ISHARES TR (IBCE)
Institutional ownership reported to the SEC as of Q4 2022, across 17 quarters.
20
Reporting holders
$19.9M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | $6.4M | 263,526 | 0.01% | 15q | +167.0%+$4.0M |
| BlackRock Inc. | $3.1M | 129,000 | 0.00% | 17q | HELD |
| UBS Group AG | $2.3M | 95,512 | 0.00% | 17q | +2.8%+$62.9K |
| AMERIPRISE FINANCIAL INC | $1.5M | 61,778 | 0.00% | new | NEW |
| MORGAN STANLEY | $1.2M | 49,866 | 0.00% | 21q | -2.1%-$26.3K |
| JANE STREET GROUP, LLC | $1.1M | 45,412 | 0.00% | 2q | -53.5%-$1.3M |
| Klaas Financial Asset Advisors, LLC | $869.5K | 35,841 | 0.22% | 7q | -49.4%-$847.9K |
| Cetera Advisor Networks LLC | $836.9K | 34,498 | 0.01% | 17q | -1.1%-$9.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $691.7K | 28,512 | 0.00% | 2q | +138.5%+$401.7K |
| CITADEL ADVISORS LLC | $481.7K | 19,856 | 0.00% | 16q | -8.3%-$43.7K |
| LPL Financial LLC | $421.2K | 17,360 | 0.00% | 17q | +6.9%+$27.1K |
| ASSET PLANNING CORPORATION | $285.3K | 11,760 | 0.24% | 9q | HELD |
| Redwood Financial Network Corp | $213.0K | 8,780 | 0.24% | 4q | -42.4%-$156.7K |
| BARRETT & COMPANY, INC. | $183.4K | 7,558 | 0.12% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $105.2K | 4,335 | 0.00% | 17q | +24.9%+$20.9K |
| ADVISOR GROUP HOLDINGS, INC. | $78.0K | 3,187 | 0.00% | 8q | -65.5%-$148.3K |
| WELLS FARGO & COMPANY/MN | $57.1K | 2,355 | 0.00% | 11q | HELD |
| Royal Bank of Canada | $26.0K | 1,060 | 0.00% | 17q | HELD |
| US BANCORP \DE\ | $17.2K | 708 | 0.00% | 5q | -41.4%-$12.1K |
| Global Retirement Partners, LLC | $970 | 40 | 0.00% | 4q | HELD |
| IFG Advisory, LLC | $348 | 14,360 | 0.03% | 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 |
|---|---|---|---|---|---|---|---|
| Q4 2022 | 20 | $19.9M | 820,944 | 1 | 5 | 8 | 0.0% |
| Q3 2022 | 21 | $17.0M | 700,734 | 3 | 7 | 0 | 0.0% |
| Q2 2022 | 17 | $11.1M | 458,051 | 0 | 2 | 5 | 0.0% |
| Q1 2022 | 20 | $11.2M | 461,964 | 1 | 2 | 5 | 0.0% |
| Q4 2021 | 20 | $11.8M | 483,201 | 1 | 6 | 3 | 0.0% |
| Q3 2021 | 20 | $11.0M | 444,226 | 0 | 4 | 3 | 0.0% |
| Q2 2021 | 20 | $10.8M | 436,321 | 3 | 4 | 3 | 0.0% |
| Q1 2021 | 17 | $8.2M | 329,313 | 1 | 3 | 4 | 0.0% |
| Q4 2020 | 18 | $9.2M | 366,824 | 1 | 4 | 5 | 0.0% |
| Q3 2020 | 17 | $9.7M | 385,664 | 1 | 2 | 7 | 0.0% |
| Q2 2020 | 16 | $9.9M | 391,716 | 2 | 3 | 3 | 0.0% |
| Q1 2020 | 14 | $9.0M | 366,633 | 3 | 3 | 2 | 0.0% |
| Q4 2019 | 12 | $6.0M | 243,618 | 0 | 1 | 4 | 0.0% |
| Q3 2019 | 14 | $6.7M | 273,237 | 1 | 2 | 4 | 0.0% |
| Q2 2019 | 13 | $7.7M | 314,850 | 1 | 2 | 3 | 0.0% |
| Q1 2019 | 15 | $9.3M | 385,105 | 1 | 3 | 5 | 0.0% |
| Q4 2018 | 18 | $26.5M | 1,124,423 | 0 | 0 | 0 | 0.0% |