Institutional Ownership Ishares Tr Genomics Immunology (IDNA)
This table provides information about the institutional ownership of Ishares Tr Genomics Immunology (IDNA). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 1.68 Million shares, which have been reported (via 13F filing form) to have a value of $38.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
432,744
shares
|
$9.95 Million
0.0% of portfolio
|
Q3 2024
Added 28.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
328,395
shares
|
$7.55 Million
0.0% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
270,899
shares
|
$6.23 Million
0.3% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
69,294
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
58,111
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
57,880
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.01%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
55,158
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
47,235
shares
|
$1.09 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
42,802
shares
|
$984,446
0.0% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
34,889
shares
|
$802,447
0.0% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
33,568
shares
|
$772,064
0.0% of portfolio
|
Q3 2024
Added 55.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
28,435
shares
|
$654,005
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
26,723
shares
|
$614,629
0.0% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,028
shares
|
$529,644
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
20,345
shares
|
$467,935
0.26% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
16,014
shares
|
$368,322
0.02% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
14,691
shares
|
$337,893
0.03% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
14,596
shares
|
$335,708
0.15% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,366
shares
|
$330,418
0.08% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,475
shares
|
$263,925
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,338
shares
|
$260,774
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,257
shares
|
$235,911
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
10,245
shares
|
$235,635
0.05% of portfolio
|
Q1 2024
Added 15.83%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
9,500
shares
|
$218,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,871
shares
|
$204,033
0.0% of portfolio
|
Q3 2024
Reduced 27.23%
|