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Get Institutions for : 
Iq Us Real Estate Small Cap (ROOF)  
$19.10 0.05 (0.26%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    1
Total shares held : 
6,675,209  
% of shares held : 
74.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
6,429,519  
% of shares held change : 
  71.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$20.41  
Last Quarter's Ending Price : 
$19.73  
Last Quarter's Average Price
$19.52  
Change from last quarter's     
avg. price to the last closing  : 
0.42 (2.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 6,487,505
 97.19%
 
Increased Positions :
3
 23,714
 0.36%
 
Unchanged Positions :
7
 16,090
 0.24%
 
Decreased Positions :
10
-39,391
-0.59%
 
Closed Positions :
3
-42,309
-0.63%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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
   Spire Wealth Management 876 - 2024-03-31 7,550 $149,000 0
   CWM LLC 2987 - 2024-03-31 846 $17,000 0
   ROYAL BANK OF CANADA 5738 - 2024-03-31 298 $6,000 0
   Sunbelt Securities Inc. 1381 - 2024-03-31 200 $4,000 0
   Efficient Wealth Management LLC 857 - 2024-03-31 25 $1,000 0
   WELLS FARGO & CO/MN 5867 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 9150 - 2024-03-31 0 $0 0

  7 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results