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Ishares TR

Q3 2018 vs Q4 2018

Comparing institutional holders between quarters

Quarters

Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Financial Gravity Companies, Inc.
NEW
Shares4
Change+4
Value$0
Filed 2019-02-04
Morgan Stanley
CLOSED
Shares0 from 797,702
Change-797,702 (-100%)
Value$0 (-$20.0K)
Filed 2019-02-14
Bank of America Corp
CLOSED
Shares0 from 682,974
Change-682,974 (-100%)
Value$0 (-$17.2K)
Filed 2019-02-14
BB&T Securities, LLC
CLOSED
Shares0 from 650,204
Change-650,204 (-100%)
Value$0 (-$16.3K)
Filed 2019-02-04
UBS Group AG
CLOSED
Shares0 from 574,041
Change-574,041 (-100%)
Value$0 (-$14.4K)
Filed 2019-02-14
HighTower Advisors, LLC
CLOSED
Shares0 from 365,863
Change-365,863 (-100%)
Value$0 (-$9.2K)
Filed 2019-02-14
US Bancorp \de\
CLOSED
Shares0 from 352,718
Change-352,718 (-100%)
Value$0 (-$8.9K)
Filed 2019-02-13
Fragasso Financial Advisors Inc
CLOSED
Shares0 from 328,815
Change-328,815 (-100%)
Value$0 (-$8.3K)
Filed 2019-02-12
Wells Fargo & Company
CLOSED
Shares0 from 327,464
Change-327,464 (-100%)
Value$0 (-$8.2K)
Filed 2019-02-11
MV Capital Management, Inc.
CLOSED
Shares0 from 325,224
Change-325,224 (-100%)
Value$0 (-$8.2K)
Filed 2019-02-13
LPL Financial LLC
CLOSED
Shares0 from 306,550
Change-306,550 (-100%)
Value$0 (-$7.7K)
Filed 2019-02-07
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 291,293
Change-291,293 (-100%)
Value$0 (-$7.3K)
Filed 2019-02-14
Ameriprise Financial Inc
CLOSED
Shares0 from 278,591
Change-278,591 (-100%)
Value$0 (-$27.1K)
Filed 2019-02-14
Jane Street Group, LLC
CLOSED
Shares0 from 272,070
Change-272,070 (-100%)
Value$0 (-$6.8K)
Filed 2019-02-15
Tillar-Wenstrup Advisors, LLC
CLOSED
Shares0 from 242,495
Change-242,495 (-100%)
Value$0 (-$6.1K)
Filed 2019-01-29
Private Advisor Group, LLC
CLOSED
Shares0 from 239,409
Change-239,409 (-100%)
Value$0 (-$6.0K)
Filed 2019-02-11
Envestnet Asset Management Inc
CLOSED
Shares0 from 237,833
Change-237,833 (-100%)
Value$0 (-$6.0K)
Filed 2019-02-13
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 163,058
Change-163,058 (-100%)
Value$0 (-$4.1K)
Filed 2019-02-11
Royal Bank of Canada
CLOSED
Shares0 from 151,350
Change-151,350 (-100%)
Value$0 (-$3.8K)
Filed 2019-02-14
Clearshares LLC
CLOSED
Shares0 from 140,036
Change-140,036 (-100%)
Value$0 (-$3.5K)
Filed 2019-01-28
Leavell Investment Management, Inc.
CLOSED
Shares0 from 104,000
Change-104,000 (-100%)
Value$0 (-$2.6K)
Filed 2019-01-24
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 80,186
Change-80,186 (-100%)
Value$0 (-$2.0K)
Filed 2019-02-08
Freedom Investment Management, Inc.
