Ishares TR

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

IFP Advisors, Inc

DECREASED

Shares50,157 from 51,970

Change-1,813 (-3%)

Value$1.2M (-$44.1K)

Filed 2024-01-09

Bank of America Corp

CLOSED

Shares0 from 486,298

Change-486,298 (-100%)

Value$0 (-$11.5M)

Filed 2024-02-14

Jane Street Group, LLC

CLOSED

Shares0 from 454,164

Change-454,164 (-100%)

Value$0 (-$10.7M)

Filed 2024-02-15

Wells Fargo & Company

CLOSED

Shares0 from 353,104

Change-353,104 (-100%)

Value$0 (-$8.3M)

Filed 2024-02-09

Morgan Stanley

CLOSED

Shares0 from 325,523

Change-325,523 (-100%)

Value$0 (-$7.7M)

Filed 2024-08-16

Asset Dedication, LLC

CLOSED

Shares0 from 282,925

Change-282,925 (-100%)

Value$0 (-$6.7K)

Filed 2024-02-08

Baltimore-Washington Financial Advisors, Inc.

CLOSED

Shares0 from 263,217

Change-263,217 (-100%)

Value$0 (-$6.2M)

Filed 2024-02-12

SageView Advisory Group, LLC

CLOSED

Shares0 from 249,429

Change-249,429 (-100%)

Value$0 (-$5.9M)

Filed 2024-03-06

LPL Financial LLC

CLOSED

Shares0 from 194,785

Change-194,785 (-100%)

Value$0 (-$4.6M)

Filed 2024-02-14

Raymond James & Associates

CLOSED

Shares0 from 176,366

Change-176,366 (-100%)

Value$0 (-$4.2M)

Filed 2024-01-16

Peloton Wealth Strategists

CLOSED

Shares0 from 153,325

Change-153,325 (-100%)

Value$0 (-$3.6K)

Filed 2024-02-16

Royal Bank of Canada

CLOSED

Shares0 from 151,223

Change-151,223 (-100%)

Value$0 (-$3.6M)

Filed 2024-02-14

Werba Rubin Papier Wealth Management

CLOSED

Shares0 from 142,406

Change-142,406 (-100%)

Value$0 (-$3.4M)

Filed 2024-01-22

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 124,303

Change-124,303 (-100%)

Value$0 (-$2.9K)

Filed 2024-02-06

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 110,689

Change-110,689 (-100%)

Value$0 (-$2.6M)

Filed 2024-01-16

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 76,750

Change-76,750 (-100%)

Value$0 (-$1.8M)

Filed 2024-02-13

Janney Montgomery Scott LLC

CLOSED

Shares0 from 58,224

Change-58,224 (-100%)

Value$0 (-$1.4K)

Filed 2024-02-08

Northstar Group, Inc.

CLOSED

Shares0 from 51,183

Change-51,183 (-100%)

Value$0 (-$1.2M)

Filed 2024-01-10

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 41,386

Change-41,386 (-100%)

Value$0 (-$978.4K)

Filed 2024-02-13

EP Wealth Advisors, LLC

CLOSED

Shares0 from 38,715

Change-38,715 (-100%)

Value$0 (-$915.2K)

Filed 2024-02-28

Valley National Advisers Inc

CLOSED

Shares0 from 36,750

Change-36,750 (-100%)

Value$0 (-$869)

Filed 2024-01-25

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 36,153

Change-36,153 (-100%)

Value$0 (-$854.7K)

Filed 2024-02-14

Sigma Planning Corp

CLOSED

Shares0 from 33,232

Change-33,232 (-100%)

Value$0 (-$785.6K)

Filed 2024-02-01

Resonant Capital Advisors, LLC

CLOSED

Shares0 from 33,076

Change-33,076 (-100%)

Value$0 (-$781.9K)

Filed 2024-01-31

NewEdge Advisors, LLC

CLOSED

Shares0 from 32,298

Change-32,298 (-100%)

Value$0 (-$763.5K)

Filed 2024-02-13

Phillips Financial Management, LLC

CLOSED

Shares0 from 31,153

Change-31,153 (-100%)

Value$0 (-$736.5K)

Filed 2024-01-25

Endowment Wealth Management, Inc.

