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 62 institutions that hold shares in the stock, with a total of 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $39.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
10,245
shares
|
$233,586
0.05% of portfolio
|
Q1 2024
Added 15.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,871
shares
|
$202,258
0.0% of portfolio
|
Q3 2024
Reduced 27.23%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
8,589
shares
|
$195,829
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,007
shares
|
$91,359
0.0% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,922
shares
|
$43,821
0.0% of portfolio
|
Q3 2024
Added 28.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,500
shares
|
$34,200
0.0% of portfolio
|
Q4 2021
Added 150.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,358
shares
|
$30,962
0.0% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,333
shares
|
$30,392
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,319
shares
|
$30,073
0.0% of portfolio
|
Q4 2024
Reduced 43.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,100
shares
|
$25,080
0.0% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,026
shares
|
$23,392
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
855
shares
|
$19,494
0.0% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
853
shares
|
$19,448
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
700
shares
|
$15,960
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
664
shares
|
$15,139
0.0% of portfolio
|
Q2 2020
Added 532.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
651
shares
|
$14,842
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
612
shares
|
$13,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
583
shares
|
$13,292
0.0% of portfolio
|
Q3 2024
Reduced 70.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
426
shares
|
$9,712
0.0% of portfolio
|
Q2 2024
Reduced 71.08%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
400
shares
|
$9,120
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
300
shares
|
$6,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
291
shares
|
$6,634
0.0% of portfolio
|
Q4 2023
Reduced 64.34%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
248
shares
|
$5,654
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
236
shares
|
$5,380
0.0% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
189
shares
|
$4,309
0.0% of portfolio
|
Q2 2023
Added 0.53%
|