CLOSED
Shares0 from 74,361
Change-74,361 (-100%)
Value$0 (-$1.9K)
Filed 2019-01-25
Raymond James & Associates
CLOSED
Shares0 from 63,350
Change-63,350 (-100%)
Value$0 (-$1.6K)
Filed 2019-02-11
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 62,904
Change-62,904 (-100%)
Value$0 (-$1.6K)
Filed 2019-02-11
Day & Ennis, LLC
CLOSED
Shares0 from 57,174
Change-57,174 (-100%)
Value$0 (-$1.4K)
Filed 2019-02-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 52,391
Change-52,391 (-100%)
Value$0 (-$1.3K)
Filed 2019-02-14
Brookstone Capital Management
CLOSED
Shares0 from 50,766
Change-50,766 (-100%)
Value$0 (-$1.3K)
Filed 2019-02-06
NewEdge Advisors, LLC
CLOSED
Shares0 from 43,185
Change-43,185 (-100%)
Value$0 (-$1.1K)
Filed 2019-01-29
MCF Advisors LLC
CLOSED
Shares0 from 41,467
Change-41,467 (-100%)
Value$0 (-$1.0K)
Filed 2019-01-25
Bainco International Investors
CLOSED
Shares0 from 39,430
Change-39,430 (-100%)
Value$0 (-$990)
Filed 2019-01-09
Stifel Financial Corp
CLOSED
Shares0 from 35,595
Change-35,595 (-100%)
Value$0 (-$893)
Filed 2019-02-13
HL Financial Services LLC
CLOSED
Shares0 from 33,584
Change-33,584 (-100%)
Value$0 (-$843)
Filed 2019-02-07
Ritholtz Wealth Management
CLOSED
Shares0 from 33,334
Change-33,334 (-100%)
Value$0 (-$837)
Filed 2019-01-18
Wolverine Trading, LLC
CLOSED
Shares0 from 31,887
Change-31,887 (-100%)
Value$0 (-$801)
Filed 2019-02-14
Lenox Wealth Management, Inc.
CLOSED
Shares0 from 30,404
Change-30,404 (-100%)
Value$0 (-$763)
Filed 2019-01-23
Bank of New York Mellon Corp
CLOSED
Shares0 from 26,849
Change-26,849 (-100%)
Value$0 (-$674)
Filed 2019-02-11
Mariner, LLC
CLOSED
Shares0 from 26,718
Change-26,718 (-100%)
Value$0 (-$671)
Filed 2019-02-13
IFP Advisors, Inc
CLOSED
Shares0 from 26,512
Change-26,512 (-100%)
Value$0 (-$666)
Filed 2019-06-03
American Portfolios Advisors
CLOSED
Shares0 from 23,660
Change-23,660 (-100%)
Value$0 (-$594.1K)
Filed 2023-03-24
Accuvest Global Advisors
CLOSED
Shares0 from 21,236
Change-21,236 (-100%)
Value$0 (-$533)
Filed 2019-02-14
Vicus Capital
CLOSED
Shares0 from 18,930
Change-18,930 (-100%)
Value$0 (-$475)
Filed 2019-02-07
Fairview Capital Investment Management, LLC
CLOSED
Shares0 from 17,728
Change-17,728 (-100%)
Value$0 (-$445)
Filed 2019-02-22
Whitegate Investment Counselors, Inc.
CLOSED
Shares0 from 16,600
Change-16,600 (-100%)
Value$0 (-$417)
Filed 2019-01-29
Courier Capital LLC
CLOSED
Shares0 from 16,200
Change-16,200 (-100%)
Value$0 (-$407)
Filed 2019-02-08
RDL Financial Inc
CLOSED
Shares0 from 15,896
Change-15,896 (-100%)
Value$0 (-$399)
Filed 2019-01-22
First Fiduciary Investment Counsel, Inc.
