Ishares TR

Q2 2021 vs Q3 2021

Comparing institutional holders between quarters

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

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Morgan Stanley

INCREASED

Shares131,077 from 122,419

Change+8,658 (+7%)

Value$3.2K (+$203)

Filed 2021-11-15

Asset Dedication, LLC

INCREASED

Shares125,838 from 120,793

Change+5,045 (+4%)

Value$3.0K (+$119)

Filed 2021-10-18

Commonwealth Equity Services, LLC

DECREASED

Shares114,204 from 119,619

Change-5,415 (-5%)

Value$2.8K (-$137)

Filed 2021-10-29

Raymond James Financial Services Advisors, Inc.

INCREASED

Shares81,416 from 79,510

Change+1,906 (+2%)

Value$2.0K (+$42)

Filed 2021-11-02

Jane Street Group, LLC

DECREASED

Shares58,470 from 84,550

Change-26,080 (-31%)

Value$1.4K (-$634)

Filed 2021-11-16

LPL Financial LLC

DECREASED

Shares43,270 from 48,270

Change-5,000 (-10%)

Value$1.0K (-$123)

Filed 2021-11-15

Flow Traders U.S. LLC

NEW

Shares33,667

Change+33,667

Value$814

Filed 2021-11-15

Valley National Advisers Inc

INCREASED

Shares25,319 from 25,276

Change+43 (+0%)

Value$612 ($0)

Filed 2021-11-10

Cetera Advisors LLC

DECREASED

Shares23,540 from 29,540

Change-6,000 (-20%)

Value$569 (-$146)

Filed 2021-11-16

Peloton Wealth Strategists

UNCHANGED

Shares22,000 from 22,000

Change0 (0%)

Value$532 (-$1)

Filed 2021-11-15

Timber Creek Capital Management LLC

DECREASED

Shares21,406 from 21,643

Change-237 (-1%)

Value$517 (-$7)

Filed 2021-10-08

Raymond James & Associates

DECREASED

Shares18,650 from 21,650

Change-3,000 (-14%)

Value$451 (-$73)

Filed 2021-11-02

Kestra Advisory Services, LLC

DECREASED

Shares15,854 from 19,420

Change-3,566 (-18%)

Value$383 (-$87)

Filed 2022-07-25

Colton Groome Financial Advisors, LLC

UNCHANGED

Shares15,700 from 15,700

Change0 (0%)

Value$379 (-$1)

Filed 2021-10-18

Northstar Group, Inc.

INCREASED

Shares14,070 from 9,745

Change+4,325 (+44%)

Value$340 (+$104)

Filed 2021-11-02

Bank of America Corp

DECREASED

Shares11,489 from 11,637

Change-148 (-1%)

Value$277 (-$4)

Filed 2021-11-15

McLean Asset Management Corp

NEW

Shares9,200

Change+9,200

Value$222

Filed 2021-10-27

Osaic Holdings, Inc.

INCREASED

Shares6,103 from 6,100

Change+3 (+0%)

Value$147 (-$1)

Filed 2021-11-05

Next Financial Group, Inc

INCREASED

Shares4,177 from 4,175

Change+2 (+0%)

Value$101 ($0)

Filed 2021-10-15

Guidance Point Advisors, LLC

NEW

Shares4,009

Change+4,009

Value$96

Filed 2021-10-20

Ironwood Financial, llc

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$97 ($0)

Filed 2021-11-02

Bradley & Co. Private Wealth Management, LLC

DECREASED

Shares2,337 from 3,200

Change-863 (-27%)

Value$56 (-$21)

Filed 2021-11-05

UBS Group AG

INCREASED

Shares1,672 from 199

Change+1,473 (+740%)

Value$40 (+$35)

Filed 2021-11-15

Wells Fargo & Company

DECREASED

Shares1,293 from 151,836

Change-150,543 (-99%)

Value$31 (-$3.6K)

Filed 2021-11-15

Capital Asset Advisory Services LLC

UNCHANGED

Shares414 from 414

Change0 (0%)

Value$10 ($0)

Filed 2021-10-14

Cypress Wealth Services, LLC

CLOSED

Shares0 from 12,376

Change-12,376 (-100%)

Value$0 (-$300)

Filed 2021-10-13

Klaas Financial Asset Advisors, LLC

CLOSED

Shares0 from 11,175

Change-11,175 (-100%)

Value$0 (-$271)

Filed 2021-11-05

Geneos Wealth Management Inc.

