Institutional Owners for IVR
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BERMAN CAPITAL ADVISORS LLC | REIT | 251 | $3,000 | 1,115 | 0.00 | 0.00 | 553 | 98.40 | 09-30-2021 |
| AMERICAN PORTFOLIOS ADVISORS | COM | 252 | $2,273 | 997 | 0.00 | 997 | +Inf | 03-31-2022 | |
| PRIVATE CAPITAL GROUP LLC | Common Stock | 253 | $1,000 | 267 | 0.00 | 0.00 | -69 | -20.54 | 06-30-2021 |
| ALPHAMARK ADVISORS LLC | ETF | Liquidated | $0 | 0 | 0.00 | 0.01 | -1,715 | -86.84 | 03-31-2024 |
