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STOCK TICKER:
ISHARES DJ US MDIF   (ticker: IHI)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 40
0 100 40
Current Holdings: 7,039,895
Previous Holdings: 7,531,492
Change: 6.53%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
MORGAN STANLEY 25%265,553 1,333,372 BANK OF MONTREAL /CAN/ 98%373,994 9,059
ROYAL BANK OF CANADA bought185,705 185,705 BANK OF NOVA SCOTIA / sold350,403 0
Harel Insurance Investments & Financial Services Ltd. 67%140,610 349,672 UBS Group AG 100%332,573 399
Susquehanna International Group, LLP 190%96,353 147,182 Migdal Insurance & Financial Holdings Ltd. 84%263,646 49,782
MEITAV DASH INVESTMENTS LTD bought80,288 80,288 CHURCHILL MANAGEMENT GROUP /CA/ sold190,322 0
BB&T CORP bought48,736 48,736 BARCLAYS PLC sold150,000 0
AMERIPRISE FINANCIAL INC 47%45,796 143,897 HOWARD CAPITAL MANAGEMENT 98%56,250 1,165
Equitable Holdings, Inc. bought37,218 37,218 Johanson Financial Advisors, Inc. sold55,368 0
Kingsview Wealth Management, LLC 2,367%34,554 36,014 Banco de Sabadell, S.A sold53,520 0
MERCER GLOBAL ADVISORS INC /ADV bought34,425 34,425 WELLS FARGO & CO/MN 14%52,631 322,713
HRT FINANCIAL LLC bought32,510 32,510 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND sold27,000 0
BANK OF AMERICA CORP /DE/ 6%28,130 525,646 SWARTHMORE GROUP INC 92%23,750 2,175
DG Capital Management, LLC bought25,665 25,665 Concorde Asset Management, LLC 91%22,907 2,335
Gerber Kawasaki Wealth & Investment Management 137%23,944 41,483 MinichMacGregor Wealth Management, LLC sold21,666 0
Qube Research & Technologies Ltd bought21,067 21,067 BW Gestao de Investimentos Ltda. sold21,000 0
TOCQUEVILLE ASSET MANAGEMENT LP bought20,000 20,000 Virtu Financial LLC 62%20,084 12,263
PAX Financial Group, LLC bought17,962 17,962 GOLDMAN SACHS GROUP INC 6%18,660 281,396
Fisher Asset Management, LLC(Kenneth L. Fisher) bought17,218 17,218 Portfolio Strategies, Inc. sold17,412 0
55I, LLC bought14,963 14,963 Voya Financial Advisors, Inc. 54%14,365 12,462
Kovack Advisors, Inc. 402%14,524 18,140 WOLVERINE TRADING, LLC sold13,283 0
Baird Financial Group, Inc. bought14,061 14,061 MML INVESTORS SERVICES, LLC 19%12,720 53,327
EWG Elevate Inc. bought11,965 11,965 RT Capital Management, LLC sold12,372 0
JANE STREET GROUP, LLC bought9,899 9,899 Independent Advisor Alliance sold11,880 0
Phoenix Holdings Ltd. 91%9,837 20,694 Western Wealth Management, LLC 93%11,051 891
Csenge Advisory Group 253%9,128 12,740 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 59%10,470 7,158
Cavalier Investments 40%8,574 30,245 Janney Montgomery Scott LLC 28%9,711 25,414
Capital Asset Advisory Services LLC 101,863%8,149 8,157 RAYMOND JAMES & ASSOCIATES 8%9,527 107,344
Sawtooth Asset Management, Inc. 576%7,868 9,233 Private Advisor Group, LLC 28%9,349 23,782
YCMNET ADVISORS INC bought7,423 7,423 Bank of New York Mellon CORP 85%8,405 1,490
