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IBLC ISHARES TR

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BLOCKCHAIN & TEC (fund)

22 managers (22 13F filers) reported a position in IBLC shares at 2024-12-31, 357,588 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
4
Reduced
5
Sold out
2
Shares held by filers
357,588

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Foguth Wealth Management, LLC.140,352$5.5M1.44%-25,16313F-HRTimeline
Signal Advisors Wealth, LLC118,244$4.04M0.46%-46,67513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,437$1.07M<0.01%-1,07413F-HR/ATimelineGroup
WCG Wealth Advisors LLC15,469$529K0.03%+34613F-HRTimeline
Sunbelt Securities, Inc.13,790$479K0.04%new13F-HRTimeline
Bison Wealth, LLC13,228$452K0.1%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,641$364K<0.01%-11,75313F-HRTimelineGroup
WMG Financial Advisors, LLC6,084$208K0.09%-1,05713F-HRTimeline
UBS Group AGin group UBS Group AG4,982$170K<0.01%+4,75513F-HRTimelineGroup
Allianz SEin group Allianz SE1,646$56.3K<0.01%+9413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.340$12.1K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC268$9.16K<0.01%013F-HRTimeline
Anchor Investment Management, LLC250$8.55K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL277$8.09K<0.01%new13F-HRTimeline
Stephens Consulting, LLC183$6.26K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO119$4.09K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC123$4K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC100$3K<0.01%+7013F-HRTimeline
Beacon Capital Management, LLC45$1.54K<0.01%013F-HRTimeline
NorthRock Partners, LLC6$208<0.01%new13F-HR/ATimeline
HighMark Wealth Management LLC4$137<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.