CLOSED
Shares0 from 14,530
Change-14,530 (-100%)
Value$0 (-$364)
Filed 2019-02-04
Fieldpoint Private Securities, LLC
CLOSED
Shares0 from 14,100
Change-14,100 (-100%)
Value$0 (-$354)
Filed 2019-02-11
Ladenburg Thalmann Financial Services Inc
CLOSED
Shares0 from 13,247
Change-13,247 (-100%)
Value$0 (-$332)
Filed 2019-02-14
BerganKDV Wealth Management, LLC
CLOSED
Shares0 from 12,994
Change-12,994 (-100%)
Value$0 (-$326)
Filed 2019-02-01
Crabel Capital Management, LLC
CLOSED
Shares0 from 11,358
Change-11,358 (-100%)
Value$0 (-$285)
Filed 2019-02-13
Chesley Taft & Associates LLC
CLOSED
Shares0 from 11,200
Change-11,200 (-100%)
Value$0 (-$281)
Filed 2019-01-07
Cypress Wealth Services, LLC
CLOSED
Shares0 from 10,590
Change-10,590 (-100%)
Value$0 (-$266)
Filed 2019-01-22
Smith, Moore & Co.
CLOSED
Shares0 from 10,317
Change-10,317 (-100%)
Value$0 (-$259)
Filed 2019-02-15
Lee Financial Co
CLOSED
Shares0 from 10,181
Change-10,181 (-100%)
Value$0 (-$256)
Filed 2019-02-11
Wealthstar Advisors, LLC
CLOSED
Shares0 from 8,850
Change-8,850 (-100%)
Value$0 (-$222)
Filed 2019-01-22
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 8,764
Change-8,764 (-100%)
Value$0 (-$220)
Filed 2019-01-30
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 6,711
Change-6,711 (-100%)
Value$0 (-$169)
Filed 2019-02-12
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,757
Change-3,757 (-100%)
Value$0 (-$94)
Filed 2019-02-08
Advisor Group, Inc.
CLOSED
Shares0 from 2,628
Change-2,628 (-100%)
Value$0 (-$66)
Filed 2019-02-11
Archford Capital Strategies, LLC
CLOSED
Shares0 from 2,262
Change-2,262 (-100%)
Value$0 (-$57)
Filed 2019-02-13
Benjamin F. Edwards & Company, Inc.
CLOSED
Shares0 from 2,030
Change-2,030 (-100%)
Value$0 (-$51)
Filed 2019-01-31
Bank Hapoalim BM
CLOSED
Shares0 from 2,010
Change-2,010 (-100%)
Value$0 (-$50)
Filed 2019-02-11
Exchange Capital Management, Inc.
CLOSED
Shares0 from 1,844
Change-1,844 (-100%)
Value$0 (-$46)
Filed 2019-02-01
TD Capital Management LLC
CLOSED
Shares0 from 1,773
Change-1,773 (-100%)
Value$0 (-$45)
Filed 2019-02-06
WealthTrust Fairport, LLC
CLOSED
Shares0 from 1,389
Change-1,389 (-100%)
Value$0 (-$35)
Filed 2019-02-25
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$28)
Filed 2019-01-11
Valley National Advisers Inc
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$28)
Filed 2019-02-25
Measured Wealth Private Client Group, LLC
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$23)
Filed 2019-02-07
AlphaMark Advisors, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$13)
Filed 2019-02-06
Advisory Services Network, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$7)
Filed 2019-02-15
Captrust Financial Advisors
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$6)
Filed 2019-02-13
IMA Advisory Services, Inc.
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$5)
Filed 2019-01-15
BlackRock Inc.
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$3)
Filed 2019-02-08
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2019-02-14
Financial Gravity Wealth, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Financial Gravity Companies, Inc.
NEW4—+4——$0—2019-02-04
Morgan Stanley
CLOSED0797,702-797,702-100%$20.0K$0-$20.0K2019-02-14
Bank of America Corp
CLOSED0682,974-682,974-100%$17.2K$0-$17.2K2019-02-14
BB&T Securities, LLC
CLOSED0650,204-650,204-100%$16.3K$0-$16.3K2019-02-04
UBS Group AG
CLOSED0574,041-574,041-100%$14.4K$0-$14.4K2019-02-14
HighTower Advisors, LLC
CLOSED0365,863-365,863-100%$9.2K$0-$9.2K2019-02-14
US Bancorp \de\
CLOSED0352,718-352,718-100%$8.9K$0-$8.9K2019-02-13
Fragasso Financial Advisors Inc
CLOSED0328,815-328,815-100%$8.3K$0-$8.3K2019-02-12
Wells Fargo & Company
CLOSED0327,464-327,464-100%$8.2K$0-$8.2K2019-02-11
MV Capital Management, Inc.