Cetera Investment Advisers 355%7,367 9,441 Fiduciary Planning LLC sold7,918 0
Ferguson Shapiro LLC 96%7,178 14,622 First Allied Advisory Services, Inc. 63%7,813 4,650
Orion Portfolio Solutions, LLC bought6,285 6,285 NIEMANN CAPITAL MANAGEMENT INC sold7,387 0
TRANSCEND WEALTH COLLECTIVE, LLC bought6,136 6,136 Raymond James Financial Services Advisors, Inc. 6%6,846 108,675
Nan Shan Life Insurance Co., Ltd. bought5,800 5,800 Sigma Planning Corp 17%6,465 32,007
OGOREK ANTHONY JOSEPH /NY/ /ADV 30%5,607 24,455 Renaissance Technologies(Jim Simons) sold5,900 0
J. Goldman & Co LP bought5,588 5,588 S. R. Schill & Associates sold5,507 0
Dynamic Advisors Solutions LLC 287%5,318 7,171 J.W. COLE ADVISORS, INC. sold5,066 0
UMA Financial Services, Inc. bought5,280 5,280 Sowell Financial Services LLC 52%4,371 4,104
COMMONWEALTH EQUITY SERVICES, LLC. 7%5,280 80,423 Brookstone Capital Management 13%3,995 26,253
BEAM Asset Management, LLC bought4,981 4,981 Hamilton Wealth, LLC 34%3,790 7,204
US BANCORP DE bought4,841 4,841 OPPENHEIMER ASSET MANAGEMENT INC sold3,317 0
GAMBLE JONES INVESTMENT COUNSEL bought4,755 4,755 Wakefield Asset Management LLLP sold3,315 0
USAdvisors Wealth Management, LLC bought4,740 4,740 AMJ Financial Wealth Management sold3,246 0
CITIGROUP INC 4%4,601 111,591 HighTower Advisors, LLC 27%3,161 8,427
ATRIA INVESTMENTS LLC 362%4,208 5,370 J P MORGAN CHASE & CO 19%3,124 13,155
Genesee Capital Advisors, LLC bought3,791 3,791 Outlook Wealth Advisors, LLC 19%2,977 12,857
Moors & Cabot, Inc. 192%3,608 5,489 AE Wealth Management LLC 23%2,957 9,757
ARKANSAS FINANCIAL GROUP, INC. 81%3,598 8,025 Psagot Investment House Ltd. 30%2,888 6,847
IHT Wealth Management, LLC 328%3,582 4,675 TD ASSET MANAGEMENT INC 16%2,883 15,103
Brick & Kyle, Associates bought3,508 3,508 IFP Advisors, Inc 71%2,776 1,115
Baltimore-Washington Financial Advisors, Inc. 12%3,430 32,900 Wharton Business Group, LLC 7%2,776 38,917
Traynor Capital Management, Inc. bought3,058 3,058 NEXT Financial Group, Inc 61%2,658 1,671
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors bought3,046 3,046 BANK HAPOALIM BM 13%2,632 18,418
ENVESTNET ASSET MANAGEMENT INC 2%3,044 125,202 RiverFront Investment Group, LLC 3%2,381 77,246
AlphaStar Capital Management, LLC bought3,035 3,035 BTR CAPITAL MANAGEMENT INC 5%2,281 40,972
PINNACLE ASSOCIATES LTD bought3,010 3,010 Regal Investment Advisors, LLC sold2,221 0
CREDIT SUISSE/ bought2,880 2,880 COLONY GROUP LLC 49%2,074 2,132
LPL Financial CORP 1%2,876 286,458 Frontier Wealth Management LLC sold2,000 0
H D Vest Advisory Services 128%2,870 5,119 M&R CAPITAL MANAGEMENT INC 93%1,990 151
ALTFEST L J & CO INC bought2,669 2,669 USCA RIA LLC 100%1,849 3
Clear Creek Financial Management, LLC 316%2,455 3,231 MYCIO WEALTH PARTNERS, LLC sold1,754 0
Bank Julius Baer & Co. Ltd, Zurich bought2,380 2,380 OPPENHEIMER & CO INC 16%1,618 8,315
