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Ishares TR

Q3 2022 vs Q4 2022

Comparing institutional holders between quarters

Quarters

Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$72 ($0)
Filed 2023-02-07
NewEdge Advisors, LLC
CLOSED
Shares0 from 810,578
Change-810,578 (-100%)
Value$0 (-$20.6K)
Filed 2023-02-14
Raymond James & Associates
CLOSED
Shares0 from 386,551
Change-386,551 (-100%)
Value$0 (-$9.8K)
Filed 2023-02-08
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 327,052
Change-327,052 (-100%)
Value$0 (-$8.3K)
Filed 2023-03-06
Bank of America Corp
CLOSED
Shares0 from 314,966
Change-314,966 (-100%)
Value$0 (-$8.0K)
Filed 2023-02-10
Cerity Partners Ocio LLC
CLOSED
Shares0 from 300,613
Change-300,613 (-100%)
Value$0 (-$7.6K)
Filed 2023-02-02
Royal Bank of Canada
CLOSED
Shares0 from 285,410
Change-285,410 (-100%)
Value$0 (-$7.2K)
Filed 2023-02-14
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 279,483
Change-279,483 (-100%)
Value$0 (-$7.1K)
Filed 2023-01-19
Trilogy Capital Inc.
CLOSED
Shares0 from 263,179
Change-263,179 (-100%)
Value$0 (-$6.7K)
Filed 2023-02-09
Strategic Blueprint, LLC
CLOSED
Shares0 from 257,674
Change-257,674 (-100%)
Value$0 (-$6.5K)
Filed 2023-01-26
Citadel Advisors LLC
CLOSED
Shares0 from 250,000
Change-250,000 (-100%)
Value$0 (-$6.3K)
Filed 2023-02-14
Wells Fargo & Company
CLOSED
Shares0 from 185,899
Change-185,899 (-100%)
Value$0 (-$4.7K)
Filed 2023-02-13
LPL Financial LLC
CLOSED
Shares0 from 129,575
Change-129,575 (-100%)
Value$0 (-$3.3K)
Filed 2023-02-07
Jane Street Group, LLC
CLOSED
Shares0 from 118,634
Change-118,634 (-100%)
Value$0 (-$3.0K)
Filed 2023-02-15
HighTower Advisors, LLC
CLOSED
Shares0 from 81,941
Change-81,941 (-100%)
Value$0 (-$2.1K)
Filed 2023-02-09
Captrust Financial Advisors
CLOSED
Shares0 from 72,501
Change-72,501 (-100%)
Value$0 (-$1.8K)
Filed 2023-02-15
InterOcean Capital Group, LLC
CLOSED
Shares0 from 58,885
Change-58,885 (-100%)
Value$0 (-$1.5K)
Filed 2023-02-08
Morgan Stanley
CLOSED
Shares0 from 55,496
Change-55,496 (-100%)
Value$0 (-$1.4K)
Filed 2023-02-14
Boston Family Office LLC
CLOSED
Shares0 from 50,116
Change-50,116 (-100%)
Value$0 (-$1.3K)
Filed 2023-02-07
Envestnet Asset Management Inc
CLOSED
Shares0 from 50,033
Change-50,033 (-100%)
Value$0 (-$1.3K)
Filed 2023-02-07
Tillar-Wenstrup Advisors, LLC
CLOSED
Shares0 from 41,000
Change-41,000 (-100%)
Value$0 (-$1.0K)
Filed 2023-01-24
Flow Traders U.S. LLC
CLOSED
Shares0 from 39,425
Change-39,425 (-100%)
Value$0 (-$1.0K)
Filed 2023-02-14
Creative Planning
CLOSED
Shares0 from 39,179
Change-39,179 (-100%)
Value$0 (-$995)
Filed 2023-02-10
United Community Bank
CLOSED
Shares0 from 35,550
Change-35,550 (-100%)
Value$0 (-$902.6K)
Filed 2024-02-13
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 26,453
Change-26,453 (-100%)
Value$0 (-$672)
Filed 2023-02-14
Sigma Planning Corp
CLOSED
Shares0 from 25,281
Change-25,281 (-100%)
Value$0 (-$642)
Filed 2023-01-24
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 24,656
Change-24,656 (-100%)
Value$0 (-$626)
Filed 2023-01-23
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 21,860
Change-21,860 (-100%)
Value$0 (-$555)
Filed 2023-02-07
CreativeOne Wealth, LLC
CLOSED
Shares0 from 19,095
Change-19,095 (-100%)
Value$0 (-$485)
Filed 2023-02-15
Mariner, LLC
CLOSED
Shares0 from 16,309
Change-16,309 (-100%)
Value$0 (-$414)
Filed 2023-02-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 14,013
Change-14,013 (-100%)
Value$0 (-$356)
Filed 2023-02-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 12,145
Change-12,145 (-100%)
Value$0 (-$308)
Filed 2023-02-10
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 12,115
Change-12,115 (-100%)
Value$0 (-$308)
Filed 2023-02-08
Thrivent Financial for Lutherans
CLOSED
Shares0 from 10,473
Change-10,473 (-100%)
Value$0 (-$266)
Filed 2023-02-08
American Investment Services, Inc.
