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Get Institutions for : 
iShares Trust (IWY)  
$190.47 3.63 (1.94%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 394    8
Total shares held : 
 40,934,236  
% of shares held : 
 45.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   91  
Amount of shares held : 
 6,467,209  
% of shares held change : 
   7.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $155.46  
Last Quarter's Ending Price : 
 $175.22  
Last Quarter's Average Price : 
 $164.13  
Change from last quarter's     
avg. price to the last closing  : 
26.34 (16.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 171,634
 0.42%
 
Increased Positions :
183
 6,976,923
 17.04%
 
Unchanged Positions :
80
 562,620
 1.37%
 
Decreased Positions :
100
-486,786
-1.19%
 
Closed Positions :
23
-194,562
-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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 6,081,881 $1,065,667,000 54,384
   TIAA FSB 7 - 2023-06-30 5,944,979 $942,636,000 -157,011
   Envestnet Portfolio Solutions Inc. 4 - 2023-12-31 5,027,946 $880,997,000 356,410
   ENVESTNET ASSET MANAGEMENT INC 119 - 2023-12-31 2,146,237 $376,064,000 1,759,232
   COMMONWEALTH EQUITY SERVICES LLC. 25 - 2023-12-31 1,685,464 $295,327,000 151,414
   AMERIPRISE FINANCIAL INC 251 - 2023-12-31 1,573,227 $275,601,000 224,848
   AE Wealth Management LLC 9 - 2023-12-31 1,258,714 $230,408,000 134,176
   LPL FINANCIAL CORP 142 - 2023-12-31 1,260,776 $220,913,000 163,458
   BANK OF AMERICA CORP /DE/ 551 - 2023-12-31 1,156,420 $202,628,000 485,786
   MORGAN STANLEY 762 - 2023-12-31 1,152,387 $201,922,000 107,232
   Advisor Group Holdings Inc. 53 - 2023-12-31 1,111,157 $194,762,000 584,868
   CLARK CAPITAL MANAGEMENT GROUP INC 13 - 2023-12-31 736,069 $128,974,000 705,325
   BAYSTATE WEALTH MANAGEMENT LLC 1 - 2023-12-31 673,690 $118,044,000 -6,364
   BB&T CORP 121 - 2023-12-31 655,583 $114,871,000 55,019
   MML INVESTORS SERVICES LLC 42 - 2023-12-31 510,123 $89,384,000 13,375
   BRYN MAWR TRUST CO/PA 4 - 2023-09-30 576,306 $88,653,000 -16,796
   First Citizens Asset Management Inc. 1 - 2023-12-31 406,249 $71,386,000 148,336
   Union Bankshares Corp 2 - 2024-03-31 345,893 $67,484,000 6,260
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 187 - 2023-12-31 369,154 $64,683,000 -38,134
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 64 - 2023-12-31 358,963 $62,898,000 131,393
   SOA Wealth Advisors LLC. 1 - 2024-03-31 321,524 $62,729,000 2,603
   FIRST CITIZENS BANK & TRUST CO 13 - 2024-03-31 5,426,059 $58,624,000 681,663
   UBS Group AG 633 - 2023-12-31 317,824 $55,689,000 18,627
   Pegasus Partners Ltd. 5 - 2023-12-31 268,953 $47,126,000 145,877
   WELLS FARGO & CO/MN 731 - 2023-12-31 256,800 $44,997,000 30,174
   Intelligence Driven Advisers LLC 6 - 2023-12-31 242,727 $43,761,000 -68,005
   WSFS CAPITAL MANAGEMENT LLC 5 - 2023-12-31 237,735 $41,656,000 3,615
   One Capital Management LLC 14 - 2023-12-31 234,982 $41,174,000 -21,157
   MARINER WEALTH ADVISORS, LLC 201 - 2023-12-31 227,917 $39,936,000 3,959
   WHARTON BUSINESS GROUP, LLC 12 - 2023-12-31 225,814 $39,567,000 -80
   ROYAL BANK OF CANADA 795 - 2023-12-31 222,202 $38,934,000 3,363
   THRIVENT FINANCIAL FOR LUTHERANS 294 - 2023-12-31 214,103 $37,515,000 -36,661
   HIGHTOWER ADVISORS, LLC 343 - 2023-12-31 180,739 $31,687,000 -51,664
   Portfolio Strategies Inc. 11 - 2023-12-31 172,296 $30,204,000 76,995
   H D Vest Advisory Services 43 - 2023-12-31 165,980 $29,083,000 30,909
   We Are One Seven LLC 4 - 2023-12-31 161,062 $28,221,000 3,547
   Compton Wealth Advisory Group LLC 2 - 2024-03-31 142,710 $27,843,000 -1,530
   BP WEALTH MANAGEMENT LLC 32 - 2023-12-31 142,320 $24,937,000 136,652
   Wealthcare Advisory Partners LLC 26 - 2024-03-31 124,591 $24,308,000 6,936
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 344 - 2023-12-31 131,421 $23,028,000 80,403
   Williams Financial LLC 2 *New 2024-03-31 113,147 $22,075,000 113,147
   Goss Wealth Management LLC 108 - 2023-12-31 117,327 $21,344,000 12,879
   VICTORY FINANCIAL GROUP LLC 2 - 2023-12-31 121,815 $21,344,000 0