EDMOND DE ROTHSCHILD HOLDING S.A. bought2,280 2,280 BAROMETER CAPITAL MANAGEMENT INC. 37%1,600 2,700
HSBC HOLDINGS PLC bought2,173 2,173 INTL FCSTONE INC. 47%1,558 1,789
Watson Rebecca 58%2,146 5,849 Newport Wealth Strategies, Inc. sold1,515 0
Belpointe Asset Management LLC bought2,134 2,134 Global Trust Asset Management, LLC 98%1,503 25
LINCOLN NATIONAL CORP 35%2,105 8,203 Eqis Capital Management, Inc. sold1,357 0
Jackson Financial Management 7%2,105 33,920 First Heartland Consultants, Inc. sold1,323 0
SYNOVUS FINANCIAL CORP bought2,099 2,099 Legacy Wealth Planning, LLC 78%1,320 369
TOWNSQUARE CAPITAL LLC bought2,081 2,081 WEDBUSH MORGAN SECURITIES INC 16%1,258 6,795
CAPITAL ONE FINANCIAL CORP bought2,010 2,010 CENTAURUS FINANCIAL, INC. 15%1,165 6,807
JACKSON SQUARE CAPITAL, LLC bought1,988 1,988 Harvest Investment Services, LLC sold1,139 0
Sequoia Financial Advisors, LLC 39%1,939 6,896 STEPHENS INC /AR/ 7%1,074 14,192
Castle Rock Wealth Management, LLC 76%1,929 4,476 Oak Grove Capital LLC 12%1,072 7,974
CAPITAL ONE, NATIONAL ASSOCIATION bought1,910 1,910 United Asset Strategies, Inc. sold1,029 0
AMERITAS INVESTMENT CORP 88%1,885 4,036 BRIGHTON JONES LLC sold996 0
Cascadia Advisory Services, LLC bought1,687 1,687 Blue Sky Asset Management, LLC 29%977 2,408
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 8%1,680 23,882 Bogart Wealth, LLC 11%855 6,994
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. bought1,563 1,563 NORTHERN TRUST CORP sold854 0
Northeast Financial Consultants Inc 42%1,511 5,130 King Wealth Management Group, LLC sold852 0
Westshore Wealth, LLC bought1,500 1,500 THOROUGHBRED FINANCIAL SERVICES, LLC sold850 0
Koshinski Asset Management, Inc. 45%1,419 4,582 SUMMIT FINANCIAL GROUP INC sold850 0
Cornerstone Advisory, LLP bought1,400 1,400 NATIONS FINANCIAL GROUP INC, /IA/ /ADV sold849 0
M&T BANK CORP bought1,379 1,379 Meridian Wealth Advisors, LLC sold841 0
STIFEL FINANCIAL CORP 16%1,315 9,603 Financial Advocates Investment Management sold831 0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15%1,219 9,261 Almanack Investment Partners, LLC. 20%830 3,303
MEANS INVESTMENT CO., INC. 8%1,169 15,013 RAYMOND JAMES TRUST CO sold797 0
Stonebridge Financial Planning Group, LLC 10%1,165 12,978 L & S Advisors Inc sold789 0
SPC Financial, Inc. 2%1,162 69,726 Renaissance Investment Group LLC sold789 0
BOYS ARNOLD & CO INC bought1,148 1,148 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV sold789 0
Institute for Wealth Management, LLC. 245%1,092 1,537 Rathbone Brothers plc sold780 0
PURA VIDA INVESTMENTS, LLC bought1,090 1,090 Steward Partners Investment Advisory, LLC 9%772 8,068
CIBC World Markets Inc. 12%1,060 9,850 InterOcean Capital, LLC sold760 0
Jaffetilchin Investment Partners, LLC 53%971 2,813 Circle Wealth Management, LLC 16%738 3,739
Multi-Financial Securities Corp 14%832 6,813 Carroll Financial Associates, Inc. 31%671 1,488
