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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RDL FINANCIAL INC 6 - 2024-03-31 38,283 $6,070,000 0
   Waldron LP - 2024-03-31 24,362 $4,753,000 0
   NinePointTwo Capital 9 - 2023-12-31 18,738 $3,283,000 0
   IEQ CAPITAL LLC - 2024-03-31 13,623 $2,658,000 0
   DEUTSCHE BANK AG 1717 - 2023-12-31 9,302 $1,630,000 0
   CAHABA WEALTH MANAGEMENT INC. 45 - 2024-03-31 5,954 $1,162,000 0
   GenWealth Group Inc. 44 - 2024-03-31 3,483 $680,000 0
   Kohmann Bosshard Financial Services LLC 95 - 2024-03-31 3,430 $669,000 0
   MONTAG A & ASSOCIATES INC - 2024-03-31 3,161 $617,000 0
   Total Clarity Wealth Management Inc. 138 - 2024-03-31 2,826 $551,000 0
   NORRIS PERNE & FRENCH LLP/MI 90 - 2024-03-31 2,800 $546,000 0
   NOMURA ASSET MANAGEMENT CO LTD 844 - 2023-12-31 2,778 $487,000 0
   Heritage Trust Co - 2024-03-31 2,408 $470,000 0
   Yoder Wealth Management Inc. 57 - 2024-03-31 2,411 $470,000 0
   REGIONS FINANCIAL CORP 607 - 2024-03-31 2,398 $468,000 0
   Atlantic Trust Group LLC - 2024-03-31 2,271 $444,000 0
   EQUITABLE TRUST CO 320 - 2024-03-31 2,220 $433,000 0
   Gratus Capital LLC 193 - 2023-12-31 2,384 $418,000 0
   Revolve Wealth Partners LLC 111 - 2024-03-31 2,126 $415,000 0
   Cyndeo Wealth Partners LLC 298 - 2024-03-31 1,875 $366,000 0
   Principle Wealth Partners LLC 266 - 2024-03-31 1,736 $339,000 0
   NBT BANK N A /NY 317 - 2024-03-31 1,730 $338,000 0
   GRIMES & COMPANY INC 264 - 2024-03-31 1,649 $322,000 0
   Leeward Financial Partners LLC 74 - 2024-03-31 1,504 $293,000 0
   Sandy Cove Advisors LLC 101 - 2024-03-31 1,419 $277,000 0
   MERIDIAN MANAGEMENT CO 84 - 2024-03-31 1,420 $277,000 0
   MILESTONE GROUP INC 160 - 2024-03-31 1,373 $268,000 0
   CITIZENS FINANCIAL GROUP INC/RI - 2024-03-31 1,426 $250,000 0
   BESSEMER GROUP INC 1015 - 2023-12-31 1,282 $225,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 434 - 2023-12-31 1,200 $210,000 0
   SCBT FINANCIAL CORP - 2024-03-31 929 $181,000 0
   Cherry Tree Wealth Management LLC 176 - 2024-03-31 715 $139,000 0
   PARKSIDE FINANCIAL BANK & TRUST 453 - 2024-03-31 655 $128,000 0
   Center for Financial Planning Inc. 169 - 2024-03-31 618 $121,000 0
   Raleigh Capital Management Inc. 217 - 2023-12-31 675 $118,000 0
   SALEM INVESTMENT COUNSELORS INC 430 - 2024-03-31 599 $117,000 0
   Nordwand Advisors LLC - 2024-03-31 554 $108,000 0
   Key Financial Inc 301 - 2024-03-31 602 $105,000 0
   BANK OF MONTREAL /CAN/ 2880 - 2023-12-31 480 $84,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 279 - 2023-12-31 404 $71,000 0
   Aptus Capital Advisors LLC 633 - 2023-12-31 404 $71,000 0
   HM PAYSON & CO 548 - 2023-12-31 363 $64,000 0
   WEST PACES ADVISORS INC. 218 - 2024-03-31 286 $56,000 0
   CITY HOLDING CO 329 - 2024-03-31 205 $40,000 0
   Mine & Arao Wealth Creation & Management LLC. - 2024-03-31 195 $38,000 0
   ANCORA ADVISORS, LLC 955 - 2023-12-31 218 $38,000 0
   Glass Jacobson Investment Advisors llc 405 - 2024-03-31 175 $34,000 0
   Private Ocean LLC 296 - 2024-03-31 135 $26,000 0
   NBC SECURITIES INC. 1419 - 2024-03-31 115 $22,000 0
   COLONIAL ASSET MANAGEMENT, INC. 401 - 2023-12-31 125 $22,000 0
   TOMPKINS FINANCIAL CORP 429 - 2024-03-31 100 $20,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 530 - 2024-03-31 100 $20,000 0
   Financial Perspectives Inc 383 - 2024-03-31 103 $20,000 0
   Lindbrook Capital LLC 1248 - 2024-03-31 95 $19,000 0
   FinTrust Capital Advisors LLC 749 - 2024-03-31 83 $16,000 0
   Cedar Mountain Advisors LLC 160 - 2024-03-31 77 $15,000 0
   Sutton Wealth Advisors Inc. 483 - 2023-09-30 57 $9,000 0
   PIN OAK INVESTMENT ADVISORS INC 371 - 2023-12-31 34 $6,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 367 - 2024-03-31 24 $5,000 0
   Householder Group Estate & Retirement Specialist L 940 - 2024-03-31 28 $5,000 0
   HORIZON INVESTMENTS, LLC/SC 640 - 2023-12-31 25 $4,000 0
   Cypress Capital Management LLC (WY) - 2024-03-31 22 $4,000 0
   Byrne Asset Management LLC 384 - 2024-03-31 20 $4,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC - 2024-03-31 13 $3,000 0
   BARTLETT & CO. LLC 1117 - 2023-12-31 13 $2,000 0
   VitalStone Financial LLC - 2024-03-31 9 $2,000 0
   DHJJ Financial Advisors Ltd. 579 - 2024-03-31 4 $1,000 0
   Team Financial Group LLC 197 - 2023-12-31 3 $1,000 0
  68 Records found
  1    
  Page 1 of 1
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