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Disclosery

POWR ISHARES INC

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US PWR INFRA ETF (fund)

41 managers (41 13F filers) reported a position in POWR shares at 2024-12-31, 1,112,565 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
41
13F filers
41
New
3
Added
11
Reduced
12
Sold out
4
Shares held by filers
1,112,565

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
LPL Financial LLC314,157$7.17M<0.01%+9,20013F-HRTimeline
ARS Investment Partners, LLC132,824$3.03M0.27%-14,04513F-HRTimeline
Planned Solutions, Inc.80,967$1.85M0.76%-31,20813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC70,361$1.61M0.75%new13F-HRTimeline
Cetera Investment Advisers56,449$1.29M<0.01%-1,38213F-HRTimeline
Fisher Asset Management, LLC53,501$1.22M<0.01%-22,28013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,375$1.06M<0.01%-26,50013F-HRTimelineGroup
FLOW TRADERS U.S. LLC46,353$1.06M0.04%new13F-HRTimeline
Wealthfront Advisers LLC44,437$1.01M<0.01%+8,11513F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,871$888K<0.01%+14,38513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,497$788K<0.01%13F-HR/ATimelineGroup
Creekside Partners25,000$571K0.3%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,618$517K<0.01%+1,40213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,779$429K<0.01%-34,15013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,687$380K<0.01%+31013F-HRTimelineGroup
Sculati Wealth Management, LLC16,266$371K0.15%-1,37513F-HR/ATimeline
Guardian Asset Advisors, LLC15,918$363K0.23%-59013F-HRTimeline
Gradient Capital Advisors, LLC13,588$310K0.1%-68413F-HRTimeline
D.A. DAVIDSON & CO.12,456$284K<0.01%-1,79213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,331$282K<0.01%+4,52113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.11,209$256K<0.01%-28413F-HRTimeline
Global Retirement Partners, LLC8,980$205K0.01%+3,94913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,747$131K<0.01%-1,92113F-HR/ATimelineGroup
Tidemark, LLC4,862$111K0.04%+1,07713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,687$84.2K<0.01%+1,35213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$46.9K<0.01%013F-HRTimelineGroup
Caitlin John, LLC819$18.7K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…599$13.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…480$11K<0.01%013F-HRTimeline
Security National Bank450$10.3K<0.01%013F-HRTimeline
Archer Investment Corp448$10.2K<0.01%013F-HRTimeline
Sandy Spring Bank230$5.25K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC220$5.02K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC133$3.04K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC109$2.49K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC73$1.66K<0.01%+313F-HRTimeline
IFP Advisors, Inc59$1.35K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC15$343<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9$206<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$12<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.