CLOSED

Shares0 from 27,742

Change-27,742 (-100%)

Value$0 (-$655.8K)

Filed 2024-02-07

Wrapmanager Inc

CLOSED

Shares0 from 24,280

Change-24,280 (-100%)

Value$0 (-$574.0K)

Filed 2024-02-07

Carr Financial Group Corp

CLOSED

Shares0 from 23,898

Change-23,898 (-100%)

Value$0 (-$563.8K)

Filed 2024-01-26

Straight Path Wealth Management

CLOSED

Shares0 from 22,360

Change-22,360 (-100%)

Value$0 (-$528.6K)

Filed 2024-01-23

AE Wealth Management LLC

CLOSED

Shares0 from 21,190

Change-21,190 (-100%)

Value$0 (-$500.9K)

Filed 2024-02-14

Lbmc Investment Advisors, LLC

CLOSED

Shares0 from 20,951

Change-20,951 (-100%)

Value$0 (-$493.6K)

Filed 2024-01-16

M Holdings Securities, Inc.

CLOSED

Shares0 from 20,656

Change-20,656 (-100%)

Value$0 (-$488)

Filed 2024-02-14

Wealthsource Partners, LLC

CLOSED

Shares0 from 20,182

Change-20,182 (-100%)

Value$0 (-$477.1K)

Filed 2024-01-16

Osaic Holdings, Inc.

CLOSED

Shares0 from 19,545

Change-19,545 (-100%)

Value$0 (-$462.1K)

Filed 2024-02-12

Snowden Capital Advisors LLC

CLOSED

Shares0 from 19,311

Change-19,311 (-100%)

Value$0 (-$456.5K)

Filed 2024-02-14

Flow Traders U.S. LLC

CLOSED

Shares0 from 17,694

Change-17,694 (-100%)

Value$0 (-$418)

Filed 2024-02-14

Lincoln National Corp

CLOSED

Shares0 from 17,387

Change-17,387 (-100%)

Value$0 (-$411.0K)

Filed 2024-02-06

Klaas Financial Asset Advisors, LLC

CLOSED

Shares0 from 16,191

Change-16,191 (-100%)

Value$0 (-$382.8K)

Filed 2024-02-08

Colton Groome Financial Advisors, LLC

CLOSED

Shares0 from 16,000

Change-16,000 (-100%)

Value$0 (-$378.2K)

Filed 2024-01-31

Cetera Investment Advisers

CLOSED

Shares0 from 15,364

Change-15,364 (-100%)

Value$0 (-$363.2K)

Filed 2024-02-13

Old Mission Capital LLC

CLOSED

Shares0 from 15,159

Change-15,159 (-100%)

Value$0 (-$358.4K)

Filed 2024-02-14

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 13,674

Change-13,674 (-100%)

Value$0 (-$323)

Filed 2024-02-09

Quad-Cities Investment Group, LLC

CLOSED

Shares0 from 12,463

Change-12,463 (-100%)

Value$0 (-$294.6K)

Filed 2024-01-10

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 11,886

Change-11,886 (-100%)

Value$0 (-$281.0K)

Filed 2024-01-30

4J Wealth Management LLC

CLOSED

Shares0 from 10,841

Change-10,841 (-100%)

Value$0 (-$256.3K)

Filed 2024-01-22

Susquehanna International Group, LLP

CLOSED

Shares0 from 10,784

Change-10,784 (-100%)

Value$0 (-$254.9K)

Filed 2024-02-14

Cetera Advisors LLC

CLOSED

Shares0 from 10,545

Change-10,545 (-100%)

Value$0 (-$249.3K)

Filed 2024-02-13

Leavell Investment Management, Inc.

CLOSED

Shares0 from 9,945

Change-9,945 (-100%)

Value$0 (-$235)

Filed 2024-01-23

Bensler, LLC

CLOSED

Shares0 from 9,749

Change-9,749 (-100%)

Value$0 (-$230.5K)

Filed 2024-01-22

Atria Wealth Solutions, Inc.

