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Get Institutions for : 
Ishares Cybersecurity And Tech Etf (IHAK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 149    9
Total shares held : 
 4,606,793  
% of shares held : 
 39.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 -155,038  
% of shares held change : 
   -1.32%  
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 :
20
 140,945
 3.06%
 
Increased Positions :
46
 202,877
 4.4%
 
Unchanged Positions :
45
 316,080
 6.86%
 
Decreased Positions :
38
-165,741
-3.6%
 
Closed Positions :
11
-333,119
-7.23%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1022 - 2024-03-31 1,699,570 $79,625,000 206,137
   LPL FINANCIAL CORP 984 - 2024-03-31 382,729 $17,931,000 139,580
   MORGAN STANLEY 2911 - 2024-03-31 340,570 $15,956,000 162,012
   UBS Group AG 1368 - 2024-03-31 315,269 $14,770,000 -5,370
   WHARTON BUSINESS GROUP, LLC 43 - 2024-03-31 198,135 $9,283,000 -3,880
   COMMONWEALTH EQUITY SERVICES LLC. 961 - 2024-03-31 147,853 $6,927,000 7,384
   OPPENHEIMER ASSET MANAGEMENT INC 248 - 2024-03-31 130,731 $6,125,000 -14,804
   ROYAL BANK OF CANADA 1844 - 2024-03-31 115,680 $5,419,000 12,688
   AMERIPRISE FINANCIAL INC 2293 - 2024-03-31 107,710 $5,045,000 30,563
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 874 - 2024-03-31 84,561 $3,962,000 -4,401
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1317 - 2024-03-31 77,278 $3,620,000 50,966
   LINCOLN NATIONAL CORP 211 - 2024-03-31 75,373 $3,531,000 3,707
   Lido Advisors LLC 301 - 2024-03-31 73,716 $3,454,000 -23,585
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1284 - 2024-03-31 69,482 $3,255,000 69,482
   NELSON ROBERTS INVESTMENT ADVISORS, LLC 43 *New 2024-03-31 65,189 $3,054,000 65,189
   Sierra Capital LLC 41 - 2024-03-31 54,913 $2,573,000 -62,200
   Watts Gwilliam & Co. LLC 31 - 2024-03-31 50,741 $2,288,000 0
   Advisor Group Holdings Inc. 1609 - 2024-03-31 47,206 $2,212,000 7,794
   CROSSPOINT FINANCIAL LLC 2 - 2024-03-31 43,522 $2,039,000 2,665
   BANK OF MONTREAL /CAN/ 1370 - 2024-03-31 42,657 $2,020,000 7,648
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 411 - 2024-03-31 37,594 $1,757,000 5,281
   STIFEL FINANCIAL CORP 1882 - 2024-03-31 34,179 $1,601,000 9,435
   Capital Financial Planning LLC 25 - 2023-09-30 41,107 $1,583,000 2,107
   MML INVESTORS SERVICES LLC 1193 - 2024-03-31 31,992 $1,499,000 148
   Wealthcare Advisory Partners LLC 289 - 2024-03-31 31,220 $1,463,000 6,914
   Crescent Grove Advisors LLC 91 - 2024-03-31 31,207 $1,462,000 1,842
   MARK SHEPTOFF FINANCIAL PLANNING LLC 29 - 2024-03-31 30,392 $1,424,000 90
   IHT Wealth Management LLC 346 - 2024-03-31 28,529 $1,337,000 -554
   Integrated Wealth Concepts LLC 643 - 2024-03-31 28,463 $1,334,000 -10,161
   GOLDMAN SACHS GROUP INC/ 3404 - 2024-03-31 28,336 $1,328,000 9,014
   Baird Financial Group Inc. 1072 - 2024-03-31 27,992 $1,311,000 2,409
   Northeast Financial Consultants Inc 134 - 2024-03-31 26,825 $1,257,000 0
   Cetera Investment Advisers 1896 *New 2024-03-31 26,729 $1,252,000 26,729
   Steward Partners Investment Advisory LLC 729 - 2024-03-31 25,466 $1,193,000 -148
   BUFFINGTON MOHR MCNEAL 58 - 2024-03-31 25,218 $1,181,000 850
   MARINER WEALTH ADVISORS, LLC 1398 - 2024-03-31 25,128 $1,177,000 7,822
   Sugar Maple Asset Management LLC 21 - 2024-03-31 23,612 $1,106,000 0
   CORA CAPITAL ADVISORS LLC 32 - 2024-03-31 23,283 $1,091,000 1,452
   Absolute Capital Management LLC 38 - 2024-03-31 22,600 $1,059,000 0
   CREATIVE PLANNING 1302 - 2024-03-31 22,461 $1,052,000 -185
   Solutions 4 Wealth Ltd 10 - 2024-03-31 21,938 $1,028,000 0
   FINANCIAL NETWORK 1450 - 2024-03-31 21,832 $1,023,000 978
   Koa Wealth Management LLC 31 - 2024-03-31 20,367 $954,000 -4,061
   WCG Wealth Advisors LLC 185 - 2024-03-31 20,215 $947,000 10,179
   SageView Advisory Group LLC 207 - 2024-03-31 20,714 $944,000 20,714
