWX)  
$75.29 0.62 (0.83%) as of 4:30 Thu 5/9


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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  : 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NinePointTwo Capital 19 - 2023-12-31 22,780 $1,598,000 0
   Waldron LP 137 - 2023-12-31 17,308 $1,214,000 0
   PNC FINANCIAL SERVICES GROUP INC 1100 - 2023-12-31 15,278 $1,072,000 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
   SYNOVUS FINANCIAL CORP 599 - 2023-12-31 7,653 $537,000 0
   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 - 2024-03-31 5,814 $444,000 0
   GLENMEDE TRUST CO NA 989 - 2023-12-31 5,235 $367,000 0
   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
   BROWN BROTHERS HARRIMAN & CO 420 - 2023-12-31 4,564 $320,000 0
   Pallas Capital Advisors LLC 363 - 2024-03-31 3,768 $288,000 0
   Yoder Wealth Management Inc. 74 - 2024-03-31 3,741 $286,000 0
   BALLAST ADVISORS LLC - 2024-03-31 3,606 $275,000 0
   ANCHOR CAPITAL ADVISORS INC 227 - 2023-12-31 3,795 $266,000 0
   JANNEY MONTGOMERY SCOTT LLC 2411 - 2024-03-31 3,383 $258,000 0
   BLAIR WILLIAM & CO/IL 1338 - 2023-12-31 3,305 $232,000 0
   Continuum Advisory LLC 423 - 2023-12-31 3,120 $219,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 630 - 2023-12-31 2,308 $162,000 0
   Key Financial Inc 265 - 2024-03-31 1,795 $126,000 0
   MILESTONE GROUP INC - 2024-03-31 1,611 $123,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 1,177 $90,000 0
   US BANCORP 2539 - 2023-12-31 886 $62,000 0
   Spire Wealth Management 1164 - 2024-03-31 758 $58,000 0
   Cedar Mountain Advisors LLC 67 - 2024-03-31 732 $56,000 0
   Mine & Arao Wealth Creation & Management LLC. 157 - 2023-12-31 500 $35,000 0
   GRADIENT INVESTMENTS LLC 458 - 2024-03-31 439 $34,000 0
   BESSEMER GROUP INC 1440 - 2023-12-31 350 $25,000 0
   PROEQUITIES INC. - 2024-03-31 297 $23,000 0
   ST GERMAIN D J CO INC 470 - 2024-03-31 294 $22,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 267 $20,000 0
   COLONIAL ASSET MANAGEMENT, INC. 448 - 2023-12-31 222 $16,000 0
   FinTrust Capital Advisors LLC 799 - 2024-03-31 160 $12,000 0
   M&R CAPITAL MANAGEMENT INC 379 - 2024-03-31 124 $9,000 0
   New Millennium Group LLC 215 - 2023-12-31 112 $8,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 66 $5,000 0

  38 Records found
  1    
  Page 1 of 1
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