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Get Institutions for : 
iShares Dow Jones US Financial Services (IYG)  
$65.00 0.34 (0.53%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 203    4
Total shares held : 
 4,106,065  
% of shares held : 
 4.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -665,881  
% of shares held change : 
   -0.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $153.04  
Last Quarter's Ending Price : 
 $179.21  
Last Quarter's Average Price : 
 $161.52  
Change from last quarter's     
avg. price to the last closing  : 
96.52 (59.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 44,100
 1.07%
 
Increased Positions :
52
 77,510
 1.89%
 
Unchanged Positions :
58
 174,965
 4.26%
 
Decreased Positions :
71
-424,568
-10.34%
 
Closed Positions :
18
-362,923
-8.84%
 
Guru Positions :
1
3,486
 0.08%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RIVERFRONT INVESTMENT GROUP, LLC 12 - 2024-03-31 1,410,030 $93,484,000 956,158
   ENVESTNET ASSET MANAGEMENT INC 469 - 2024-03-31 1,348,212 $89,386,000 861,760
   GOLDMAN SACHS GROUP INC/ 779 - 2024-03-31 1,178,323 $78,123,000 776,742
   MORGAN STANLEY 1527 - 2024-03-31 962,336 $63,803,000 626,258
   BANK OF AMERICA CORP /DE/ 1401 - 2024-03-31 616,374 $40,866,000 403,114
   ROYAL BANK OF CANADA 861 - 2024-03-31 528,239 $35,023,000 345,665
   RAYMOND JAMES & ASSOCIATES 561 - 2024-03-31 493,209 $32,700,000 324,042
   BANK OF MONTREAL /CAN/ 573 - 2024-03-31 151,424 $28,828,000 98,173
   WELLS FARGO & CO/MN 1023 - 2024-03-31 361,340 $23,957,000 240,210
   Baltimore-Washington Financial Advisors Inc. 22 - 2024-03-31 361,113 $23,942,000 244,836
   LPL FINANCIAL CORP 862 - 2024-03-31 358,989 $23,801,000 254,892
   Circle Wealth Management LLC 22 - 2024-03-31 294,600 $19,532,000 196,400
   JANNEY MONTGOMERY SCOTT LLC 371 - 2024-03-31 259,536 $17,207,000 169,851
   J P MORGAN CHASE & CO 1790 - 2024-03-31 241,533 $16,014,000 164,076
   Kozak & Associates Inc. 9 - 2024-03-31 229,580 $15,304,000 155,424
   UBS Group AG 1407 - 2024-03-31 208,778 $13,842,000 118,921
   CAPTRUST FINANCIAL ADVISORS 314 - 2024-03-31 176,897 $11,728,000 117,129
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 74 - 2024-03-31 164,106 $10,880,000 106,704
   BNP PARIBAS ARBITRAGE SA 741 *New 2024-03-31 150,000 $9,945,000 150,000
   ARKANSAS FINANCIAL GROUP INC. 14 - 2024-03-31 140,769 $9,333,000 92,753
   QUANTITATIVE ADVANTAGE LLC 24 - 2023-03-31 58,787 $8,874,000 -52
   SAM Advisors LLC 9 - 2024-03-31 123,325 $8,176,000 82,115
   Holt Capital Advisors L.L.C. dba Holt Capital Part 19 - 2024-03-31 118,390 $7,849,000 78,421
   Private Advisor Group LLC 331 - 2024-03-31 115,503 $7,658,000 75,166
   Rockefeller Capital Management L.P. 575 *New 2024-03-31 113,421 $7,520,000 113,421
   Howard Capital Management Group LLC 34 - 2024-03-31 108,426 $7,189,000 72,020
   Green Harvest Asset Management LLC 47 - 2024-03-31 106,118 $7,036,000 69,874
   STIFEL FINANCIAL CORP 1050 - 2024-03-31 88,852 $5,891,000 58,530
   BB&T CORP 859 - 2024-03-31 79,442 $5,267,000 16,751
   SCOTIA CAPITAL INC. 249 - 2024-03-31 78,504 $5,205,000 51,980
