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 67 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 $47 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
12,949
shares
|
$278,791
0.0% of portfolio
|
Q4 2024
Added 573.73%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
12,816
shares
|
$275,928
0.05% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
12,622
shares
|
$271,751
0.01% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
11,361
shares
|
$244,602
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
10,245
shares
|
$220,574
0.05% of portfolio
|
Q1 2024
Added 15.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,981
shares
|
$214,890
0.0% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,897
shares
|
$213,082
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,038
shares
|
$86,938
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$32,295
0.0% of portfolio
|
Q4 2021
Added 150.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,461
shares
|
$31,455
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,333
shares
|
$28,699
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,319
shares
|
$28,398
0.0% of portfolio
|
Q4 2024
Reduced 43.54%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,269
shares
|
$27,321
0.01% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,100
shares
|
$23,683
0.0% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
857
shares
|
$18,451
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
780
shares
|
$16,793
0.0% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
700
shares
|
$15,071
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
664
shares
|
$14,295
0.0% of portfolio
|
Q2 2020
Added 532.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
500
shares
|
$10,765
0.0% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
426
shares
|
$9,171
0.0% of portfolio
|
Q2 2024
Reduced 71.08%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
400
shares
|
$8,612
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
300
shares
|
$6,459
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
291
shares
|
$6,265
0.0% of portfolio
|
Q4 2023
Reduced 64.34%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
275
shares
|
$5,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
248
shares
|
$5,339
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|