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Get Institutions for : 
Ishares Us Infrastructure Etf (IFRA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 350    3
Total shares held : 
 40,678,992  
% of shares held : 
 45.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   132  
Amount of shares held : 
 889,558  
% of shares held change : 
   0.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 349,350
 0.86%
 
Increased Positions :
201
 3,291,501
 8.09%
 
Unchanged Positions :
46
 820,560
 2.02%
 
Decreased Positions :
72
-2,309,378
-5.68%
 
Closed Positions :
28
-441,915
-1.09%
 
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
   ENVESTNET ASSET MANAGEMENT INC 181 - 2024-03-31 6,703,808 $290,677,000 -290,022
   BANK OF AMERICA CORP /DE/ 578 - 2024-03-31 5,060,070 $219,405,000 -1,180,430
   LPL FINANCIAL CORP 386 - 2024-03-31 1,886,152 $81,784,000 75,709
   MORGAN STANLEY 1486 - 2024-03-31 1,558,923 $67,595,000 -121,838
   J P MORGAN CHASE & CO 1114 - 2024-03-31 1,306,452 $56,648,000 47,359
   WHARTON BUSINESS GROUP, LLC 12 - 2024-03-31 1,081,445 $46,891,000 252,975
   Envestnet Portfolio Solutions Inc. 78 - 2024-03-31 964,404 $41,817,000 -12,633
   CWM LLC 103 - 2024-03-31 925,049 $40,110,000 37,647
   BLACKROCK INC. 2555 - 2024-03-31 873,663 $37,882,000 -147,804
   MARINER WEALTH ADVISORS, LLC 229 - 2024-03-31 833,309 $36,132,000 40,310
   PARK AVENUE SECURITIES LLC 38 - 2024-03-31 697,796 $30,256,000 -74,721
   HSBC HOLDINGS PLC 554 - 2024-03-31 679,317 $29,455,000 -1,417
   MML INVESTORS SERVICES LLC 199 - 2024-03-31 623,414 $27,031,000 -31,786
   PNC FINANCIAL SERVICES GROUP INC 369 - 2024-03-31 547,787 $23,752,000 106,537
   AMERIPRISE FINANCIAL INC 1196 - 2024-03-31 543,106 $23,570,000 -74,478
   Cetera Investment Advisers 363 - 2024-03-31 501,707 $21,754,000 305,141
   WELLS FARGO & CO/MN 1082 - 2024-03-31 488,966 $21,202,000 16,782
   JANNEY MONTGOMERY SCOTT LLC 332 - 2024-03-31 450,263 $19,523,000 -14,723
   CAPTRUST FINANCIAL ADVISORS 260 - 2024-03-31 356,397 $15,453,000 329,396
   Advisor Group Holdings Inc. 524 - 2024-03-31 336,068 $14,580,000 -688,924
   Integrated Wealth Concepts LLC 120 - 2024-03-31 321,688 $13,949,000 21,482
   COMMONWEALTH EQUITY SERVICES LLC. 653 - 2024-03-31 315,916 $13,698,000 -6,328
   CREATIVE PLANNING 339 - 2024-03-31 309,824 $13,434,000 80,876
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 372 - 2024-03-31 292,327 $12,675,000 18,289
   EVERGREEN CAPITAL MANAGEMENT LLC 57 - 2024-03-31 279,260 $12,109,000 0
   BANK OF NEW YORK MELLON CORP 1887 - 2024-03-31 267,881 $11,615,000 11,401
   FINANCIAL NETWORK 359 - 2024-03-31 249,047 $10,799,000 -6,380
   STIFEL FINANCIAL CORP 786 - 2024-03-31 247,850 $10,747,000 -3,970
   SUMITOMO LIFE INSURANCE CO 30 - 2024-03-31 273,000 $10,551,000 44,000
   JB Capital LLC 28 - 2024-03-31 240,553 $10,430,000 -23,995
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 183 - 2024-03-31 225,754 $9,789,000 -16,752
   Laurel Wealth Planning LLC 4 - 2024-03-31 216,198 $9,374,000 6,413
   PATTON ALBERTSON & MILLER, LLC 17 - 2024-03-31 213,066 $9,239,000 -42,492
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 868 - 2024-03-31 199,455 $8,648,000 55,742
   Resources Investment Advisors Inc. 148 - 2024-03-31 190,831 $8,274,000 21,804
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 23 - 2024-03-31 188,960 $8,193,000 -34,277
   WEALTH MANAGEMENT RESOURCES INC. 13 - 2024-03-31 181,604 $7,874,000 -5,724
   Goss Wealth Management LLC 276 - 2024-03-31 173,986 $7,544,000 -7,054
   Brio Consultants LLC 19 - 2024-03-31 170,413 $7,389,000 1,275
   ROYAL BANK OF CANADA 1689 - 2024-03-31 167,085 $7,245,000 -16,240
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 587 - 2024-03-31 160,395 $6,955,000 -28,679
   THRIVENT FINANCIAL FOR LUTHERANS 736 - 2024-03-31 148,316 $6,431,000 -1,002
   MERCER GLOBAL ADVISORS INC /ADV 416 - 2024-03-31 139,852 $6,064,000 34,007
   WEALTHSOURCE PARTNERS LLC 44 - 2023-12-31 149,697 $6,028,000 -11,748