   Crumly & Associates Inc. 1 - 2023-12-31 110,935 $19,438,000 73,488
   Horst & Graben Wealth Management LLC 8 - 2023-12-31 109,212 $19,136,000 7,952
   BUSH INVESTMENT GROUP LLC 2 - 2023-12-31 101,988 $19,052,000 0
   Simplicity WealthLLC 1 - 2023-12-31 108,601 $19,029,000 -3,327
   9258 Wealth Management LLC 4 - 2023-12-31 108,577 $19,025,000 12,090
   Orion Portfolio Solutions LLC 92 - 2023-12-31 108,570 $18,905,000 60,145
   Aspire Capital Advisors LLC 4 - 2023-12-31 105,975 $18,569,000 1,570
   TWO SIGMA INVESTMENTS LLC 388 - 2023-12-31 102,700 $17,995,000 10,400
   M&T BANK CORP 227 - 2023-12-31 101,773 $17,833,000 -7,087
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 292 - 2023-12-31 101,451 $17,777,000 8,453
   Cetera Investment Advisers 136 - 2023-12-31 101,062 $17,708,000 47,456
   DAVENPORT & CO LLC - 2023-12-31 97,215 $17,034,000 5,220
   PRINCIPAL SECURITIES INC. 30 - 2023-12-31 96,890 $16,977,000 0
   Equitable Holdings Inc. 93 - 2023-12-31 95,940 $16,811,000 27,626
   VALMARK ADVISERS INC 47 - 2023-12-31 89,056 $15,604,000 -14,653
   FINANCIAL NETWORK 242 - 2023-12-31 86,734 $15,198,000 22,877
   Stratos Wealth Partners LTD. 81 - 2024-03-31 74,802 $14,594,000 20,735
   KESTRA PRIVATE WEALTH SERVICES LLC 63 - 2023-12-31 81,701 $14,316,000 7,265
   ING INVESTMENT MANAGEMENT LLC 512 - 2023-12-31 78,357 $13,730,000 40,734
   PROVISE MANAGEMENT GROUP LLC 22 - 2023-12-31 76,788 $13,455,000 664
   Global Retirement Partners LLC 35 - 2023-12-31 71,683 $12,689,000 18,387
   WJ Wealth Management LLC 5 - 2024-03-31 64,599 $12,603,000 -52
   Stonebridge Financial Planning Group LLC 1 - 2023-12-31 70,274 $12,313,000 166
   Forum Private Client Group LLC 3 - 2023-12-31 69,308 $12,144,000 69,308
   Brookstone Capital Management 111 - 2024-03-31 62,196 $12,134,000 -459
   TITLEIST ASSET MANAGEMENT LLC 11 - 2023-12-31 67,880 $11,894,000 56,767
   WIN ADVISORS INC 8 *New 2023-12-31 65,410 $11,461,000 65,410
   McAdam LLC 22 - 2023-12-31 64,635 $11,325,000 -2,361
   Kingdom Financial Group LLC. 2 - 2023-12-31 63,619 $11,147,000 -2,072
   Paul Damon & Associates Inc. 4 - 2023-12-31 59,888 $10,494,000 -3,026
   Investors Research Corp 1 - 2023-12-31 57,220 $10,026,000 1,795
   Geneos Wealth Management Inc. - 2023-12-31 57,094 $10,004,000 56,375
   Milestone Investment Advisors LLC 13 - 2023-12-31 56,929 $9,975,000 -4,440
   Cosner Financial Group LLC 6 - 2023-12-31 5,640 $9,837,000 -51,770
   McIlrath & Eck LLC 15 - 2023-12-31 55,488 $9,723,000 3,369
   Atria Wealth Solutions Inc. 177 - 2023-12-31 52,232 $9,152,000 32,033
   GeoWealth Management LLC 39 - 2023-12-31 49,297 $8,639,000 48,382
   IFP Advisors Inc 54 - 2023-12-31 48,901 $8,571,000 -10,127
   Visionary Wealth Advisors 39 - 2023-12-31 48,873 $8,564,000 38,658
   RAYMOND JAMES & ASSOCIATES 1191 - 2023-12-31 48,847 $8,559,000 4,139
   Apexium Financial LP 23 - 2024-03-31 40,715 $7,943,000 3,585
   Aspire Wealth Management Corp - 2023-12-31 44,710 $7,834,000 2,184
   Asset Allocation Strategies LLC 12 - 2023-12-31 44,015 $7,712,000 2,219
   Baltimore-Washington Financial Advisors Inc. 59 - 2023-12-31 42,715 $7,485,000 3,833
   Kestra Advisory Services LLC 335 - 2023-12-31 42,437 $7,436,000 361
   B.O.S.S. Retirement Advisors LLC 8 - 2023-12-31 42,371 $7,424,000 900
   JSF Financial LLC 9 - 2023-12-31 40,498 $7,096,000 838
   Berger Financial Group Inc 37 *New 2024-03-31 35,537 $6,933,000 35,537
   GOLDMAN SACHS GROUP INC/ 2323 - 2023-12-31 39,541 $6,928,000 34,106
   Jackson Wealth Management LLC 20 - 2023-12-31 39,184 $6,866,000 -1,533
   Vantage Financial Partners LLC 14 - 2023-12-31 38,951 $6,825,000 380
   THOROUGHBRED FINANCIAL SERVICES LLC 39 - 2023-12-31 38,696 $6,780,000 3,543
   Processus Wealth & Capital Management LLC 3 - 2024-03-31 34,123 $6,657,000 1,094
   SIGNATURE SECURITIES GROUP CORPORATION 10 - 2024-03-31 33,728 $6,581,000 -2,334
   J P MORGAN CHASE & CO 2278 - 2023-12-31 37,274 $6,531,000 24,422
   HARBOR INVESTMENT ADVISORY LLC 24 - 2024-03-31 33,245 $6,486,000 126
   Prime Capital Investment Advisors LLC - 2023-12-31 36,642 $6,420,000 244
  100 Records found
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