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Get Institutions for : 
iShares FTSE NAREIT Mort Plus Cp Idx (REM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 125    3
Total shares held : 
 7,973,507  
% of shares held : 
 19.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -216,076  
% of shares held change : 
   -0.52%  
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 :
14
 473,550
 5.94%
 
Increased Positions :
43
 887,233
 11.13%
 
Unchanged Positions :
27
 163,350
 2.05%
 
Decreased Positions :
41
-1,185,192
-14.86%
 
Closed Positions :
17
-391,667
-4.91%
 
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
   MORGAN STANLEY 2381 - 2023-12-31 1,117,369 $26,359,000 36,768
   BANK OF AMERICA CORP /DE/ 1951 - 2023-12-31 698,128 $16,469,000 -172,148
   BLACKROCK INC. 3154 - 2023-12-31 543,114 $12,812,000 163,762
   LPL FINANCIAL CORP 1180 - 2023-12-31 470,481 $11,099,000 -119,115
   ENVESTNET ASSET MANAGEMENT INC 1440 - 2023-12-31 427,857 $10,093,000 -10,336
   WELLS FARGO & CO/MN 1610 - 2023-12-31 354,205 $8,356,000 70,083
   VisionPoint Advisory Group LLC 5 - 2023-12-31 309,319 $7,297,000 -83,193
   AE Wealth Management LLC 545 - 2023-12-31 247,759 $5,822,000 20,313
   AMERIPRISE FINANCIAL INC 2238 - 2023-12-31 222,994 $5,260,000 116,331
   Mid-American Wealth Advisory Group Inc. 8 - 2024-03-31 198,373 $4,610,000 23,299
   Advisor Group Holdings Inc. 1293 - 2023-12-31 183,064 $4,319,000 -147,542
   FWL INVESTMENT MANAGEMENT LLC 17 - 2023-12-31 161,717 $3,815,000 -268,024
   UBS Group AG 2255 - 2023-12-31 157,011 $3,704,000 -26,546
   CITADEL ADVISORS LLC 1826 - 2023-12-31 152,828 $3,605,000 76,652
   GOLDMAN SACHS GROUP INC/ 2822 - 2023-12-31 140,111 $3,305,000 34,462
   Barry Investment Advisors LLC 28 - 2024-03-31 140,802 $3,272,000 1,133
   MACQUARIE GROUP LTD 1069 *New 2023-12-31 130,808 $3,086,000 130,808
   MT LUCAS MANAGEMENT CORP 38 - 2023-12-31 110,089 $2,597,000 2,734
   BDO Wealth Advisors LLC 83 - 2023-06-30 97,449 $2,300,000 -3,588
   RSM US WEALTH MANAGEMENT LLC 163 *New 2023-12-31 91,241 $2,152,000 91,241
   Qube Research & Technologies Ltd 1275 - 2023-12-31 89,192 $2,104,000 0
   ROYAL BANK OF CANADA 2534 - 2023-12-31 89,116 $2,102,000 12,382
   Copperwynd Financial LLC 22 *New 2023-12-31 80,310 $1,895,000 80,310
   Continuum Advisory LLC 106 - 2023-12-31 76,809 $1,812,000 -61,611
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 123 *New 2023-12-31 75,810 $1,788,000 75,810
   CITIGROUP INC 1729 - 2023-12-31 70,031 $1,652,000 48,673
   Capital Investment Advisors LLC 213 - 2024-03-31 70,432 $1,637,000 -1,302
   THRIVENT FINANCIAL FOR LUTHERANS 1472 - 2023-12-31 68,000 $1,604,000 -36,606
   CYNOSURE MANAGEMENT LLC 74 - 2023-12-31 65,747 $1,551,000 32,327
   MML INVESTORS SERVICES LLC 1137 - 2023-12-31 64,763 $1,528,000 3,548
   BANK OF MONTREAL /CAN/ 1475 - 2023-12-31 59,224 $1,439,000 58,993
   HARBOUR INVESTMENTS INC. 293 - 2023-12-31 60,706 $1,432,000 4,591
   IHT Wealth Management LLC 313 - 2023-12-31 56,674 $1,337,000 -6,234
   JANE STREET GROUP LLC 3023 - 2023-12-31 49,235 $1,161,000 23,044
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1615 - 2023-12-31 44,074 $1,040,000 -1,350
   CAPTRUST FINANCIAL ADVISORS 1241 - 2023-12-31 43,893 $1,035,000 3,347
   WEDBUSH MORGAN SECURITIES INC 331 - 2023-12-31 42,244 $997,000 1,123
   EVERGREEN CAPITAL MANAGEMENT LLC 297 - 2023-12-31 40,918 $965,000 -95,960
   Brookstone Capital Management 501 - 2024-03-31 40,250 $935,000 -2,825
   Wealthcare Advisory Partners LLC 385 - 2024-03-31 39,550 $919,000 5,094
   Private Advisor Group LLC 1157 - 2023-12-31 38,800 $915,000 859
   Invst LLC 108 - 2023-12-31 39,966 $887,000 -21,903
   JANNEY MONTGOMERY SCOTT LLC 1520 - 2023-12-31 36,264 $855,000 36,264
   AXS Investments LLC 170 - 2023-12-31 35,000 $826,000 35,000