   KISTLERTIFFANY COMPANIES, LLC 129 - 2023-06-30 23,248 $879,000 362
   MACKENZIE FINANCIAL CORP 899 *New 2024-03-31 18,750 $878,000 18,750
   Private Advisor Group LLC 1238 *New 2024-03-31 17,996 $843,000 17,996
   PINEBRIDGE INVESTMENTS LTD 478 - 2024-03-31 17,169 $804,000 0
   RAYMOND JAMES & ASSOCIATES 2730 - 2024-03-31 16,826 $788,000 4,736
   Visionary Wealth Advisors 265 - 2024-03-31 16,269 $762,000 -1,188
   Ellis Investment Partners LLC 113 - 2024-03-31 15,527 $727,000 -100
   Foundations Investment Advisors LLC 397 - 2024-03-31 14,587 $683,000 -3,953
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 178 - 2024-03-31 14,568 $683,000 -570
   TITLEIST ASSET MANAGEMENT LLC 124 *New 2024-03-31 14,560 $682,000 14,560
   Global Retirement Partners LLC 459 - 2024-03-31 14,058 $659,000 12,908
   HILLTOP HOLDINGS INC. 317 *New 2024-03-31 13,778 $645,000 13,778
   Coastal Investment Advisors Inc. 188 - 2024-03-31 13,573 $636,000 7,000
   Rockefeller Capital Management L.P. 1395 - 2024-03-31 13,268 $622,000 -2,149
   CWM LLC 1044 - 2024-03-31 13,223 $619,000 -1,106
   Goss Wealth Management LLC 1211 - 2024-03-31 13,053 $612,000 2,012
   WEDBUSH MORGAN SECURITIES INC 595 - 2024-03-31 12,060 $565,000 2,672
   ADVISORS CAPITAL MANAGEMENT LLC 341 - 2024-03-31 12,066 $565,000 92
   SEABRIDGE INVESTMENT ADVISORS LLC 117 - 2024-03-31 11,915 $558,000 3,580
   Triumph Capital Management 107 - 2024-03-31 11,699 $546,000 -90
   Stonehage Fleming Financial Services Holdings Ltd 64 - 2024-03-31 15,000 $545,000 0
   HIGHTOWER ADVISORS, LLC 2190 - 2024-03-31 11,499 $539,000 507
   Kestra Advisory Services LLC 1624 - 2024-03-31 11,152 $522,000 1,268
   BB&T CORP 1957 - 2024-03-31 10,237 $480,000 2,587
   Actinver Wealth Management Inc. 54 - 2024-03-31 10,113 $474,000 -1,179
   PFG Investments LLC 567 *New 2024-03-31 9,734 $456,000 9,734
   NAPLES GLOBAL ADVISORS LLC 298 - 2024-03-31 9,690 $454,000 -425
   CREDIT SUISSE/ 2636 - 2024-03-31 9,000 $422,000 0
   BNP PARIBAS 212 - 2024-03-31 8,812 $413,000 0
   WARNER FINANCIAL INC 80 - 2024-03-31 8,778 $411,000 3,631
   JANNEY MONTGOMERY SCOTT LLC 2134 - 2024-03-31 8,496 $398,000 0
   J P MORGAN CHASE & CO 3883 *New 2024-03-31 8,171 $379,000 8,171
   Valley Financial Group Inc. 37 - 2024-03-31 8,043 $377,000 -376
   IFP Advisors Inc 673 - 2023-12-31 8,025 $365,000 5,464
   D E SHAW & CO INC 2401 *New 2024-03-31 7,506 $352,000 7,506
   FRANKLIN RESOURCES INC 2281 - 2024-03-31 7,366 $345,000 0
   City State Bank 128 - 2024-03-31 7,260 $340,000 200
   Purus Wealth Management LLC 84 - 2024-03-31 6,880 $322,000 -107
   ICICI Prudential Asset Management Co Ltd 153 - 2024-03-31 6,480 $304,000 -5,400
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1402 - 2024-03-31 6,348 $297,000 -498
   RETIREMENT CAPITAL STRATEGIES 61 - 2024-03-31 6,311 $296,000 -72,679
   Apollon Wealth Management LLC 876 - 2024-03-31 6,174 $289,000 -1,027
   Clear Creek Financial Management LLC 340 - 2024-03-31 5,995 $281,000 -530
   Cyndeo Wealth Partners LLC 331 - 2024-03-31 5,801 $272,000 10
   Redhawk Wealth Advisors Inc. 266 - 2024-03-31 5,690 $267,000 -1,050
   PETRA FINANCIAL ADVISORS INC 111 *New 2024-03-31 5,384 $252,000 5,384
   J.W. COLE ADVISORS INC. 750 - 2024-03-31 5,385 $252,000 -1
   NORTHERN TRUST CORP 3812 - 2024-03-31 5,299 $248,000 0
   CENTAURUS FINANCIAL INC. 565 - 2024-03-31 5,188 $243,000 2,096
   Consolidated Portfolio Review Corp 233 - 2024-03-31 5,142 $241,000 -3,632
   Connecticut Wealth Management LLC 293 - 2024-03-31 5,151 $241,000 0
   PECAUT & CO. 70 - 2024-03-31 4,942 $232,000 -662
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 298 - 2024-03-31 4,859 $228,000 -35
   PRINCIPAL SECURITIES INC. 955 - 2024-03-31 4,806 $225,000 -601
   Buckingham Strategic Partners 569 *New 2024-03-31 4,476 $210,000 4,476
  100 Records found
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