CLOSED

Shares0 from 9,439

Change-9,439 (-100%)

Value$0 (-$223.1K)

Filed 2024-02-02

Parallel Advisors, LLC

CLOSED

Shares0 from 9,016

Change-9,016 (-100%)

Value$0 (-$213.1K)

Filed 2024-02-12

Tradition Wealth Management, LLC

CLOSED

Shares0 from 8,673

Change-8,673 (-100%)

Value$0 (-$205)

Filed 2024-02-12

Bbjs Financial Advisors, LLC

CLOSED

Shares0 from 7,700

Change-7,700 (-100%)

Value$0 (-$182.0K)

Filed 2024-02-28

Sunbelt Securities, Inc.

CLOSED

Shares0 from 7,325

Change-7,325 (-100%)

Value$0 (-$173.2K)

Filed 2024-02-15

Arrow Financial Corp

CLOSED

Shares0 from 5,380

Change-5,380 (-100%)

Value$0 (-$127.2K)

Filed 2024-02-12

Element Wealth, LLC

CLOSED

Shares0 from 5,161

Change-5,161 (-100%)

Value$0 (-$122.0K)

Filed 2024-02-01

Comerica Bank

CLOSED

Shares0 from 3,278

Change-3,278 (-100%)

Value$0 (-$77.5K)

Filed 2024-02-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 3,210

Change-3,210 (-100%)

Value$0 (-$75.9K)

Filed 2024-02-15

Timber Creek Capital Management LLC

CLOSED

Shares0 from 2,673

Change-2,673 (-100%)

Value$0 (-$63.2K)

Filed 2024-01-11

Tyler-Stone Wealth Management

CLOSED

Shares0 from 2,060

Change-2,060 (-100%)

Value$0 (-$49)

Filed 2024-02-14

UBS Group AG

CLOSED

Shares0 from 1,066

Change-1,066 (-100%)

Value$0 (-$25.2K)

Filed 2024-02-09

Cary Street Partners Investment Advisory LLC

CLOSED

Shares0 from 1,060

Change-1,060 (-100%)

Value$0 (-$25.1K)

Filed 2024-02-07

Bradley & Co. Private Wealth Management, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$23.6K)

Filed 2024-02-02

Headinvest, LLC

CLOSED

Shares0 from 900

Change-900 (-100%)

Value$0 (-$21.2K)

Filed 2024-02-12

Private Trust Co NA

CLOSED

Shares0 from 422

Change-422 (-100%)

Value$0 (-$10.0K)

Filed 2024-01-24

US Bancorp \de\

CLOSED

Shares0 from 112

Change-112 (-100%)

Value$0 (-$2.6K)

Filed 2024-02-09

Grove Bank & Trust

CLOSED

Shares0 from 85

Change-85 (-100%)

Value$0 (-$2.0K)

Filed 2024-01-30

Bank of Montreal

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$25)

Filed 2024-02-08

FMR LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$24)

Filed 2026-11-05

IMA Advisory Services, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$24)

