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Ishares Us Tech Breakthrough Multisector Etf (TECB)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    3
Total shares held : 
 6,137,018  
% of shares held : 
 6.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 -543,879  
% of shares held change : 
   -0.6%  
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 :
11
 36,183
 0.59%
 
Increased Positions :
16
 63,081
 1.03%
 
Unchanged Positions :
14
 6,446
 0.11%
 
Decreased Positions :
11
-565,338
-9.21%
 
Closed Positions :
8
-77,805
-1.27%
 
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
   Prime Capital Investment Advisors LLC 374 *New 2024-03-31 34,085 $1,632,000 34,085
   BCJ Capital Management LLC 150 *New 2024-03-31 25,395 $1,216,000 25,395
   Cetera Investment Advisers 2600 *New 2024-03-31 10,214 $489,000 10,214
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2823 *New 2024-03-31 6,310 $302,000 6,310
   Stonebridge Financial Planning Group LLC 150 *New 2024-03-31 4,330 $207,000 4,330
   PFG Investments LLC 904 *New 2024-03-31 4,227 $202,000 4,227
   BARTLETT & CO. LLC 630 *New 2023-12-31 1,552 $67,000 1,552
   HAZLETT BURT & WATSON INC. 470 *New 2024-03-31 300 $15,000 300
   WELLS FARGO & CO/MN 5153 *New 2024-03-31 215 $10,000 215
   DAGCO INC. 181 *New 2024-03-31 209 $10,000 209
   MATHER GROUP, INC. 1345 *New 2024-03-31 114 $5,000 114
  11 Records found
  1    
  Page 1 of 1
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