CLOSED
Shares0 from 9,366
Change-9,366 (-100%)
Value$0 (-$238)
Filed 2023-02-06
Kestra Advisory Services, LLC
CLOSED
Shares0 from 9,331
Change-9,331 (-100%)
Value$0 (-$237)
Filed 2023-01-31
Cerity Partners LLC
CLOSED
Shares0 from 9,066
Change-9,066 (-100%)
Value$0 (-$230)
Filed 2023-02-15
Belpointe Asset Management LLC
CLOSED
Shares0 from 8,642
Change-8,642 (-100%)
Value$0 (-$219)
Filed 2023-02-08
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 7,925
Change-7,925 (-100%)
Value$0 (-$201)
Filed 2023-02-10
Central Trust Co
CLOSED
Shares0 from 4,846
Change-4,846 (-100%)
Value$0 (-$123)
Filed 2023-01-26
Howe & Rusling Inc
CLOSED
Shares0 from 4,801
Change-4,801 (-100%)
Value$0 (-$122)
Filed 2023-02-15
Private Trust Co NA
CLOSED
Shares0 from 3,964
Change-3,964 (-100%)
Value$0 (-$101)
Filed 2023-01-18
Sugarloaf Wealth Management, LLC
CLOSED
Shares0 from 3,945
Change-3,945 (-100%)
Value$0 (-$101)
Filed 2023-02-03
Evermay Wealth Management LLC
CLOSED
Shares0 from 3,400
Change-3,400 (-100%)
Value$0 (-$86)
Filed 2023-01-19
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$76)
Filed 2023-01-24
Horan Securities, Inc.
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$5)
Filed 2023-01-17
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$2)
Filed 2023-02-21
Benjamin F. Edwards & Company, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1)
Filed 2023-02-07
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-01-30
Eaton Vance Management
N/A
Shares— from 71,377
Change-71,377 (-100%)
Value—
American Portfolios Advisors
N/A
Shares— from 25,349
Change-25,349 (-100%)
Value—
Status
IFP Advisors, Inc
UNCHANGED2,8812,88100%$72$72$02023-02-07
NewEdge Advisors, LLC
CLOSED0810,578-810,578-100%$20.6K$0-$20.6K2023-02-14
Raymond James & Associates
CLOSED0386,551-386,551-100%$9.8K$0-$9.8K2023-02-08
Rockefeller Capital Management L.P.
CLOSED0327,052-327,052-100%$8.3K$0-$8.3K2023-03-06
Bank of America Corp
CLOSED0314,966-314,966-100%$8.0K$0-$8.0K2023-02-10
Cerity Partners Ocio LLC
CLOSED0300,613-300,613-100%$7.6K$0-$7.6K2023-02-02
Royal Bank of Canada
CLOSED0285,410-285,410-100%$7.2K$0-$7.2K2023-02-14
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED0279,483-279,483-100%$7.1K$0-$7.1K2023-01-19
Trilogy Capital Inc.
