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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
   Qube Research & Technologies Ltd 1275 - 2023-12-31 89,192 $2,104,000 0
   Mutual Advisors LLC - 2024-03-31 20,675 $480,000 0
   PATHSTONE FAMILY OFFICE, LLC 1219 - 2023-09-30 15,538 $347,000 0
   Future Financial Wealth Managment LLC 77 - 2024-03-31 13,350 $310,000 0
   Claybrook Capital LLC 114 - 2023-09-30 12,521 $280,000 0
   NOVARE CAPITAL MANAGEMENT LLC 154 - 2023-12-31 10,000 $236,000 0
   Joseph P. Lucia & Associates LLC - 2024-03-31 9,267 $215,000 0
   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
   HOLLENCREST SECURITIES LLC - 2024-03-31 3,500 $81,000 0
   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
   PNC FINANCIAL SERVICES GROUP INC 3578 - 2023-12-31 563 $13,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 410 $10,000 0
   Financial Advisory Service Inc. - 2024-03-31 395 $9,000 0
   Sunbelt Securities Inc. 1261 - 2024-03-31 325 $8,000 0
   Salomon & Ludwin LLC - 2024-03-31 247 $6,000 0
   EverSource Wealth Advisors LLC 1827 - 2023-12-31 200 $5,000 0
   FIFTH THIRD BANCORP 2060 - 2024-03-31 212 $5,000 0
   NATIONAL BANK OF CANADA /FI/ 2170 - 2023-12-31 156 $4,000 0
   PRIVATE TRUST CO NA 2007 - 2024-03-31 150 $3,000 0
   Spire Wealth Management 2030 - 2024-03-31 127 $3,000 0
   Parallel Advisors LLC 2838 - 2023-12-31 91 $2,000 0
   DHJJ Financial Advisors Ltd. 572 - 2024-03-31 50 $1,000 0
   Retirement Group LLC - 2024-03-31 31 $1,000 0
   NATIXIS 1104 - 2023-12-31 5 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  28 Records found
  1    
  Page 1 of 1
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