BRTR Institutional Ownership
iShares Total Return Active ETF
1W: -0.7%
1M: -2.9%
3M: -4.8%
YTD: -5.3%
1Y: -5.2%
$47.69
-0.04 (-0.08%)
Weekly Expected Move ±0.7%
$47
$47
$48
$48
$48
Overview
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Institutional Ownership — BRTR
75
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
13
New Positions
40
Increased
19
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (82 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 4,858,060 | $232M | +831,088 | +20.6% | 3Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 3,474,045 | $166M | +667,059 | +23.8% | 8Q | SEC ↗ |
| 3 | SAGESPRING WEALTH PARTNERS, LLC | 2,363,407 | $113M | +402,762 | +20.5% | 3Q | SEC ↗ |
| 4 | OpenArc Corporate Advisory, LLC | 1,735,603 | $83M | +288,948 | +20.0% | 3Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC | 1,691,938 | $81M | +1,586,564 | +1505.7% | 4Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 844,816 | $40M | +75,089 | +9.8% | 5Q | SEC ↗ |
| 7 | Weil Company, Inc. | 654,030 | $31M | +20,918 | +3.3% | 10Q | SEC ↗ |
| 8 | Pinnacle Financial Partners, Inc. | 595,225 | $28M | +28,475 | +5.0% | 3Q | SEC ↗ |
| 9 | Arkadios Wealth Advisors | 414,827 | $20M | +137,987 | +49.8% | 3Q | SEC ↗ |
| 10 | CFS Investment Advisory Services, LLC | 325,235 | $16M | +33,497 | +11.5% | 8Q | SEC ↗ |
| 11 | Redhawk Wealth Advisors, Inc. NEW | 273,252 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 267,544 | $13M | +258,906 | +2997.3% | 7Q | SEC ↗ |
| 13 | Centerline Wealth Advisors, LLC | 267,533 | $13M | +95,814 | +55.8% | 3Q | SEC ↗ |
| 14 | WETZEL INVESTMENT ADVISORS, INC. | 253,283 | $12M | +28,686 | +12.8% | 5Q | SEC ↗ |
| 15 | Forthright Family Wealth Advisory LLC NEW | 247,494 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 16 | RFG - Bristol Wealth Advisors, LLC | 232,432 | $11M | +12,009 | +5.4% | 4Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 223,094 | $11M | +12,596 | +6.0% | 7Q | SEC ↗ |
| 18 | UNIQUE WEALTH, LLC | 194,252 | $9M | +33,393 | +20.8% | 3Q | SEC ↗ |
| 19 | WEALTH ALLIANCE, LLC | 183,075 | $9M | +97,811 | +114.7% | 3Q | SEC ↗ |
| 20 | Storen Legacy Partners, LLC | 175,613 | $8M | +17,358 | +11.0% | 2Q | SEC ↗ |
| 21 | May Hill Capital, LLC | 152,846 | $7M | +17,780 | +13.2% | 6Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 122,500 | $6M | +117,627 | +2413.9% | 7Q | SEC ↗ |
| 23 | SWP FINANCIAL LLC | 116,173 | $6M | +10,513 | +9.9% | 7Q | SEC ↗ |
| 24 | R2 Capital Strategies, LLC NEW | 112,260 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 25 | BETO FINANCIAL GROUP, LLC | 108,250 | $5M | +36,441 | +50.7% | 3Q | SEC ↗ |
| 26 | Spectrum Planning & Advisory Services | 101,406 | $5M | +4,888 | +5.1% | 6Q | SEC ↗ |
| 27 | Cyndeo Wealth Partners, LLC | 101,299 | $5M | -4,580 | -4.3% | 3Q | SEC ↗ |
| 28 | Daviman Financial, LLC NEW | 98,031 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Contango Wealth Management LLC | 93,158 | $4M | +30,085 | +47.7% | 2Q | SEC ↗ |
| 30 | JPL Wealth Management, LLC | 80,216 | $4M | +68,126 | +563.5% | 2Q | SEC ↗ |
| 31 | Integrated Wealth Concepts LLC | 59,746 | $3M | -1,122 | -1.8% | 6Q | SEC ↗ |
| 32 | McKinley Carter Wealth Services, Inc. | 51,745 | $2M | +4,983 | +10.7% | 7Q | SEC ↗ |
| 33 | PFG Advisors | 50,205 | $2M | -1,797 | -3.5% | 4Q | SEC ↗ |
| 34 | Taylor & Morgan Wealth Management, LLC | 46,120 | $2M | +2,320 | +5.3% | 10Q | SEC ↗ |
| 35 | JONES FINANCIAL COMPANIES LLLP | 45,564 | $2M | -34,787 | -43.3% | 8Q | SEC ↗ |
| 36 | Arax Advisory Partners NEW | 44,351 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 43,993 | $2M | +20,199 | +84.9% | 5Q | SEC ↗ |
| 38 | U.S. Capital Wealth Advisors, LLC NEW | 43,489 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Breakwater Capital Group | 43,298 | $2M | +8,282 | +23.7% | 6Q | SEC ↗ |
| 40 | Ethos Financial Group, LLC | 43,235 | $2M | -44,477 | -50.7% | 3Q | SEC ↗ |
