Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Robotics And Artificial Intelligence Multisector Etf (IRBO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    13
Total shares held : 
 4,008,640  
% of shares held : 
 64.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   50  
Amount of shares held : 
 604,115  
% of shares held change : 
   9.74%  
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 :
21
 318,640
 7.95%
 
Increased Positions :
59
 566,545
 14.13%
 
Unchanged Positions :
40
 81,901
 2.04%
 
Decreased Positions :
22
-258,451
-6.45%
 
Closed Positions :
8
-22,619
-0.56%
 
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
   MORGAN STANLEY 2299 - 2024-03-31 824,790 $28,332,000 50,902
   BANK OF AMERICA CORP /DE/ 2012 - 2024-03-31 526,360 $18,080,000 121,050
   AMERIPRISE FINANCIAL INC 1366 - 2024-03-31 517,486 $17,714,000 304,855
   LPL FINANCIAL CORP 1241 - 2024-03-31 334,013 $11,473,000 21,889
   WHARTON BUSINESS GROUP, LLC 44 - 2024-03-31 230,457 $7,916,000 24,580
   COMMONWEALTH EQUITY SERVICES LLC. 934 - 2024-03-31 214,825 $7,379,000 15,505
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 821 - 2024-03-31 194,206 $6,671,000 187,418
   UBS Group AG 2216 - 2024-03-31 139,820 $4,803,000 26,724
   ROYAL BANK OF CANADA 2071 - 2024-03-31 114,444 $3,932,000 4,719
   CITADEL ADVISORS LLC 1896 - 2024-03-31 110,014 $3,779,000 19,421
   MML INVESTORS SERVICES LLC 761 - 2024-03-31 109,945 $3,777,000 6,839
   THEORY FINANCIAL LLC 32 - 2024-03-31 108,904 $3,741,000 -2,384
   Advisor Group Holdings Inc. 1342 - 2024-03-31 94,772 $3,255,000 674
   Wealthcare Advisory Partners LLC 185 - 2024-03-31 80,725 $2,773,000 -1,361
   Gimbal Financial 11 - 2024-03-31 53,847 $1,850,000 24,826
   CITIGROUP INC 1833 - 2024-03-31 53,521 $1,838,000 19,291
   CREATIVE PLANNING 1007 - 2024-03-31 52,681 $1,810,000 5,301
   ENVESTNET ASSET MANAGEMENT INC 2731 - 2024-03-31 44,454 $1,527,000 16,079
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1822 - 2024-03-31 42,459 $1,458,000 555
   CORA CAPITAL ADVISORS LLC 30 - 2024-03-31 33,357 $1,146,000 7,140
   CASCADE INVESTMENT GROUP INC. 37 - 2024-03-31 29,455 $1,012,000 14,595
   Goss Wealth Management LLC 984 - 2024-03-31 29,412 $1,010,000 -929
   RAYMOND JAMES & ASSOCIATES 2577 - 2024-03-31 28,918 $993,000 702
   WADDELL & ASSOCIATES LLC 49 - 2024-03-31 28,091 $965,000 0
   CWM LLC 877 - 2024-03-31 27,202 $934,000 -547
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1023 - 2024-03-31 27,031 $929,000 -5,220
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1784 - 2024-03-31 26,711 $918,000 -35,787
   H&H Retirement Design & Management INC 44 - 2024-03-31 25,949 $827,000 -530
   Phoenix Wealth Advisors 53 - 2024-03-31 23,486 $807,000 11,489
   FINANCIAL NETWORK 1604 - 2024-03-31 23,108 $794,000 509
   STIFEL FINANCIAL CORP 2336 - 2024-03-31 22,525 $774,000 15,060
   Kestra Advisory Services LLC 1410 - 2024-03-31 21,763 $748,000 8,643
   WJ Wealth Management LLC 48 - 2024-03-31 19,646 $675,000 -4,570
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1411 - 2024-03-31 19,596 $673,000 -1,240
   Resources Investment Advisors Inc. 675 *New 2024-03-31 17,516 $602,000 17,516
   J P MORGAN CHASE & CO 3638 - 2024-03-31 17,272 $593,000 1,527
   CI Private Wealth LLC 1553 - 2024-03-31 16,794 $577,000 -154
   Atria Wealth Solutions Inc. 1198 - 2024-03-31 16,514 $567,000 1,224
   Stratos Wealth Partners LTD. 841 *New 2024-03-31 16,188 $556,000 16,188
   PEAPACK GLADSTONE FINANCIAL CORP 471 - 2024-03-31 16,000 $550,000 0
   INSIGNEO ADVISORY SERVICES LLC 252 - 2024-03-31 15,672 $538,000 3,150
   PFG Investments LLC 521 *New 2024-03-31 14,741 $506,000 14,741
   Consolidated Portfolio Review Corp 157 - 2024-03-31 14,741 $506,000 1,217
   Stonehage Fleming Financial Services Holdings Ltd 74 - 2024-03-31 15,375 $482,000 2,875
