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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
   TIAA TRUST NATIONAL ASSOCIATION 6 - 2024-03-31 5,988,595 $1,169,393,000 -93,286
   TIAA FSB 7 - 2023-06-30 5,944,979 $942,636,000 -157,011
   BAYSTATE WEALTH MANAGEMENT LLC 1 - 2023-12-31 673,690 $118,044,000 -6,364
   Advisor Group Holdings Inc. 91 - 2024-03-31 508,280 $99,194,000 -602,877
   BRYN MAWR TRUST CO/PA 4 - 2023-09-30 576,306 $88,653,000 -16,796
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 185 - 2024-03-31 362,270 $70,679,000 -6,884
   One Capital Management LLC 16 - 2024-03-31 232,035 $45,270,000 -2,947
   WHARTON BUSINESS GROUP, LLC 12 - 2023-12-31 225,814 $39,567,000 -80
   THRIVENT FINANCIAL FOR LUTHERANS 294 - 2023-12-31 214,103 $37,515,000 -36,661
   HIGHTOWER ADVISORS, LLC 347 - 2024-03-31 170,310 $33,230,000 -10,429
   Compton Wealth Advisory Group LLC 2 - 2024-03-31 142,710 $27,843,000 -1,530
   M&T BANK CORP 210 - 2024-03-31 100,608 $19,629,000 -1,165
   Horst & Graben Wealth Management LLC 8 - 2024-03-31 89,598 $17,481,000 -19,614
   DAVENPORT & CO LLC 171 - 2024-03-31 76,300 $14,886,000 -20,915
   WJ Wealth Management LLC 5 - 2024-03-31 64,599 $12,603,000 -52
   Brookstone Capital Management 111 - 2024-03-31 62,196 $12,134,000 -459
   WIN ADVISORS INC 9 - 2024-03-31 61,840 $12,065,000 -3,570
   McAdam LLC 20 - 2024-03-31 61,835 $12,064,000 -2,800
   Kingdom Financial Group LLC. 2 - 2023-12-31 63,619 $11,147,000 -2,072
   Milestone Investment Advisors LLC 13 - 2023-12-31 56,929 $9,975,000 -4,440
   Crumly & Associates Inc. 12 - 2024-03-31 46,465 $9,065,000 -64,470
   IFP Advisors Inc 54 - 2023-12-31 48,901 $8,571,000 -10,127
   McIlrath & Eck LLC 18 - 2024-03-31 37,105 $7,239,000 -18,383
   J P MORGAN CHASE & CO 2256 - 2024-03-31 36,241 $7,071,000 -1,033
   THOROUGHBRED FINANCIAL SERVICES LLC 32 - 2024-03-31 36,120 $7,047,000 -2,576
   Jackson Wealth Management LLC 20 - 2023-12-31 39,184 $6,866,000 -1,533
   SIGNATURE SECURITIES GROUP CORPORATION 10 - 2024-03-31 33,728 $6,581,000 -2,334
   JOURNEY STRATEGIC WEALTH LLC 17 - 2023-12-31 36,154 $6,335,000 -926
   Baird Financial Group Inc. 626 - 2023-12-31 32,737 $5,736,000 -7,335
   Burns Matteson Capital Management LLC 4 - 2023-12-31 31,907 $5,591,000 -906
   Ameliora Wealth Management Ltd. 13 - 2024-03-31 24,893 $4,857,000 -339
   Financial Partners Group Inc 33 - 2024-03-31 23,885 $4,660,000 -55
   Nelson Van Denburg & Campbell Wealth Management Gr 89 - 2024-03-31 23,555 $4,596,000 -3,268
   Kingsview Wealth Management LLC 194 - 2024-03-31 20,362 $3,973,000 -169
   BMS Financial Advisors LLC 10 - 2023-06-30 24,375 $3,865,000 -21,931
   Global Wealth Management Investment Advisory Inc. 45 - 2024-03-31 17,506 $3,415,000 -1,903
   CLS INVESTMENT FIRM LLC 291 - 2022-12-31 27,845 $3,356,000 -15
   Harwood Advisory Group LLC 33 - 2023-12-31 18,984 $3,326,000 -4,967
   Leo Wealth LLC 55 - 2024-03-31 16,168 $3,158,000 -105
   Advisory Alpha LLC 90 - 2024-03-31 15,800 $3,083,000 -3,099
   Foundations Investment Advisors LLC 190 - 2023-12-31 15,291 $2,799,000 -11,457
   HILLTOP HOLDINGS INC. 91 - 2023-12-31 15,615 $2,736,000 -11,142
   Pensionmark Financial Group LLC 65 - 2023-12-31 15,311 $2,683,000 -435
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 659 - 2023-09-30 17,079 $2,627,000 -633
   MONEY CONCEPTS CAPITAL CORP 117 - 2024-03-31 13,207 $2,577,000 -1,282
   Samalin Investment Counsel LLC 10 - 2023-12-31 14,421 $2,527,000 -285
   Rockefeller Capital Management L.P. 835 - 2023-12-31 14,305 $2,507,000 -630
   Arcadia Wealth Management LLC 19 - 2024-03-31 11,410 $2,226,000 -184
