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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  
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            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
   COMMONWEALTH EQUITY SERVICES LLC. 961 - 2024-03-31 147,853 $6,927,000 7,384
   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
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1284 - 2024-03-31 69,482 $3,255,000 69,482
   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
   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
   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
   CORA CAPITAL ADVISORS LLC 32 - 2024-03-31 23,283 $1,091,000 1,452
   FINANCIAL NETWORK 1450 - 2024-03-31 21,832 $1,023,000 978
   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
   RAYMOND JAMES & ASSOCIATES 2730 - 2024-03-31 16,826 $788,000 4,736
   Global Retirement Partners LLC 459 - 2024-03-31 14,058 $659,000 12,908
   Coastal Investment Advisors Inc. 188 - 2024-03-31 13,573 $636,000 7,000
   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
   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
   WARNER FINANCIAL INC 80 - 2024-03-31 8,778 $411,000 3,631
   IFP Advisors Inc 673 - 2023-12-31 8,025 $365,000 5,464
   City State Bank 128 - 2024-03-31 7,260 $340,000 200
   Cyndeo Wealth Partners LLC 331 - 2024-03-31 5,801 $272,000 10
   CENTAURUS FINANCIAL INC. 565 - 2024-03-31 5,188 $243,000 2,096
   PNC FINANCIAL SERVICES GROUP INC 2317 - 2024-03-31 3,469 $163,000 1,342
   FMR LLC 3252 - 2024-03-31 1,534 $72,000 1,398
   Retirement Group LLC 264 - 2024-03-31 850 $40,000 400
   PRIVATE TRUST CO NA 1239 - 2024-03-31 739 $35,000 699
   Riggs Asset Managment Co. Inc. 169 - 2024-03-31 608 $28,000 219
   Venturi Wealth Management LLC 857 - 2024-03-31 267 $13,000 267
   Peoples Bank/KS 199 - 2024-03-31 284 $13,000 43
   Gould Capital LLC 158 - 2024-03-31 126 $6,000 83
   PARKSIDE FINANCIAL BANK & TRUST 1345 - 2024-03-31 108 $5,000 50
   WELLS FARGO & CO/MN 5525 - 2024-03-31 24 $1,000 23
  53 Records found
  1    
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