Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Robotics And Artificial Intelligence Multisector Etf (IRBO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    13
Total shares held : 
 4,008,640  
% of shares held : 
 64.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   50  
Amount of shares held : 
 604,115  
% of shares held change : 
   9.74%  
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 :
21
 318,640
 7.95%
 
Increased Positions :
59
 566,545
 14.13%
 
Unchanged Positions :
40
 81,901
 2.04%
 
Decreased Positions :
22
-258,451
-6.45%
 
Closed Positions :
8
-22,619
-0.56%
 
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
   Resources Investment Advisors Inc. 675 *New 2024-03-31 17,516 $602,000 17,516
   Stratos Wealth Partners LTD. 841 *New 2024-03-31 16,188 $556,000 16,188
   PFG Investments LLC 521 *New 2024-03-31 14,741 $506,000 14,741
   WCG Wealth Advisors LLC 237 *New 2024-03-31 10,895 $374,000 10,895
   D E SHAW & CO INC 2383 *New 2024-03-31 10,738 $369,000 10,738
   PVG ASSET MANAGEMENT CORP 13 *New 2023-12-31 10,661 $368,000 10,661
   Atlas Private Wealth Advisors 79 *New 2024-03-31 9,970 $342,000 9,970
   CIBC WORLD MARKETS INC. 1019 *New 2024-03-31 9,690 $333,000 9,690
   Pensionmark Financial Group LLC 323 *New 2024-03-31 7,730 $266,000 7,730
   MULTIFINANCIAL SECURITIES CORP 2090 *New 2024-03-31 6,940 $238,000 6,940
   Bramshill Investments LLC 117 *New 2024-03-31 6,568 $226,000 6,568
   JAMES INVESTMENT RESEARCH INC 281 *New 2024-03-31 6,455 $222,000 6,455
   Gemmer Asset Management LLC 127 *New 2024-03-31 6,221 $214,000 6,221
   FinTrust Capital Advisors LLC 321 *New 2024-03-31 4,445 $153,000 4,445
   Parallel Advisors LLC 1376 *New 2024-03-31 1,833 $63,000 1,833
   FARMERS & MERCHANTS INVESTMENTS INC 390 *New 2024-03-31 1,637 $56,000 1,637
   Northwest Financial Advisors 302 *New 2024-03-31 1,150 $40,000 1,150
   Continuum Advisory LLC 639 *New 2024-03-31 1,176 $40,000 1,176
   PFS Partners LLC 167 *New 2024-03-31 800 $27,000 800
   Main Street Group LTD 323 *New 2024-03-31 611 $21,000 611
   Coastal Investment Advisors Inc. 656 *New 2024-03-31 468 $16,000 468
   ROBINSON CAPITAL MANAGEMENT LLC 155 *New 2024-03-31 300 $10,000 300
   Atlantic Trust Group LLC 2377 *New 2024-03-31 228 $8,000 228
   Versant Capital Management Inc 1039 *New 2024-03-31 143 $5,000 143
   Scarborough Advisors LLC 256 *New 2024-03-31 150 $5,000 150
   YHB INVESTMENT ADVISORS, INC. 807 *New 2024-03-31 110 $4,000 110
   PHILLIPS FINANCIAL MANAGEMENT LLC 256 *New 2024-03-31 10 $0 10
  27 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