Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Cybersecurity And Tech Etf (IHAK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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: 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
   NELSON ROBERTS INVESTMENT ADVISORS, LLC 43 *New 2024-03-31 65,189 $3,054,000 65,189
   Cetera Investment Advisers 1896 *New 2024-03-31 26,729 $1,252,000 26,729
   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
   TITLEIST ASSET MANAGEMENT LLC 124 *New 2024-03-31 14,560 $682,000 14,560
   HILLTOP HOLDINGS INC. 317 *New 2024-03-31 13,778 $645,000 13,778
   PFG Investments LLC 567 *New 2024-03-31 9,734 $456,000 9,734
   J P MORGAN CHASE & CO 3883 *New 2024-03-31 8,171 $379,000 8,171
   D E SHAW & CO INC 2401 *New 2024-03-31 7,506 $352,000 7,506
   PETRA FINANCIAL ADVISORS INC 111 *New 2024-03-31 5,384 $252,000 5,384
   Buckingham Strategic Partners 569 *New 2024-03-31 4,476 $210,000 4,476
   H D Vest Advisory Services 1524 *New 2024-03-31 4,316 $202,000 4,316
   WOODMONT INVESTMENT COUNSEL LLC 263 *New 2024-03-31 3,300 $155,000 3,300
   Farther Finance Advisors LLC 783 *New 2024-03-31 3,263 $152,000 3,263
   Gilliland Jeter Wealth Management LLC 268 *New 2024-03-31 1,294 $61,000 1,294
   COMERICA BANK 3039 *New 2024-03-31 362 $17,000 362
   DAGCO INC. 182 *New 2024-03-31 213 $10,000 213
   JFS WEALTH ADVISORS, LLC 957 *New 2024-03-31 149 $7,000 149
   YHB INVESTMENT ADVISORS, INC. 806 *New 2024-03-31 115 $5,000 115
   WEST PACES ADVISORS INC. 456 *New 2024-03-31 42 $2,000 42
  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us