CAPTRUST FINANCIAL ADVISORS bought805 805 Samalin Investment Counsel, LLC sold645 0
Acropolis Investment Management, LLC bought800 800 F3Logic, LLC 35%619 1,136
Karp Capital Management Corp 2%791 38,870 LUCAS CAPITAL MANAGEMENT 4%618 16,707
NORTHERN OAK CAPITAL MANAGEMENT INC bought791 791 Cutler Group LP 55%600 500
Granite Springs Asset Management LLC 88%775 1,660 FLAGSHIP HARBOR ADVISORS, LLC 20%532 2,111
Robertson Stephens Wealth Management, LLC 27%758 3,559 McKinley Carter Wealth Services, Inc. sold526 0
Cedar Brook Financial Partners, LLC 43%708 2,344 HOWARD WEALTH MANAGEMENT, LLC sold505 0
Advisory Services Network, LLC 6%640 11,730 EP Wealth Advisors, Inc. 12%481 3,688
SIMPLEX TRADING, LLC bought622 622 MURPHY CAPITAL MANAGEMENT INC 5%470 9,780
Financial Architects, Inc 68%576 1,424 OPTIMUM INVESTMENT ADVISORS 60%463 312
Baker Avenue Asset Management, LP 3%567 19,150 SPRINGBOK CAPITAL MANAGEMENT, LLC sold450 0
Pettinga Financial Advisors, LLC 36%550 2,085 Goodman & Company, Investment Counsel Ltd. 16%400 2,072
Aldebaran Financial Inc. 17%510 3,580 DAVENPORT & CO LLC 4%394 9,690
Element Wealth, LLC bought500 500 Archer Investment Corp 89%390 47
Stratos Wealth Partners, LTD. 5%494 10,472 Beaumont Financial Partners, LLC 11%387 3,181
BENJAMIN F. EDWARDS & COMPANY, INC. 28%490 2,253 Truvestments Capital LLC sold374 0
V Wealth Management,LLC 432%454 559 Armor Investment Advisors, LLC 6%358 5,701
BENJAMIN EDWARDS INC 7,860%393 398 Well Done, LLC 12%356 2,589
HOLLENCREST SECURITIES LLC 1%375 34,113 WESPAC Advisors SoCal, LLC 23%355 1,220
Rockefeller Capital Management L.P. 50%369 1,104 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 0%327 249,830
PFG Financial Advisors 10%334 3,679 Moloney Securities Asset Management, LLC 20%311 1,282
Santori & Peters, Inc. 15%326 2,543 BALDWIN BROTHERS INC/MA 70%300 127
Eudaimonia Partners, LLC bought315 315 GARRISON POINT ADVISORS, LLC 5%285 5,695
Strategic Wealth Advisors Group,Inc. 2%290 18,503 CYPRESS ASSET MANAGEMENT INC/TX 3%250 7,140
PACIFIC SUN FINANCIAL CORP 21%288 1,648 REGIONS FINANCIAL CORP 5%226 4,186
tru Independence LLC bought269 269 PNC FINANCIAL SERVICES GROUP INC 12%225 1,583
FIRST UNITED BANK TRUST/ 13%258 2,200 Tower Research Capital LLC sold200 0
Arkadios Wealth Advisors bought250 250 Wealthcare Advisory Partners LLC 64%195 109
Joseph P. Lucia & Associates, LLC 4%238 5,678 ROPES WEALTH ADVISORS LLC 25%173 507
Certified Advisory Corp 176%231 362 Financial Gravity Wealth, Inc. sold163 0
Atlas Private Wealth Management bought225 225 Goss Wealth Management LLC 2%163 7,354
Advisor Group, Inc. 1%223 36,836 Triangle Securities Wealth Management 4%150 3,305
VALLEY NATIONAL ADVISERS INC 17%216 1,522 KCM INVESTMENT ADVISORS LLC 10%149 1,340
HARBOR INVESTMENT ADVISORY, LLC 19%197 1,255 DOWLING & YAHNKE INC sold115 0
McGuire Investment Group, LLC 16%187 1,326 Bell Rock Capital LLC sold105 0