   Concurrent Investment Advisors LLC 560 - 2024-03-31 13,917 $478,000 824
   RDL FINANCIAL INC 86 - 2024-03-31 13,067 $432,000 0
   COMERICA BANK 1956 - 2024-03-31 12,135 $417,000 512
   AE Wealth Management LLC 862 - 2024-03-31 12,023 $413,000 -12,509
   TSFG LLC 110 - 2024-03-31 11,603 $399,000 8,456
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1350 - 2023-09-30 12,750 $389,000 4,250
   EAGLE WEALTH STRATEGIES LLC 54 - 2024-03-31 10,952 $376,000 400
   WCG Wealth Advisors LLC 237 *New 2024-03-31 10,895 $374,000 10,895
   Brookstone Capital Management 689 - 2024-03-31 10,805 $371,000 2,190
   D E SHAW & CO INC 2383 *New 2024-03-31 10,738 $369,000 10,738
   PVG ASSET MANAGEMENT CORP 13 *New 2023-12-31 10,661 $368,000 10,661
   Lodestone Wealth Management LLC 111 - 2024-03-31 10,492 $360,000 -436
   Baird Financial Group Inc. 1490 - 2024-03-31 10,411 $358,000 1,739
   Glass Jacobson Investment Advisors llc 165 - 2024-03-31 10,178 $350,000 3,598
   CREDIT SUISSE/ 2698 - 2024-03-31 10,200 $350,000 0
   Atlas Private Wealth Advisors 79 *New 2024-03-31 9,970 $342,000 9,970
   PFG Advisors 490 - 2024-03-31 9,921 $341,000 2,746
   CIBC WORLD MARKETS INC. 1019 *New 2024-03-31 9,690 $333,000 9,690
   FTB Advisors Inc. 419 - 2024-03-31 9,318 $320,000 0
   Integrated Wealth Concepts LLC 1302 - 2024-03-31 8,740 $300,000 -321
   MARINER WEALTH ADVISORS, LLC 2424 - 2024-03-31 8,702 $299,000 -5,026
   West Wealth Group LLC 61 - 2024-03-31 8,506 $292,000 0
   Retirement Group LLC 92 - 2024-03-31 8,310 $285,000 5,585
   HIGHTOWER ADVISORS, LLC 2683 - 2024-03-31 8,124 $280,000 644
   Pensionmark Financial Group LLC 323 *New 2024-03-31 7,730 $266,000 7,730
   BSC PRIVATE WEALTH MANAGEMENT LLC 141 - 2024-03-31 7,410 $255,000 -430
   Taylor Financial Group Inc. 81 - 2024-03-31 6,965 $239,000 -350
   MULTIFINANCIAL SECURITIES CORP 2090 *New 2024-03-31 6,940 $238,000 6,940
   KISTLERTIFFANY COMPANIES, LLC 307 - 2023-06-30 7,042 $233,000 0
   PNC FINANCIAL SERVICES GROUP INC 2060 - 2024-03-31 6,767 $232,000 1,923
   Bramshill Investments LLC 117 *New 2024-03-31 6,568 $226,000 6,568
   WMG Financial Advisors LLC 126 - 2024-03-31 6,540 $225,000 -115
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 303 - 2024-03-31 6,561 $225,000 184
   JAMES INVESTMENT RESEARCH INC 281 *New 2024-03-31 6,455 $222,000 6,455
   CREATIVE FINANCIAL DESIGNS INC /ADV 393 - 2024-03-31 6,420 $221,000 -43
   Farther Finance Advisors LLC 655 - 2024-03-31 6,415 $220,000 260
   Gemmer Asset Management LLC 127 *New 2024-03-31 6,221 $214,000 6,221
   Summit X LLC 198 - 2024-03-31 6,066 $208,000 -94
   Sunbelt Securities Inc. 538 - 2024-03-31 5,560 $191,000 -8,054
   HARBOUR INVESTMENTS INC. 928 - 2023-12-31 4,831 $167,000 -41
   WELLS FARGO & CO/MN 4047 - 2024-03-31 4,777 $164,000 61
   FinTrust Capital Advisors LLC 321 *New 2024-03-31 4,445 $153,000 4,445
   BNP PARIBAS ARBITRAGE SA 2526 - 2024-03-31 4,438 $152,000 204
   PRINCIPAL SECURITIES INC. 1120 - 2024-03-31 4,312 $148,000 794
   Atlanta Consulting Group Advisors LLC 137 - 2024-03-31 3,643 $125,000 0
   US BANCORP 2295 - 2024-03-31 3,255 $112,000 1,471
   Steward Partners Investment Advisory LLC 1718 - 2024-03-31 3,183 $109,000 977
   Glassman Wealth Services 88 - 2024-03-31 3,115 $107,000 2,224
   Crewe Advisors LLC 265 - 2024-03-31 3,093 $106,000 2,932
   Federation des caisses Desjardins du Quebec 1233 - 2024-03-31 2,951 $101,000 0
   BANK OF MONTREAL /CAN/ 2876 - 2024-03-31 2,711 $93,000 -16,348
   Concord Wealth Partners 287 - 2024-03-31 2,419 $83,000 0
   GPS Wealth Strategies Group LLC 428 - 2024-03-31 2,251 $77,000 0
   FMR LLC 3229 - 2024-03-31 2,206 $76,000 1,634
   Global Retirement Partners LLC 1248 - 2024-03-31 1,980 $68,000 20
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1641 - 2024-03-31 1,901 $65,000 451
  100 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