IALT Institutional Ownership
iShares Systematic Alternatives Active ETF
1W: +0.5%
1M: +2.6%
3M: +6.6%
YTD: +18.1%
$29.97
+0.13 (+0.44%)
Weekly Expected Move ±1.0%
$29
$30
$30
$30
$31
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — IALT
393
Institutional Holders
+370 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
372
New Positions
18
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (393 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC NEW | 50,663,703 | 1.5B | — | +0.0% | 1Q | SEC ↗ |
| 2 | LPL Financial LLC NEW | 21,732,229 | 651M | — | +0.0% | 1Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO NEW | 10,676,181 | 320M | — | +0.0% | 1Q | SEC ↗ |
| 4 | MORGAN STANLEY | 5,509,230 | 165M | +5,471,667 | +14566.6% | 2Q | SEC ↗ |
| 5 | Envestnet Portfolio Solutions, Inc. NEW | 5,023,371 | 151M | — | +0.0% | 1Q | SEC ↗ |
| 6 | PARK AVENUE SECURITIES LLC NEW | 3,894,852 | 117M | — | +0.0% | 1Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC NEW | 3,583,114 | 107M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Cetera Investment Advisers NEW | 3,489,256 | 105M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp NEW | 3,176,236 | 95M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC NEW | 2,964,562 | 89M | — | +0.0% | 1Q | SEC ↗ |
| 11 | BlackRock, Inc. | 2,961,952 | 89M | +161,952 | +5.8% | 3Q | SEC ↗ |
| 12 | Foundations Investment Advisors, LLC NEW | 2,729,797 | 82M | — | +0.0% | 1Q | SEC ↗ |
| 13 | OneDigital Investment Advisors LLC NEW | 2,408,810 | 72M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC NEW | 2,241,899 | 67M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Advocacy Wealth Management, LLC NEW | 2,116,253 | 63M | — | +0.0% | 1Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC NEW | 2,106,903 | 63M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Merit Financial Group, LLC NEW | 1,644,090 | 49M | — | +0.0% | 1Q | SEC ↗ |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC NEW | 1,435,675 | 43M | — | +0.0% | 1Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 1,210,835 | 36M | +1,179,837 | +3806.2% | 2Q | SEC ↗ |
| 20 | SK Wealth Management, LLC NEW | 1,170,248 | 35M | — | +0.0% | 1Q | SEC ↗ |
| 21 | JB Capital LLC NEW | 1,151,918 | 35M | — | +0.0% | 1Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP NEW | 1,062,594 | 32M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Equitable Holdings, Inc. NEW | 1,053,590 | 32M | — | +0.0% | 1Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC NEW | 1,023,364 | 31M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Sumitomo Mitsui Trust Group, Inc. NEW | 987,034 | 30M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Scarborough Advisors, LLC NEW | 872,596 | 26M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Sharkey, Howes & Javer NEW | 865,284 | 26M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Ascent Group, LLC NEW | 819,283 | 25M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Thrivent Financial for Lutherans NEW | 778,017 | 23M | — | +0.0% | 1Q | SEC ↗ |
| 30 | CreativeOne Wealth, LLC NEW | 748,336 | 22M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Arax Advisory Partners NEW | 665,563 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP NEW | 642,668 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Vise Technologies, Inc. NEW | 632,999 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Shepherd Financial Partners LLC NEW | 631,412 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Horst & Graben Wealth Management LLC NEW | 576,850 | 17M | — | +0.0% | 1Q | SEC ↗ |
| 36 | AE Wealth Management LLC NEW | 571,535 | 17M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Capital Analysts, LLC NEW | 571,327 | 17M | — | +0.0% | 1Q | SEC ↗ |
