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iSHARES

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
Patriot Financial Group Insurance Agency 41.65K 24 Nov 21 30 Sep 21 32.32K +29% 30 Jun 21
13F-HR
Bay Harbor Wealth Management 260 24 Nov 21 30 Sep 21 738 -65% 30 Jun 21
13F-HR/A
Mcdonald Partners 47.15K 23 Nov 21 30 Sep 21 46.34K +2% 30 Jun 21
13F-HR/A
Mcdonald Partners 45.69K 23 Nov 21 30 Jun 21 44.48K +3% 31 Mar 21
13F-HR/A
Mcdonald Partners 43.82K 23 Nov 21 31 Mar 21 42.87K +2% 31 Dec 20
13F-HR/A
Cambridge Trust 932.77K 23 Nov 21 30 Sep 21 4.14K +22K% 30 Jun 21
13F-HR/A
New World Advisors 3.34K 23 Nov 21 30 Sep 21 0 +∞% 30 Jun 21
13F-HR/A
EP Wealth Advisors 12.58K 22 Nov 21 30 Sep 21 17.56K -28% 30 Jun 21
13F-HR/A
Legacy Wealth Planning 18.74K 22 Nov 21 30 Sep 21 18.94K -1% 30 Jun 21
13F-HR
Comerica Bank 372.51K 22 Nov 21 30 Sep 21 376.39K -1% 30 Jun 21

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

Institutional ownership trends

Institutional shares (*long positions only)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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