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$9)

Filed 2021-11-09

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2021-11-09

	Status
Morgan Stanley	INCREASED	131,077	122,419	+8,658	+7%	$3.0K	$3.2K	+$203	2021-11-15
Asset Dedication, LLC	INCREASED	125,838	120,793	+5,045	+4%	$2.9K	$3.0K	+$119	2021-10-18
Commonwealth Equity Services, LLC	DECREASED	114,204	119,619	-5,415	-5%	$2.9K	$2.8K	-$137	2021-10-29
Raymond James Financial Services Advisors, Inc.	INCREASED	81,416	79,510	+1,906	+2%	$1.9K	$2.0K	+$42	2021-11-02
Jane Street Group, LLC	DECREASED	58,470	84,550	-26,080	-31%	$2.0K	$1.4K	-$634	2021-11-16
LPL Financial LLC	DECREASED	43,270	48,270	-5,000	-10%	$1.2K	$1.0K	-$123	2021-11-15
Flow Traders U.S. LLC	NEW	33,667	—	+33,667	—	—	$814	—	2021-11-15
Valley National Advisers Inc	INCREASED	25,319	25,276	+43	+0%	$612	$612	$0	2021-11-10
Cetera Advisors LLC	DECREASED	23,540	29,540	-6,000	-20%	$715	$569	-$146	2021-11-16
Peloton Wealth Strategists	UNCHANGED	22,000	22,000	0	0%	$533	$532	-$1	2021-11-15
Timber Creek Capital Management LLC	DECREASED	21,406	21,643	-237	-1%	$524	$517	-$7	2021-10-08
Raymond James & Associates	DECREASED	18,650	21,650	-3,000	-14%	$524	$451	-$73	2021-11-02
Kestra Advisory Services, LLC	DECREASED	15,854	19,420	-3,566	-18%	$470	$383	-$87	2022-07-25
Colton Groome Financial Advisors, LLC	UNCHANGED	15,700	15,700	0	0%	$380	$379	-$1	2021-10-18
Northstar Group, Inc.	INCREASED	14,070	9,745	+4,325	+44%	$236	$340	+$104	2021-11-02
Bank of America Corp	DECREASED	11,489	11,637	-148	-1%	$281	$277	-$4	2021-11-15
McLean Asset Management Corp	NEW	9,200	—	+9,200	—	—	$222	—	2021-10-27
Osaic Holdings, Inc.	INCREASED	6,103	6,100	+3	+0%	$148	$147	-$1	2021-11-05
Next Financial Group, Inc	INCREASED	4,177	4,175	+2	+0%	$101	$101	$0	2021-10-15
Guidance Point Advisors, LLC	NEW	4,009	—	+4,009	—	—	$96	—	2021-10-20
Ironwood Financial, llc	UNCHANGED	4,000	4,000	0	0%	$97	$97	$0	2021-11-02
Bradley & Co. Private Wealth Management, LLC	DECREASED	2,337	3,200	-863	-27%	$77	$56	-$21	2021-11-05
UBS Group AG	INCREASED	1,672	199	+1,473	+740%	$5	$40	+$35	2021-11-15
Wells Fargo & Company	DECREASED	1,293	151,836	-150,543	-99%	$3.7K	$31	-$3.6K	2021-11-15
Capital Asset Advisory Services LLC	UNCHANGED	414	414	0	0%	$10	$10	$0	2021-10-14
Cypress Wealth Services, LLC	CLOSED	0	12,376	-12,376	-100%	$300	$0	-$300	2021-10-13
Klaas Financial Asset Advisors, LLC	CLOSED	0	11,175	-11,175	-100%	$271	$0	-$271	2021-11-05
Geneos Wealth Management Inc.	CLOSED	0	400	-400	-100%	$9	$0	-$9	2021-11-09
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2021-11-09

Showing 29 of 29 institutions