ISHARES U S ETF TR (IEIH)
Institutional ownership reported to the SEC as of Q2 2022, across 15 quarters.
17
Reporting holders
$13.2M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Ulrich Consultants & Investment Group, LLC | $6.4M | 195,142 | 3.52% | new | FIRST |
| TRUIST FINANCIAL CORP | $1.8M | 55,554 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $1.7M | 52,874 | 0.04% | 6q | +93.5%+$840.6K |
| CITADEL ADVISORS LLC | $740.0K | 22,493 | 0.00% | 4q | +41.3%+$216.2K |
| Patriot Investment Management Inc. | $672.0K | 20,441 | 0.07% | 9q | +4.3%+$27.8K |
| Atria Wealth Solutions, Inc. | $426.0K | 12,945 | 0.01% | 2q | -13.5%-$66.7K |
| Cetera Advisor Networks LLC | $337.0K | 10,243 | 0.00% | 5q | +21.0%+$58.5K |
| BlackRock Inc. | $329.0K | 10,000 | 0.00% | 15q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $297.0K | 9,011 | 0.00% | 2q | -50.8%-$307.0K |
| Financial Perspectives, Inc | $265.0K | 8,053 | 0.15% | 9q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $75.0K | 2,284 | 0.00% | 10q | HELD |
| UBS Group AG | $50.0K | 1,506 | 0.00% | 4q | -43.8%-$39.0K |
| Ameritas Investment Partners, Inc. | $16.0K | 498 | 0.00% | 3q | HELD |
| AlphaMark Advisors, LLC | $10.0K | 300 | 0.00% | 5q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $6.0K | 185 | 0.00% | new | NEW |
| Carolina Wealth Advisors, LLC | $2.0K | 65 | 0.00% | 8q | HELD |
| Patriot Financial Group Insurance Agency, LLC | $1.0K | 32 | 0.00% | 7q | +3.2% |
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 | 17 | $13.2M | 401,626 | 2 | 5 | 3 | 0.0% |
| Q1 2022 | 13 | $4.3M | 126,236 | 1 | 3 | 2 | 0.0% |
| Q4 2021 | 16 | $18.3M | 516,793 | 2 | 6 | 2 | 0.0% |
| Q3 2021 | 16 | $19.3M | 550,139 | 2 | 5 | 1 | 0.0% |
| Q2 2021 | 14 | $18.0M | 513,183 | 2 | 3 | 4 | 0.0% |
| Q1 2021 | 15 | $16.5M | 521,561 | 2 | 8 | 0 | 0.0% |
| Q4 2020 | 14 | $6.7M | 206,435 | 4 | 3 | 2 | 0.0% |
| Q3 2020 | 11 | $5.5M | 181,019 | 5 | 3 | 1 | 0.0% |
| Q2 2020 | 9 | $1.5M | 49,098 | 4 | 1 | 2 | 0.0% |
| Q1 2020 | 5 | $1.4M | 54,798 | 2 | 0 | 1 | 0.0% |
| Q4 2019 | 5 | $2.7M | 96,956 | 1 | 0 | 2 | 0.0% |
| Q3 2019 | 4 | $2.3M | 93,397 | 0 | 1 | 3 | 0.0% |
| Q2 2019 | 4 | $4.2M | 164,943 | 1 | 2 | 1 | 0.0% |
| Q1 2019 | 3 | $2.7M | 105,514 | 2 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $3.2M | 135,000 | 0 | 0 | 0 | 0.0% |