   MILLENNIUM MANAGEMENT LLC 2832 - 2023-12-31 34,485 $814,000 34,485
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 982 - 2024-03-31 33,900 $788,000 -1,308
   BRIDGES INVESTMENT MANAGEMENT INC - 2023-12-31 32,177 $759,000 2,200
   FLOW TRADERS U.S. LLC 402 *New 2023-12-31 31,360 $740,000 31,360
   MARINER WEALTH ADVISORS, LLC 1744 - 2023-12-31 28,109 $663,000 -10,576
   J P MORGAN CHASE & CO 3539 - 2023-12-31 27,845 $657,000 4,010
   PARK AVENUE SECURITIES LLC 867 - 2024-03-31 26,004 $604,000 -19,893
   Safeguard Investment Advisory Group LLC - 2023-12-31 23,876 $563,000 -1,458
   Wealthfront Advisers LLC 717 - 2024-03-31 24,185 $562,000 -894
   Mutual Advisors LLC 648 - 2023-12-31 20,675 $488,000 -1,500
   COMMONWEALTH EQUITY SERVICES LLC. 2750 - 2023-12-31 18,935 $447,000 -1,971
   WHITE BAY PT LLC 81 - 2023-12-31 17,800 $420,000 11,600
   TRANSCEND WEALTH COLLECTIVE LLC 337 - 2023-12-31 16,970 $400,000 -250
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1271 - 2023-12-31 16,847 $397,000 -9,277
   CFO4Life Group LLC - 2023-12-31 16,352 $386,000 3,461
   AlphaCentric Advisors LLC 76 - 2023-12-31 15,777 $372,000 -1,069
   Pathstone Holdings LLC 1685 - 2023-12-31 15,743 $371,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2600 - 2023-12-31 15,028 $355,000 -1,343
   PATHSTONE FAMILY OFFICE, LLC 1219 - 2023-09-30 15,538 $347,000 0
   TRUE Private Wealth Advisors 210 - 2023-12-31 14,074 $332,000 -289
   Symphony Financial Ltd. Co. 146 - 2024-03-31 13,727 $319,000 1
   CLAUDIA M.P. BATLLE CRP (R) LLC 65 *New 2023-12-31 13,308 $314,000 13,308
   Future Financial Wealth Managment LLC 77 - 2024-03-31 13,350 $310,000 0
   STIFEL FINANCIAL CORP 2836 *New 2023-12-31 12,676 $299,000 12,676
   Change Path LLC 497 - 2023-12-31 12,652 $298,000 12,652
   Sunesis Advisors LLC 52 - 2023-12-31 12,642 $298,000 0
   Lido Advisors LLC 918 *New 2023-12-31 12,521 $295,000 12,521
   IFP Advisors Inc 760 - 2023-12-31 12,479 $294,000 -392
   CFO4Life L.P. 132 *New 2022-12-31 12,891 $292,000 12,891
   RAYMOND JAMES & ASSOCIATES 3260 - 2023-12-31 12,116 $286,000 2,392
   COMERICA BANK 2121 - 2023-12-31 11,970 $282,000 1,374
   Claybrook Capital LLC 114 - 2023-09-30 12,521 $280,000 0
   Clarity Financial LLC 99 - 2024-03-31 11,689 $272,000 -1,364
   D E SHAW & CO INC 2439 *New 2023-12-31 11,525 $272,000 11,525
   Kestra Advisory Services LLC 1906 - 2023-12-31 11,412 $269,000 1,838
   Harvest Investment Services LLC 158 - 2023-12-31 11,231 $266,000 -81
   SIMPLEX TRADING LLC 861 - 2023-12-31 11,118 $262,000 -37,164
   NOVARE CAPITAL MANAGEMENT LLC 154 - 2023-12-31 10,000 $236,000 0
   Beacon Financial Advisory LLC - 2023-12-31 9,926 $234,000 -564
   Joseph P. Lucia & Associates LLC 106 - 2023-12-31 9,267 $219,000 -150
   NBC SECURITIES INC. 709 - 2024-03-31 9,032 $219,000 1,550
   KESTRA PRIVATE WEALTH SERVICES LLC 1074 *New 2023-12-31 9,104 $215,000 9,104
   West Wealth Group LLC 80 - 2023-12-31 8,914 $210,000 -8,680
   Castleview Partners LLC 140 - 2023-12-31 8,202 $193,000 -7,255
   TOWER RESEARCH CAPITAL LLC 2258 - 2023-12-31 6,893 $163,000 3,074
   MCF Advisors LLC 258 - 2024-03-31 6,453 $150,000 0
   SUMITOMO MITSUI FINANCIAL GROUP INC. 123 - 2023-12-31 4,646 $110,000 0
   ADVISORY SERVICES NETWORK, LLC 1692 *New 2023-12-31 3,787 $89,000 3,787
   CWM LLC 1956 - 2024-03-31 3,655 $85,000 26
   HOLLENCREST SECURITIES LLC 408 - 2023-12-31 3,500 $83,000 0
   Element Wealth LLC 162 - 2023-12-31 2,390 $56,000 69
   CREATIVE FINANCIAL DESIGNS INC /ADV 668 - 2023-12-31 2,284 $54,000 -419
   ORG Partners LLC 463 - 2023-12-31 2,041 $48,000 2,041
   BLAIR WILLIAM & CO/IL 1615 - 2023-12-31 1,300 $31,000 0
   Sanctuary Wealth Management L.L.C. 104 - 2023-12-31 1,240 $29,000 0
   Steward Partners Investment Advisory LLC 2245 - 2023-12-31 1,150 $27,000 0
  100 Records found
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