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 57 institutions that hold shares in the stock, with a total of 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $45.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
504,163
shares
|
$10.6 Million
0.0% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
336,259
shares
|
$7.07 Million
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
285,472
shares
|
$6 Million
0.26% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
274,991
shares
|
$5.78 Million
0.0% of portfolio
|
Q1 2025
Added 30.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
125,241
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Added 343.05%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
85,653
shares
|
$1.8 Million
0.18% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
73,474
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
66,678
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
49,878
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
43,356
shares
|
$911,343
0.43% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,792
shares
|
$878,467
0.0% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
39,701
shares
|
$834,515
0.0% of portfolio
|
Q1 2025
Reduced 58.8%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
30,712
shares
|
$645,566
0.0% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
27,767
shares
|
$583,662
0.02% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
25,162
shares
|
$528,905
0.02% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,028
shares
|
$484,048
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,797
shares
|
$416,132
0.0% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
17,488
shares
|
$367,597
0.03% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
17,111
shares
|
$359,673
0.12% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
14,445
shares
|
$303,633
0.06% of portfolio
|
Q1 2025
Added 41.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
14,035
shares
|
$295,015
0.0% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
12,693
shares
|
$266,806
0.04% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11,664
shares
|
$245,177
0.0% of portfolio
|
Q1 2025
Reduced 52.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,861
shares
|
$228,298
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
9,981
shares
|
$209,800
0.0% of portfolio
|
Q4 2024
Reduced 2.69%
|