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 64 institutions that hold shares in the stock, with a total of 1.79 Million shares, which have been reported (via 13F filing form) to have a value of $40.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
432,744
shares
|
$9.74 Million
0.0% of portfolio
|
Q3 2024
Added 28.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
328,395
shares
|
$7.39 Million
0.0% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
270,617
shares
|
$6.09 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
84,242
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
Added 52.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
69,294
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
58,111
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
57,880
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.01%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
44,454
shares
|
$1 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,917
shares
|
$875,632
0.0% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
33,568
shares
|
$755,280
0.0% of portfolio
|
Q3 2024
Added 55.91%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
31,862
shares
|
$716,895
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
29,664
shares
|
$667,440
0.0% of portfolio
|
Q4 2024
Reduced 14.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
28,435
shares
|
$639,787
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
28,268
shares
|
$636,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
26,650
shares
|
$599,625
0.02% of portfolio
|
Q4 2024
Added 180.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,498
shares
|
$551,205
0.0% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,028
shares
|
$518,130
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
21,066
shares
|
$473,985
0.18% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
19,109
shares
|
$429,952
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
14,596
shares
|
$328,410
0.15% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
14,403
shares
|
$324,067
0.03% of portfolio
|
Q4 2024
Reduced 38.87%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
12,816
shares
|
$288,360
0.05% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
12,622
shares
|
$283,995
0.01% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,475
shares
|
$258,187
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,338
shares
|
$255,105
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|