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Get Institutions for : 
Ishares Cybersecurity And Tech Etf (IHAK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 149    9
Total shares held : 
 4,606,793  
% of shares held : 
 39.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 -155,038  
% of shares held change : 
   -1.32%  
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 :
20
 140,945
 3.06%
 
Increased Positions :
46
 202,877
 4.4%
 
Unchanged Positions :
45
 316,080
 6.86%
 
Decreased Positions :
38
-165,741
-3.6%
 
Closed Positions :
11
-333,119
-7.23%
 
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
   BANK OF AMERICA CORP /DE/ 1002 - 2023-12-31 1,493,433 $67,847,000 7,391
   UBS Group AG 1253 - 2023-12-31 320,639 $14,567,000 11,353
   LPL FINANCIAL CORP 1184 - 2023-12-31 243,149 $11,046,000 20,512
   WHARTON BUSINESS GROUP, LLC 42 - 2023-12-31 202,015 $9,178,000 1,905
   MORGAN STANLEY 3480 - 2023-12-31 178,558 $8,112,000 81,591
   OPPENHEIMER ASSET MANAGEMENT INC 251 - 2023-12-31 145,535 $6,612,000 -3,127
   COMMONWEALTH EQUITY SERVICES LLC. 950 - 2023-12-31 140,469 $6,382,000 -6,444
   Sierra Capital LLC 16 - 2023-12-31 117,113 $5,320,000 0
   ROYAL BANK OF CANADA 1934 - 2023-12-31 102,992 $4,679,000 3,640
   Lido Advisors LLC 260 - 2023-12-31 97,301 $4,420,000 -16,684
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 874 - 2024-03-31 84,561 $3,962,000 -4,401
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1317 - 2024-03-31 77,278 $3,620,000 50,966
   RETIREMENT CAPITAL STRATEGIES 16 - 2023-12-31 78,990 $3,589,000 303
   AMERIPRISE FINANCIAL INC 2517 - 2023-12-31 77,147 $3,504,000 5,724
   LINCOLN NATIONAL CORP 200 - 2023-12-31 71,666 $3,256,000 850
   CROSSPOINT FINANCIAL LLC 2 - 2024-03-31 43,522 $2,039,000 2,665
   Advisor Group Holdings Inc. 1949 - 2023-12-31 39,412 $1,790,000 -6,049
   Integrated Wealth Concepts LLC 523 - 2023-12-31 38,624 $1,755,000 -22,075
   BANK OF MONTREAL /CAN/ 1428 - 2023-12-31 35,009 $1,596,000 -30,037
   Capital Financial Planning LLC 25 - 2023-09-30 41,107 $1,583,000 2,107
   Vontobel Holding Ltd. 559 - 2023-12-31 32,500 $1,476,000 0
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 439 - 2023-12-31 32,313 $1,468,000 -3,036
   Wealthcare Advisory Partners LLC 289 - 2024-03-31 31,220 $1,463,000 6,914
   MML INVESTORS SERVICES LLC 1158 - 2023-12-31 31,844 $1,447,000 11,969
   MARK SHEPTOFF FINANCIAL PLANNING LLC 22 - 2023-12-31 30,302 $1,377,000 1,252
   Price Capital Management Inc. *New 2023-12-31 30,200 $1,372,000 30,200
   Crescent Grove Advisors LLC 92 - 2023-12-31 29,365 $1,334,000 2,009
   IHT Wealth Management LLC 316 - 2023-12-31 29,083 $1,321,000 1,813
   Northeast Financial Consultants Inc 131 - 2023-12-31 26,825 $1,219,000 0
   BUFFINGTON MOHR MCNEAL 58 - 2024-03-31 25,218 $1,181,000 850
   BNP PARIBAS ARBITRAGE SA 1600 *New 2023-12-31 25,670 $1,166,000 25,670
   Steward Partners Investment Advisory LLC 672 - 2023-12-31 25,614 $1,164,000 -39,782
   Baird Financial Group Inc. 1086 - 2023-12-31 25,583 $1,162,000 381
   STIFEL FINANCIAL CORP 2066 - 2023-12-31 24,744 $1,124,000 8,430
   CORA CAPITAL ADVISORS LLC 32 - 2024-03-31 23,283 $1,091,000 1,452
   CREATIVE PLANNING 1209 - 2023-12-31 22,646 $1,029,000 525
   Absolute Capital Management LLC 34 - 2023-12-31 22,600 $1,027,000 0
   Solutions 4 Wealth Ltd 10 - 2023-12-31 21,938 $997,000 0
   FINANCIAL NETWORK 1413 - 2023-12-31 20,854 $947,000 573
   KISTLERTIFFANY COMPANIES, LLC 129 - 2023-06-30 23,248 $879,000 362
   GOLDMAN SACHS GROUP INC/ 3573 - 2023-12-31 19,322 $878,000 -3,679
   Foundations Investment Advisors LLC 327 *New 2023-12-31 18,540 $871,000 18,540
   Visionary Wealth Advisors 253 - 2023-12-31 17,457 $793,000 -1,669
   RAYMOND JAMES & ASSOCIATES 2730 - 2024-03-31 16,826 $788,000 4,736
   MARINER WEALTH ADVISORS, LLC 1609 - 2023-12-31 17,306 $786,000 437
