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iShares S&P GSSI Nat Rscs In (IGE)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    12
Total shares held : 
7,263,632  
% of shares held : 
48.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -17  
Amount of shares held : 
-319,173  
% of shares held change : 
  -2.13%  
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 :
6
 20,399
 0.28%
 
Increased Positions :
45
 404,883
 5.57%
 
Unchanged Positions :
34
 320,297
 4.41%
 
Decreased Positions :
50
-482,707
-6.65%
 
Closed Positions :
18
-261,748
-3.6%
 
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
   BANK OF AMERICA CORP /DE/ 1141 - 2023-12-31 1,271,771 $51,787,000 -158,564
   MORGAN STANLEY 2006 - 2023-12-31 930,828 $37,903,000 8,936
   ENVESTNET ASSET MANAGEMENT INC 1043 - 2023-12-31 487,264 $19,841,000 17,193
   PNC FINANCIAL SERVICES GROUP INC 458 - 2023-12-31 306,979 $12,500,000 -26,791
   GOLDMAN SACHS GROUP INC/ 1904 - 2023-12-31 302,897 $12,334,000 -5,342
   CWM LLC 246 - 2023-12-31 302,554 $12,320,000 -75,187
   ROYAL BANK OF CANADA 1394 - 2023-12-31 271,718 $11,065,000 -1,957
   Family Firm Inc. 6 - 2023-12-31 264,427 $10,767,000 7,042
   WELLS FARGO & CO/MN 1617 - 2023-12-31 202,294 $8,237,000 -78,217
   Steward Partners Investment Advisory LLC 262 - 2023-12-31 135,392 $5,513,000 64,328
   Sachetta LLC 5 - 2023-12-31 131,213 $5,343,000 0
   SUMMIT INVESTMENT ADVISORS INC 76 - 2023-12-31 123,945 $5,047,000 2,082
   DAVIDSON D A & CO 293 - 2023-12-31 120,393 $4,902,000 2,499
   Great Lakes Retirement Inc. 31 - 2023-12-31 112,781 $4,592,000 8,437
   PURE FINANCIAL ADVISORS, INC. 76 - 2023-12-31 110,281 $4,491,000 -3,983
   PRINCIPAL FINANCIAL GROUP INC 1610 - 2023-12-31 105,325 $4,289,000 0
   BNP PARIBAS ARBITRAGE SA 1016 - 2023-12-31 100,588 $4,096,000 50,588
   THEORY FINANCIAL LLC 30 - 2023-12-31 90,308 $3,677,000 2,848
   LPL FINANCIAL CORP 1901 - 2023-12-31 88,560 $3,606,000 3,648
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 898 - 2023-12-31 81,673 $3,326,000 68,322
   MML INVESTORS SERVICES LLC 780 - 2023-12-31 79,612 $3,242,000 3,931
   UBS Group AG 2421 - 2023-12-31 76,725 $3,124,000 -30,906
   Atria Wealth Solutions Inc. 479 - 2023-12-31 70,578 $2,874,000 1,673
   COMMONWEALTH EQUITY SERVICES LLC. 1457 - 2023-12-31 67,669 $2,756,000 -4,536
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1442 - 2023-12-31 60,865 $2,478,000 -440
   Congress Wealth Management LLC / DE / 295 - 2023-12-31 58,439 $2,380,000 658
   Windward Private Wealth Management Inc. 19 - 2023-12-31 52,473 $2,137,000 -12,611
   H D Vest Advisory Services 481 - 2023-12-31 52,403 $2,134,000 13,666
   Sowa Financial Group Inc. - 2023-12-31 49,825 $2,029,000 -1,854
   PRUDENTIAL FINANCIAL INC 1466 - 2023-12-31 46,772 $1,905,000 2,075
   JENNISON ASSOCIATES LLC 457 - 2023-12-31 45,377 $1,848,000 37,971
   Zeit Capital LLC 17 - 2023-12-31 44,461 $1,810,000 2,474
   J P MORGAN CHASE & CO 3039 - 2023-12-31 42,710 $1,739,000 36,138
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2050 - 2023-12-31 41,917 $1,707,000 18,985
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 810 - 2023-09-30 39,723 $1,652,000 1,694
   CITIGROUP INC 1760 - 2023-12-31 38,588 $1,571,000 -4,861
   Geneos Wealth Management Inc. - 2023-12-31 37,572 $1,530,000 473
   BB&T CORP 1400 - 2023-12-31 35,447 $1,443,000 -1,192
   ROTHSCHILD INVESTMENT CORP /IL 148 - 2023-09-30 33,980 $1,413,000 -100
   INTERACTIVE FINANCIAL ADVISORS 27 - 2023-12-31 16,822 $1,410,000 7,728
   STIFEL FINANCIAL CORP 1937 - 2023-12-31 33,321 $1,357,000 -8,022
   BIONDO INVESTMENT ADVISORS LLC 55 - 2023-12-31 32,581 $1,327,000 1,976
   COURAGE MILLER PARTNERS, LLC 29 - 2023-12-31 31,732 $1,292,000 2,374
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 896 - 2023-12-31 31,003 $1,262,000 6,079
