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Get Institutions for : 
Blackrock World Exus Crbn Transition Readiness Etf (LCTD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    17
Total shares held : 
10,278,723  
% of shares held : 
81.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  63  
Amount of shares held : 
-1,266,170  
% of shares held change : 
  -10.04%  
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 :
18
 236,027
 2.3%
 
Increased Positions :
52
 733,344
 7.13%
 
Unchanged Positions :
4
 3,535,076
 34.39%
 
Decreased Positions :
6
-2,235,526
-21.75%
 
Closed Positions :
1
-15
-0%
 
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
   FACTORY MUTUAL INSURANCE CO 20 - 2024-03-31 2,053,970 $93,814,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 201 - 2024-03-31 1,606,601 $73,381,000 -2,100,000
   CREDIT SUISSE/ 290 - 2024-03-31 1,480,000 $67,598,000 0
   ENVESTNET ASSET MANAGEMENT INC 617 - 2024-03-31 1,235,626 $56,437,000 -19,261
   Envestnet Portfolio Solutions Inc. 152 - 2024-03-31 382,510 $17,471,000 -27,373
   J P MORGAN CHASE & CO 2409 - 2024-03-31 120,148 $5,488,000 8,156
   LPL FINANCIAL CORP 1820 - 2024-03-31 103,279 $4,717,000 15,205
   PARK AVENUE SECURITIES LLC 209 - 2024-03-31 103,089 $4,709,000 -5,591
   MML INVESTORS SERVICES LLC 799 - 2024-03-31 75,400 $3,444,000 -491
   CWM LLC 508 - 2024-03-31 71,508 $3,266,000 36
   JANE STREET GROUP LLC 1695 - 2024-03-31 70,210 $3,207,000 -20,363
   FLOW TRADERS U.S. LLC 161 - 2024-03-31 49,382 $2,255,000 -14,523
   Cetera Investment Advisers 690 - 2024-03-31 37,532 $1,714,000 -5,105
   HPM Partners LLC 1071 - 2024-03-31 35,009 $1,599,000 272
   One Wealth Advisors LLC 60 - 2024-03-31 32,562 $1,487,000 -347
   Atria Wealth Solutions Inc. 785 - 2024-03-31 28,981 $1,324,000 -2,314
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2579 - 2024-03-31 21,588 $986,000 -17,085
   JANNEY MONTGOMERY SCOTT LLC 1559 - 2024-03-31 20,049 $916,000 3,761
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 740 - 2024-03-31 19,828 $906,000 419
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 574 - 2024-03-31 19,598 $895,000 -1,065
   Horst & Graben Wealth Management LLC 61 - 2024-03-31 19,560 $893,000 783
   ROYAL BANK OF CANADA 3110 - 2024-03-31 18,261 $834,000 2,266
   Sharkey Howes & Javer 73 - 2024-03-31 17,380 $794,000 1,188
   Equitable Holdings Inc. 703 - 2024-03-31 15,434 $705,000 -224
   WEALTHSOURCE PARTNERS LLC 283 - 2023-12-31 13,544 $592,000 4,266
   FINANCIAL NETWORK 1824 - 2024-03-31 12,767 $583,000 -93
   Integrated Wealth Concepts LLC 971 - 2024-03-31 12,751 $582,000 1,096
   MULTIFINANCIAL SECURITIES CORP 1508 - 2024-03-31 12,572 $574,000 6,082
   Steward Partners Investment Advisory LLC 1002 - 2024-03-31 12,384 $566,000 -26
   THRIVENT FINANCIAL FOR LUTHERANS 2133 - 2024-03-31 11,924 $545,000 1,479
   Advisor Group Holdings Inc. 2851 - 2024-03-31 11,864 $542,000 -97,953
   PRUDENTIAL FINANCIAL INC 2146 - 2024-03-31 11,642 $532,000 -814
   SigFig Wealth Management LLC 110 - 2024-03-31 11,085 $506,000 -82
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2277 - 2024-03-31 10,723 $490,000 758
   MORNINGSTAR INVESTMENT SERVICES, INC. 237 - 2024-03-31 10,554 $483,000 -5,794
   BANK OF NEW YORK MELLON CORP 3517 - 2024-03-31 9,777 $447,000 -144
   We Are One Seven LLC 599 - 2024-03-31 9,029 $412,000 555
   TCWP LLC 32 - 2024-03-31 9,029 $412,000 555