   Foundations Investment Advisors LLC 121 - 2024-03-31 135,346 $5,869,000 9,751
   HIGHTOWER ADVISORS, LLC 890 - 2024-03-31 135,210 $5,787,000 2,936
   AE Wealth Management LLC 270 - 2024-03-31 132,931 $5,764,000 -119,117
   UBS Group AG 2076 - 2024-03-31 129,743 $5,626,000 -14,840
   Arden Trust Co 34 - 2024-03-31 129,504 $5,615,000 -548
   Column Capital Advisors LLC 23 - 2023-09-30 146,774 $5,370,000 20,799
   Kestra Advisory Services LLC 520 - 2024-03-31 116,197 $5,038,000 13,016
   Atria Wealth Solutions Inc. 347 - 2024-03-31 111,039 $4,815,000 -8,486
   ATRIA INVESTMENTS LLC 363 - 2024-03-31 105,838 $4,589,000 -3,685
   WAYNE HUMMER INVESTMENTS L.L.C. 48 - 2024-03-31 98,529 $4,272,000 4,015
   AlphaQ Advisors LLC 5 *New 2024-03-31 96,594 $4,188,000 96,594
   PRINCIPAL FINANCIAL GROUP INC 1637 *New 2024-03-31 91,775 $3,979,000 91,775
   AdvisorNet Financial Inc 57 - 2024-03-31 91,640 $3,974,000 71,647
   Stokes Family Office LLC 54 - 2024-03-31 89,579 $3,884,000 -815
   Pettinga Financial Advisors LLC 28 - 2024-03-31 88,115 $3,821,000 -661
   Austin Private Wealth LLC 36 - 2024-03-31 86,556 $3,738,000 -6,329
   MULTIFINANCIAL SECURITIES CORP 569 - 2024-03-31 84,276 $3,654,000 22,387
   Eaton Financial Holdings Company LLC 18 *New 2024-03-31 76,462 $3,315,000 76,462
   PRINCIPAL SECURITIES INC. 190 - 2024-03-31 75,463 $3,272,000 4,334
   US BANCORP 694 - 2024-03-31 74,289 $3,221,000 7
   RAYMOND JAMES & ASSOCIATES 1884 - 2024-03-31 71,257 $3,090,000 -54,729
   Horst & Graben Wealth Management LLC 29 - 2024-03-31 70,882 $3,073,000 -2,536
   Silver Coast Investments LLC 15 - 2024-03-31 69,935 $3,032,000 2,120
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 619 - 2023-09-30 82,640 $3,024,000 -11,865
   Farther Finance Advisors LLC 102 - 2024-03-31 70,127 $3,023,000 18,763
   Shira Ridge Wealth Management 15 - 2024-03-31 69,587 $3,017,000 -9,390
   PRUDENTIAL FINANCIAL INC 1207 - 2024-03-31 69,503 $3,014,000 -14,947
   Icon Wealth Advisors LLC 66 - 2024-03-31 69,522 $3,014,000 2,311
   Change Path LLC 158 - 2024-03-31 69,001 $2,992,000 20,244
   Northwest Capital Management Inc 22 - 2024-03-31 68,232 $2,959,000 1,784
   ADAPT WEALTH ADVISORS LLC 18 - 2024-03-31 66,500 $2,883,000 0
   West Wealth Group LLC 18 - 2024-03-31 66,089 $2,866,000 4,470
   LIBERTY WEALTH MANAGEMENT LLC 42 - 2024-03-31 66,040 $2,860,000 1,183
   Sharkey Howes & Javer 41 - 2024-03-31 64,422 $2,793,000 4,744
   Invst LLC 51 - 2024-03-31 64,488 $2,780,000 -6,468
   BB&T CORP 1120 - 2024-03-31 63,808 $2,767,000 17
   Merit Financial Group LLC 224 - 2024-03-31 64,263 $2,759,000 6,307
   Sowell Financial Services LLC 171 - 2024-03-31 63,450 $2,751,000 4,417
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 55 - 2024-03-31 63,121 $2,737,000 -32,473
   CFS Investment Advisory Services LLC 39 - 2024-03-31 63,021 $2,733,000 1,571
   High Falls Advisors Inc 27 - 2024-03-31 60,904 $2,641,000 -214
   Stone House Investment Management LLC 22 - 2024-03-31 60,686 $2,631,000 14,866
   Ronald Blue Trust Inc. 93 - 2024-03-31 58,908 $2,554,000 -5,367
   KESTRA PRIVATE WEALTH SERVICES LLC 316 - 2024-03-31 58,836 $2,551,000 -12,901
   H D Vest Advisory Services 477 - 2024-03-31 58,785 $2,549,000 -1,839
   GOLDMAN SACHS GROUP INC/ 3035 - 2024-03-31 56,761 $2,461,000 48,796
   Spectrum Wealth Counsel LLC 68 - 2024-03-31 56,102 $2,433,000 194
   U.S. Capital Wealth Advisors LLC 203 - 2024-03-31 55,809 $2,420,000 4,908
   RETIREMENT GUYS FORMULA LLC 17 - 2024-03-31 55,714 $2,416,000 3,032
   Summit X LLC 34 - 2024-03-31 55,591 $2,411,000 2,465
   Buttonwood Financial Group LLC 16 - 2024-03-31 54,816 $2,377,000 1,456
   Atomi Financial Group Inc. 99 - 2024-03-31 54,180 $2,349,000 40,772
   Orion Portfolio Solutions LLC 587 - 2024-03-31 53,922 $2,338,000 -1,261
   Stonebrook Private Inc. 39 - 2024-03-31 53,430 $2,317,000 7,801
   Icon Wealth Partners LLC 78 - 2023-09-30 62,264 $2,278,000 1,681
   Stratos Wealth Advisors LLC 179 - 2024-03-31 52,498 $2,276,000 821
  100 Records found
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