ISHARES U S ETF TR (IAUF)
Institutional ownership reported to the SEC as of Q2 2024, across 23 quarters.
14
Reporting holders
$8.7M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Vident Advisory, LLC | $3.3M | 54,395 | 0.09% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 43,121 | 0.00% | 6q | +42.7%+$788.4K |
| LPL Financial LLC | $848.4K | 13,877 | 0.00% | new | NEW |
| L.M. KOHN & COMPANY | $545.8K | 8,927 | 0.15% | new | NEW |
| Weil Company, Inc. | $410.0K | 6,707 | 0.15% | new | NEW |
| JANE STREET GROUP, LLC | $362.6K | 5,932 | 0.00% | 18q | -76.9%-$1.2M |
| Cresset Asset Management, LLC | $346.0K | 5,660 | 0.00% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $121.0K | 1,980 | 0.00% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $108.1K | 1,700 | 0.00% | 4q | -81.1%-$464.3K |
| MORGAN STANLEY | $13.1K | 213 | 0.00% | 6q | -66.7%-$26.1K |
| OSAIC HOLDINGS, INC. | $11.5K | 188 | 0.00% | 18q | -98.6%-$782.5K |
| Archer Investment Corp | $2.8K | 45 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.4K | 40 | 0.00% | 13q | HELD |
| VAN ECK ASSOCIATES CORP | $905 | 14,798 | 0.00% | 10q | -28.5% |
| Cambridge Investment Research Advisors, Inc. | $386 | 6,307 | 0.00% | 2q | +32.2% |
| HARBOR CAPITAL ADVISORS, INC. | $232 | 3,796 | 0.02% | 4q | -41.7% |
| WELLS FARGO & COMPANY/MN | $32 | 1 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2024 | 14 | $8.7M | 142,786 | 5 | 1 | 4 | 0.0% |
| Q1 2024 | 12 | $6.7M | 114,305 | 2 | 1 | 5 | 0.0% |
| Q4 2023 | 17 | $21.6M | 295,467 | 3 | 7 | 3 | 25.2% |
| Q3 2023 | 17 | $28.8M | 420,933 | 6 | 3 | 3 | 19.2% |
| Q2 2023 | 12 | $16.1M | 179,300 | 3 | 5 | 0 | 35.8% |
| Q1 2023 | 13 | $11.4M | 192,907 | 5 | 2 | 3 | 0.0% |
| Q4 2022 | 11 | $14.8M | 269,707 | 3 | 5 | 2 | 0.0% |
| Q3 2022 | 11 | $13.5M | 267,236 | 1 | 3 | 4 | 0.0% |
| Q2 2022 | 12 | $15.0M | 273,262 | 2 | 3 | 3 | 0.0% |
| Q1 2022 | 10 | $5.9M | 99,441 | 5 | 1 | 2 | 0.0% |
| Q4 2021 | 12 | $11.3M | 201,706 | 4 | 2 | 3 | 0.0% |
| Q3 2021 | 8 | $4.5M | 83,879 | 1 | 3 | 2 | 0.0% |
| Q2 2021 | 8 | $2.4M | 43,981 | 2 | 0 | 4 | 0.0% |
| Q1 2021 | 7 | $6.2M | 117,197 | 1 | 2 | 1 | 0.0% |
| Q4 2020 | 6 | $4.2M | 71,566 | 1 | 1 | 2 | 0.0% |
| Q3 2020 | 6 | $2.7M | 42,722 | 2 | 1 | 2 | 0.0% |
| Q2 2020 | 4 | $3.6M | 59,628 | 0 | 3 | 0 | 0.0% |
| Q1 2020 | 5 | $2.4M | 45,299 | 3 | 1 | 0 | 0.0% |
| Q4 2019 | 4 | $521.0K | 11,807 | 2 | 1 | 1 | 0.0% |
| Q3 2019 | 5 | $3.5M | 62,440 | 2 | 0 | 3 | 0.0% |
| Q2 2019 | 3 | $8.1M | 150,506 | 0 | 3 | 0 | 0.0% |
| Q1 2019 | 3 | $3.2M | 65,940 | 1 | 0 | 1 | 0.0% |
| Q4 2018 | 2 | $3.9M | 79,611 | 0 | 0 | 0 | 0.0% |