ISHARES TR
CUSIP 46435U176
Ishares Tr has 25 institutional holders in Filings Flow’s 13F database, together reporting 1.39M shares worth $34M as of Q4 2021. The largest reported holders are Northwestern Mutual Wealth Management Co, Asset Dedication, LLC, and Lpl Financial LLC.
Institutional Holders
25
Q4 2021
Reported Value
$34M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Asset Dedication, LLC$1.4B AUM | 0.84% | $8M | 318.8K | Q3 2022 |
| Northstar Group, Inc.$707M AUM | 0.34% | $1M | 47.6K | Q3 2022 |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.25% | $975,000 | 40.6K | Q3 2022 |
| COLTON GROOME FINANCIAL ADVISORS, LLC$351M AUM | 0.19% | $365,000 | 15.2K | Q3 2022 |
| Bellecapital International Ltd.$554M AUM | 0.12% | $393,000 | 16.4K | Q3 2022 |
| McLean Asset Management Corp$572M AUM | 0.10% | $253,000 | 10.6K | Q3 2022 |
| CHILDRESS CAPITAL ADVISORS, LLC$555M AUM | 0.09% | $228,000 | 9.5K | Q3 2022 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.05% | $623,000 | 25.9K | Q3 2022 |
| Advance Capital Management, Inc.$2.6B AUM | 0.04% | $300,000 | 12.5K | Q3 2022 |
| Bradley & Co. Private Wealth Management, LLC$190M AUM | 0.03% | $24,000 | 1.0K | Q3 2022 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.02% | $10M | 405.6K | Q3 2022 |
| LPL Financial LLC$376.6B AUM | 0.01% | $7M | 280.8K | Q3 2022 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $843,000 | 35.1K | Q3 2022 |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $2M | 90.2K | Q3 2022 |
| ARROW FINANCIAL CORP$994M AUM | 0.00% | $31,000 | 1.3K | Q3 2022 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 59.0K | Q3 2022 |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.00% | $20,000 | 832 | Q4 2021OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $491,000 | 20.4K | Q3 2022 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $189,000 | 7.9K | Q3 2022 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $905,000 | 37.6K | Q3 2022 |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $244,000 | 10.1K | Q1 2022OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $153,000 | 6.4K | Q3 2022 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $262,000 | 10.9K | Q3 2022 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.