   AE Wealth Management LLC 868 - 2024-03-31 8,848 $404,000 -3,380
   Diversify Advisory Services LLC 485 - 2024-03-31 8,263 $376,000 0
   Wealth Alliance 351 - 2024-03-31 7,957 $363,000 -148
   DFPG INVESTMENTS INC. 495 - 2023-12-31 7,747 $333,000 790
   Austin Private Wealth LLC 158 - 2024-03-31 7,345 $333,000 309
   COMMONWEALTH EQUITY SERVICES LLC. 3171 - 2024-03-31 7,047 $322,000 76
   MA Private Wealth 61 - 2024-03-31 6,453 $295,000 0
   Resources Investment Advisors Inc. 931 *New 2024-03-31 6,135 $280,000 6,135
   H D Vest Advisory Services 1344 - 2024-03-31 5,989 $274,000 660
   Snowden Capital Advisors LLC 1002 - 2024-03-31 5,705 $261,000 435
   REGAL INVESTMENT ADVISORS, LLC 515 - 2024-03-31 5,058 $231,000 -279
   OLD MISSION CAPITAL LLC 753 - 2024-03-31 5,045 $230,000 -40,087
   Aptus Capital Advisors LLC 686 - 2024-03-31 5,019 $229,000 -4,547
   Mount Yale Investment Advisors LLC 502 *New 2024-03-31 4,899 $224,000 4,899
   TOWNSQUARE CAPITAL LLC 1109 *New 2024-03-31 4,788 $219,000 4,788
   Pensionmark Financial Group LLC 368 - 2024-03-31 4,717 $215,000 -197
   Orion Portfolio Solutions LLC 1588 *New 2024-03-31 4,673 $213,000 4,673
   Strategic Blueprint LLC 574 *New 2024-03-31 4,446 $203,000 4,446
   PROEQUITIES INC. 792 - 2024-03-31 3,201 $146,000 458
   Venturi Wealth Management LLC 390 - 2024-03-31 2,880 $132,000 116
   FTB Advisors Inc. 632 - 2024-03-31 2,705 $124,000 -264
   Farther Finance Advisors LLC 965 - 2024-03-31 1,994 $91,000 -9
   Gen-Wealth Partners Inc 323 - 2024-03-31 1,808 $83,000 0
   UBS Group AG 5157 - 2024-03-31 1,599 $73,000 430
   Capital Analysts Inc. 635 - 2024-03-31 1,292 $59,000 191
   Spire Wealth Management 1167 - 2024-03-31 1,248 $57,000 -67
   HARBOUR INVESTMENTS INC. 1395 - 2023-12-31 1,293 $57,000 704
   CREATIVE FINANCIAL DESIGNS INC /ADV 706 - 2024-03-31 1,204 $55,000 1
   Sugarloaf Wealth Management LLC 288 - 2024-03-31 1,145 $52,000 59
   COMERICA BANK 2749 - 2024-03-31 1,108 $51,000 -20
   JFS WEALTH ADVISORS, LLC 431 - 2024-03-31 1,041 $48,000 0
   Lindbrook Capital LLC 807 - 2024-03-31 1,000 $46,000 200
   Continuum Advisory LLC 721 *New 2024-03-31 587 $27,000 587
   EverSource Wealth Advisors LLC 1153 - 2024-03-31 544 $24,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 320 - 2024-03-31 499 $23,000 -12
   BLACKROCK INC. 4691 - 2024-03-31 505 $23,000 -25
   AdvisorNet Financial Inc 1057 - 2024-03-31 455 $21,000 1
   PNC FINANCIAL SERVICES GROUP INC 3439 - 2024-03-31 422 $19,000 -4
   Emerald Investment Partners LLC 407 *New 2024-03-31 381 $17,000 381
   Milestone Investment Advisors LLC 113 - 2024-03-31 290 $13,000 0
   NATIONAL BANK OF CANADA /FI/ 2073 - 2024-03-31 121 $6,000 -4,074
   Aspire Private Capital LLC 493 - 2024-03-31 118 $5,000 2
   NBT BANK N A /NY 506 - 2024-03-31 104 $5,000 0
   MATHER GROUP, INC. 1603 *New 2024-03-31 17 $1,000 17
   FMR LLC 4719 *New 2024-03-31 2 $0 2
   MORGAN STANLEY 6994 - 2024-03-31 1 $0 0
   BANK OF MONTREAL /CAN/ 3387 *Closed 2024-03-31 0 $0 -23,199
   CITADEL ADVISORS LLC 5879 *Closed 2024-03-31 0 $0 -25,789
   Goodwin Investment Advisory 54 *Closed 2024-03-31 0 $0 -2,531
   ORG Partners LLC 701 *Closed 2024-03-31 0 $0 -339
   ST GERMAIN D J CO INC 790 *Closed 2024-03-31 0 $0 -20
   ADVISORY SERVICES NETWORK, LLC 3627 *Closed 2024-03-31 0 $0 -1,777
   HANSON MCCLAIN, INC. 3670 - 2024-03-31 7 $0 0

  91 Records found
  1    
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