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Get Institutions for : 
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: 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 30 - 2024-03-31 5,244,159 $251,090,000 -329,132
   SHEETS SMITH & ASSOCIATES INC 86 - 2024-03-31 50,764 $2,431,000 -6,480
   Austin Wealth Management LLC 50 - 2024-03-31 21,560 $1,048,000 -642
   Consolidated Planning Corp 99 - 2024-03-31 14,140 $677,000 -21,765
   Stratos Wealth Advisors LLC 420 - 2024-03-31 12,731 $610,000 -181
   AE Wealth Management LLC 786 - 2024-03-31 11,454 $548,000 -10,471
   CWM LLC 1164 - 2024-03-31 9,445 $452,000 -7,593
   MULTIFINANCIAL SECURITIES CORP 1675 - 2024-03-31 9,179 $440,000 -155
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 883 - 2024-03-31 6,901 $330,000 -29
   MARINER WEALTH ADVISORS, LLC 2389 - 2024-03-31 6,623 $317,000 -100
   MARSHALL WACE LLP 1918 - 2024-03-31 4,506 $216,000 -1,105
   ROYAL BANK OF CANADA 4861 - 2024-03-31 1,237 $59,000 -26
   Pinnacle Bank 525 - 2024-03-31 465 $22,000 -88
  13 Records found
  1    
  Page 1 of 1
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