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BILT Institutional Ownership

iShares Infrastructure Active ETF
1W: +0.4% YTD: -5.5%
$26.10
+0.24 (+0.93%)
 
ETF CBOE · AUM $109.8M

Institutional Ownership — BILT

45
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
76M
Total Invested
30
New Positions
8
Increased
6
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC NEW 682,548 18M — +0.0% 1Q SEC ↗
2 BlackRock, Inc. 404,397 11M +1,855 +0.5% 4Q SEC ↗
3 JANE STREET GROUP, LLC 400,000 10M +383,339 +2300.8% 3Q SEC ↗
4 MML INVESTORS SERVICES, LLC NEW 167,249 4M — +0.0% 1Q SEC ↗
5 Envestnet Portfolio Solutions, Inc. NEW 127,556 3M — +0.0% 1Q SEC ↗
6 MORGAN STANLEY 122,574 3M +111,593 +1016.2% 3Q SEC ↗
7 Vise Technologies, Inc. 108,217 3M +60,584 +127.2% 3Q SEC ↗
8 ASSETMARK, INC NEW 105,813 3M — +0.0% 1Q SEC ↗
9 WEALTH ENHANCEMENT ADVISORY SERVICES, 103,886 3M -4,782 -4.4% 4Q SEC ↗
10 Trek Financial, LLC 91,938 2M +7,645 +9.1% 2Q SEC ↗
11 JB Capital LLC NEW 50,242 1M — +0.0% 1Q SEC ↗
12 Diversify Advisory Services, LLC NEW 47,743 1M — +0.0% 1Q SEC ↗
13 DIVERSIFY WEALTH MANAGEMENT, LLC NEW 47,743 1M — +0.0% 1Q SEC ↗
14 PARK AVENUE SECURITIES LLC NEW 41,642 1M — +0.0% 1Q SEC ↗
15 BEACON FINANCIAL GROUP NEW 30,551 797K — +0.0% 1Q SEC ↗
16 C2P Capital Advisory Group, LLC d.b.a. NEW 28,242 737K — +0.0% 1Q SEC ↗
17 AE Wealth Management LLC 19,698 514K +2,034 +11.5% 2Q SEC ↗
18 BETO FINANCIAL GROUP, LLC NEW 19,472 508K — +0.0% 1Q SEC ↗
19 Orion Porfolio Solutions, LLC NEW 16,068 419K — +0.0% 1Q SEC ↗
20 Sanctuary Advisors, LLC NEW 15,414 402K — +0.0% 1Q SEC ↗
21 Pathstone Holdings, LLC 15,175 396K — +0.0% 2Q SEC ↗
22 Sequoia Financial Advisors, LLC NEW 12,583 328K — +0.0% 1Q SEC ↗
23 OSAIC HOLDINGS, INC. NEW 9,886 258K — +0.0% 1Q SEC ↗
24 Integrated Advisors Network LLC NEW 9,114 238K — +0.0% 1Q SEC ↗
25 Arax Advisory Partners NEW 6,470 169K — +0.0% 1Q SEC ↗
26 Integrated Wealth Concepts LLC NEW 4,232 110K — +0.0% 1Q SEC ↗
27 Transamerica Financial Advisors, LLC NEW 2,212 58K — +0.0% 1Q SEC ↗
28 Rossby Financial, LCC 2,009 52K +586 +41.2% 4Q SEC ↗
29 FIFTH THIRD BANCORP NEW 1,319 34K — +0.0% 1Q SEC ↗
30 Kingdom Financial Group LLC. 1,145 30K +15 +1.3% 2Q SEC ↗
31 Global Retirement Partners, LLC NEW 196 5K — +0.0% 1Q SEC ↗
32 Montgomery Financial Services LLC NEW 160 4K — +0.0% 1Q SEC ↗
33 Portfolio Resources Advisor Group, Inc NEW 74 2K — +0.0% 1Q SEC ↗
34 Lloyd Advisory Services, LLC. 66 2K -1,064 -94.2% 2Q SEC ↗
35 IFP Advisors, Inc NEW 58 2K — +0.0% 1Q SEC ↗
36 Signature Equity Partners, LLC NEW 45 1K — +0.0% 1Q SEC ↗
37 Silver Grove Financial Group, Inc. NEW 34 1K — +0.0% 1Q SEC ↗
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 30 1K — +0.0% 1Q SEC ↗
39 Meramec Financial Planners, LLC NEW 27 1K — +0.0% 1Q SEC ↗
40 MERCER GLOBAL ADVISORS INC /ADV NEW 19 0K — +0.0% 1Q SEC ↗
41 UBS Group AG NEW 14 0K — +0.0% 1Q SEC ↗
42 Allworth Financial LP 0 0K -800 -100.0% 1Q SEC ↗
43 ROYAL BANK OF CANADA 0 0K -13,100 -100.0% 3Q SEC ↗
44 CITADEL ADVISORS LLC 0 0K -11,909 -100.0% 1Q SEC ↗
45 Per Stirling Capital Management, LLC. 0 0K -7,765 -100.0% 1Q SEC ↗
Biggest Increases (8)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +383,339 +2300.8% 400,000
MORGAN STANLEY +111,593 +1016.2% 122,574
Vise Technologies, Inc. +60,584 +127.2% 108,217
Trek Financial, LLC +7,645 +9.1% 91,938
AE Wealth Management LLC +2,034 +11.5% 19,698
BlackRock, Inc. +1,855 +0.5% 404,397
Rossby Financial, LCC +586 +41.2% 2,009
Kingdom Financial Group LLC. +15 +1.3% 1,145
Biggest Decreases (2)
HolderReducedChange %Total Shares
WEALTH ENHANCEMENT ADVISORY SERVICE -4,782 -4.4% 103,886
Lloyd Advisory Services, LLC. -1,064 -94.2% 66

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms