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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MACQUARIE GROUP LTD 1069 *New 2023-12-31 130,808 $3,086,000 130,808
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 123 *New 2023-12-31 75,810 $1,788,000 75,810
   DRIVE WEALTH MANAGEMENT LLC 38 *New 2024-03-31 69,257 $1,610,000 69,257
   FLOW TRADERS U.S. LLC 402 *New 2023-12-31 31,360 $740,000 31,360
   CLAUDIA M.P. BATLLE CRP (R) LLC 65 *New 2023-12-31 13,308 $314,000 13,308
   STIFEL FINANCIAL CORP 2836 *New 2023-12-31 12,676 $299,000 12,676
   Lido Advisors LLC 918 *New 2023-12-31 12,521 $295,000 12,521
   CFO4Life L.P. 132 *New 2022-12-31 12,891 $292,000 12,891
   D E SHAW & CO INC 2439 *New 2023-12-31 11,525 $272,000 11,525
   Triumph Capital Management 178 *New 2024-03-31 11,290 $259,000 11,290
   ADVISORY SERVICES NETWORK, LLC 1692 *New 2023-12-31 3,787 $89,000 3,787
   BFSG LLC 404 *New 2024-03-31 1,414 $33,000 1,414
   Emerald Investment Partners LLC 388 *New 2024-03-31 1,000 $23,000 1,000
   Core Wealth Advisors Inc. 213 *New 2023-12-31 250 $6,000 250
   Newbridge Financial Services Group Inc. 926 *New 2024-03-31 156 $4,000 156
   AlphaCore Capital LLC 353 *New 2023-12-31 119 $3,000 119
   Planning Capital Management Corp 595 *New 2024-03-31 48 $1,000 48
  17 Records found
  1    
  Page 1 of 1
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