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Get Institutions for : 
Ishares Evolved Us Discretionary Spending Etf (IEDI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    0
Total shares held : 
72,852  
% of shares held : 
0.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
19,442  
% of shares held change : 
  0.22%  
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 :
2
 45,867
 62.96%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
7
 378
 0.52%
 
Decreased Positions :
4
-25,926
-35.59%
 
Closed Positions :
2
-499
-0.68%
 
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
   CITADEL ADVISORS LLC 2711 *New 2023-12-31 28,785 $1,271,000 28,785
   Unique Wealth Strategies LLC 62 *New 2024-03-31 19,211 $955,000 19,211
   Glenview Trust Co 279 *New 2023-12-31 17,082 $754,000 17,082
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2201 *New 2024-03-31 10,955 $544,000 10,955
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3389 - 2024-03-31 10,381 $516,000 -4,326
   Ironwood Wealth Management llc 115 - 2024-03-31 7,066 $351,000 -63
   TOWER RESEARCH CAPITAL LLC 2331 - 2023-12-31 3,336 $147,000 -24,836
   Advisor Group Holdings Inc. 4444 - 2024-03-31 1,435 $71,000 0
   IFP Advisors Inc 2248 - 2023-12-31 186 $8,000 0
   Farther Finance Advisors LLC 2101 - 2023-12-31 82 $4,000 0
   SJS Investment Consulting Inc. 579 - 2024-03-31 61 $3,000 0
   CWM LLC 3933 - 2024-03-31 46 $2,000 0
   UBS Group AG 7077 *Closed 2023-12-31 0 $0 -486
   MORGAN STANLEY 7324 *Closed 2023-12-31 0 $0 -13
   ZRC WEALTH MANAGEMENT LLC 459 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 5956 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6505 - 2024-03-31 1 $0 0

  17 Records found
  1    
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