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POWR Institutional Ownership

iShares U.S. Power Infrastructure ETF
1W: +1.2% 1M: -2.2% 3M: -9.6% YTD: +3.2%
$24.75
+0.19 (+0.77%)
 
Weekly Expected Move ±2.6%
$23 $24 $25 $25 $26
ETF AMEX · AUM $147.2M

Institutional Ownership — POWR

98
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
257M
Total Invested
39
New Positions
23
Increased
16
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (105 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Treasurer of the State of North Caroli NEW 3,725,393 $92M — +0.0% 1Q SEC ↗
2 Parcion Private Wealth LLC NEW 1,508,705 $37M — +0.0% 1Q SEC ↗
3 LPL Financial LLC 855,929 $21M +400,658 +88.0% 47Q SEC ↗
4 FFG Partners, LLC NEW 398,150 $10M — +0.0% 1Q SEC ↗
5 PALLADIEM, LLC NEW 193,772 $5M — +0.0% 1Q SEC ↗
6 MORGAN STANLEY 181,007 $4M +94,087 +108.2% 50Q SEC ↗
7 COMMONWEALTH EQUITY SERVICES, LLC 175,163 $4M +143,864 +459.6% 3Q SEC ↗
8 Focus Financial Network, Inc. NEW 132,684 $3M — +0.0% 1Q SEC ↗
9 Steward Partners Investment Advisory, 114,855 $3M +9,235 +8.7% 22Q SEC ↗
10 RAYMOND JAMES FINANCIAL INC 98,133 $2M +57,831 +143.5% 7Q SEC ↗
11 StoneX Group Inc. 92,360 $2M +13,200 +16.7% 2Q SEC ↗
12 JONES FINANCIAL COMPANIES LLLP 86,330 $2M +45,817 +113.1% 8Q SEC ↗
13 ROYAL BANK OF CANADA 76,807 $2M +45,727 +147.1% 43Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC 72,026 $2M +37,778 +110.3% 26Q SEC ↗
15 ARS Investment Partners, LLC 70,801 $2M +635 +0.9% 2Q SEC ↗
16 BANK OF AMERICA CORP /DE 67,499 $2M +50,326 +293.1% 15Q SEC ↗
17 MML INVESTORS SERVICES, LLC NEW 66,806 $2M — +0.0% 1Q SEC ↗
18 Cetera Investment Advisers 63,621 $2M +25,665 +67.6% 10Q SEC ↗
19 Wealthfront Advisers LLC 59,637 $1M +15,263 +34.4% 18Q SEC ↗
20 Lionsbridge Wealth Management LLC NEW 57,096 $1M — +0.0% 1Q SEC ↗
21 Mezzasalma Advisors, LLC NEW 55,795 $1M — +0.0% 1Q SEC ↗
22 RATIONAL ADVISORS, INC. 53,132 $1M -113 -0.2% 2Q SEC ↗
23 Advisory Services Network, LLC 51,783 $1M +3,237 +6.7% 2Q SEC ↗
24 HERITAGE OAK WEALTH ADVISORS LLC NEW 48,621 $1M — +0.0% 1Q SEC ↗
25 Fisher Asset Management, LLC 46,585 $1M -1,298 -2.7% 26Q SEC ↗
26 Bright Futures Wealth Management, LLC. 45,324 $1M -8,201 -15.3% 3Q SEC ↗
27 Thompson David Blair 44,590 $1M +12,747 +40.0% 2Q SEC ↗
28 Private Advisor Group, LLC NEW 42,730 $1M — +0.0% 1Q SEC ↗
29 Kestra Advisory Services, LLC NEW 40,430 $1M — +0.0% 1Q SEC ↗
30 Planned Solutions, Inc. 38,044 $942K -129 -0.3% 19Q SEC ↗
31 James J. Burns & Company, LLC NEW 36,511 $904K — +0.0% 1Q SEC ↗
32 MGO ONE SEVEN LLC NEW 35,906 $889K — +0.0% 1Q SEC ↗
33 Arrowroot Family Office, LLC 34,431 $852K -4,774 -12.2% 2Q SEC ↗
34 Pathstone Holdings, LLC 32,950 $816K — +0.0% 2Q SEC ↗
35 Teamwork Financial Advisors, LLC 31,304 $775K -701 -2.2% 2Q SEC ↗
