ISTM Institutional Ownership
iShares Strategic Metals ETF
1W: -4.7%
1M: -4.4%
3M: +0.8%
YTD: -8.3%
$29.54
-0.15 (-0.50%)
Weekly Expected Move ±3.3%
$28
$29
$30
$31
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ISTM
22
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
9
New Positions
5
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | 252,426 | 7M | +11,463 | +4.8% | 2Q | SEC ↗ |
| 2 | BlackRock, Inc. | 184,066 | 5M | -10,000 | -5.2% | 8Q | SEC ↗ |
| 3 | Trek Financial, LLC | 84,798 | 3M | +6,688 | +8.6% | 2Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,384 | 2M | +62,581 | +453.4% | 11Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC | 28,079 | 829K | -13,800 | -33.0% | 3Q | SEC ↗ |
| 6 | AE Wealth Management LLC | 18,007 | 532K | +1,733 | +10.6% | 2Q | SEC ↗ |
| 7 | EHRLICH FINANCIAL GROUP NEW | 8,158 | 241K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Sanchez Gaunt Capital Management, LLC | 7,130 | 211K | +104 | +1.5% | 2Q | SEC ↗ |
| 9 | First Growth Capital LLC NEW | 7,061 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Parallel Advisors, LLC NEW | 3,072 | 91K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Kingdom Financial Group LLC. | 1,003 | 30K | -10 | -1.0% | 2Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. NEW | 642 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Rossby Financial, LCC | 151 | 4K | — | +0.0% | 2Q | SEC ↗ |
| 14 | Montgomery Financial Services LLC NEW | 144 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Global Retirement Partners, LLC NEW | 117 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 16 | UBS Group AG | 89 | 3K | -5 | -5.3% | 3Q | SEC ↗ |
| 17 | Lloyd Advisory Services, LLC. | 57 | 2K | -956 | -94.4% | 2Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN NEW | 50 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA NEW | 40 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Continuum Advisory, LLC NEW | 29 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Ascentis Independent Advisors | 0 | 0K | -10,100 | -100.0% | 1Q | SEC ↗ |
| 22 | Ameritas Advisory Services, LLC | 0 | 0K | -3,801 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| EHRLICH FINANCIAL GROUP | 8,158 | 241K |
| First Growth Capital LLC | 7,061 | 209K |
| Parallel Advisors, LLC | 3,072 | 91K |
| OSAIC HOLDINGS, INC. | 642 | 19K |
| Montgomery Financial Services LLC | 144 | 4K |
| Global Retirement Partners, LLC | 117 | 3K |
| WELLS FARGO & COMPANY/MN | 50 | 1K |
| ROYAL BANK OF CANADA | 40 | 1K |
| Continuum Advisory, LLC | 29 | 1K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 10,100 | 298K |
| Ameritas Advisory Services, LLC | 3,801 | 112K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +62,581 | +453.4% | 76,384 |
| ASSETMARK, INC | +11,463 | +4.8% | 252,426 |
| Trek Financial, LLC | +6,688 | +8.6% | 84,798 |
| AE Wealth Management LLC | +1,733 | +10.6% | 18,007 |
| Sanchez Gaunt Capital Management, L | +104 | +1.5% | 7,130 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -13,800 | -33.0% | 28,079 |
| BlackRock, Inc. | -10,000 | -5.2% | 184,066 |
| Lloyd Advisory Services, LLC. | -956 | -94.4% | 57 |
| Kingdom Financial Group LLC. | -10 | -1.0% | 1,003 |
| UBS Group AG | -5 | -5.3% | 89 |