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Get Institutions for : 
Ishares Us Infrastructure Etf (IFRA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 350    3
Total shares held : 
40,678,992  
% of shares held : 
45.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  132  
Amount of shares held : 
889,558  
% of shares held change : 
  0.99%  
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 :
31
 349,350
 0.86%
 
Increased Positions :
201
 3,291,501
 8.09%
 
Unchanged Positions :
46
 820,560
 2.02%
 
Decreased Positions :
72
-2,309,378
-5.68%
 
Closed Positions :
28
-441,915
-1.09%
 
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
   ENVESTNET ASSET MANAGEMENT INC 168 - 2023-12-31 6,993,830 $281,642,000 163,064
   BANK OF AMERICA CORP /DE/ 493 - 2023-12-31 6,240,500 $251,305,000 417,174
   LPL FINANCIAL CORP 386 - 2024-03-31 1,886,152 $81,784,000 75,709
   MORGAN STANLEY 1435 - 2023-12-31 1,680,761 $67,684,000 175,625
   J P MORGAN CHASE & CO 1114 - 2024-03-31 1,306,452 $56,648,000 47,359
   Envestnet Portfolio Solutions Inc. 78 - 2024-03-31 964,404 $41,817,000 -12,633
   CWM LLC 103 - 2024-03-31 925,049 $40,110,000 37,647
   BLACKROCK INC. 2555 - 2024-03-31 873,663 $37,882,000 -147,804
   WHARTON BUSINESS GROUP, LLC 16 - 2023-12-31 828,470 $33,362,000 -240,480
   MARINER WEALTH ADVISORS, LLC 223 - 2023-12-31 792,999 $31,934,000 119,848
   PARK AVENUE SECURITIES LLC 38 - 2024-03-31 697,796 $30,256,000 -74,721
   HSBC HOLDINGS PLC 532 - 2023-12-31 680,734 $27,413,000 179,229
   MML INVESTORS SERVICES LLC 185 - 2023-12-31 655,200 $26,385,000 -28,028
   AMERIPRISE FINANCIAL INC 1128 - 2023-12-31 617,584 $24,854,000 126,936
   PNC FINANCIAL SERVICES GROUP INC 369 - 2024-03-31 547,787 $23,752,000 106,537
   WELLS FARGO & CO/MN 1082 - 2024-03-31 488,966 $21,202,000 16,782
   JANNEY MONTGOMERY SCOTT LLC 332 - 2024-03-31 450,263 $19,523,000 -14,723
   Advisor Group Holdings Inc. 524 - 2024-03-31 336,068 $14,580,000 -688,924
   COMMONWEALTH EQUITY SERVICES LLC. 653 - 2024-03-31 315,916 $13,698,000 -6,328
   Integrated Wealth Concepts LLC 120 - 2023-12-31 300,206 $12,089,000 -5,924
   BANK OF NEW YORK MELLON CORP 1887 - 2024-03-31 267,881 $11,615,000 11,401
   EVERGREEN CAPITAL MANAGEMENT LLC 60 - 2023-12-31 279,260 $11,246,000 -10,391
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 381 - 2023-12-31 274,038 $11,036,000 165,557
   SUMITOMO LIFE INSURANCE CO 30 - 2024-03-31 273,000 $10,551,000 44,000
   JB Capital LLC 28 - 2024-03-31 240,553 $10,430,000 -23,995
   FINANCIAL NETWORK 340 - 2023-12-31 255,427 $10,286,000 1,688
   STIFEL FINANCIAL CORP 763 - 2023-12-31 251,820 $10,141,000 31,824
   AE Wealth Management LLC 394 - 2023-12-31 252,048 $9,790,000 32,901
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 191 - 2023-12-31 242,506 $9,766,000 232,877
   Laurel Wealth Planning LLC 4 - 2024-03-31 216,198 $9,374,000 6,413
   PATTON ALBERTSON & MILLER, LLC 17 - 2024-03-31 213,066 $9,239,000 -42,492
   CREATIVE PLANNING 399 - 2023-12-31 228,948 $9,220,000 34,066
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 868 - 2024-03-31 199,455 $8,648,000 55,742
   Resources Investment Advisors Inc. 148 - 2024-03-31 190,831 $8,274,000 21,804
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 23 - 2024-03-31 188,960 $8,193,000 -34,277
   Cetera Investment Advisers 288 - 2023-12-31 196,566 $7,916,000 375
   WEALTH MANAGEMENT RESOURCES INC. 13 - 2024-03-31 181,604 $7,874,000 -5,724
   Brio Consultants LLC 19 - 2024-03-31 170,413 $7,389,000 1,275
   ROYAL BANK OF CANADA 1646 - 2023-12-31 183,325 $7,382,000 36,000
   Goss Wealth Management LLC 266 - 2023-12-31 181,040 $7,211,000 21,449
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 587 - 2024-03-31 160,395 $6,955,000 -28,679
   WEALTHSOURCE PARTNERS LLC 44 - 2023-12-31 149,697 $6,028,000 -11,748
   THRIVENT FINANCIAL FOR LUTHERANS 741 - 2023-12-31 149,318 $6,013,000 5,607
   UBS Group AG 1880 - 2023-12-31 144,583 $5,822,000 2,571
   HIGHTOWER ADVISORS, LLC 890 - 2024-03-31 135,210 $5,787,000 2,936