Filed 2024-02-05

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-02-07

	Status
IFP Advisors, Inc	DECREASED	50,157	51,970	-1,813	-3%	$1.2M	$1.2M	-$44.1K	2024-01-09
Bank of America Corp	CLOSED	0	486,298	-486,298	-100%	$11.5M	$0	-$11.5M	2024-02-14
Jane Street Group, LLC	CLOSED	0	454,164	-454,164	-100%	$10.7M	$0	-$10.7M	2024-02-15
Wells Fargo & Company	CLOSED	0	353,104	-353,104	-100%	$8.3M	$0	-$8.3M	2024-02-09
Morgan Stanley	CLOSED	0	325,523	-325,523	-100%	$7.7M	$0	-$7.7M	2024-08-16
Asset Dedication, LLC	CLOSED	0	282,925	-282,925	-100%	$6.7K	$0	-$6.7K	2024-02-08
Baltimore-Washington Financial Advisors, Inc.	CLOSED	0	263,217	-263,217	-100%	$6.2M	$0	-$6.2M	2024-02-12
SageView Advisory Group, LLC	CLOSED	0	249,429	-249,429	-100%	$5.9M	$0	-$5.9M	2024-03-06
LPL Financial LLC	CLOSED	0	194,785	-194,785	-100%	$4.6M	$0	-$4.6M	2024-02-14
Raymond James & Associates	CLOSED	0	176,366	-176,366	-100%	$4.2M	$0	-$4.2M	2024-01-16
Peloton Wealth Strategists	CLOSED	0	153,325	-153,325	-100%	$3.6K	$0	-$3.6K	2024-02-16
Royal Bank of Canada	CLOSED	0	151,223	-151,223	-100%	$3.6M	$0	-$3.6M	2024-02-14
Werba Rubin Papier Wealth Management	CLOSED	0	142,406	-142,406	-100%	$3.4M	$0	-$3.4M	2024-01-22
Commonwealth Equity Services, LLC	CLOSED	0	124,303	-124,303	-100%	$2.9K	$0	-$2.9K	2024-02-06
Raymond James Financial Services Advisors, Inc.	CLOSED	0	110,689	-110,689	-100%	$2.6M	$0	-$2.6M	2024-01-16
Integrated Wealth Concepts LLC	CLOSED	0	76,750	-76,750	-100%	$1.8M	$0	-$1.8M	2024-02-13
Janney Montgomery Scott LLC	CLOSED	0	58,224	-58,224	-100%	$1.4K	$0	-$1.4K	2024-02-08
Northstar Group, Inc.	CLOSED	0	51,183	-51,183	-100%	$1.2M	$0	-$1.2M	2024-01-10
Northwestern Mutual Wealth Management Co	CLOSED	0	41,386	-41,386	-100%	$978.4K	$0	-$978.4K	2024-02-13
EP Wealth Advisors, LLC	CLOSED	0	38,715	-38,715	-100%	$915.2K	$0	-$915.2K	2024-02-28
Valley National Advisers Inc	CLOSED	0	36,750	-36,750	-100%	$869	$0	-$869	2024-01-25
Rockefeller Capital Management L.P.	CLOSED	0	36,153	-36,153	-100%	$854.7K	$0	-$854.7K	2024-02-14
Sigma Planning Corp	CLOSED	0	33,232	-33,232	-100%	$785.6K	$0	-$785.6K	2024-02-01
Resonant Capital Advisors, LLC	CLOSED	0	33,076	-33,076	-100%	$781.9K	$0	-$781.9K	2024-01-31
NewEdge Advisors, LLC	CLOSED	0	32,298	-32,298	-100%	$763.5K	$0	-$763.5K	2024-02-13
Phillips Financial Management, LLC	CLOSED	0	31,153	-31,153	-100%	$736.5K	$0	-$736.5K	2024-01-25
Endowment Wealth Management, Inc.	CLOSED	0	27,742	-27,742	-100%	$655.8K	$0	-$655.8K	2024-02-07
Wrapmanager Inc	CLOSED	0	24,280	-24,280	-100%	$574.0K	$0	-$574.0K	2024-02-07
Carr Financial Group Corp	CLOSED	0	23,898	-23,898	-100%	$563.8K	$0	-$563.8K	2024-01-26
Straight Path Wealth Management	CLOSED	0	22,360	-22,360	-100%	$528.6K	$0	-$528.6K	2024-01-23
AE Wealth Management LLC	CLOSED	0	21,190	-21,190	-100%	$500.9K	$0	-$500.9K	2024-02-14
Lbmc Investment Advisors, LLC	CLOSED	0	20,951	-20,951	-100%	$493.6K	$0	-$493.6K	2024-01-16
M Holdings Securities, Inc.	CLOSED	0	20,656	-20,656	-100%	$488	$0	-$488	2024-02-14
Wealthsource Partners, LLC	CLOSED	0	20,182	-20,182	-100%	$477.1K	$0	-$477.1K	2024-01-16
Osaic Holdings, Inc.	CLOSED	0	19,545	-19,545	-100%	$462.1K	$0	-$462.1K	2024-02-12
