ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Note: Option positions (PUT/CALL) are excluded.

New Positions (126)

Increased Positions (1305)

Freestone Grove Partners LP
Value ($000) $979,464 (+386.7%) Shares 1,430,000 (+375.6%)
SUMITOMO LIFE INSURANCE CO
Value ($000) $514,390 (+380.3%) Shares 751,000 (+369.4%)
MKP Capital Management, L.L.C.
Value ($000) $1,911,443 (+47.3%) Shares 2,790,672 (+43.9%)
NISA INVESTMENT ADVISORS, LLC
Value ($000) $11,513,474 (+43.9%) Shares 16,809,463 (+40.6%)
Kedalion Capital Management LLP
Value ($000) $1,979,134 (+24.0%) Shares 2,889,500 (+21.2%)
Schonfeld Strategic Advisors LLC
Value ($000) $5,590,424 (+4021.6%) Shares 8,161,918 (+3927.5%)
BW Gestao de Investimentos Ltda.
Value ($000) $506,062 (+387.8%) Shares 738,842 (+376.7%)
Vestwell Advisors, LLC
Value ($000) $201,656 (+206.3%) Shares 294,414 (+199.3%)
Consolidated Portfolio Review Corp
Value ($000) $92,434 (+1272.0%) Shares 134,952 (+1240.7%)
HWG Holdings LP
Value ($000) $115,660 (+161.5%) Shares 168,862 (+155.6%)
ESL Trust Services, LLC
Value ($000) $137,941 (+75.9%) Shares 201,392 (+71.8%)
FINANCIAL COUNSELORS INC
Value ($000) $53,422 (+445.1%) Shares 77,995 (+432.6%)
Teramo Advisors, LLC
Value ($000) $144,180 (+43.1%) Shares 210,500 (+39.9%)
UNIQUE WEALTH, LLC
Value ($000) $99,757 (+67.0%) Shares 145,644 (+63.2%)
BROWN WEALTH MANAGEMENT, LLC
Value ($000) $69,567 (+119.0%) Shares 101,567 (+114.0%)
Apeiron RIA LLC
Value ($000) $44,098 (+489.9%) Shares 63,820 (+468.8%)
REGIONS FINANCIAL CORP
Value ($000) $760,260 (+272953.5%) Shares 1,109,966 (+266718.8%)
KEYVANTAGE WEALTH, LLC
Value ($000) $24,510 (+2354.5%) Shares 35,784 (+2298.4%)
Wealth Quarterback LLC
Value ($000) $56,869 (+63.9%) Shares 83,028 (+60.2%)
Reyes Financial Architecture, Inc.
Value ($000) $11,502 (+1747.8%) Shares 16,792 (+1705.6%)

Decreased Positions (1043)

CI INVESTMENTS INC.
Value ($000) $728,895 (+14864.9%) Shares 1,064,173 (-85.4%)
Capula Management Ltd
Value ($000) $422,442 (-94.0%) Shares 616,758 (-94.1%)
GTS SECURITIES LLC
Value ($000) $11,195 (-94.8%) Shares 16,345 (-95.0%)
BlueStem Wealth Partners, LLC
Value ($000) $51,307 (-67.5%) Shares 74,908 (-68.2%)
New Republic Capital, LLC
Value ($000) $2,817 (-96.6%) Shares 4,113 (-96.7%)
McNamara Financial Services, Inc.
Value ($000) $83,665 (-46.0%) Shares 122,150 (-47.2%)
Tandem Financial, LLC
Value ($000) $220 (-99.6%) Shares 374 (-99.5%)
CBM Financial, LLC
Value ($000) $10,589 (-67.0%) Shares 15,361 (-71.6%)
RFP Financial Group LLC
Value ($000) $567 (-97.4%) Shares 828 (-97.8%)
MRA Advisory Group
Value ($000) $13,716 (-48.3%) Shares 20,025 (-49.5%)
IFS Advisors, LLC
Value ($000) $32,085 (-22.6%) Shares 46,844 (-24.3%)
Wealthspire Advisors, LLC
Value ($000) $1,824,538 (-48.2%) Shares 2,663,792 (-49.3%)
My Personal CFO, LLC
Value ($000) $2,118 (-84.5%) Shares 3,093 (-84.8%)
AIA Group Ltd
Value ($000) $1,490,945 (-5.3%) Shares 2,176,752 (-7.5%)
Investment Management Corp of Ontario
Value ($000) $146,776 (-61.3%) Shares 214,291 (-62.1%)
GREENLEAF TRUST
Value ($000) $1,008,850 (-25.9%) Shares 1,472,903 (-27.6%)
Yukon Wealth Management, Inc.
Value ($000) $25,480 (-8.3%) Shares 36,965 (-11.0%)
MARQUETTE ASSOCIATES, INC.
Value ($000) $208 (-93.4%) Shares 303 (-93.6%)
Nationwide Fund Advisors
Value ($000) $594,392 (-0.5%) Shares 867,801 (-2.8%)
Choate Investment Advisors
Value ($000) $1,673,458 (-4.0%) Shares 2,443,219 (-6.2%)

Exited Positions (57)