CLOSED0325,224-325,224-100%$8.2K$0-$8.2K2019-02-13
LPL Financial LLC
CLOSED0306,550-306,550-100%$7.7K$0-$7.7K2019-02-07
United Capital Financial Advisors, LLC
CLOSED0291,293-291,293-100%$7.3K$0-$7.3K2019-02-14
Ameriprise Financial Inc
CLOSED0278,591-278,591-100%$27.1K$0-$27.1K2019-02-14
Jane Street Group, LLC
CLOSED0272,070-272,070-100%$6.8K$0-$6.8K2019-02-15
Tillar-Wenstrup Advisors, LLC
CLOSED0242,495-242,495-100%$6.1K$0-$6.1K2019-01-29
Private Advisor Group, LLC
CLOSED0239,409-239,409-100%$6.0K$0-$6.0K2019-02-11
Envestnet Asset Management Inc
CLOSED0237,833-237,833-100%$6.0K$0-$6.0K2019-02-13
Raymond James Financial Services Advisors, Inc.
CLOSED0163,058-163,058-100%$4.1K$0-$4.1K2019-02-11
Royal Bank of Canada
CLOSED0151,350-151,350-100%$3.8K$0-$3.8K2019-02-14
Clearshares LLC
CLOSED0140,036-140,036-100%$3.5K$0-$3.5K2019-01-28
Leavell Investment Management, Inc.
CLOSED0104,000-104,000-100%$2.6K$0-$2.6K2019-01-24
Stratos Wealth Partners, Ltd.
CLOSED080,186-80,186-100%$2.0K$0-$2.0K2019-02-08
Freedom Investment Management, Inc.
CLOSED074,361-74,361-100%$1.9K$0-$1.9K2019-01-25
Raymond James & Associates
CLOSED063,350-63,350-100%$1.6K$0-$1.6K2019-02-11
Commonwealth Equity Services, LLC
CLOSED062,904-62,904-100%$1.6K$0-$1.6K2019-02-11
Day & Ennis, LLC
CLOSED057,174-57,174-100%$1.4K$0-$1.4K2019-02-14
Susquehanna International Group, LLP
CLOSED052,391-52,391-100%$1.3K$0-$1.3K2019-02-14
Brookstone Capital Management
CLOSED050,766-50,766-100%$1.3K$0-$1.3K2019-02-06
NewEdge Advisors, LLC
CLOSED043,185-43,185-100%$1.1K$0-$1.1K2019-01-29
MCF Advisors LLC
CLOSED041,467-41,467-100%$1.0K$0-$1.0K2019-01-25
Bainco International Investors
CLOSED039,430-39,430-100%$990$0-$9902019-01-09
Stifel Financial Corp
CLOSED035,595-35,595-100%$893$0-$8932019-02-13
HL Financial Services LLC
CLOSED033,584-33,584-100%$843$0-$8432019-02-07
Ritholtz Wealth Management
CLOSED033,334-33,334-100%$837$0-$8372019-01-18
Wolverine Trading, LLC
CLOSED031,887-31,887-100%$801$0-$8012019-02-14
Lenox Wealth Management, Inc.
