Ishares TR

Q2 2021 vs Q1 2022

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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N.E.W. Advisory Services LLC

NEW

Shares3,224

Change+3,224

Value$53

Filed 2022-04-11

Morgan Stanley

CLOSED

Shares0 from 179,871

Change-179,871 (-100%)

Value$0 (-$3.1K)

Filed 2022-10-27

Mount Lucas Management LP

CLOSED

Shares0 from 167,529

Change-167,529 (-100%)

Value$0 (-$2.9K)

Filed 2022-05-12

Ameriprise Financial Inc

CLOSED

Shares0 from 122,755

Change-122,755 (-100%)

Value$0 (-$2.1K)

Filed 2022-05-16

Royal Bank of Canada

CLOSED

Shares0 from 96,470

Change-96,470 (-100%)

Value$0 (-$1.7K)

Filed 2022-05-16

LPL Financial LLC

CLOSED

Shares0 from 54,775

Change-54,775 (-100%)

Value$0 (-$942)

Filed 2022-05-16

Stifel Financial Corp

CLOSED

Shares0 from 51,377

Change-51,377 (-100%)

Value$0 (-$884)

Filed 2022-05-13

Osaic Holdings, Inc.

CLOSED

Shares0 from 30,352

Change-30,352 (-100%)

Value$0 (-$521)

Filed 2022-05-04

UBS Group AG

CLOSED

Shares0 from 21,678

Change-21,678 (-100%)

Value$0 (-$373)

Filed 2022-05-16

BFT Financial Group, LLC

CLOSED

Shares0 from 15,848

Change-15,848 (-100%)

Value$0 (-$273)

Filed 2022-05-03

Bank of America Corp

CLOSED

Shares0 from 15,709

Change-15,709 (-100%)

Value$0 (-$270)

Filed 2022-06-07

LeJeune Puetz Investment Counsel LLC

CLOSED

Shares0 from 14,250

Change-14,250 (-100%)

Value$0 (-$245)

Filed 2022-05-02

Ategra Capital Management, LLC

CLOSED

Shares0 from 14,190

Change-14,190 (-100%)

Value$0 (-$244.1K)

Filed 2025-02-14

Jane Street Group, LLC

CLOSED

Shares0 from 12,392

Change-12,392 (-100%)

Value$0 (-$213)

Filed 2022-05-17

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 12,284

Change-12,284 (-100%)

Value$0 (-$211)

Filed 2022-05-13

AdvisorNet Financial, Inc

CLOSED

Shares0 from 11,788

Change-11,788 (-100%)

Value$0 (-$203)

Filed 2022-04-14

Truist Financial Corp

CLOSED

Shares0 from 10,935

Change-10,935 (-100%)

Value$0 (-$188)

Filed 2022-04-22

Envestnet Asset Management Inc

CLOSED

Shares0 from 10,935

Change-10,935 (-100%)

Value$0 (-$188)

Filed 2022-05-04

American Portfolios Advisors

CLOSED

Shares0 from 8,473

Change-8,473 (-100%)

Value$0 (-$145.7K)

Filed 2023-03-21

Global Trust Asset Management, LLC

CLOSED

Shares0 from 7,207

Change-7,207 (-100%)

Value$0 (-$124)

Filed 2022-04-15

Bessemer Group Inc

CLOSED

Shares0 from 5,480

Change-5,480 (-100%)

Value$0 (-$94)

Filed 2022-05-12

Bank of Montreal

CLOSED

Shares0 from 4,327

Change-4,327 (-100%)

Value$0 (-$75)

Filed 2022-05-12

Unionbancal Corp

CLOSED

Shares0 from 4,266

Change-4,266 (-100%)

Value$0 (-$73)

Filed 2022-12-01

Focused Wealth Management, Inc

CLOSED

Shares0 from 2,431

Change-2,431 (-100%)

Value$0 (-$42)

Filed 2022-04-29

Advisory Services Network, LLC

CLOSED

Shares0 from 1,485

Change-1,485 (-100%)

Value$0 (-$26)

Filed 2022-05-23

FinTrust Capital Advisors, LLC

CLOSED

Shares0 from 1,040

Change-1,040 (-100%)

Value$0 (-$18)

Filed 2022-05-03

Barclays PLC

CLOSED

Shares0 from 207

Change-207 (-100%)

Value$0 (-$4)

Filed 2022-05-16

M&R Capital Management Inc

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$3)

Filed 2022-04-04

Front Row Advisors LLC

CLOSED

Shares0 from 58

Change-58 (-100%)

