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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
Gateway Advisory, LLC
DECREASED
Shares271,540 from 273,490
Change-1,950 (-1%)
Value$7.1K (-$59)
Filed 2020-04-07
Tillar-Wenstrup Advisors, LLC
DECREASED
Shares41,902 from 47,532
Change-5,630 (-12%)
Value$1.1K (-$148)
Filed 2020-04-23
Atria Investments, Inc
DECREASED
Shares12,498 from 12,543
Change-45 (0%)
Value$325 (-$2)
Filed 2020-05-15
Private Capital Group, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$52 ($0)
Filed 2020-05-07
Ameritas Investment Corp
NEW
Shares590
Change+590
Value$15
Filed 2020-05-15
US Bancorp \de\
CLOSED
Shares0 from 651,064
Change-651,064 (-100%)
Value$0 (-$17.0K)
Filed 2020-05-13
Demars Financial Group, LLC
CLOSED
Shares0 from 188,667
Change-188,667 (-100%)
Value$0 (-$4.9K)
Filed 2020-04-27
Bank of America Corp
CLOSED
Shares0 from 109,796
Change-109,796 (-100%)
Value$0 (-$2.9K)
Filed 2020-05-15
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 88,838
Change-88,838 (-100%)
Value$0 (-$2.3K)
Filed 2020-05-11
Jane Street Group, LLC
CLOSED
Shares0 from 80,954
Change-80,954 (-100%)
Value$0 (-$2.1K)
Filed 2020-05-15
Royal Bank of Canada
CLOSED
Shares0 from 69,921
Change-69,921 (-100%)
Value$0 (-$1.8K)
Filed 2020-06-16
Morgan Stanley
CLOSED
Shares0 from 67,359
Change-67,359 (-100%)
Value$0 (-$1.8K)
Filed 2020-05-26
Ameriprise Financial Inc
CLOSED
Shares0 from 63,145
Change-63,145 (-100%)
Value$0 (-$1.6K)
Filed 2020-05-15
Truist Financial Corp
CLOSED
Shares0 from 50,737
Change-50,737 (-100%)
Value$0 (-$1.3K)
Filed 2021-11-05
Citadel Advisors LLC
CLOSED
Shares0 from 42,881
Change-42,881 (-100%)
Value$0 (-$1.1K)
Filed 2020-05-15
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 41,488
Change-41,488 (-100%)
Value$0 (-$1.1K)
Filed 2020-04-21
Ritholtz Wealth Management
CLOSED
Shares0 from 40,650
Change-40,650 (-100%)
Value$0 (-$1.1K)
Filed 2020-04-09
Mariner, LLC
CLOSED
Shares0 from 40,359
Change-40,359 (-100%)
Value$0 (-$1.1K)
Filed 2020-05-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 35,644
Change-35,644 (-100%)
Value$0 (-$929)
Filed 2020-05-15
UBS Group AG
CLOSED
Shares0 from 33,738
Change-33,738 (-100%)
Value$0 (-$878)
Filed 2020-05-01
Seizert Capital Partners, LLC
CLOSED
Shares0 from 31,054
Change-31,054 (-100%)
Value$0 (-$809)
Filed 2020-05-05
Private Advisor Group, LLC
CLOSED
Shares0 from 29,910
Change-29,910 (-100%)
Value$0 (-$779)
Filed 2020-05-12
Envestnet Asset Management Inc
CLOSED
Shares0 from 25,611
Change-25,611 (-100%)
Value$0 (-$667)
Filed 2020-04-23
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 22,699
Change-22,699 (-100%)
Value$0 (-$591)
Filed 2020-05-06
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 21,774
Change-21,774 (-100%)
Value$0 (-$567)
Filed 2020-04-08
Sawtooth Asset Management, Inc.
CLOSED
Shares0 from 21,208
Change-21,208 (-100%)
Value$0 (-$552)
Filed 2020-05-15
LPL Financial LLC
CLOSED
Shares0 from 18,311
Change-18,311 (-100%)
Value$0 (-$477)
Filed 2020-05-14
Financial Advocates Investment Management
CLOSED
Shares0 from 18,098
Change-18,098 (-100%)
Value$0 (-$471)
Filed 2020-04-29
Moneco Advisors, LLC
CLOSED
Shares0 from 11,197
Change-11,197 (-100%)
Value$0 (-$292)
Filed 2020-05-11
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 8,372
Change-8,372 (-100%)
Value$0 (-$217)
Filed 2020-05-15
Two Sigma Securities, LLC
CLOSED
Shares0 from 8,358
Change-8,358 (-100%)
Value$0 (-$218)
Filed 2020-05-15
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 8,088
Change-8,088 (-100%)
Value$0 (-$211)
Filed 2020-08-11
MCF Advisors LLC
CLOSED
Shares0 from 6,468
Change-6,468 (-100%)
Value$0 (-$168)
Filed 2020-04-24
Meridian Wealth Partners, LLC
CLOSED
Shares0 from 3,840
Change-3,840 (-100%)
Value$0 (-$100)
Filed 2020-05-15
Citigroup Inc
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$39)
Filed 2020-05-12
AllSquare Wealth Management LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$15)
Filed 2020-05-12
Front Row Advisors LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$4)
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
Capital One, National Association
N/A
Shares— from 48,965
Change-48,965 (-100%)
Value—
Ladenburg Thalmann Financial Services Inc
N/A
Shares— from 13,503
Change-13,503 (-100%)
Value—
Advisor Group, Inc.