Total Clarity Wealth Management, Inc. 12%175 1,640 Raab & Moskowitz Asset Management LLC sold101 0
NORTHSTAR ASSET MANAGEMENT LLC 17%170 1,170 Parallel Advisors, LLC 10%101 920
SeaCrest Wealth Management, LLC 20%167 1,021 Creative Planning 3%99 3,055
Segment Wealth Management, LLC 1%165 12,719 Advanced Asset Management Advisors Inc 23%90 301
SALEM INVESTMENT COUNSELORS INC 6%160 2,720 Acorn Wealth Advisors, LLC 6%76 1,143
Providence Capital Advisors, LLC bought153 153 PETTYJOHN CO 3%75 2,315
Private Ocean, LLC bought150 150 SPINNAKER TRUST 2%61 3,357
Burns Wealth Management, Inc. 1%146 14,666 Somerset Group LLC 0%59 12,068
ORLEANS CAPITAL MANAGEMENT CORP/LA 2%140 6,390 Financial Network 1%59 7,379
ENTERPRISE FINANCIAL SERVICES CORP 64%140 360 SCOTIA CAPITAL INC. 0%56 11,362
Spence Asset Management 4%121 3,135 COMMERCE BANK N A/MO 2%50 3,043
BerganKDV Wealth Management, LLC 149%118 197 Watchman Group, Inc. 2%50 2,895
KINGS POINT CAPITAL MANAGEMENT bought108 108 Cumberland Partners Ltd sold50 0
Winslow, Evans & Crocker, Inc. 8%100 1,300 Modus Advisors, LLC 5%50 908
LEVEL FOUR ADVISORY SERVICES, LLC 5%100 2,259 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1%42 5,462
Integrated Advisors Network LLC 3%100 3,293 Retirement Network sold40 0
CAROLINAS WEALTH CONSULTING LLC bought100 100 Leonard Rickey Investment Advisors P.L.L.C. 3%38 1,349
FIFTH THIRD BANCORP 23%100 533 BALLAST ADVISORS LLC 3%37 1,185
Procyon Private Wealth Partners, LLC bought65 65 MEEDER ASSET MANAGEMENT INC sold35 0
BLAIR WILLIAM & CO/IL 1%60 10,525 Great Diamond Partners, LLC 3%35 1,213
Cornerstone Wealth Management, LLC 1%60 4,422 HCR Wealth Advisors 5%30 606
Paradigm Financial Partners, LLC 6%59 984 Carnegie Capital Asset Management, LLC 1%25 3,848
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 29%58 258 NorthRock Partners, LLC 1%25 1,977
Sandy Spring Bank 20%52 313 TSFG, LLC 13%22 150
GREAT VALLEY ADVISOR GROUP, INC. 1%50 4,029 Coastal Investment Advisors, Inc. sold18 0
Westside Investment Management, Inc. bought50 50 RPg Family Wealth Advisory, LLC 2%18 736
Founders Capital Management 22%50 276 UNITED CAPITAL FINANCIAL ADVISERS,INC. sold18 0
Capital Investment Advisory Services, LLC 22%40 220 WEALTHSOURCE PARTNERS, LLC 2%17 930
Canton Hathaway, LLC 28%38 176 Mathes Company, Inc. 0%15 9,550
MASSMUTUAL TRUST CO FSB/ADV bought36 36 Venturi Wealth Management, LLC sold13 0
Jacobi Capital Management LLC 4%35 968 PROEQUITIES, INC. 0%12 44,179
Pinnacle Bank 60%29 77 CNB Bank 56%10 8
Stratos Wealth Advisors, LLC bought26 26 Financeware, Inc. sold10 0
MCF Advisors LLC bought26 26 Elmwood Wealth Management, Inc. sold9 0
First PREMIER Bank 25%25 125 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 0%8 2,012
PSI Advisors, LLC bought25 25 Baystate Wealth Management LLC sold6 0
Weaver Consulting Group 6%23 411 AdvisorNet Financial, Inc 0%4 3,497
Larson Financial Group LLC bought22 22 TRUEWEALTH LLC sold2 0