| 38 | C2P Capital Advisory Group, LLC d.b.a. NEW | 533,574 | 16M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Pettinga Financial Advisors LLC NEW | 529,984 | 16M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Goldstein Advisors, LLC NEW | 526,954 | 16M | — | +0.0% | 1Q | SEC ↗ |
| 41 | CFS Investment Advisory Services, LLC NEW | 515,750 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Security Financial Services, INC. NEW | 490,881 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Atria Investments, Inc NEW | 477,706 | 14M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Vestmark Advisory Solutions, Inc. NEW | 449,617 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Icon Wealth Advisors, LLC NEW | 447,483 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Cerity Partners LLC NEW | 434,013 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 47 | ROYAL BANK OF CANADA NEW | 432,627 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 48 | AllGen Financial Advisors, Inc. NEW | 403,110 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Stone House Investment Management, LLC NEW | 403,107 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 50 | &PARTNERS NEW | 400,486 | 12M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 50,663,703 | 1.5B |
| LPL Financial LLC | 21,732,229 | 651M |
| JPMORGAN CHASE & CO | 10,676,181 | 320M |
| Envestnet Portfolio Solutions, Inc. | 5,023,371 | 151M |
| PARK AVENUE SECURITIES LLC | 3,894,852 | 117M |
| MML INVESTORS SERVICES, LLC | 3,583,114 | 107M |
| Cetera Investment Advisers | 3,489,256 | 105M |
| Bank of New York Mellon Corp | 3,176,236 | 95M |
| Janney Montgomery Scott LLC | 2,964,562 | 89M |
| Foundations Investment Advisors, LL | 2,729,797 | 82M |
| OneDigital Investment Advisors LLC | 2,408,810 | 72M |
| Sanctuary Advisors, LLC | 2,241,899 | 67M |
| Advocacy Wealth Management, LLC | 2,116,253 | 63M |
| NewEdge Advisors, LLC | 2,106,903 | 63M |
| Merit Financial Group, LLC | 1,644,090 | 49M |
| UNITED CAPITAL FINANCIAL ADVISORS, | 1,435,675 | 43M |
| SK Wealth Management, LLC | 1,170,248 | 35M |
| JB Capital LLC | 1,151,918 | 35M |
| STIFEL FINANCIAL CORP | 1,062,594 | 32M |
| Equitable Holdings, Inc. | 1,053,590 | 32M |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 18,433 | 552K |
| Lionsbridge Wealth Management LLC | 8,625 | 258K |
| Annis Gardner Whiting Capital Advis | 150 | 4K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +5,471,667 | +14566.6% | 5,509,230 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,179,837 | +3806.2% | 1,210,835 |
| Private Advisor Group, LLC | +336,110 | +2945.5% | 347,521 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +255,399 | +180.1% | 397,214 |
| BlackRock, Inc. | +161,952 | +5.8% | 2,961,952 |
| Spinnaker Investment Group, LLC | +114,796 | +742.6% | 130,254 |
| Forum Finance Group S.A. | +84,407 | +2303.7% | 88,071 |
| BlackDiamond Wealth Management, LLC | +52,514 | +172.0% | 83,044 |
| Onyx Bridge Wealth Group LLC | +41,326 | +139.1% | 71,036 |
| Hyposwiss Advisors SA | +32,200 | +142.2% | 54,840 |
| Steward Partners Investment Advisor | +27,058 | +1040.7% | 29,658 |
| Cadia Private Client LLC | +23,275 | +234.5% | 33,201 |
| US BANCORP \DE | +14,917 | +7851.1% | 15,107 |
| Parallel Advisors, LLC | +14,674 | +79.2% | 33,199 |
| LAKE STREET PRIVATE WEALTH, LLC | +12,949 | +21.3% | 73,749 |
| BOYUM WEALTH ARCHITECTS LLC | +5,829 | +53.4% | 16,736 |
| CENTAURUS FINANCIAL, INC. | +4,135 | +14.5% | 32,580 |
| CORRADO ADVISORS, LLC | +1,708 | +1.3% | 132,866 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON-ALTUS USA INC. | -7,050 | -55.1% | 5,740 |