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Status
Gateway Advisory, LLC
DECREASED271,540273,490-1,950-1%$7.1K$7.1K-$592020-04-07
Tillar-Wenstrup Advisors, LLC
DECREASED41,90247,532-5,630-12%$1.2K$1.1K-$1482020-04-23
Atria Investments, Inc
DECREASED12,49812,543-450%$327$325-$22020-05-15
Private Capital Group, LLC
UNCHANGED2,0002,00000%$52$52$02020-05-07
Ameritas Investment Corp
NEW590—+590——$15—2020-05-15
US Bancorp \de\
CLOSED0651,064-651,064-100%$17.0K$0-$17.0K2020-05-13
Demars Financial Group, LLC
CLOSED0188,667-188,667-100%$4.9K$0-$4.9K2020-04-27
Bank of America Corp
CLOSED0109,796-109,796-100%$2.9K$0-$2.9K2020-05-15
Commonwealth Equity Services, LLC
CLOSED088,838-88,838-100%$2.3K$0-$2.3K2020-05-11
Jane Street Group, LLC
CLOSED080,954-80,954-100%$2.1K$0-$2.1K2020-05-15
Royal Bank of Canada
CLOSED069,921-69,921-100%$1.8K$0-$1.8K2020-06-16
Morgan Stanley
CLOSED067,359-67,359-100%$1.8K$0-$1.8K2020-05-26
Ameriprise Financial Inc
CLOSED063,145-63,145-100%$1.6K$0-$1.6K2020-05-15
Truist Financial Corp
CLOSED050,737-50,737-100%$1.3K$0-$1.3K2021-11-05
Citadel Advisors LLC
CLOSED042,881-42,881-100%$1.1K$0-$1.1K2020-05-15
Raymond James Financial Services Advisors, Inc.
CLOSED041,488-41,488-100%$1.1K$0-$1.1K2020-04-21
Ritholtz Wealth Management
CLOSED040,650-40,650-100%$1.1K$0-$1.1K2020-04-09
Mariner, LLC
CLOSED040,359-40,359-100%$1.1K$0-$1.1K2020-05-14
Susquehanna International Group, LLP
CLOSED035,644-35,644-100%$929$0-$9292020-05-15
UBS Group AG
CLOSED033,738-33,738-100%$878$0-$8782020-05-01
Seizert Capital Partners, LLC
CLOSED031,054-31,054-100%$809$0-$8092020-05-05
Private Advisor Group, LLC
CLOSED029,910-29,910-100%$779$0-$7792020-05-12
Envestnet Asset Management Inc
CLOSED025,611-25,611-100%$667$0-$6672020-04-23
Patriot Investment Management Group, Inc.
CLOSED022,699-22,699-100%$591$0-$5912020-05-06
Beam Wealth Advisors, Inc.
CLOSED021,774-21,774-100%$567$0-$5672020-04-08
Sawtooth Asset Management, Inc.
CLOSED021,208-21,208-100%$552$0-$5522020-05-15
LPL Financial LLC
CLOSED018,311-18,311-100%$477$0-$4772020-05-14
Financial Advocates Investment Management
CLOSED018,098-18,098-100%$471$0-$4712020-04-29
Moneco Advisors, LLC
CLOSED011,197-11,197-100%$292$0-$2922020-05-11
Beacon Pointe Advisors, LLC
CLOSED08,372-8,372-100%$217$0-$2172020-05-15
Two Sigma Securities, LLC
CLOSED08,358-8,358-100%$218$0-$2182020-05-15
United Capital Financial Advisors, LLC
CLOSED08,088-8,088-100%$211$0-$2112020-08-11
MCF Advisors LLC
CLOSED06,468-6,468-100%$168$0-$1682020-04-24
Meridian Wealth Partners, LLC
CLOSED03,840-3,840-100%$100$0-$1002020-05-15
Citigroup Inc
CLOSED01,500-1,500-100%$39$0-$392020-05-12
AllSquare Wealth Management LLC
CLOSED0575-575-100%$15$0-$152020-05-12
Front Row Advisors LLC
CLOSED0160-160-100%$4$0-$42020-05-08
Wells Fargo & Company
CLOSED000—$0$0$02020-05-14
Proequities, Inc.
UNCHANGED000—$0$0$02020-05-13
Capital One, National Association
N/A—48,965-48,965-100%$1.3K———
Ladenburg Thalmann Financial Services Inc
N/A—13,503-13,503-100%$351———
Advisor Group, Inc.
N/A—3,389-3,389-100%$88———
Showing 42 of 42 institutions