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Get Institutions for : 
iShares Trust (IWY)  
$195.92 0.15 (0.08%) as of 4:30 Fri 5/10


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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  : 
31.79 (19.37%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Envestnet Portfolio Solutions Inc. - 2024-03-31 5,759,140 $1,123,608,000 731,194
   ENVESTNET ASSET MANAGEMENT INC 119 - 2023-12-31 2,146,237 $376,064,000 1,759,232
   COMMONWEALTH EQUITY SERVICES LLC. 24 - 2024-03-31 1,732,610 $338,032,000 47,146
   LPL FINANCIAL CORP - 2024-03-31 1,569,843 $306,276,000 309,067
   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
   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
   CLARK CAPITAL MANAGEMENT GROUP INC 13 - 2023-12-31 736,069 $128,974,000 705,325
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 56 - 2024-03-31 399,079 $77,860,000 40,116
   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
   Pegasus Partners Ltd. 4 - 2024-03-31 341,876 $66,700,000 72,923
   Intelligence Driven Advisers LLC 3 - 2024-03-31 334,297 $65,221,000 91,570
   SOA Wealth Advisors LLC. 1 - 2024-03-31 321,524 $62,729,000 2,603
   Orion Portfolio Solutions LLC - 2024-03-31 310,643 $60,606,000 202,073
   WELLS FARGO & CO/MN - 2024-03-31 308,454 $60,179,000 51,654
   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
   WSFS CAPITAL MANAGEMENT LLC 6 - 2024-03-31 252,444 $48,588,000 14,709
   H D Vest Advisory Services - 2024-03-31 227,212 $44,329,000 61,232
   MARINER WEALTH ADVISORS, LLC 201 - 2023-12-31 227,917 $39,936,000 3,959
   ROYAL BANK OF CANADA 795 - 2023-12-31 222,202 $38,934,000 3,363
   We Are One Seven LLC 4 - 2023-12-31 161,062 $28,221,000 3,547
   KESTRA PRIVATE WEALTH SERVICES LLC 28 - 2024-03-31 130,838 $25,527,000 49,137
   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
   PRINCIPAL SECURITIES INC. 23 - 2024-03-31 120,559 $23,521,000 23,669
   Simplicity WealthLLC 29 - 2024-03-31 111,437 $21,741,000 2,836
   Aspire Capital Advisors LLC - 2024-03-31 111,124 $21,680,000 5,149
   9258 Wealth Management LLC 3 - 2024-03-31 110,814 $21,620,000 2,237
   Goss Wealth Management LLC 108 - 2023-12-31 117,327 $21,344,000 12,879
   VALMARK ADVISERS INC - 2024-03-31 94,951 $18,525,000 5,895
   PROVISE MANAGEMENT GROUP LLC - 2024-03-31 94,892 $18,513,000 18,104
   TWO SIGMA INVESTMENTS LLC 388 - 2023-12-31 102,700 $17,995,000 10,400
   Global Retirement Partners LLC 29 - 2024-03-31 91,714 $17,893,000 20,031
   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
   Equitable Holdings Inc. 93 - 2023-12-31 95,940 $16,811,000 27,626
   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
   ING INVESTMENT MANAGEMENT LLC 512 - 2023-12-31 78,357 $13,730,000 40,734
   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
   Paul Damon & Associates Inc. 3 - 2024-03-31 60,967 $11,895,000 1,079
   TITLEIST ASSET MANAGEMENT LLC 11 - 2023-12-31 67,880 $11,894,000 56,767
   Investors Research Corp - 2024-03-31 58,481 $11,410,000 1,261
   Geneos Wealth Management Inc. 42 - 2024-03-31 57,305 $11,180,000 211
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 3 - 2024-03-31 57,284 $11,176,000 27,594
   Cosner Financial Group LLC 6 - 2024-03-31 56,978 $11,116,000 51,338
   RAYMOND JAMES & ASSOCIATES 1179 - 2024-03-31 48,998 $9,560,000 151
