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Ishares U S ETF TR

Q2 2022 vs Q3 2022

Comparing institutional holders between quarters

Quarters

Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WealthBridge Capital Management, LLC
UNCHANGED
Shares24,990 from 24,990
Change0 (0%)
Value$960 ($0)
Filed 2022-11-14
IFP Advisors, Inc
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$7 ($0)
Filed 2022-11-08
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 48,676
Change-48,676 (-100%)
Value$0 (-$1.9K)
Filed 2022-11-10
Wells Fargo & Company
CLOSED
Shares0 from 28,871
Change-28,871 (-100%)
Value$0 (-$1.1K)
Filed 2022-11-14
Goldman Sachs Group Inc
CLOSED
Shares0 from 27,065
Change-27,065 (-100%)
Value$0 (-$1.0K)
Filed 2024-05-14
Citadel Advisors LLC
CLOSED
Shares0 from 19,324
Change-19,324 (-100%)
Value$0 (-$742)
Filed 2022-11-14
LPL Financial LLC
CLOSED
Shares0 from 6,793
Change-6,793 (-100%)
Value$0 (-$261)
Filed 2022-11-14
Belpointe Asset Management LLC
CLOSED
Shares0 from 5,578
Change-5,578 (-100%)
Value$0 (-$214)
Filed 2022-11-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 3,476
Change-3,476 (-100%)
Value$0 (-$133)
Filed 2022-11-14
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 1,755
Change-1,755 (-100%)
Value$0 (-$72.6K)
Filed 2023-11-13
Morgan Stanley
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$31)
Filed 2022-11-14
Founders Financial Alliance, LLC
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$25)
Filed 2022-11-14
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$20)
Filed 2022-11-10
HighMark Wealth Management LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$19)
Filed 2022-10-21
FTB Advisors, Inc.
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$17)
Filed 2022-11-09
BerganKDV Wealth Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$12)
Filed 2022-10-24
UBS Group AG
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$9)
Filed 2022-11-10
Halpern Financial, Inc.
CLOSED
Shares0 from 201
Change-201 (-100%)
Value$0 (-$7.7K)
Filed 2023-09-21
Joseph P. Lucia & Associates, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4)
Filed 2022-10-28
Allworth Financial LP
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$3)
Filed 2022-11-14
Sterling Investment Advisors, Ltd.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$17)
Filed 2022-11-03
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$2)
Filed 2022-11-01
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-11-15
Status
WealthBridge Capital Management, LLC
UNCHANGED24,99024,99000%$960$960$02022-11-14
IFP Advisors, Inc
UNCHANGED26026000%$7$7$02022-11-08
Tower Research Capital LLC (TRC)
CLOSED048,676-48,676-100%$1.9K$0-$1.9K2022-11-10
Wells Fargo & Company
CLOSED028,871-28,871-100%$1.1K$0-$1.1K2022-11-14
Goldman Sachs Group Inc
CLOSED027,065-27,065-100%$1.0K$0-$1.0K2024-05-14
Citadel Advisors LLC
CLOSED019,324-19,324-100%$742$0-$7422022-11-14
LPL Financial LLC
CLOSED06,793-6,793-100%$261$0-$2612022-11-14
Belpointe Asset Management LLC
CLOSED05,578-5,578-100%$214$0-$2142022-11-14
Osaic Holdings, Inc.
CLOSED03,476-3,476-100%$133$0-$1332022-11-14
TD Waterhouse Canada Inc.
CLOSED01,755-1,755-100%$72.6K$0-$72.6K2023-11-13
Morgan Stanley
CLOSED0800-800-100%$31$0-$312022-11-14
Founders Financial Alliance, LLC
CLOSED0642-642-100%$25$0-$252022-11-14
PNC Financial Services Group, Inc.
CLOSED0520-520-100%$20$0-$202022-11-10
HighMark Wealth Management LLC
CLOSED0500-500-100%$19$0-$192022-10-21
FTB Advisors, Inc.
CLOSED0430-430-100%$17$0-$172022-11-09
BerganKDV Wealth Management, LLC
CLOSED0300-300-100%$12$0-$122022-10-24
UBS Group AG
CLOSED0232-232-100%$9$0-$92022-11-10
Halpern Financial, Inc.
CLOSED0201-201-100%$7.7K$0-$7.7K2023-09-21
Joseph P. Lucia & Associates, LLC
CLOSED0100-100-100%$4$0-$42022-10-28
Allworth Financial LP
CLOSED090-90-100%$3$0-$32022-11-14
Sterling Investment Advisors, Ltd.
CLOSED065-65-100%$17$0-$172022-11-03
Patriot Financial Group Insurance Agency, LLC
CLOSED051-51-100%$2$0-$22022-11-01
Proequities, Inc.
CLOSED000—$0$0$02022-11-15
Showing 23 of 23 institutions