IDNA Institutional Ownership
iShares Genomics Immunology and Healthcare ETF
1W: -0.3%
1M: +3.6%
3M: +20.1%
YTD: +58.9%
1Y: +72.2%
3Y: +109.2%
5Y: -18.7%
$41.65
+0.01 (+0.02%)
Weekly Expected Move ±3.7%
$39
$40
$42
$43
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IDNA
73
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
86M
Total Invested
14
New Positions
24
Increased
19
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (78 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 493,571 | 21M | +6,799 | +1.4% | 24Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 467,003 | 19M | +8,306 | +1.8% | 15Q | SEC ↗ |
| 3 | Wharton Business Group, LLC | 268,472 | 11M | -1,515 | -0.6% | 25Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC NEW | 114,932 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 111,053 | 5M | -3,278 | -2.9% | 16Q | SEC ↗ |
| 6 | Portland Global Advisors LLC | 105,302 | 4M | +1,169 | +1.1% | 5Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 95,351 | 4M | +70,492 | +283.6% | 19Q | SEC ↗ |
| 8 | Trek Financial, LLC NEW | 90,940 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 88,543 | 4M | +36,690 | +70.8% | 26Q | SEC ↗ |
| 10 | MORGAN STANLEY | 81,337 | 3M | -12,874 | -13.7% | 23Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 75,462 | 3M | -1,148 | -1.5% | 7Q | SEC ↗ |
| 12 | LPL Financial LLC | 71,503 | 3M | -1,039 | -1.4% | 25Q | SEC ↗ |
| 13 | Lido Advisors, LLC | 38,007 | 2M | +4,908 | +14.8% | 7Q | SEC ↗ |
| 14 | Avior Wealth Management, LLC | 37,305 | 2M | +11,151 | +42.6% | 8Q | SEC ↗ |
| 15 | Clearwater Capital Advisors, LLC | 32,894 | 1M | -3,402 | -9.4% | 11Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 27,651 | 1M | -17 | -0.1% | 24Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 24,572 | 1M | +3,956 | +19.2% | 9Q | SEC ↗ |
| 18 | Steward Partners Investment Advisory, | 23,177 | 965K | -416 | -1.8% | 2Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 23,022 | 959K | +12 | +0.1% | 25Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 21,622 | 901K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC NEW | 21,463 | 894K | — | +0.0% | 1Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 20,129 | 838K | +7,738 | +62.4% | 3Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 18,646 | 777K | +11,464 | +159.6% | 2Q | SEC ↗ |
| 24 | C2P Capital Advisory Group, LLC d.b.a. | 17,680 | 736K | -3,528 | -16.6% | 11Q | SEC ↗ |
| 25 | PRUDENTIAL PLC | 16,800 | 700K | +700 | +4.3% | 4Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 16,353 | 681K | +6,715 | +69.7% | 3Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 15,778 | 657K | +4,620 | +41.4% | 25Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 15,642 | 651K | +321 | +2.1% | 10Q | SEC ↗ |
| 29 | FLOW TRADERS U.S. LLC NEW | 12,693 | 529K | — | +0.0% | 1Q | SEC ↗ |
| 30 | EP Wealth Advisors, LLC NEW | 11,096 | 462K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Opes Wealth Management LLC | 10,945 | 456K | -3,500 | -24.2% | 10Q | SEC ↗ |
| 32 | BECK CAPITAL MANAGEMENT, LLC NEW | 9,956 | 415K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Arkadios Wealth Advisors NEW | 8,379 | 349K | — | +0.0% | 1Q | SEC ↗ |
| 34 | First Heartland Consultants, Inc. | 8,224 | 343K | +28 | +0.3% | 4Q | SEC ↗ |
| 35 | OneDigital Investment Advisors LLC | 7,867 | 328K | +32 | +0.4% | 3Q | SEC ↗ |
| 36 | Banco Santander, S.A. | 7,560 | 315K | — | +0.0% | 2Q | SEC ↗ |
| 37 | MATAURO, LLC | 7,447 | 310K | +30 | +0.4% | 2Q | SEC ↗ |
| 38 | Ally Invest Advisors Inc. | 6,852 | 285K | -524 | -7.1% | 4Q | SEC ↗ |
| 39 | Wealthcare Advisory Partners LLC NEW | 6,658 | 277K | — | +0.0% | 1Q | SEC ↗ |
| 40 | MISSION WEALTH MANAGEMENT, LP NEW | 5,947 | 248K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 5,189 | 216K | +1,699 | +48.7% | 4Q | SEC ↗ |