CLOSED030,404-30,404-100%$763$0-$7632019-01-23
Bank of New York Mellon Corp
CLOSED026,849-26,849-100%$674$0-$6742019-02-11
Mariner, LLC
CLOSED026,718-26,718-100%$671$0-$6712019-02-13
IFP Advisors, Inc
CLOSED026,512-26,512-100%$666$0-$6662019-06-03
American Portfolios Advisors
CLOSED023,660-23,660-100%$594.1K$0-$594.1K2023-03-24
Accuvest Global Advisors
CLOSED021,236-21,236-100%$533$0-$5332019-02-14
Vicus Capital
CLOSED018,930-18,930-100%$475$0-$4752019-02-07
Fairview Capital Investment Management, LLC
CLOSED017,728-17,728-100%$445$0-$4452019-02-22
Whitegate Investment Counselors, Inc.
CLOSED016,600-16,600-100%$417$0-$4172019-01-29
Courier Capital LLC
CLOSED016,200-16,200-100%$407$0-$4072019-02-08
RDL Financial Inc
CLOSED015,896-15,896-100%$399$0-$3992019-01-22
First Fiduciary Investment Counsel, Inc.
CLOSED014,530-14,530-100%$364$0-$3642019-02-04
Fieldpoint Private Securities, LLC
CLOSED014,100-14,100-100%$354$0-$3542019-02-11
Ladenburg Thalmann Financial Services Inc
CLOSED013,247-13,247-100%$332$0-$3322019-02-14
BerganKDV Wealth Management, LLC
CLOSED012,994-12,994-100%$326$0-$3262019-02-01
Crabel Capital Management, LLC
CLOSED011,358-11,358-100%$285$0-$2852019-02-13
Chesley Taft & Associates LLC
CLOSED011,200-11,200-100%$281$0-$2812019-01-07
Cypress Wealth Services, LLC
CLOSED010,590-10,590-100%$266$0-$2662019-01-22
Smith, Moore & Co.
CLOSED010,317-10,317-100%$259$0-$2592019-02-15
Lee Financial Co
CLOSED010,181-10,181-100%$256$0-$2562019-02-11
Wealthstar Advisors, LLC
CLOSED08,850-8,850-100%$222$0-$2222019-01-22
Valeo Financial Advisors, LLC
CLOSED08,764-8,764-100%$220$0-$2202019-01-30
Northwestern Mutual Wealth Management Co
CLOSED06,711-6,711-100%$169$0-$1692019-02-12
AdvisorNet Financial, Inc
CLOSED03,757-3,757-100%$94$0-$942019-02-08
Advisor Group, Inc.
CLOSED02,628-2,628-100%$66$0-$662019-02-11
Archford Capital Strategies, LLC
CLOSED02,262-2,262-100%$57$0-$572019-02-13
Benjamin F. Edwards & Company, Inc.
CLOSED02,030-2,030-100%$51$0-$512019-01-31
Bank Hapoalim BM
CLOSED02,010-2,010-100%$50$0-$502019-02-11
Exchange Capital Management, Inc.
CLOSED01,844-1,844-100%$46$0-$462019-02-01
TD Capital Management LLC
CLOSED01,773-1,773-100%$45$0-$452019-02-06
WealthTrust Fairport, LLC
CLOSED01,389-1,389-100%$35$0-$352019-02-25
Sound Income Strategies, LLC
CLOSED01,112-1,112-100%$28$0-$282019-01-11
Valley National Advisers Inc
CLOSED01,100-1,100-100%$28$0-$282019-02-25
Measured Wealth Private Client Group, LLC
CLOSED0920-920-100%$23$0-$232019-02-07
AlphaMark Advisors, LLC
CLOSED0520-520-100%$13$0-$132019-02-06
Advisory Services Network, LLC
CLOSED0260-260-100%$7$0-$72019-02-15
Captrust Financial Advisors
CLOSED0235-235-100%$6$0-$62019-02-13
IMA Advisory Services, Inc.
CLOSED0184-184-100%$5$0-$52019-01-15
BlackRock Inc.
CLOSED0124-124-100%$3$0-$32019-02-08
Proequities, Inc.
CLOSED000—$0$0$02019-02-14
Financial Gravity Wealth, Inc.
N/A—4-4-100%$0———
Showing 76 of 76 institutions