Snowden Capital Advisors LLC	CLOSED	0	19,311	-19,311	-100%	$456.5K	$0	-$456.5K	2024-02-14
Flow Traders U.S. LLC	CLOSED	0	17,694	-17,694	-100%	$418	$0	-$418	2024-02-14
Lincoln National Corp	CLOSED	0	17,387	-17,387	-100%	$411.0K	$0	-$411.0K	2024-02-06
Klaas Financial Asset Advisors, LLC	CLOSED	0	16,191	-16,191	-100%	$382.8K	$0	-$382.8K	2024-02-08
Colton Groome Financial Advisors, LLC	CLOSED	0	16,000	-16,000	-100%	$378.2K	$0	-$378.2K	2024-01-31
Cetera Investment Advisers	CLOSED	0	15,364	-15,364	-100%	$363.2K	$0	-$363.2K	2024-02-13
Old Mission Capital LLC	CLOSED	0	15,159	-15,159	-100%	$358.4K	$0	-$358.4K	2024-02-14
Cambridge Investment Research Advisors, Inc.	CLOSED	0	13,674	-13,674	-100%	$323	$0	-$323	2024-02-09
Quad-Cities Investment Group, LLC	CLOSED	0	12,463	-12,463	-100%	$294.6K	$0	-$294.6K	2024-01-10
Wealth Enhancement Advisory Services, LLC	CLOSED	0	11,886	-11,886	-100%	$281.0K	$0	-$281.0K	2024-01-30
4J Wealth Management LLC	CLOSED	0	10,841	-10,841	-100%	$256.3K	$0	-$256.3K	2024-01-22
Susquehanna International Group, LLP	CLOSED	0	10,784	-10,784	-100%	$254.9K	$0	-$254.9K	2024-02-14
Cetera Advisors LLC	CLOSED	0	10,545	-10,545	-100%	$249.3K	$0	-$249.3K	2024-02-13
Leavell Investment Management, Inc.	CLOSED	0	9,945	-9,945	-100%	$235	$0	-$235	2024-01-23
Bensler, LLC	CLOSED	0	9,749	-9,749	-100%	$230.5K	$0	-$230.5K	2024-01-22
Atria Wealth Solutions, Inc.	CLOSED	0	9,439	-9,439	-100%	$223.1K	$0	-$223.1K	2024-02-02
Parallel Advisors, LLC	CLOSED	0	9,016	-9,016	-100%	$213.1K	$0	-$213.1K	2024-02-12
Tradition Wealth Management, LLC	CLOSED	0	8,673	-8,673	-100%	$205	$0	-$205	2024-02-12
Bbjs Financial Advisors, LLC	CLOSED	0	7,700	-7,700	-100%	$182.0K	$0	-$182.0K	2024-02-28
Sunbelt Securities, Inc.	CLOSED	0	7,325	-7,325	-100%	$173.2K	$0	-$173.2K	2024-02-15
Arrow Financial Corp	CLOSED	0	5,380	-5,380	-100%	$127.2K	$0	-$127.2K	2024-02-12
Element Wealth, LLC	CLOSED	0	5,161	-5,161	-100%	$122.0K	$0	-$122.0K	2024-02-01
Comerica Bank	CLOSED	0	3,278	-3,278	-100%	$77.5K	$0	-$77.5K	2024-02-14
Farther Finance Advisors, LLC	CLOSED	0	3,210	-3,210	-100%	$75.9K	$0	-$75.9K	2024-02-15
Timber Creek Capital Management LLC	CLOSED	0	2,673	-2,673	-100%	$63.2K	$0	-$63.2K	2024-01-11
Tyler-Stone Wealth Management	CLOSED	0	2,060	-2,060	-100%	$49	$0	-$49	2024-02-14
UBS Group AG	CLOSED	0	1,066	-1,066	-100%	$25.2K	$0	-$25.2K	2024-02-09
Cary Street Partners Investment Advisory LLC	CLOSED	0	1,060	-1,060	-100%	$25.1K	$0	-$25.1K	2024-02-07
Bradley & Co. Private Wealth Management, LLC	CLOSED	0	1,000	-1,000	-100%	$23.6K	$0	-$23.6K	2024-02-02
Headinvest, LLC	CLOSED	0	900	-900	-100%	$21.2K	$0	-$21.2K	2024-02-12
Private Trust Co NA	CLOSED	0	422	-422	-100%	$10.0K	$0	-$10.0K	2024-01-24
US Bancorp \de\	CLOSED	0	112	-112	-100%	$2.6K	$0	-$2.6K	2024-02-09
Grove Bank & Trust	CLOSED	0	85	-85	-100%	$2.0K	$0	-$2.0K	2024-01-30
Bank of Montreal	CLOSED	0	1	-1	-100%	$25	$0	-$25	2024-02-08
FMR LLC	CLOSED	0	1	-1	-100%	$24	$0	-$24	2026-11-05
IMA Advisory Services, Inc.	CLOSED	0	1	-1	-100%	$24	$0	-$24	2024-02-05
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-02-07

Showing 72 of 72 institutions