Ambassador Advisors, LLC 31%22 92 Avitas Wealth Management LLC 0%2 847
Winch Advisory Services, LLC 143%20 34 Hanson McClain, Inc. 1%1 143
Capital Advisors, Ltd. LLC bought18 18 BROWN ADVISORY HOLDINGS INC no change 1,400
Pacific Center for Financial Services 9%17 209 Endurance Wealth Management, Inc. no change 56
Danda Trouve Investment Management, Inc. 75%15 35 HM PAYSON & CO no change 190
Key FInancial Inc bought14 14 HWG Holdings LP no change 214
1 NORTH WEALTH SERVICES LLC 0%14 5,956 Financial Strategy Network, LLC no change 886
MBE Wealth Management, LLC bought12 12 SEI INVESTMENTS CO no change 1,500
Advisory Alpha, LLC 60%12 32 WP Advisors, LLC no change 1,530
CWM, LLC 1%11 1,648 Squar Milner Financial Services LLC no change 1,870
Royal Fund Management, LLC bought11 11 Global Retirement Partners, LLC no change 1,990
FinTrust Capital Advisors, LLC bought8 8 Riverpoint Wealth Management Holdings, LLC no change 1,400
Ifrah Financial Services, Inc. 0%6 1,507 ASPIRIANT, LLC no change 1,355
Good Life Advisors, LLC 0%2 2,106 Bedel Financial Consulting, Inc. no change 848
FMR LLC 100%1 2 Independent Family Office, LLC no change 1,000
Valeo Financial Advisors, LLC 0%1 740 PRW Wealth Management LLC no change 1,100
SMITH, MOORE & CO. 0%1 3,017 WETHERBY ASSET MANAGEMENT INC no change 1,225
Houlihan Financial Resource Group, Ltd. no change 2,120
BREITER CAPITAL MANAGEMENT INC no change 2,160
Banque Cantonale Vaudoise no change 5,100
NOMURA ASSET MANAGEMENT CO LTD no change 6,100
First Light Asset Management, LLC no change 7,580
Ayalon Holdings Ltd. no change 10,670
Mirae Asset Global Investments Co., Ltd. no change 4,400
WILEY BROS.-AINTREE CAPITAL, LLC no change 3,170
FIRST WILSHIRE SECURITIES MANAGEMENT INC no change 2,200
Montecito Bank & Trust no change 2,854
Thomas J. Herzfeld Advisors, Inc. no change 3,075
HUDSON CANYON INVESTMENT COUNSELORS LLC no change 820
Atlantic Trust, LLC no change 652
Cypress Capital Management LLC (WY) no change 25
Hudock Moyer Wealth Resources, LLC no change 27
TD Capital Management LLC no change 29
EPG Wealth Management LLC no change 36
Aptus Capital Advisors, LLC no change 20
Lakeview Capital Partners, LLC no change 17
SIGNATUREFD, LLC no change 5
Lenox Wealth Advisors, Inc. no change 6
Kistler-Tiffany Companies, LLC no change 10
TRUSTCORE FINANCIAL SERVICES, LLC no change 16
FIRST MANHATTAN CO no change 46
SHINE INVESTMENT ADVISORY SERVICES INC no change 54
AMERICAN NATIONAL BANK no change 228
TRUE Private Wealth Advisors no change 337
Biltmore Family Office, LLC no change 450
REILLY FINANCIAL ADVISORS, LLC no change 500
Ellis Investment Partners, LLC no change 137
VAUGHAN AND COMPANY SECURITIES, INC. no change 120
Private Capital Group, LLC no change 61
AllSquare Wealth Management LLC no change 95
Glassman Wealth Services no change 100
Willingdon Wealth Management no change 4
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