| 42 | CHAPMAN FINANCIAL GROUP, LLC NEW | 2,192 | 91K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Integrated Wealth Concepts LLC NEW | 2,170 | 90K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Tidemark, LLC | 1,407 | 59K | +18 | +1.3% | 9Q | SEC ↗ |
| 45 | Sunbelt Securities, Inc. | 1,000 | 42K | — | +0.0% | 13Q | SEC ↗ |
| 46 | Triumph Capital Management | 910 | 38K | -7 | -0.8% | 4Q | SEC ↗ |
| 47 | NATIONAL BANK OF CANADA /FI | 897 | 37K | +611 | +213.6% | 2Q | SEC ↗ |
| 48 | Vision Retirement, LLC | 750 | 31K | — | +0.0% | 3Q | SEC ↗ |
| 49 | Pacific Center for Financial Services | 555 | 23K | +2 | +0.4% | 14Q | SEC ↗ |
| 50 | PNC Financial Services Group, Inc. | 550 | 23K | — | +0.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 114,932 | 5M |
| Trek Financial, LLC | 90,940 | 4M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 21,622 | 901K |
| CITADEL ADVISORS LLC | 21,463 | 894K |
| FLOW TRADERS U.S. LLC | 12,693 | 529K |
| EP Wealth Advisors, LLC | 11,096 | 462K |
| BECK CAPITAL MANAGEMENT, LLC | 9,956 | 415K |
| Arkadios Wealth Advisors | 8,379 | 349K |
| Wealthcare Advisory Partners LLC | 6,658 | 277K |
| MISSION WEALTH MANAGEMENT, LP | 5,947 | 248K |
| CHAPMAN FINANCIAL GROUP, LLC | 2,192 | 91K |
| Integrated Wealth Concepts LLC | 2,170 | 90K |
| VALLEY NATIONAL ADVISERS INC | 33 | 1K |
| MERCER GLOBAL ADVISORS INC /ADV | 2 | 0K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 23,301 | 970K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,655 | 527K |
| OPAL CAPITAL LLC | 6,550 | 273K |
| Founders Financial Alliance, LLC | 3,412 | 142K |
| Kestra Advisory Services, LLC | 2,963 | 123K |
| FIFTH THIRD BANCORP | 1,413 | 59K |
| Western Wealth Management, LLC | 700 | 29K |
| CFG Wealth Management Services, Inc | 200 | 8K |
| Larson Financial Group LLC | 14 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +70,492 | +283.6% | 95,351 |
| ROYAL BANK OF CANADA | +36,690 | +70.8% | 88,543 |
| GOLDMAN SACHS GROUP INC | +11,464 | +159.6% | 18,646 |
| Avior Wealth Management, LLC | +11,151 | +42.6% | 37,305 |
| BANK OF AMERICA CORP /DE | +8,306 | +1.8% | 467,003 |
| ENVESTNET ASSET MANAGEMENT INC | +7,738 | +62.4% | 20,129 |
| UBS Group AG | +6,799 | +1.4% | 493,571 |
| MML INVESTORS SERVICES, LLC | +6,715 | +69.7% | 16,353 |
| Lido Advisors, LLC | +4,908 | +14.8% | 38,007 |
| OSAIC HOLDINGS, INC. | +4,620 | +41.4% | 15,778 |
| JONES FINANCIAL COMPANIES LLLP | +3,956 | +19.2% | 24,572 |
| Rockefeller Capital Management L.P. | +1,699 | +48.7% | 5,189 |
| Portland Global Advisors LLC | +1,169 | +1.1% | 105,302 |
| PRUDENTIAL PLC | +700 | +4.3% | 16,800 |
| NATIONAL BANK OF CANADA /FI | +611 | +213.6% | 897 |
| Cetera Investment Advisers | +321 | +2.1% | 15,642 |
| Rossby Financial, LCC | +231 | +385.0% | 291 |
| OneDigital Investment Advisors LLC | +32 | +0.4% | 7,867 |
| MATAURO, LLC | +30 | +0.4% | 7,447 |
| First Heartland Consultants, Inc. | +28 | +0.3% | 8,224 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -12,874 | -13.7% | 81,337 |
| C2P Capital Advisory Group, LLC d.b | -3,528 | -16.6% | 17,680 |
| Opes Wealth Management LLC | -3,500 | -24.2% | 10,945 |
| Clearwater Capital Advisors, LLC | -3,402 | -9.4% | 32,894 |
| AMERIPRISE FINANCIAL INC | -3,278 | -2.9% | 111,053 |
| Wharton Business Group, LLC | -1,515 | -0.6% | 268,472 |
| RAYMOND JAMES FINANCIAL INC | -1,148 | -1.5% | 75,462 |
| LPL Financial LLC | -1,039 | -1.4% | 71,503 |
| Ally Invest Advisors Inc. | -524 | -7.1% | 6,852 |
| Steward Partners Investment Advisor | -416 | -1.8% | 23,177 |
| Qube Research & Technologies Ltd | -293 | -99.3% | 2 |
| FMR LLC | -86 | -47.8% | 94 |
| COMMONWEALTH EQUITY SERVICES, LLC | -17 | -0.1% | 27,651 |
| Triumph Capital Management | -7 | -0.8% | 910 |