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Ishares TR

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jane Street Group, LLC
DECREASED
Shares39,506 from 42,157
Change-2,651 (-6%)
Value$2.2M (-$367.3K)
Filed 2023-11-15
Citadel Advisors LLC
NEW
Shares22,177
Change+22,177
Value$1.2M
Filed 2023-11-14
F&V Capital Management, LLC
UNCHANGED
Shares8,520 from 8,520
Change0 (0%)
Value$474 (-$44)
Filed 2023-10-24
Foundations Investment Advisors, LLC
NEW
Shares8,043
Change+8,043
Value$447.5K
Filed 2023-10-05
Morgan Stanley
DECREASED
Shares1,081 from 1,465
Change-384 (-26%)
Value$60.1K (-$29.0K)
Filed 2023-11-15
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$41.7K (-$3.9K)
Filed 2023-11-13
UBS Group AG
INCREASED
Shares745 from 359
Change+386 (+108%)
Value$41.5K (+$19.6K)
Filed 2023-11-09
MB, Levis & Associates, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$12.8K (-$1.2K)
Filed 2025-05-07
Amundi
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.7K (-$1.4K)
Filed 2023-11-14
Osaic Holdings, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$5.8K (-$547)
Filed 2023-11-13
Bank of Montreal
NEW
Shares40
Change+40
Value$2.5K
Filed 2023-11-01
Wells Fargo & Company
DECREASED
Shares1 from 53
Change-52 (-98%)
Value$45 (-$3.2K)
Filed 2023-11-13
CreativeOne Wealth, LLC
CLOSED
Shares0 from 8,422
Change-8,422 (-100%)
Value$0 (-$512)
Filed 2023-10-17
Coppell Advisory Solutions LLC
CLOSED
Shares0 from 4,149
Change-4,149 (-100%)
Value$0 (-$117.3K)
Filed 2023-11-14
Royal Bank of Canada
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$7.0K)
Filed 2023-11-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Jane Street Group, LLC
DECREASED39,50642,157-2,651-6%$2.6M$2.2M-$367.3K2023-11-15
Citadel Advisors LLC
NEW22,177—+22,177——$1.2M—2023-11-14
F&V Capital Management, LLC
UNCHANGED8,5208,52000%$518$474-$442023-10-24
Foundations Investment Advisors, LLC
NEW8,043—+8,043——$447.5K—2023-10-05
Morgan Stanley
DECREASED1,0811,465-384-26%$89.1K$60.1K-$29.0K2023-11-15
Steward Partners Investment Advisory, LLC
UNCHANGED75075000%$45.6K$41.7K-$3.9K2023-11-13
UBS Group AG
INCREASED745359+386+108%$21.8K$41.5K+$19.6K2023-11-09
MB, Levis & Associates, LLC
UNCHANGED23023000%$14.0K$12.8K-$1.2K2025-05-07
Amundi
UNCHANGED20020000%$12.2K$10.7K-$1.4K2023-11-14
Osaic Holdings, Inc.
UNCHANGED10510500%$6.4K$5.8K-$5472023-11-13
Bank of Montreal
NEW40—+40——$2.5K—2023-11-01
Wells Fargo & Company
DECREASED153-52-98%$3.2K$45-$3.2K2023-11-13
CreativeOne Wealth, LLC
CLOSED08,422-8,422-100%$512$0-$5122023-10-17
Coppell Advisory Solutions LLC
CLOSED04,149-4,149-100%$117.3K$0-$117.3K2023-11-14
Royal Bank of Canada
CLOSED0118-118-100%$7.0K$0-$7.0K2023-11-14
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 16 of 16 institutions