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Ishares Us Tech Breakthrough Multisector Etf (TECB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
Free Registration Required For Full Results

            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
   BANK OF AMERICA CORP /DE/ 2003 - 2024-03-31 381,140 $18,249,000 222,174
   LPL FINANCIAL CORP 1788 - 2024-03-31 102,138 $4,890,000 59,051
   AMERIPRISE FINANCIAL INC 2616 - 2024-03-31 59,191 $2,834,000 45,759
   SHEETS SMITH & ASSOCIATES INC 86 - 2024-03-31 50,764 $2,431,000 -6,480
   Sigma Planning Corp 285 - 2024-03-31 45,077 $2,158,000 22,848
   Private Advisor Group LLC 902 - 2024-03-31 34,352 $1,645,000 10,424
   Prime Capital Investment Advisors LLC 374 *New 2024-03-31 34,085 $1,632,000 34,085
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2043 - 2024-03-31 32,441 $1,553,000 32,441
   CITADEL ADVISORS LLC 2652 - 2024-03-31 31,555 $1,511,000 2,168
   BCJ Capital Management LLC 150 *New 2024-03-31 25,395 $1,216,000 25,395
   GOLDMAN SACHS GROUP INC/ 3477 - 2024-03-31 24,387 $1,168,000 24,387
   COMMONWEALTH EQUITY SERVICES LLC. 2118 - 2024-03-31 23,940 $1,146,000 12,193
   Austin Wealth Management LLC 48 - 2023-12-31 22,202 $1,033,000 -591
   ANCORA ADVISORS, LLC 393 - 2024-03-31 18,733 $897,000 6,227
   J P MORGAN CHASE & CO 3514 - 2024-03-31 15,618 $748,000 15,536
   Consolidated Planning Corp 99 - 2024-03-31 14,140 $677,000 -21,765
   BRASADA CAPITAL MANAGEMENT LP 117 - 2024-03-31 12,813 $613,000 193
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1253 - 2024-03-31 10,038 $481,000 3,689
   RAYMOND JAMES & ASSOCIATES 3064 - 2024-03-31 9,563 $458,000 777
   Atria Wealth Solutions Inc. 1302 - 2024-03-31 9,519 $456,000 442
   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
   HIGHTOWER ADVISORS, LLC 2625 - 2024-03-31 6,374 $304,000 1
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2823 *New 2024-03-31 6,310 $302,000 6,310
   REGIONS FINANCIAL CORP 707 - 2024-03-31 6,221 $298,000 0
   Advisor Group Holdings Inc. 3465 - 2024-03-31 5,254 $252,000 824
   Krasney Financial LLC 259 - 2024-03-31 4,812 $230,000 101
   MARSHALL WACE LLP 1918 - 2024-03-31 4,506 $216,000 -1,105
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 1025 - 2024-03-31 2,625 $126,000 148
   GUARANTY TRUST CO OF MISSOURI /MO/ 641 - 2024-03-31 2,400 $115,000 400
   FMR LLC 3088 - 2024-03-31 2,250 $108,000 875
   MORGAN STANLEY 5801 - 2024-03-31 1,959 $94,000 172
   Goss Wealth Management LLC 2108 - 2024-03-31 1,738 $83,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 603 - 2024-03-31 1,552 $74,000 0
   BARTLETT & CO. LLC 630 *New 2023-12-31 1,552 $67,000 1,552
   ROYAL BANK OF CANADA 4861 - 2024-03-31 1,237 $59,000 -26
   HANSON MCCLAIN, INC. 1334 - 2024-03-31 950 $45,000 0
   Capital Investment Advisory Services LLC 741 - 2024-03-31 509 $24,000 0
   Pinnacle Bank 525 - 2024-03-31 465 $22,000 -88
   Global Retirement Partners LLC 1829 - 2024-03-31 385 $18,000 245
   TD CAPITAL MANAGEMENT LLC 248 - 2024-03-31 352 $17,000 1
   TOWER RESEARCH CAPITAL LLC 3141 - 2024-03-31 349 $17,000 349
   US BANCORP 3127 - 2024-03-31 339 $16,000 0
   HAZLETT BURT & WATSON INC. 470 *New 2024-03-31 300 $15,000 300
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 504 - 2024-03-31 255 $12,000 0
   WELLS FARGO & CO/MN 5153 *New 2024-03-31 215 $10,000 215
   DAGCO INC. 181 *New 2024-03-31 209 $10,000 209
   GRADIENT INVESTMENTS LLC 654 - 2024-03-31 163 $8,000 0
   BLACKROCK INC. 4797 - 2024-03-31 122 $6,000 0
   M&R CAPITAL MANAGEMENT INC 427 - 2024-03-31 134 $6,000 0
   MATHER GROUP, INC. 1345 *New 2024-03-31 114 $5,000 114
   PHILLIPS FINANCIAL MANAGEMENT LLC 247 - 2024-03-31 56 $3,000 0
   PNC FINANCIAL SERVICES GROUP INC 4063 - 2024-03-31 43 $2,000 0
   VALLEY NATIONAL ADVISERS INC 1014 - 2024-03-31 36 $1,000 0
   Geneos Wealth Management Inc. 2124 *Closed 2024-03-31 0 $0 -45
   Strategic Investment Solutions Inc. /IL 677 *Closed 2023-12-31 0 $0 -495
   ADVISORY SERVICES NETWORK, LLC 3215 *Closed 2024-03-31 0 $0 -292
   Farther Finance Advisors LLC 3125 *Closed 2024-03-31 0 $0 -86
   PROEQUITIES INC. 8869 - 2024-03-31 0 $0 0
   Ten Capital Wealth Advisors LLC 576 *Closed 2023-06-30 0 $0 -9
  67 Records found
  1    
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