   PINEBRIDGE INVESTMENTS LTD 471 - 2023-12-31 17,169 $780,000 0
   Ellis Investment Partners LLC 113 - 2024-03-31 15,527 $727,000 -100
   Rockefeller Capital Management L.P. 1250 - 2023-12-31 15,417 $700,000 1,632
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 172 - 2023-12-31 15,138 $688,000 -720
   Stonehage Fleming Financial Services Holdings Ltd 76 - 2023-12-31 15,000 $681,000 0
   Global Retirement Partners LLC 459 - 2024-03-31 14,058 $659,000 12,908
   Coastal Investment Advisors Inc. 188 - 2024-03-31 13,573 $636,000 7,000
   CWM LLC 1044 - 2024-03-31 13,223 $619,000 -1,106
   BAKER TILLY FINANCIAL LLC 237 - 2023-12-31 12,960 $589,000 -400
   OLD MISSION CAPITAL LLC 571 *New 2023-12-31 12,800 $582,000 12,800
   Triumph Capital Management 107 - 2024-03-31 11,699 $546,000 -90
   ADVISORS CAPITAL MANAGEMENT LLC 340 - 2023-12-31 11,974 $544,000 522
   ICICI Prudential Asset Management Co Ltd 115 - 2023-12-31 11,880 $540,000 -6,410
   Actinver Wealth Management Inc. 42 - 2023-12-31 11,292 $513,000 -1,025
   Goss Wealth Management LLC 1264 - 2023-12-31 11,041 $502,000 2,983
   HIGHTOWER ADVISORS, LLC 2267 - 2023-12-31 10,992 $501,000 25
   NAPLES GLOBAL ADVISORS LLC 288 - 2023-12-31 10,115 $460,000 -250
   WCG Wealth Advisors LLC 257 *New 2023-12-31 10,036 $456,000 10,036
   PFG Investments LLC 567 *New 2024-03-31 9,734 $456,000 9,734
   Kestra Advisory Services LLC 1577 - 2023-12-31 9,884 $449,000 -998
   WEDBUSH MORGAN SECURITIES INC 609 - 2023-12-31 9,388 $426,000 3,695
   WARNER FINANCIAL INC 80 - 2024-03-31 8,778 $411,000 3,631
   CREDIT SUISSE/ 2708 - 2023-12-31 9,000 $409,000 0
   Consolidated Portfolio Review Corp 197 - 2023-12-31 8,774 $399,000 -765
   JANNEY MONTGOMERY SCOTT LLC 2061 - 2023-12-31 8,496 $386,000 8,496
   Valley Financial Group Inc. 40 - 2023-12-31 8,419 $382,000 0
   SEABRIDGE INVESTMENT ADVISORS LLC - 2023-12-31 8,335 $379,000 145
   IFP Advisors Inc 673 - 2023-12-31 8,025 $365,000 5,464
   BB&T CORP 2158 - 2023-12-31 7,650 $348,000 -499
   City State Bank 128 - 2024-03-31 7,260 $340,000 200
   NATIONAL ASSET MANAGEMENT, INC. 994 *New 2023-12-31 7,413 $337,000 7,413
   FRANKLIN RESOURCES INC 2055 - 2023-12-31 7,366 $335,000 -1,242
   Apollon Wealth Management LLC 804 - 2023-12-31 7,201 $327,000 0
   Purus Wealth Management LLC 84 - 2024-03-31 6,880 $322,000 -107
   IFG Advisory LLC 464 - 2023-12-31 7,071 $321,000 -69
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1344 - 2023-12-31 6,846 $311,000 157
   Redhawk Wealth Advisors Inc. 225 *New 2023-12-31 6,740 $306,000 6,740
   Gladstone Institutional Advisory LLC 521 - 2023-12-31 6,591 $299,000 -1,396
   Clear Creek Financial Management LLC 340 - 2024-03-31 5,995 $281,000 -530
   Cyndeo Wealth Partners LLC 331 - 2024-03-31 5,801 $272,000 10
   PECAUT & CO. 73 - 2023-12-31 5,604 $255,000 -89
   PETRA FINANCIAL ADVISORS INC 111 *New 2024-03-31 5,384 $252,000 5,384
   PRINCIPAL SECURITIES INC. 852 - 2023-12-31 5,407 $246,000 0
   J.W. COLE ADVISORS INC. 699 *New 2023-12-31 5,386 $245,000 5,386
   NORTHERN TRUST CORP 3824 - 2023-12-31 5,299 $241,000 0
   Connecticut Wealth Management LLC 293 *New 2023-12-31 5,151 $234,000 5,151
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 243 *New 2023-12-31 4,894 $222,000 4,894
   NORTHWEST WEALTH MANAGEMENT LLC 156 *New 2023-12-31 4,451 $202,000 4,451
   Spire Wealth Management 788 - 2024-03-31 3,928 $184,000 -17,787
   Sunbelt Securities Inc. 571 - 2024-03-31 3,558 $167,000 -1,578
   WOODMONT INVESTMENT COUNSEL LLC 263 *New 2024-03-31 3,300 $155,000 3,300
   Financial Freedom LLC 116 - 2024-03-31 3,068 $144,000 -504
   CENTAURUS FINANCIAL INC. 679 - 2023-12-31 3,092 $140,000 -9
   Y.D. More Investments Ltd 192 - 2023-12-31 2,735 $124,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 262 - 2024-03-31 2,087 $98,000 0
  100 Records found
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