— Know what they know.
Not Investment Advice

CSHP Institutional Ownership

iShares Dynamic Short-Term Active ETF
1W: +0.0% 1M: -0.0% 3M: +0.1% YTD: +0.9% 1Y: +1.4%
$99.43
+0.04 (+0.04%)
 
Weekly Expected Move ±0.6%
$98 $99 $99 $100 $101
ETF AMEX · AUM $192.6M

Institutional Ownership — CSHP

16
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
101M
Total Invested
2
New Positions
1
Increased
12
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 916,976 91M -839,925 -47.8% 8Q SEC ↗
2 JPMORGAN CHASE & CO 20,151 2M -15,643 -43.7% 4Q SEC ↗
3 Sanctuary Advisors, LLC 16,693 2M -8,045 -32.5% 2Q SEC ↗
4 BEACON FINANCIAL GROUP 15,408 2M -13,406 -46.5% 2Q SEC ↗
5 Landing Point Financial Group, LLC 11,800 1M -2,815 -19.3% 2Q SEC ↗
6 GOLDMAN SACHS GROUP INC 9,279 923K -19 -0.2% 3Q SEC ↗
7 LPL Financial LLC 7,641 760K +783 +11.4% 2Q SEC ↗
8 CITADEL ADVISORS LLC 6,858 682K -88,683 -92.8% 7Q SEC ↗
9 Perigon Wealth Management, LLC 5,477 545K -5,446 -49.9% 2Q SEC ↗
10 JANE STREET GROUP, LLC 2,664 265K -2,476 -48.2% 3Q SEC ↗
11 Spectrum Planning & Advisory Services 2,621 261K -1,047 -28.5% 2Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 2,223 221K — +0.0% 1Q SEC ↗
13 MATHER GROUP, LLC. NEW 143 14K — +0.0% 1Q SEC ↗
14 ONE Advisory Partners, LLC 0 0K -2,860 -100.0% 1Q SEC ↗
15 Kestra Advisory Services, LLC 0 0K -1,002 -100.0% 1Q SEC ↗
16 Magnolia Private Wealth, LLC 0 0K -2,371 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LL 2,223 221K
MATHER GROUP, LLC. 143 14K
Sold Out (3)
HolderPrev SharesPrev Value
ONE Advisory Partners, LLC 2,860 284K
Magnolia Private Wealth, LLC 2,371 236K
Kestra Advisory Services, LLC 1,002 100K
Biggest Increases (1)
HolderAddedChange %Total Shares
LPL Financial LLC +783 +11.4% 7,641
Biggest Decreases (10)
HolderReducedChange %Total Shares
BlackRock, Inc. -839,925 -47.8% 916,976
CITADEL ADVISORS LLC -88,683 -92.8% 6,858
JPMORGAN CHASE & CO -15,643 -43.7% 20,151
BEACON FINANCIAL GROUP -13,406 -46.5% 15,408
Sanctuary Advisors, LLC -8,045 -32.5% 16,693
Perigon Wealth Management, LLC -5,446 -49.9% 5,477
Landing Point Financial Group, LLC -2,815 -19.3% 11,800
JANE STREET GROUP, LLC -2,476 -48.2% 2,664
Spectrum Planning & Advisory Servic -1,047 -28.5% 2,621
GOLDMAN SACHS GROUP INC -19 -0.2% 9,279

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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