   GLENMEDE TRUST CO NA 543 - 2023-12-31 12,325 $2,160,000 -43
   Colonial River Wealth Management LLC 23 - 2024-03-31 10,493 $2,047,000 -1,577
   Cornerstone Planning Group LLC 19 - 2024-03-31 10,369 $1,999,000 -283
   DANA INVESTMENT ADVISORS INC 155 - 2023-12-31 11,253 $1,972,000 -1,387
   GSA CAPITAL PARTNERS LLP 119 - 2024-03-31 9,994 $1,950,000 -2,606
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 30 - 2023-12-31 10,634 $1,863,000 -360
   Meridian Wealth Management LLC 57 - 2024-03-31 8,766 $1,710,000 -322
   Stewardship Advisors LLC 39 - 2024-03-31 8,590 $1,676,000 -35,486
   Whelan Financial 15 - 2024-03-31 7,320 $1,428,000 -191
   Western Wealth Management LLC 180 - 2024-03-31 7,053 $1,376,000 -278
   BCGM Wealth Management LLC 56 - 2024-03-31 6,809 $1,328,000 -254
   Avestar Capital LLC 115 - 2024-03-31 6,536 $1,275,000 -1,847
   TNF LLC 28 - 2024-03-31 6,037 $1,134,000 -20
   CIBC WORLD MARKETS INC. 657 - 2023-12-31 6,338 $1,111,000 -1,725
   LEVEL FOUR ADVISORY SERVICES LLC 290 - 2023-12-31 5,884 $1,031,000 -1,498
   Stratos Wealth Advisors LLC 330 - 2024-03-31 5,014 $978,000 -625
   MBL Wealth LLC 90 - 2024-03-31 5,000 $976,000 -300
   Strategic Equity Management 19 - 2024-03-31 4,937 $963,000 -571
   Pallas Capital Advisors LLC 223 - 2024-03-31 4,271 $833,000 -273
   AMG NATIONAL TRUST BANK 308 - 2024-03-31 4,250 $829,000 -75
   New Century Financial Group LLC 58 - 2024-03-31 4,173 $814,000 -133
   Dynamic Advisors Solutions LLC 482 - 2024-03-31 4,138 $807,000 -1,181
   MARIPAU WEALTH MANAGEMENT LLC 36 - 2023-12-31 4,270 $748,000 -467
   Merit Financial Group LLC 478 - 2024-03-31 3,829 $738,000 -729
   Fluent Financial LLC 46 - 2024-03-31 3,691 $720,000 -1
   EWG Elevate Inc. 76 - 2024-03-31 3,439 $671,000 -18,532
   JAMES INVESTMENT RESEARCH INC 181 - 2024-03-31 3,343 $652,000 -113
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 71 - 2023-12-31 3,650 $640,000 -3,839
   JANNEY MONTGOMERY SCOTT LLC 1833 - 2024-03-31 3,089 $603,000 -376
   BROWN BROTHERS HARRIMAN & CO 340 - 2024-03-31 2,957 $577,000 -112
   SILVER OAK SECURITIES Inc 215 - 2024-03-31 2,787 $544,000 -200
   Steward Partners Investment Advisory LLC 969 - 2023-12-31 3,020 $529,000 -50
   OPPENHEIMER & CO INC 974 - 2024-03-31 2,638 $515,000 -141
   PACIFIC FINANCIAL GROUP INC 45 - 2024-03-31 2,476 $483,000 -20
   MCKINLEY CARTER WEALTH SERVICES, INC. 210 - 2024-03-31 2,440 $476,000 -434
   FORTE CAPITAL LLC /ADV 150 - 2023-12-31 2,705 $474,000 -5
   COLONY GROUP LLC 564 - 2023-09-30 3,030 $466,000 -189
   Rodgers & Associates LTD 68 - 2024-03-31 2,330 $455,000 -237
   RESOLUTE FINANCIAL LLC 64 - 2022-12-31 3,639 $439,000 -259
   REGAL INVESTMENT ADVISORS, LLC 351 - 2023-12-31 2,496 $437,000 -70
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 483 - 2024-03-31 2,217 $433,000 -75
   SageView Advisory Group LLC 358 - 2024-03-31 2,532 $402,000 -4,549
   Richard W. Paul & Associates LLC - 2023-12-31 2,288 $401,000 -461
   Alpha Financial Partners LLC 36 - 2023-12-31 2,248 $394,000 -2,032
   QRG CAPITAL MANAGEMENT INC. 820 - 2024-03-31 1,987 $388,000 -154
   INTREPID CAPITAL MANAGEMENT INC 61 - 2023-12-31 2,198 $385,000 -73
   Change Path LLC 454 - 2023-12-31 1,966 $344,000 -211
   CHEMUNG CANAL TRUST CO 107 - 2024-03-31 1,699 $331,000 -140
   Fermata Advisors LLC 154 - 2024-03-31 1,691 $330,000 -125
   True Capital Management 89 - 2023-03-31 2,338 $325,000 -286
   BENJAMIN EDWARDS INC 278 - 2024-03-31 1,530 $299,000 -15
   National Wealth Management Group LLC 104 - 2023-12-31 1,683 $295,000 -11
  100 Records found
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