   Arden Trust Co 34 - 2024-03-31 129,504 $5,615,000 -548
   Column Capital Advisors LLC 23 - 2023-09-30 146,774 $5,370,000 20,799
   Foundations Investment Advisors LLC 121 - 2023-12-31 125,595 $4,951,000 22,102
   Atria Wealth Solutions Inc. 320 - 2023-12-31 119,525 $4,813,000 10,866
   ATRIA INVESTMENTS LLC 330 - 2023-12-31 109,523 $4,411,000 4,506
   WAYNE HUMMER INVESTMENTS L.L.C. 48 - 2024-03-31 98,529 $4,272,000 4,015
   MERCER GLOBAL ADVISORS INC /ADV 513 - 2023-12-31 105,845 $4,262,000 -9,330
   AlphaQ Advisors LLC 5 *New 2024-03-31 96,594 $4,188,000 96,594
   Kestra Advisory Services LLC 520 - 2023-12-31 103,181 $4,155,000 4,643
   PRINCIPAL FINANCIAL GROUP INC 1637 *New 2024-03-31 91,775 $3,979,000 91,775
   AdvisorNet Financial Inc 57 - 2024-03-31 91,640 $3,974,000 71,647
   Stokes Family Office LLC 54 - 2024-03-31 89,579 $3,884,000 -815
   Pettinga Financial Advisors LLC 28 - 2024-03-31 88,115 $3,821,000 -661
   Austin Private Wealth LLC 36 - 2024-03-31 86,556 $3,738,000 -6,329
   PRUDENTIAL FINANCIAL INC 1130 - 2023-12-31 84,450 $3,401,000 -15,549
   Eaton Financial Holdings Company LLC 18 *New 2024-03-31 76,462 $3,315,000 76,462
   PRINCIPAL SECURITIES INC. 190 - 2024-03-31 75,463 $3,272,000 4,334
   US BANCORP 694 - 2024-03-31 74,289 $3,221,000 7
   RAYMOND JAMES & ASSOCIATES 1884 - 2024-03-31 71,257 $3,090,000 -54,729
   Horst & Graben Wealth Management LLC 29 - 2024-03-31 70,882 $3,073,000 -2,536
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 619 - 2023-09-30 82,640 $3,024,000 -11,865
   Shira Ridge Wealth Management 15 - 2024-03-31 69,587 $3,017,000 -9,390
   Northwest Capital Management Inc 22 - 2024-03-31 68,232 $2,959,000 1,784
   ADAPT WEALTH ADVISORS LLC 18 - 2024-03-31 66,500 $2,883,000 0
   West Wealth Group LLC 18 - 2024-03-31 66,089 $2,866,000 4,470
   LIBERTY WEALTH MANAGEMENT LLC 42 - 2024-03-31 66,040 $2,860,000 1,183
   Sharkey Howes & Javer 41 - 2024-03-31 64,422 $2,793,000 4,744
   Merit Financial Group LLC 224 - 2024-03-31 64,263 $2,759,000 6,307
   Sowell Financial Services LLC 171 - 2024-03-31 63,450 $2,751,000 4,417
   Invst LLC 47 - 2023-12-31 70,956 $2,742,000 17,748
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 55 - 2024-03-31 63,121 $2,737,000 -32,473
   Silver Coast Investments LLC 15 - 2023-12-31 67,815 $2,731,000 0
   Icon Wealth Advisors LLC 72 - 2023-12-31 67,211 $2,707,000 12,928
   TWO SIGMA INVESTMENTS LLC 1219 - 2023-12-31 65,500 $2,638,000 29,600
   BB&T CORP 1127 - 2023-12-31 63,791 $2,569,000 4,586
   Ronald Blue Trust Inc. 93 - 2024-03-31 58,908 $2,554,000 -5,367
   KESTRA PRIVATE WEALTH SERVICES LLC 316 - 2024-03-31 58,836 $2,551,000 -12,901
   H D Vest Advisory Services 477 - 2024-03-31 58,785 $2,549,000 -1,839
   MULTIFINANCIAL SECURITIES CORP 433 - 2023-12-31 61,889 $2,492,000 561
   CFS Investment Advisory Services LLC 40 - 2023-12-31 61,450 $2,475,000 -516
   High Falls Advisors Inc 23 - 2023-12-31 61,118 $2,461,000 3,382
   NORTHERN TRUST CORP 2878 - 2023-12-31 61,088 $2,460,000 8,455
   Spectrum Wealth Counsel LLC 68 - 2024-03-31 56,102 $2,433,000 194
   JOURNEY STRATEGIC WEALTH LLC 33 - 2023-12-31 60,162 $2,423,000 2,577
   U.S. Capital Wealth Advisors LLC 203 - 2024-03-31 55,809 $2,420,000 4,908
   RETIREMENT GUYS FORMULA LLC 17 - 2024-03-31 55,714 $2,416,000 3,032
   Summit X LLC 34 - 2024-03-31 55,591 $2,411,000 2,465
   Buttonwood Financial Group LLC 16 - 2024-03-31 54,816 $2,377,000 1,456
   Atomi Financial Group Inc. 99 - 2024-03-31 54,180 $2,349,000 40,772
   Orion Portfolio Solutions LLC 587 - 2024-03-31 53,922 $2,338,000 -1,261
   Stonebrook Private Inc. 39 - 2024-03-31 53,430 $2,317,000 7,801
   Icon Wealth Partners LLC 78 - 2023-09-30 62,264 $2,278,000 1,681
   Stratos Wealth Advisors LLC 179 - 2024-03-31 52,498 $2,276,000 821
   Scarborough Advisors LLC 23 - 2024-03-31 51,261 $2,223,000 649
   BG Investment Services Inc. 9 - 2022-12-31 61,303 $2,223,000 2,747

  100 Records found
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