36 Cambridge Investment Research Advisors NEW 29,522 $731K — +0.0% 1Q SEC ↗
37 OSAIC HOLDINGS, INC. 28,172 $697K +12,773 +82.9% 26Q SEC ↗
38 Arax Advisory Partners NEW 26,988 $668K — +0.0% 1Q SEC ↗
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,649 $660K -8,518 -24.2% 15Q SEC ↗
40 FLOW TRADERS U.S. LLC 26,484 $655K -35,614 -57.4% 7Q SEC ↗
41 Creekside Partners 25,000 $619K — +0.0% 9Q SEC ↗
42 JANE STREET GROUP, LLC NEW 24,461 $605K — +0.0% 1Q SEC ↗
43 Clear Creek Financial Management, LLC NEW 23,108 $572K — +0.0% 1Q SEC ↗
44 Geneos Wealth Management Inc. NEW 22,825 $565K — +0.0% 1Q SEC ↗
45 PERRYMAN FINANCIAL ADVISORY INC /AD NEW 21,775 $539K — +0.0% 1Q SEC ↗
46 M Wealth Management, LLC 19,309 $478K — +0.0% 2Q SEC ↗
47 Strategic Blueprint, LLC 16,143 $400K +6,963 +75.8% 2Q SEC ↗
48 Summit Wealth Partners, LLC NEW 15,351 $380K — +0.0% 1Q SEC ↗
49 Clal Insurance Enterprises Holdings Lt 15,000 $371K — +0.0% 2Q SEC ↗
50 U.S. Capital Wealth Advisors, LLC 14,736 $365K — +0.0% 5Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +400,658 +88.0% 855,929
COMMONWEALTH EQUITY SERVICES, LLC +143,864 +459.6% 175,163
MORGAN STANLEY +94,087 +108.2% 181,007
RAYMOND JAMES FINANCIAL INC +57,831 +143.5% 98,133
BANK OF AMERICA CORP /DE +50,326 +293.1% 67,499
JONES FINANCIAL COMPANIES LLLP +45,817 +113.1% 86,330
ROYAL BANK OF CANADA +45,727 +147.1% 76,807
ENVESTNET ASSET MANAGEMENT INC +37,778 +110.3% 72,026
Cetera Investment Advisers +25,665 +67.6% 63,621
Wealthfront Advisers LLC +15,263 +34.4% 59,637
StoneX Group Inc. +13,200 +16.7% 92,360
OSAIC HOLDINGS, INC. +12,773 +82.9% 28,172
Thompson David Blair +12,747 +40.0% 44,590
Steward Partners Investment Advisor +9,235 +8.7% 114,855
Strategic Blueprint, LLC +6,963 +75.8% 16,143
Advisory Services Network, LLC +3,237 +6.7% 51,783
UBS Group AG +3,122 +520.3% 3,722
SILVERLAKE WEALTH MANAGEMENT LLC +2,949 +26.0% 14,285
ARS Investment Partners, LLC +635 +0.9% 70,801
BANK OF MONTREAL /CAN +497 +59.0% 1,340
Biggest Decreases (14)
HolderReducedChange %Total Shares
AE Wealth Management LLC -320,389 -97.6% 7,830
FLOW TRADERS U.S. LLC -35,614 -57.4% 26,484
SUSQUEHANNA INTERNATIONAL GROUP, LL -8,518 -24.2% 26,649
Bright Futures Wealth Management, L -8,201 -15.3% 45,324
Arrowroot Family Office, LLC -4,774 -12.2% 34,431
Guardian Asset Advisors, LLC -3,935 -27.3% 10,455
Fisher Asset Management, LLC -1,298 -2.7% 46,585
CWM, LLC -1,245 -23.7% 4,000
Teamwork Financial Advisors, LLC -701 -2.2% 31,304
WELLS FARGO & COMPANY/MN -257 -100.0% 0
D.A. DAVIDSON & CO. -256 -3.0% 8,402
Planned Solutions, Inc. -129 -0.3% 38,044
RATIONAL ADVISORS, INC. -113 -0.2% 53,132
US BANCORP \DE -64 -13.8% 400

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