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Get Institutions for : 
Ishares 20+ Year Treasury Bond Buywrite Strat Etf (TLTW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    27
Total shares held : 
 5,090,161  
% of shares held : 
 56.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 3,083,066  
% of shares held change : 
   34.26%  
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 :
34
 2,305,610
 45.3%
 
Increased Positions :
20
 1,204,518
 23.66%
 
Unchanged Positions :
4
 21,758
 0.43%
 
Decreased Positions :
8
-217,201
-4.27%
 
Closed Positions :
7
-209,861
-4.12%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   MML INVESTORS SERVICES LLC 231 - 2024-03-31 798,482 $21,319,000 120,017
   ENVESTNET ASSET MANAGEMENT INC 1313 - 2024-03-31 523,721 $13,983,000 273,548
   FRANKLIN RESOURCES INC 933 - 2024-03-31 492,150 $13,140,000 24,400
   Fortress Wealth Group LLC 6 - 2024-03-31 308,612 $7,836,000 33,392
   Advisor Group Holdings Inc. 831 - 2024-03-31 272,348 $7,273,000 98,036
   Retirement Group LLC 13 - 2024-03-31 183,023 $4,887,000 166,215
   Cetera Investment Advisers 992 - 2024-03-31 181,665 $4,850,000 85,730
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1277 - 2024-03-31 122,898 $3,281,000 102,565
   BANK OF AMERICA CORP /DE/ 3371 - 2024-03-31 108,958 $2,909,000 72,489
   Elmwood Wealth Management Inc. 32 - 2024-03-31 94,686 $2,528,000 38,922
   BB&T CORP 1270 - 2024-03-31 72,747 $1,942,000 5,011
   ROYAL BANK OF CANADA 2536 - 2024-03-31 72,484 $1,935,000 17,871
   Integrated Wealth Concepts LLC 548 - 2024-03-31 68,257 $1,822,000 13,199
   Latitude Advisors LLC 22 - 2024-03-31 52,442 $1,400,000 14,067
   CIBC WORLD MARKETS INC. 760 - 2024-03-31 34,884 $931,000 337
   STIFEL FINANCIAL CORP 2261 - 2024-03-31 32,650 $872,000 6,261
   REGAL INVESTMENT ADVISORS, LLC 306 - 2024-03-31 24,870 $664,000 12,100
   SCOTIA CAPITAL INC. 565 - 2024-03-31 23,800 $635,000 3,800
   Atria Wealth Solutions Inc. 1180 - 2024-03-31 22,044 $589,000 5,942
   Zega Financial LLC 57 - 2024-03-31 18,824 $503,000 6,391
   Fortis Capital Advisors LLC 104 - 2024-03-31 15,863 $424,000 7,806
   Belpointe Asset Management LLC 479 - 2024-03-31 15,863 $424,000 7,806
   TRANSCEND WEALTH COLLECTIVE LLC 374 - 2024-03-31 13,665 $365,000 1,912
   Tradition Wealth Management LLC 310 - 2024-03-31 10,651 $284,000 96
   FSC Wealth Advisors LLC 55 - 2024-03-31 7,028 $188,000 2,307
   COMERICA BANK 2564 - 2024-03-31 3,484 $93,000 66
   Steward Partners Investment Advisory LLC 1897 - 2024-03-31 2,774 $74,000 52
   BANK OF MONTREAL /CAN/ 2940 - 2024-03-31 2,720 $73,000 935
   FTB Advisors Inc. 1325 - 2024-03-31 802 $21,000 422
  29 Records found
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  Page 1 of 1
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