CLOSED0263,179-263,179-100%$6.7K$0-$6.7K2023-02-09
Strategic Blueprint, LLC
CLOSED0257,674-257,674-100%$6.5K$0-$6.5K2023-01-26
Citadel Advisors LLC
CLOSED0250,000-250,000-100%$6.3K$0-$6.3K2023-02-14
Wells Fargo & Company
CLOSED0185,899-185,899-100%$4.7K$0-$4.7K2023-02-13
LPL Financial LLC
CLOSED0129,575-129,575-100%$3.3K$0-$3.3K2023-02-07
Jane Street Group, LLC
CLOSED0118,634-118,634-100%$3.0K$0-$3.0K2023-02-15
HighTower Advisors, LLC
CLOSED081,941-81,941-100%$2.1K$0-$2.1K2023-02-09
Captrust Financial Advisors
CLOSED072,501-72,501-100%$1.8K$0-$1.8K2023-02-15
InterOcean Capital Group, LLC
CLOSED058,885-58,885-100%$1.5K$0-$1.5K2023-02-08
Morgan Stanley
CLOSED055,496-55,496-100%$1.4K$0-$1.4K2023-02-14
Boston Family Office LLC
CLOSED050,116-50,116-100%$1.3K$0-$1.3K2023-02-07
Envestnet Asset Management Inc
CLOSED050,033-50,033-100%$1.3K$0-$1.3K2023-02-07
Tillar-Wenstrup Advisors, LLC
CLOSED041,000-41,000-100%$1.0K$0-$1.0K2023-01-24
Flow Traders U.S. LLC
CLOSED039,425-39,425-100%$1.0K$0-$1.0K2023-02-14
Creative Planning
CLOSED039,179-39,179-100%$995$0-$9952023-02-10
United Community Bank
CLOSED035,550-35,550-100%$902.6K$0-$902.6K2024-02-13
Beacon Pointe Advisors, LLC
CLOSED026,453-26,453-100%$672$0-$6722023-02-14
Sigma Planning Corp
CLOSED025,281-25,281-100%$642$0-$6422023-01-24
Klaas Financial Asset Advisors, LLC
CLOSED024,656-24,656-100%$626$0-$6262023-01-23
Commonwealth Equity Services, LLC
CLOSED021,860-21,860-100%$555$0-$5552023-02-07
CreativeOne Wealth, LLC
CLOSED019,095-19,095-100%$485$0-$4852023-02-15
Mariner, LLC
CLOSED016,309-16,309-100%$414$0-$4142023-02-14
Susquehanna International Group, LLP
CLOSED014,013-14,013-100%$356$0-$3562023-02-14
Osaic Holdings, Inc.
CLOSED012,145-12,145-100%$308$0-$3082023-02-10
Cambridge Investment Research Advisors, Inc.
CLOSED012,115-12,115-100%$308$0-$3082023-02-08
Thrivent Financial for Lutherans
CLOSED010,473-10,473-100%$266$0-$2662023-02-08
American Investment Services, Inc.
CLOSED09,366-9,366-100%$238$0-$2382023-02-06
Kestra Advisory Services, LLC
CLOSED09,331-9,331-100%$237$0-$2372023-01-31
Cerity Partners LLC
CLOSED09,066-9,066-100%$230$0-$2302023-02-15
Belpointe Asset Management LLC
CLOSED08,642-8,642-100%$219$0-$2192023-02-08
Ameritas Advisory Services, LLC
CLOSED07,925-7,925-100%$201$0-$2012023-02-10
Central Trust Co
CLOSED04,846-4,846-100%$123$0-$1232023-01-26
Howe & Rusling Inc
CLOSED04,801-4,801-100%$122$0-$1222023-02-15
Private Trust Co NA
CLOSED03,964-3,964-100%$101$0-$1012023-01-18
Sugarloaf Wealth Management, LLC
CLOSED03,945-3,945-100%$101$0-$1012023-02-03
Evermay Wealth Management LLC
CLOSED03,400-3,400-100%$86$0-$862023-01-19
Harbor Investment Advisory, LLC
CLOSED03,000-3,000-100%$76$0-$762023-01-24
Horan Securities, Inc.
CLOSED0192-192-100%$5$0-$52023-01-17
Northwestern Mutual Wealth Management Co
CLOSED070-70-100%$2$0-$22023-02-21
Benjamin F. Edwards & Company, Inc.
CLOSED020-20-100%$1$0-$12023-02-07
Proequities, Inc.
CLOSED000—$0$0$02023-01-30
Eaton Vance Management
N/A—71,377-71,377-100%$1.8K———
American Portfolios Advisors
N/A—25,349-25,349-100%$643.6K———
Showing 51 of 51 institutions