ISHARES U S ETF TR (IEFN)
Institutional ownership reported to the SEC as of Q2 2022, across 15 quarters.
10
Reporting holders
$3.1M
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 |
|---|---|---|---|---|---|
| BlackRock Inc. | $1.2M | 45,000 | 0.00% | 15q | HELD |
| Tower Research Capital LLC (TRC) | $459.0K | 16,632 | 0.01% | new | NEW |
| HOLDERNESS INVESTMENTS CO | $436.0K | 15,826 | 0.18% | 4q | -0.8%-$3.3K |
| ENVESTNET ASSET MANAGEMENT INC | $324.0K | 11,734 | 0.00% | 3q | -52.5%-$358.2K |
| SYNOVUS FINANCIAL CORP | $312.0K | 11,332 | 0.00% | 3q | -51.4%-$329.7K |
| Sanford Advisory Services, LLC | $295.0K | 10,680 | 0.08% | 2q | -11.2%-$37.2K |
| ADVISOR GROUP HOLDINGS, INC. | $20.0K | 722 | 0.00% | 5q | -31.4%-$9.1K |
| HARBOR INVESTMENT ADVISORY, LLC | $19.0K | 674 | 0.00% | 6q | +1.5% |
| Financial Perspectives, Inc | $6.5K | 235 | 0.00% | 8q | HELD |
| SOA Wealth Advisors, LLC. | $6.0K | 226 | 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 2022 | 10 | $3.1M | 113,061 | 1 | 1 | 5 | 0.0% |
| Q1 2022 | 11 | $4.1M | 124,725 | 1 | 5 | 2 | 0.0% |
| Q4 2021 | 12 | $3.1M | 94,467 | 4 | 5 | 0 | 0.0% |
| Q3 2021 | 10 | $2.0M | 64,381 | 1 | 0 | 3 | 0.0% |
| Q2 2021 | 10 | $1.7M | 55,830 | 2 | 2 | 5 | 0.0% |
| Q1 2021 | 9 | $2.4M | 80,016 | 2 | 2 | 2 | 0.0% |
| Q4 2020 | 7 | $2.9M | 114,231 | 2 | 1 | 2 | 0.0% |
| Q3 2020 | 4 | $2.6M | 126,007 | 2 | 1 | 1 | 0.0% |
| Q2 2020 | 3 | $2.7M | 135,123 | 0 | 2 | 0 | 0.0% |
| Q1 2020 | 4 | $2.7M | 154,386 | 1 | 2 | 1 | 0.0% |
| Q4 2019 | 4 | $4.4M | 164,572 | 1 | 0 | 1 | 0.0% |
| Q3 2019 | 2 | $3.9M | 158,130 | 0 | 0 | 2 | 0.0% |
| Q2 2019 | 2 | $7.6M | 314,622 | 1 | 1 | 0 | 0.0% |
| Q1 2019 | 1 | $3.4M | 150,000 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $3.1M | 150,000 | 0 | 0 | 0 | 0.0% |