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Get Institutions for : 
iShares Trust (IWX)  
$74.67 0.11 (0.15%) as of 4:30 Wed 5/8


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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  : 
8.33 (12.56%)  




 
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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 8,949,139 $627,961,000 -79,216
   Envestnet Portfolio Solutions Inc. 12 - 2023-12-31 6,116,124 $429,168,000 -617,855
   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
   COMMONWEALTH EQUITY SERVICES LLC. 560 - 2024-03-31 218,547 $16,680,000 -9,973
   Goss Wealth Management LLC 158 - 2023-12-31 204,292 $14,390,000 -23,739
   Horst & Graben Wealth Management LLC 12 - 2024-03-31 167,249 $12,764,000 -33,185
   MORGAN STANLEY 3319 - 2023-12-31 141,013 $9,895,000 -208
   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
   SOA Wealth Advisors LLC. 25 - 2024-03-31 56,202 $4,289,000 -528
   Csenge Advisory Group - 2024-03-31 53,071 $4,050,000 -6,834
   MML INVESTORS SERVICES LLC 696 - 2023-12-31 57,691 $4,048,000 -5,672
   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
   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
   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
   BAYSTATE WEALTH MANAGEMENT LLC 78 - 2023-12-31 20,175 $1,416,000 -777
   MCKINLEY CARTER WEALTH SERVICES, INC. 146 - 2024-03-31 16,553 $1,263,000 -610
   Arcadia Wealth Management LLC - 2023-12-31 17,414 $1,222,000 -1,192
   COUNTRY CLUB BANK /GFN 185 - 2024-03-31 15,085 $1,151,000 -30
   Strategic Blueprint LLC 240 - 2024-03-31 13,645 $1,041,000 -85
   ENVESTNET ASSET MANAGEMENT INC 2965 - 2023-12-31 13,246 $929,000 -109
   Mason & Associates Inc 54 - 2024-03-31 8,541 $652,000 -7,452
   Proficio Capital Partners LLC - 2024-03-31 8,396 $641,000 -175
   MBL Wealth LLC 111 - 2024-03-31 8,400 $641,000 -700
   FIFTH THIRD BANCORP 705 - 2024-03-31 8,030 $613,000 -3,436
   Clarus Wealth Advisors 76 - 2024-03-31 7,361 $549,000 -332
   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
   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
   FRANKLIN RESOURCES INC 2076 - 2023-12-31 4,568 $321,000 -780
   Resources Investment Advisors Inc. 890 - 2023-12-31 4,445 $312,000 -10,586
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 97 - 2023-12-31 3,727 $262,000 -6,709
   QRG CAPITAL MANAGEMENT INC. 975 - 2023-12-31 2,953 $207,000 -826
   CITADEL ADVISORS LLC 4425 - 2023-12-31 2,858 $201,000 -2,722
   FTB Advisors Inc. 506 - 2024-03-31 2,626 $200,000 -77
   CWM LLC 1622 - 2024-03-31 2,038 $156,000 -25
   TOWER RESEARCH CAPITAL LLC 2980 - 2023-12-31 884 $62,000 -4,892
   COMERICA BANK 2980 - 2023-12-31 238 $17,000 -23
   ADVISORY SERVICES NETWORK, LLC 3243 - 2023-12-31 40 $3,000 -3,079

  48 Records found
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