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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   OPPENHEIMER ASSET MANAGEMENT INC 248 - 2024-03-31 130,731 $6,125,000 -14,804
   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
   Sierra Capital LLC 41 - 2024-03-31 54,913 $2,573,000 -62,200
   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
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 439 - 2023-12-31 32,313 $1,468,000 -3,036
   Steward Partners Investment Advisory LLC 672 - 2023-12-31 25,614 $1,164,000 -39,782
   Koa Wealth Management LLC 31 - 2024-03-31 20,367 $954,000 -4,061
   GOLDMAN SACHS GROUP INC/ 3573 - 2023-12-31 19,322 $878,000 -3,679
   Visionary Wealth Advisors 253 - 2023-12-31 17,457 $793,000 -1,669
   Ellis Investment Partners LLC 113 - 2024-03-31 15,527 $727,000 -100
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 172 - 2023-12-31 15,138 $688,000 -720
   CWM LLC 1044 - 2024-03-31 13,223 $619,000 -1,106
   Triumph Capital Management 107 - 2024-03-31 11,699 $546,000 -90
   Actinver Wealth Management Inc. 54 - 2024-03-31 10,113 $474,000 -1,179
   NAPLES GLOBAL ADVISORS LLC 298 - 2024-03-31 9,690 $454,000 -425
   Kestra Advisory Services LLC 1577 - 2023-12-31 9,884 $449,000 -998
   BB&T CORP 2158 - 2023-12-31 7,650 $348,000 -499
   FRANKLIN RESOURCES INC 2055 - 2023-12-31 7,366 $335,000 -1,242
   Purus Wealth Management LLC 84 - 2024-03-31 6,880 $322,000 -107
   ICICI Prudential Asset Management Co Ltd 153 - 2024-03-31 6,480 $304,000 -5,400
   Gladstone Institutional Advisory LLC 521 - 2023-12-31 6,591 $299,000 -1,396
   Apollon Wealth Management LLC 876 - 2024-03-31 6,174 $289,000 -1,027
   Clear Creek Financial Management LLC 340 - 2024-03-31 5,995 $281,000 -530
   J.W. COLE ADVISORS INC. 750 - 2024-03-31 5,385 $252,000 -1
   Consolidated Portfolio Review Corp 233 - 2024-03-31 5,142 $241,000 -3,632
   PECAUT & CO. 70 - 2024-03-31 4,942 $232,000 -662
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 298 - 2024-03-31 4,859 $228,000 -35
   PRINCIPAL SECURITIES INC. 955 - 2024-03-31 4,806 $225,000 -601
   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
   Financial Freedom LLC 116 - 2024-03-31 3,068 $144,000 -504
   CENTAURUS FINANCIAL INC. 679 - 2023-12-31 3,092 $140,000 -9
   HARBOUR INVESTMENTS INC. 1626 - 2023-12-31 719 $33,000 -89
   Tradition Wealth Management LLC 921 - 2023-12-31 300 $14,000 -500
   HANSON MCCLAIN, INC. 1998 - 2024-03-31 248 $12,000 -250
   Larson Financial Group LLC 1200 - 2024-03-31 103 $5,000 -500
   PSI Advisors LLC 714 - 2024-03-31 26 $1,000 -1
  39 Records found
  1    
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