Value$0 (-$1)

Filed 2022-05-11

Wells Fargo & Company

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2022-05-16

Flow Traders U.S. LLC

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2022-05-13

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2022-05-09

AlphaCentric Advisors LLC

N/A

Shares— from 13,040

Change-13,040 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 78

Change-78 (-100%)

Value—

	Status
N.E.W. Advisory Services LLC	NEW	3,224	—	+3,224	—	—	$53	—	2022-04-11
Morgan Stanley	CLOSED	0	179,871	-179,871	-100%	$3.1K	$0	-$3.1K	2022-10-27
Mount Lucas Management LP	CLOSED	0	167,529	-167,529	-100%	$2.9K	$0	-$2.9K	2022-05-12
Ameriprise Financial Inc	CLOSED	0	122,755	-122,755	-100%	$2.1K	$0	-$2.1K	2022-05-16
Royal Bank of Canada	CLOSED	0	96,470	-96,470	-100%	$1.7K	$0	-$1.7K	2022-05-16
LPL Financial LLC	CLOSED	0	54,775	-54,775	-100%	$942	$0	-$942	2022-05-16
Stifel Financial Corp	CLOSED	0	51,377	-51,377	-100%	$884	$0	-$884	2022-05-13
Osaic Holdings, Inc.	CLOSED	0	30,352	-30,352	-100%	$521	$0	-$521	2022-05-04
UBS Group AG	CLOSED	0	21,678	-21,678	-100%	$373	$0	-$373	2022-05-16
BFT Financial Group, LLC	CLOSED	0	15,848	-15,848	-100%	$273	$0	-$273	2022-05-03
Bank of America Corp	CLOSED	0	15,709	-15,709	-100%	$270	$0	-$270	2022-06-07
LeJeune Puetz Investment Counsel LLC	CLOSED	0	14,250	-14,250	-100%	$245	$0	-$245	2022-05-02
Ategra Capital Management, LLC	CLOSED	0	14,190	-14,190	-100%	$244.1K	$0	-$244.1K	2025-02-14
Jane Street Group, LLC	CLOSED	0	12,392	-12,392	-100%	$213	$0	-$213	2022-05-17
Rockefeller Capital Management L.P.	CLOSED	0	12,284	-12,284	-100%	$211	$0	-$211	2022-05-13
AdvisorNet Financial, Inc	CLOSED	0	11,788	-11,788	-100%	$203	$0	-$203	2022-04-14
Truist Financial Corp	CLOSED	0	10,935	-10,935	-100%	$188	$0	-$188	2022-04-22
Envestnet Asset Management Inc	CLOSED	0	10,935	-10,935	-100%	$188	$0	-$188	2022-05-04
American Portfolios Advisors	CLOSED	0	8,473	-8,473	-100%	$145.7K	$0	-$145.7K	2023-03-21
Global Trust Asset Management, LLC	CLOSED	0	7,207	-7,207	-100%	$124	$0	-$124	2022-04-15
Bessemer Group Inc	CLOSED	0	5,480	-5,480	-100%	$94	$0	-$94	2022-05-12
Bank of Montreal	CLOSED	0	4,327	-4,327	-100%	$75	$0	-$75	2022-05-12
Unionbancal Corp	CLOSED	0	4,266	-4,266	-100%	$73	$0	-$73	2022-12-01
Focused Wealth Management, Inc	CLOSED	0	2,431	-2,431	-100%	$42	$0	-$42	2022-04-29
Advisory Services Network, LLC	CLOSED	0	1,485	-1,485	-100%	$26	$0	-$26	2022-05-23
FinTrust Capital Advisors, LLC	CLOSED	0	1,040	-1,040	-100%	$18	$0	-$18	2022-05-03
Barclays PLC	CLOSED	0	207	-207	-100%	$4	$0	-$4	2022-05-16
M&R Capital Management Inc	CLOSED	0	200	-200	-100%	$3	$0	-$3	2022-04-04
Front Row Advisors LLC	CLOSED	0	58	-58	-100%	$1	$0	-$1	2022-05-11
Wells Fargo & Company	CLOSED	0	1	-1	-100%	$0	$0	$0	2022-05-16
Flow Traders U.S. LLC	CLOSED	0	0	0	—	$0	$0	$0	2022-05-13
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2022-05-09
AlphaCentric Advisors LLC	N/A	—	13,040	-13,040	-100%	$224	—	—	—
Harbour Investments, Inc.	N/A	—	78	-78	-100%	$1	—	—	—

Showing 34 of 34 institutions