Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Us Infrastructure Etf (IFRA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results

            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 379 - 2023-12-31 1,810,443 $72,907,000 -53,496
   MORGAN STANLEY 1435 - 2023-12-31 1,680,761 $67,684,000 175,625
   J P MORGAN CHASE & CO 1088 - 2023-12-31 1,259,093 $50,704,000 249,205
   Advisor Group Holdings Inc. 253 - 2023-12-31 1,024,992 $41,308,000 -634,076
   BLACKROCK INC. 2549 - 2023-12-31 1,021,467 $41,134,000 -258,572
   CWM LLC 103 - 2024-03-31 925,049 $40,110,000 37,647
   Envestnet Portfolio Solutions Inc. 81 - 2023-12-31 977,037 $39,345,000 52,965
   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
   WELLS FARGO & CO/MN 1114 - 2023-12-31 472,184 $19,015,000 34,802
   JANNEY MONTGOMERY SCOTT LLC 319 - 2023-12-31 464,986 $18,725,000 464,986
   PNC FINANCIAL SERVICES GROUP INC 395 - 2023-12-31 441,250 $17,769,000 -28,752
   COMMONWEALTH EQUITY SERVICES LLC. 609 - 2023-12-31 322,244 $12,977,000 -3,215
   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
   JB Capital LLC - 2023-12-31 264,548 $10,653,000 27,147
   SUMITOMO LIFE INSURANCE CO 30 - 2024-03-31 273,000 $10,551,000 44,000
   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
   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
   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
   Brio Consultants LLC 21 - 2023-12-31 169,138 $6,811,000 2,899
   Resources Investment Advisors Inc. 154 - 2023-12-31 169,027 $6,807,000 16,346
   Financial Partners Group Inc 27 - 2023-12-31 161,793 $6,515,000 -8,591
   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
   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
   HIGHTOWER ADVISORS, LLC 932 - 2023-12-31 132,274 $5,273,000 24,770
   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
   MERCER GLOBAL ADVISORS INC /ADV 513 - 2023-12-31 105,845 $4,262,000 -9,330
   Kestra Advisory Services LLC 520 - 2023-12-31 103,181 $4,155,000 4,643
   AdvisorNet Financial Inc 57 - 2024-03-31 91,640 $3,974,000 71,647
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 39 - 2023-12-31 95,594 $3,850,000 12,765
   Pettinga Financial Advisors LLC 28 - 2024-03-31 88,115 $3,821,000 -661
   WAYNE HUMMER INVESTMENTS L.L.C. 51 - 2023-12-31 94,514 $3,806,000 3,727
   Austin Private Wealth LLC 36 - 2024-03-31 86,556 $3,738,000 -6,329
   Stokes Family Office LLC 52 - 2023-12-31 90,394 $3,640,000 2,628
   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
   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
   US BANCORP 702 - 2023-12-31 74,282 $2,991,000 1,960
   Northwest Capital Management Inc 22 - 2024-03-31 68,232 $2,959,000 1,784
   KESTRA PRIVATE WEALTH SERVICES LLC 271 - 2023-12-31 71,737 $2,889,000 404
   PRINCIPAL SECURITIES INC. 178 - 2023-12-31 71,129 $2,864,000 0
   Sharkey Howes & Javer 41 - 2024-03-31 64,422 $2,793,000 4,744
   Invst LLC 47 - 2023-12-31 70,956 $2,742,000 17,748
   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
   LIBERTY WEALTH MANAGEMENT LLC 40 - 2023-12-31 64,857 $2,602,000 4,925
   BB&T CORP 1127 - 2023-12-31 63,791 $2,569,000 4,586
   MULTIFINANCIAL SECURITIES CORP 433 - 2023-12-31 61,889 $2,492,000 561
   West Wealth Group LLC 19 - 2023-12-31 61,619 $2,481,000 2,411
   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
   H D Vest Advisory Services 452 - 2023-12-31 60,624 $2,441,000 -5,494
   JOURNEY STRATEGIC WEALTH LLC 33 - 2023-12-31 60,162 $2,423,000 2,577
   RETIREMENT GUYS FORMULA LLC 17 - 2024-03-31 55,714 $2,416,000 3,032
   Sowell Financial Services LLC - 2023-12-31 59,033 $2,377,000 371
   Buttonwood Financial Group LLC 16 - 2024-03-31 54,816 $2,377,000 1,456
   Ronald Blue Trust Inc. 91 - 2023-12-31 64,275 $2,352,000 -3,693
   Merit Financial Group LLC 177 - 2023-12-31 57,956 $2,334,000 6,366
   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
   ADVISORY SERVICES NETWORK, LLC 393 - 2023-12-31 56,340 $2,269,000 3,021
   Spectrum Wealth Counsel LLC 67 - 2023-12-31 55,908 $2,251,000 0
   BG Investment Services Inc. 9 - 2022-12-31 61,303 $2,223,000 2,747
   Orion Portfolio Solutions LLC 580 - 2023-12-31 55,183 $2,199,000 14,695
   Steward Partners Investment Advisory LLC 482 - 2023-12-31 53,690 $2,162,000 -18,771
   Summit X LLC 32 - 2023-12-31 53,126 $2,139,000 4,205
   Farther Finance Advisors LLC 126 - 2023-12-31 51,364 $2,068,000 20,923
   U.S. Capital Wealth Advisors LLC 223 - 2023-12-31 50,901 $2,050,000 -315
   Scarborough Advisors LLC 42 - 2023-12-31 50,612 $2,038,000 -35,614
   Steel Peak Wealth Management LLC 160 - 2024-03-31 46,856 $2,032,000 -3,798
  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