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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
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1189 *Closed 2023-12-31 0 $0 -149
   Sunbelt Securities Inc. 1616 *Closed 2024-03-31 0 $0 -5,391
   MARSHALL WACE LLP 1781 *Closed 2023-12-31 0 $0 -28,492
   FLOW TRADERS U.S. LLC 771 *Closed 2023-12-31 0 $0 -13,410
   Rockbridge Investment Management LCC 659 *Closed 2023-12-31 0 $0 -510
   U.S. Capital Wealth Advisors LLC 660 *Closed 2023-12-31 0 $0 -1,384
   Toroso Investments LLC 1408 *Closed 2023-12-31 0 $0 -1,571
   SILVERLAKE WEALTH MANAGEMENT LLC 243 *Closed 2024-03-31 0 $0 -1,342
   Linden Thomas Advisory Services LLC 455 *Closed 2024-03-31 0 $0 -2,258
   InterOcean Capital Group LLC 459 *Closed 2023-12-31 0 $0 -1,732
   Peterson Financial Group Inc. 79 *Closed 2024-03-31 0 $0 -11,330
   CYPRESS CAPITAL MANAGEMENT LLC 42 *Closed 2022-12-31 0 $0 -124,095
   Cresset Asset Management LLC 1841 *Closed 2023-12-31 0 $0 -4,413
   Fulcrum Equity Management 113 *Closed 2024-03-31 0 $0 -1,982
   B.O.S.S. Retirement Advisors LLC 166 *Closed 2024-03-31 0 $0 -42,371
   BAKER AVENUE ASSET MANAGEMENT, LP 1221 *Closed 2023-12-31 0 $0 -379
   Bank Julius Baer & Co. Ltd Zurich 533 *Closed 2023-12-31 0 $0 -2,192
   MODERA WEALTH MANAGEMENT, LLC 578 *Closed 2023-12-31 0 $0 -42,325
   MILLENNIUM MANAGEMENT LLC 4336 *Closed 2023-12-31 0 $0 -3,793
   Latitude Advisors LLC 190 *Closed 2024-03-31 0 $0 -6,029
   Lloyd Advisory Services LLC. 162 *Closed 2024-03-31 0 $0 -15,749
   Authentikos Wealth Advisory LLC 535 *Closed 2023-12-31 0 $0 -399
   SURIENCE PRIVATE WEALTH LLC 24 *Closed 2023-12-31 0 $0 -67,834
   IAMS WEALTH MANAGEMENT LLC 125 *Closed 2024-03-31 0 $0 -3,114
   Tradition Wealth Management LLC 1334 *Closed 2023-12-31 0 $0 -1,008
   Wick Capital Partners LLC 68 *Closed 2023-12-31 0 $0 -8,502
   Legacy Capital Group California Inc. 281 *Closed 2023-12-31 0 $0 -2,067
  27 Records found
  1    
  Page 1 of 1
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