| 41 | MBE Wealth Management, LLC NEW | 38,481 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | LPL Financial LLC NEW | 35,431 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Cambridge Investment Research Advisors | 33,860 | $2M | +690 | +2.1% | 6Q | SEC ↗ |
| 44 | SIGNET FINANCIAL MANAGEMENT, LLC | 31,199 | $1M | -6,438 | -17.1% | 5Q | SEC ↗ |
| 45 | Summit Financial, LLC | 30,767 | $1M | +348 | +1.1% | 2Q | SEC ↗ |
| 46 | Fairvoy Private Wealth, LLC | 29,134 | $1M | +8,933 | +44.2% | 3Q | SEC ↗ |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,885 | $948K | -533,033 | -96.4% | 2Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 17,971 | $857K | -24,151 | -57.3% | 4Q | SEC ↗ |
| 49 | JT Stratford LLC | 16,741 | $798K | +1,134 | +7.3% | 2Q | SEC ↗ |
| 50 | Keystone Financial Group, Inc. | 15,768 | $752K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Redhawk Wealth Advisors, Inc. | 273,252 | $13M |
| Forthright Family Wealth Advisory L | 247,494 | $12M |
| R2 Capital Strategies, LLC | 112,260 | $5M |
| Daviman Financial, LLC | 98,031 | $5M |
| Arax Advisory Partners | 44,351 | $2M |
| U.S. Capital Wealth Advisors, LLC | 43,489 | $2M |
| MBE Wealth Management, LLC | 38,481 | $2M |
| LPL Financial LLC | 35,431 | $2M |
| PUREfi Wealth, LLC | 7,250 | $346K |
| ShoreHaven Wealth Partners, LLC | 6,199 | $296K |
| MSH Capital Advisors LLC | 4,994 | $238K |
| WELLS FARGO & COMPANY/MN | 1,012 | $48K |
| IMA Advisory Services, Inc. | 850 | $41K |
| Larson Financial Group LLC | 263 | $13K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Vise Technologies, Inc. | 144,152 | $7M |
| Lionsbridge Wealth Management LLC | 36,334 | $2M |
| TritonPoint Partners, LLC | 18,370 | $876K |
| FLOW TRADERS U.S. LLC | 13,874 | $662K |
| Quadrature Capital Ltd | 8,859 | $422K |
| Key Capital Management, INC | 96 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | +1,586,564 | +1505.7% | 1,691,938 |
| Dynasty Wealth Management, LLC | +831,088 | +20.6% | 4,858,060 |
| JPMORGAN CHASE & CO | +667,059 | +23.8% | 3,474,045 |
| SAGESPRING WEALTH PARTNERS, LLC | +402,762 | +20.5% | 2,363,407 |
| OpenArc Corporate Advisory, LLC | +288,948 | +20.0% | 1,735,603 |
| OSAIC HOLDINGS, INC. | +258,906 | +2997.3% | 267,544 |
| Arkadios Wealth Advisors | +137,987 | +49.8% | 414,827 |
| MML INVESTORS SERVICES, LLC | +117,627 | +2413.9% | 122,500 |
| WEALTH ALLIANCE, LLC | +97,811 | +114.7% | 183,075 |
| Centerline Wealth Advisors, LLC | +95,814 | +55.8% | 267,533 |
| BANK OF AMERICA CORP /DE | +75,089 | +9.8% | 844,816 |
| JPL Wealth Management, LLC | +68,126 | +563.5% | 80,216 |
| BETO FINANCIAL GROUP, LLC | +36,441 | +50.7% | 108,250 |
| CFS Investment Advisory Services, L | +33,497 | +11.5% | 325,235 |
| UNIQUE WEALTH, LLC | +33,393 | +20.8% | 194,252 |
| Contango Wealth Management LLC | +30,085 | +47.7% | 93,158 |
| WETZEL INVESTMENT ADVISORS, INC. | +28,686 | +12.8% | 253,283 |
| Pinnacle Financial Partners, Inc. | +28,475 | +5.0% | 595,225 |
| Weil Company, Inc. | +20,918 | +3.3% | 654,030 |
| ENVESTNET ASSET MANAGEMENT INC | +20,199 | +84.9% | 43,993 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -533,033 | -96.4% | 19,885 |
| GOLDMAN SACHS GROUP INC | -172,488 | -94.2% | 10,612 |
| JANE STREET GROUP, LLC | -65,419 | -82.4% | 13,942 |
| Ethos Financial Group, LLC | -44,477 | -50.7% | 43,235 |
| JONES FINANCIAL COMPANIES LLLP | -34,787 | -43.3% | 45,564 |
| CITADEL ADVISORS LLC | -24,151 | -57.3% | 17,971 |
| SIGNET FINANCIAL MANAGEMENT, LLC | -6,438 | -17.1% | 31,199 |
| Cyndeo Wealth Partners, LLC | -4,580 | -4.3% | 101,299 |
| Farther Finance Advisors, LLC | -3,232 | -61.7% | 2,009 |
| EQ LLC | -2,832 | -17.2% | 13,668 |
| PFG Advisors | -1,797 | -3.5% | 50,205 |
| Integrated Wealth Concepts LLC | -1,122 | -1.8% | 59,746 |
| Oregon Pacific Wealth Management, L | -479 | -5.3% | 8,546 |
| GREATMARK INVESTMENT PARTNERS, INC. | -155 | -2.6% | 5,885 |
| SouthState Bank Corp | -79 | -4.9% | 1,527 |
| UBS Group AG | -47 | -71.2% | 19 |
| Concurrent Investment Advisors, LLC | -14 | -0.2% | 9,315 |