   Atria Wealth Solutions Inc. 177 - 2023-12-31 52,232 $9,152,000 32,033
   Aspire Wealth Management Corp 3 - 2024-03-31 46,865 $9,143,000 2,155
   Asset Allocation Strategies LLC - 2024-03-31 45,400 $8,858,000 1,385
   Baltimore-Washington Financial Advisors Inc. - 2024-03-31 45,285 $8,835,000 2,570
   GeoWealth Management LLC 39 - 2023-12-31 49,297 $8,639,000 48,382
   Visionary Wealth Advisors 39 - 2023-12-31 48,873 $8,564,000 38,658
   Benchmark Financial Wealth Advisors LLC 8 - 2024-03-31 43,375 $8,462,000 9,916
   Apexium Financial LP 23 - 2024-03-31 40,715 $7,943,000 3,585
   Certified Advisory Corp - 2024-03-31 40,429 $7,888,000 10,149
   Vantage Financial Partners LLC 13 - 2024-03-31 39,262 $7,660,000 311
   Kestra Advisory Services LLC 335 - 2023-12-31 42,437 $7,436,000 361
   JSF Financial LLC 9 - 2023-12-31 40,498 $7,096,000 838
   Ethos Financial Group LLC - 2024-03-31 35,993 $7,022,000 34,735
   GOLDMAN SACHS GROUP INC/ 2323 - 2023-12-31 39,541 $6,928,000 34,106
   Private Advisor Group LLC 371 - 2024-03-31 34,271 $6,686,000 1,390
   Processus Wealth & Capital Management LLC 3 - 2024-03-31 34,123 $6,657,000 1,094
   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
   SigFig Wealth Management LLC - 2024-03-31 31,170 $6,081,000 5,141
   NATIONAL ASSET MANAGEMENT, INC. 139 - 2023-12-31 34,625 $6,067,000 23,838
   CAPTRUST FINANCIAL ADVISORS 491 - 2023-12-31 34,513 $6,047,000 12,642
   MULTIFINANCIAL SECURITIES CORP 265 - 2023-12-31 29,736 $5,210,000 9,962
   626 Financial LLC 8 - 2024-03-31 25,319 $4,940,000 6,122
   Centennial Wealth Advisory LLC 5 - 2024-03-31 24,700 $4,819,000 4,672
   LINCOLN NATIONAL CORP 164 - 2024-03-31 24,627 $4,805,000 8,470
   MONECO Advisors LLC 29 - 2024-03-31 23,676 $4,619,000 14,093
   Consolidated Portfolio Review Corp 22 - 2024-03-31 18,686 $3,646,000 132
   HARBOUR INVESTMENTS INC. 134 - 2023-12-31 19,866 $3,481,000 5,323
   COZAD ASSET MANAGEMENT INC - 2024-03-31 17,730 $3,459,000 1,163
   Summit Trail Advisors LLC 89 - 2024-03-31 16,799 $3,277,000 9,791
   Stokes Capital Advisors LLC 47 - 2024-03-31 16,071 $3,135,000 88
   Mezzasalma Advisors LLC 16 - 2024-03-31 15,644 $3,052,000 3,030
   Signal Advisors Wealth LLC 39 - 2024-03-31 15,054 $2,937,000 11,155
   Atomi Financial Group Inc. - 2024-03-31 14,902 $2,907,000 5,009
   ADVISORY SERVICES NETWORK, LLC - 2024-03-31 14,015 $2,734,000 1,190
   CI Private Wealth LLC - 2024-03-31 13,885 $2,709,000 12
   Spire Wealth Management 214 - 2024-03-31 13,420 $2,618,000 871
   PARK AVENUE SECURITIES LLC 331 - 2024-03-31 13,091 $2,554,000 4,014
   STIFEL FINANCIAL CORP 1502 - 2023-12-31 14,440 $2,530,000 30
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 869 - 2024-03-31 12,623 $2,463,000 481
   FMR LLC 2118 - 2023-12-31 13,929 $2,441,000 781
   RENAISSANCE TECHNOLOGIES LLC 1846 - 2023-12-31 13,600 $2,383,000 13,600
   Elevated Capital Advisors LLC 48 - 2024-03-31 12,033 $2,348,000 10,502
   BFT FINANCIAL GROUP LLC 64 - 2023-06-30 14,674 $2,327,000 254
   ATRIA INVESTMENTS LLC 556 - 2023-12-31 12,744 $2,233,000 12,744
   GREAT VALLEY ADVISOR GROUP INC. - 2024-03-31 11,069 $2,160,000 4,532
   PRUDENTIAL FINANCIAL INC 1399 - 2023-12-31 12,076 $2,116,000 12,076
  100 Records found
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