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 215 - 2023-12-31 29,350 $1,195,000 -917
   Kestra Advisory Services LLC 1040 - 2023-12-31 28,656 $1,167,000 962
   ASSET MANAGEMENT GROUP, INC. 80 - 2023-12-31 28,432 $1,158,000 -19
   Milestone Advisory Partners 25 - 2023-09-30 26,471 $1,101,000 -3,684
   COMERICA BANK 1569 - 2023-12-31 22,416 $913,000 1,802
   DAVENPORT & CO LLC - 2023-12-31 21,758 $886,000 -1,665
   MARINER WEALTH ADVISORS, LLC 1556 - 2023-12-31 20,606 $839,000 5,955
   LVZ Advisors Inc. - 2023-12-31 19,702 $802,000 -1,653
   Sunbelt Securities Inc. 215 - 2023-12-31 19,635 $800,000 900
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 19,516 $795,000 -25
   BANK OF THE WEST 152 - 2022-12-31 19,417 $789,000 -4,599
   BANK OF MONTREAL /CAN/ 1787 - 2023-12-31 18,464 $763,000 -731
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1267 - 2023-12-31 18,721 $762,000 0
   AMERIPRISE FINANCIAL INC 3232 - 2023-12-31 18,072 $736,000 -6,170
   PARKSIDE FINANCIAL BANK & TRUST 129 - 2023-12-31 17,554 $715,000 32
   FINANCIAL NETWORK 1607 - 2023-12-31 17,541 $714,000 -231
   Kesler Norman & Wride LLC 120 - 2023-12-31 16,884 $688,000 -1,483
   DHK Financial Advisors Inc. 42 - 2023-12-31 16,833 $685,000 259
   Advisor Group Holdings Inc. 2901 - 2023-12-31 16,426 $669,000 -7,235
   Coppell Advisory Solutions LLC 142 - 2023-12-31 15,432 $628,000 3,241
   CITADEL ADVISORS LLC 3435 - 2023-12-31 14,430 $588,000 14,430
   Fifth Third Securities Inc. 178 - 2023-12-31 14,380 $586,000 -10,874
   VALMARK ADVISERS INC 323 - 2023-12-31 13,938 $568,000 -2,648
   XML Financial LLC 207 - 2023-12-31 13,151 $536,000 -486
   LEAVELL T & ASSOCIATES INC - 2023-12-31 12,598 $513,000 -1,531
   Coppell Advisory Solutions Corp. 129 - 2023-03-31 11,974 $465,000 -217
   GFS ADVISORS, LLC - 2023-12-31 10,282 $419,000 -88
   Outlook Wealth Advisors LLC 137 - 2023-12-31 10,062 $410,000 -552
   Spectrum Wealth Counsel LLC 102 - 2023-12-31 10,005 $407,000 0
   Qube Research & Technologies Ltd 2078 - 2023-12-31 9,886 $403,000 0
   Ameritas Advisory Services LLC 485 - 2023-12-31 9,718 $394,000 3,446
   KKM Financial LLC 88 - 2023-12-31 9,632 $392,000 0
   JANNEY MONTGOMERY SCOTT LLC 2048 - 2023-12-31 9,593 $391,000 0
   PFG Advisors 422 - 2023-12-31 9,242 $376,000 68
   BANK OF NEW YORK MELLON CORP 3617 - 2023-12-31 9,102 $371,000 -451
   Sweet Financial Partners LLC 140 - 2023-12-31 8,834 $360,000 1,000
   RAYMOND JAMES & ASSOCIATES 3165 - 2023-12-31 8,240 $336,000 -890
   DUMONT & BLAKE INVESTMENT ADVISORS LLC - 2023-12-31 8,186 $333,000 -3,528
   HIGHTOWER ADVISORS, LLC 2560 - 2023-12-31 8,169 $332,000 369
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 855 - 2023-12-31 7,500 $305,000 0
   CX Institutional 406 - 2023-12-31 7,284 $297,000 -9,237
   FIRST INTERSTATE BANK 133 - 2023-12-31 7,184 $293,000 -450
   D E SHAW & CO INC 2430 *New 2023-12-31 6,890 $281,000 6,890
   Beacon Financial Advisory LLC - 2023-12-31 6,753 $275,000 -432
   Goss Wealth Management LLC 1565 - 2023-12-31 6,710 $273,000 -386
   Stratos Wealth Partners LTD. - 2023-12-31 6,275 $256,000 2
   Rehmann Capital Advisory Group 477 - 2023-12-31 6,274 $255,000 114
   Apeiron RIA LLC 183 - 2023-12-31 5,602 $228,000 -2,996
   PROSPERA FINANCIAL SERVICES 967 - 2023-12-31 5,368 $219,000 -323
   REGIONS FINANCIAL CORP 777 - 2023-12-31 5,200 $212,000 0
   Foundation Wealth Management LLC *New 2023-12-31 5,006 $204,000 5,006
   Laurel Wealth Advisors LLC 179 - 2023-12-31 4,133 $168,000 -56
   TOMPKINS FINANCIAL CORP 218 - 2023-12-31 4,000 $163,000 0
   Global Retirement Partners LLC 867 - 2023-12-31 3,721 $146,000 26
   TOWER RESEARCH CAPITAL LLC 2380 - 2023-12-31 3,384 $138,000 -6,341
   Nelson Van Denburg & Campbell Wealth Management Gr 591 - 2023-12-31 2,853 $116,000 -1,173

  100 Records found
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