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IBLC Institutional Ownership

iShares Blockchain and Tech ETF
1W: -3.0% 1M: +5.7% 3M: -0.8% YTD: +6.9% 1Y: -10.3% 3Y: +228.1%
$47.15
+1.46 (+3.20%)
 
Weekly Expected Move ±6.4%
$41 $44 $47 $50 $53
ETF AMEX · AUM $87.2M

Institutional Ownership — IBLC

41
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
7
New Positions
10
Increased
13
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (48 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Foguth Wealth Management, LLC. 251,149 $12M +91,794 +57.6% 3Q SEC ↗
2 Financial Engines Advisors L.L.C. 43,108 $2M -6,495 -13.1% 4Q SEC ↗
3 WEALTH ENHANCEMENT ADVISORY SERVICES, 38,501 $2M +179 +0.5% 4Q SEC ↗
4 Vise Technologies, Inc. 37,087 $2M +21,024 +130.9% 3Q SEC ↗
5 Steward Partners Investment Advisory, 35,802 $2M +15,833 +79.3% 3Q SEC ↗
6 OSAIC HOLDINGS, INC. 31,482 $1M +9,022 +40.2% 9Q SEC ↗
7 WCG Wealth Advisors LLC 21,620 $1M -84 -0.4% 12Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,432 $1M — +0.0% 5Q SEC ↗
9 JAMES INVESTMENT RESEARCH, INC. 13,375 $631K +1,787 +15.4% 2Q SEC ↗
10 Bison Wealth, LLC 12,000 $566K — +0.0% 6Q SEC ↗
11 Creative Planning 10,816 $510K — +0.0% 3Q SEC ↗
12 New York Life Investment Management LL 10,535 $497K +1,227 +13.2% 2Q SEC ↗
13 Rockefeller Capital Management L.P. 9,377 $442K +118 +1.3% 4Q SEC ↗
14 Sound Income Strategies, LLC 6,313 $298K — +0.0% 3Q SEC ↗
15 Forefront Wealth Partners, LLC 5,397 $254K -1,123 -17.2% 4Q SEC ↗
16 Acorn Wealth Advisors, LLC NEW 5,185 $244K — +0.0% 1Q SEC ↗
17 Empower Advisory Group, LLC NEW 4,555 $215K — +0.0% 1Q SEC ↗
18 Wealthspire Advisors, LLC NEW 4,389 $207K — +0.0% 1Q SEC ↗
19 Farther Finance Advisors, LLC 3,151 $149K -3,210 -50.5% 4Q SEC ↗
20 MERCER GLOBAL ADVISORS INC /ADV NEW 2,840 $134K — +0.0% 1Q SEC ↗
21 LANARK FINANCIAL, INC. 1,931 $91K — +0.0% 4Q SEC ↗
22 Allianz SE 1,646 $78K — +0.0% 9Q SEC ↗
23 Arax Advisory Partners NEW 750 $35K — +0.0% 1Q SEC ↗
24 HHM Wealth Advisors, LLC 614 $29K — +0.0% 11Q SEC ↗
25 Provenance Wealth Advisors, LLC 508 $24K — +0.0% 6Q SEC ↗
26 BlackRock, Inc. 357 $17K — +0.0% 4Q SEC ↗
27 Anchor Investment Management, LLC 250 $12K — +0.0% 12Q SEC ↗
28 CWM, LLC 123 $6K — +0.0% 13Q SEC ↗
29 UMB Bank, n.a. 110 $5K +12 +12.2% 6Q SEC ↗
30 Capital Investment Advisory Services, 100 $5K — +0.0% 3Q SEC ↗
31 ASSETMARK, INC NEW 100 $5K — +0.0% 1Q SEC ↗
32 Glass Jacobson Investment Advisors llc 28 $1K -1,236 -97.8% 5Q SEC ↗
33 MORGAN STANLEY 22 $1K -21 -48.8% 4Q SEC ↗
34 Ashton Thomas Private Wealth, LLC NEW 15 $1K — +0.0% 1Q SEC ↗
35 SBI Securities Co., Ltd. 13 $1K +8 +160.0% 2Q SEC ↗
36 Sunbelt Securities, Inc. 10 $0K -5,072 -99.8% 6Q SEC ↗
37 Strategic Advocates LLC 4 $0K -128 -97.0% 4Q SEC ↗
38 UBS Group AG 0 $0K -860 -100.0% 2Q SEC ↗
39 GTS SECURITIES LLC 0 $0K -28,622 -100.0% 2Q SEC ↗
40 Migdal Insurance & Financial Holdings 0 $0K -47 -100.0% 1Q SEC ↗
41 JANE STREET GROUP, LLC 0 $0K -93,088 -100.0% 10Q SEC ↗
42 COMMONWEALTH EQUITY SERVICES, LLC 0 $0K -5,829 -100.0% 1Q SEC ↗
43 FLPUTNAM INVESTMENT MANAGEMENT CO 0 $0K -6,456 -100.0% 1Q SEC ↗
44 CoreCap Advisors, LLC 0 $0K -88 -100.0% 4Q SEC ↗
45 CITADEL ADVISORS LLC 0 $0K -6,670 -100.0% 2Q SEC ↗
46 MML INVESTORS SERVICES, LLC 0 $0K -9,023 -100.0% 2Q SEC ↗
47 B. Riley Wealth Advisors, Inc. 0 $0K -11,318 -100.0% 4Q SEC ↗
48 Advisory Services Network, LLC 0 $0K -970 -100.0% 1Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
Foguth Wealth Management, LLC. +91,794 +57.6% 251,149
Vise Technologies, Inc. +21,024 +130.9% 37,087
Steward Partners Investment Advisor +15,833 +79.3% 35,802
OSAIC HOLDINGS, INC. +9,022 +40.2% 31,482
JAMES INVESTMENT RESEARCH, INC. +1,787 +15.4% 13,375
New York Life Investment Management +1,227 +13.2% 10,535
WEALTH ENHANCEMENT ADVISORY SERVICE +179 +0.5% 38,501
Rockefeller Capital Management L.P. +118 +1.3% 9,377
UMB Bank, n.a. +12 +12.2% 110
SBI Securities Co., Ltd. +8 +160.0% 13
Biggest Decreases (8)
HolderReducedChange %Total Shares
Financial Engines Advisors L.L.C. -6,495 -13.1% 43,108
Sunbelt Securities, Inc. -5,072 -99.8% 10
Farther Finance Advisors, LLC -3,210 -50.5% 3,151
Glass Jacobson Investment Advisors -1,236 -97.8% 28
Forefront Wealth Partners, LLC -1,123 -17.2% 5,397
Strategic Advocates LLC -128 -97.0% 4
WCG Wealth Advisors LLC -84 -0.4% 21,620
MORGAN STANLEY -21 -48.8% 22

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