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Ishares TR

Q4 2019 vs Q1 2020

Comparing institutional holders between quarters

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Private Capital Group, LLC
INCREASED
Shares46,997 from 46,771
Change+226 (+0%)
Value$1.2K (+$5)
Filed 2020-05-07
Concentric Wealth Management, LLC
DECREASED
Shares9,900 from 11,100
Change-1,200 (-11%)
Value$243 (-$30)
Filed 2020-05-07
Barrett Asset Management, LLC
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$60 ($0)
Filed 2020-04-20
Weaver Consulting Group
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$6 ($0)
Filed 2020-04-28
UBS Group AG
CLOSED
Shares0 from 683,587
Change-683,587 (-100%)
Value$0 (-$16.8K)
Filed 2020-05-01
Confluence Investment Management LLC
CLOSED
Shares0 from 383,223
Change-383,223 (-100%)
Value$0 (-$9.4K)
Filed 2020-06-03
Citadel Advisors LLC
CLOSED
Shares0 from 128,454
Change-128,454 (-100%)
Value$0 (-$3.2K)
Filed 2020-05-15
BlackRock Inc.
CLOSED
Shares0 from 128,400
Change-128,400 (-100%)
Value$0 (-$3.2K)
Filed 2020-05-01
HighTower Advisors, LLC
CLOSED
Shares0 from 32,465
Change-32,465 (-100%)
Value$0 (-$803)
Filed 2020-05-21
Jane Street Group, LLC
CLOSED
Shares0 from 14,234
Change-14,234 (-100%)
Value$0 (-$350)
Filed 2020-05-15
WJ Wealth Management, LLC
CLOSED
Shares0 from 13,875
Change-13,875 (-100%)
Value$0 (-$341)
Filed 2020-04-21
LPL Financial LLC
CLOSED
Shares0 from 11,124
Change-11,124 (-100%)
Value$0 (-$273)
Filed 2020-05-14
Private Advisor Group, LLC
CLOSED
Shares0 from 9,662
Change-9,662 (-100%)
Value$0 (-$238)
Filed 2020-05-12
Morgan Stanley
CLOSED
Shares0 from 7,251
Change-7,251 (-100%)
Value$0 (-$178)
Filed 2020-05-26
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 4,062
Change-4,062 (-100%)
Value$0 (-$100)
Filed 2020-05-11
Bank of America Corp
CLOSED
Shares0 from 1,020
Change-1,020 (-100%)
Value$0 (-$25)
Filed 2020-05-15
Royal Bank of Canada
CLOSED
Shares0 from 926
Change-926 (-100%)
Value$0 (-$23)
Filed 2020-06-16
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$20)
Filed 2020-05-12
Front Row Advisors LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$10)
Filed 2020-05-08
Wells Fargo & Company
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-05-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-05-13
Advisor Group, Inc.
N/A
Shares— from 68,596
Change-68,596 (-100%)
Value—
Status
Private Capital Group, LLC
INCREASED46,99746,771+226+0%$1.1K$1.2K+$52020-05-07
Concentric Wealth Management, LLC
DECREASED9,90011,100-1,200-11%$273$243-$302020-05-07
Barrett Asset Management, LLC
UNCHANGED2,4402,44000%$60$60$02020-04-20
Weaver Consulting Group
UNCHANGED24024000%$6$6$02020-04-28
UBS Group AG
CLOSED0683,587-683,587-100%$16.8K$0-$16.8K2020-05-01
Confluence Investment Management LLC
CLOSED0383,223-383,223-100%$9.4K$0-$9.4K2020-06-03
Citadel Advisors LLC
CLOSED0128,454-128,454-100%$3.2K$0-$3.2K2020-05-15
BlackRock Inc.
CLOSED0128,400-128,400-100%$3.2K$0-$3.2K2020-05-01
HighTower Advisors, LLC
CLOSED032,465-32,465-100%$803$0-$8032020-05-21
Jane Street Group, LLC
CLOSED014,234-14,234-100%$350$0-$3502020-05-15
WJ Wealth Management, LLC
CLOSED013,875-13,875-100%$341$0-$3412020-04-21
LPL Financial LLC
CLOSED011,124-11,124-100%$273$0-$2732020-05-14
Private Advisor Group, LLC
CLOSED09,662-9,662-100%$238$0-$2382020-05-12
Morgan Stanley
CLOSED07,251-7,251-100%$178$0-$1782020-05-26
Harbor Investment Advisory, LLC
CLOSED04,062-4,062-100%$100$0-$1002020-05-11
Bank of America Corp
CLOSED01,020-1,020-100%$25$0-$252020-05-15
Royal Bank of Canada
CLOSED0926-926-100%$23$0-$232020-06-16
Flagship Harbor Advisors, LLC
CLOSED0825-825-100%$20$0-$202020-05-12
Front Row Advisors LLC
CLOSED0400-400-100%$10$0-$102020-05-08
Wells Fargo & Company
CLOSED000—$0$0$02020-05-14
Proequities, Inc.
UNCHANGED000—$0$0$02020-05-13
Advisor Group, Inc.
N/A—68,596-68,596-100%$1.7K———
Showing 22 of 22 institutions