   BANK OF NOVA SCOTIA / 500 - 2024-03-31 72,600 $4,813,000 48,400
   Beacon Pointe Advisors LLC 307 - 2024-03-31 68,950 $4,571,000 41,344
   J.W. COLE ADVISORS INC. 109 - 2024-03-31 61,543 $4,080,000 40,030
   Wealthgate Family Office LLC 2 - 2024-03-31 55,295 $3,666,000 36,867
   Equitable Holdings Inc. 305 - 2024-03-31 54,993 $3,646,000 47,144
   Federation des caisses Desjardins du Quebec 397 - 2024-03-31 49,997 $3,315,000 0
   HIGHTOWER ADVISORS, LLC 1140 - 2024-03-31 49,880 $3,309,000 33,484
   SOUTHERN CAPITAL ADVISORS LLC 16 - 2024-03-31 46,167 $3,061,000 27,773
   COMMONWEALTH EQUITY SERVICES LLC. 1528 - 2024-03-31 42,264 $2,802,000 27,453
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 642 - 2023-09-30 17,687 $2,735,000 -1,000
   JANE STREET GROUP LLC 1885 - 2024-03-31 40,867 $2,709,000 39,202
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1458 - 2024-03-31 40,477 $2,684,000 18,175
   MARINER WEALTH ADVISORS, LLC 972 - 2024-03-31 40,116 $2,660,000 26,859
   Family Firm Inc. 34 - 2024-03-31 37,840 $2,509,000 25,216
   Advisor Group Holdings Inc. 1563 - 2024-03-31 35,793 $2,373,000 23,003
   Diversified LLC 23 - 2024-03-31 34,068 $2,259,000 22,108
   Cetera Investment Advisers 1489 - 2024-03-31 32,132 $2,130,000 30,746
   AMERIPRISE FINANCIAL INC 2766 - 2024-03-31 31,821 $2,110,000 20,958
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 790 - 2024-03-31 30,582 $2,028,000 -3,644
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1671 - 2024-03-31 27,722 $1,838,000 18,276
   Fifth Third Securities Inc. 114 - 2024-03-31 27,144 $1,800,000 17,313
   FINANCIAL NETWORK 1077 - 2024-03-31 27,006 $1,790,000 19,399
   Merit Financial Group LLC 279 - 2024-03-31 27,672 $1,773,000 27,672
   GeoWealth Management LLC 190 - 2024-03-31 26,324 $1,745,000 14,403
   PATTEN & PATTEN INC/TN 136 - 2024-03-31 23,181 $1,537,000 15,254
   IHT Wealth Management LLC 330 - 2024-03-31 22,043 $1,461,000 14,435
   Geneos Wealth Management Inc. 302 - 2024-03-31 21,146 $1,402,000 18,665
   COMERICA BANK 1364 - 2024-03-31 20,518 $1,360,000 13,584
   STEPHENS INC /AR/ 508 - 2024-03-31 20,164 $1,337,000 13,340
   CREATIVE PLANNING 1168 - 2024-03-31 19,576 $1,298,000 12,657
   NATIONAL BANK OF CANADA /FI/ 938 - 2024-03-31 19,260 $1,272,000 13,740
   ADVISORY SERVICES NETWORK, LLC 599 - 2024-03-31 19,061 $1,264,000 12,859
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 110 - 2024-03-31 17,910 $1,187,000 11,940
   Focus Financial Network Inc. 237 - 2024-03-31 17,867 $1,120,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1660 - 2024-03-31 16,333 $1,083,000 9,617
   FOCUS FINANCIAL NETWORK INC /ADV 303 - 2023-12-31 6,020 $1,079,000 0
   California Capital Advisors Inc. 30 - 2024-03-31 15,410 $1,022,000 9,905
   Source Financial Advisors LLC 43 - 2024-03-31 15,075 $999,000 6,911
   FMR LLC 2346 - 2024-03-31 15,061 $999,000 9,114
   CWM LLC 850 - 2024-03-31 14,882 $987,000 10,121
   PRUDENTIAL FINANCIAL INC 1839 - 2024-03-31 14,800 $981,000 9,591
   LITMAN GREGORY ASSET MANAGEMENT LLC 74 - 2024-03-31 14,385 $954,000 9,590
   COTTONWOOD CAPITAL ADVISORS LLC 34 - 2024-03-31 15,061 $945,000 9,943
   ADVISORS CAPITAL MANAGEMENT LLC 296 - 2024-03-31 14,093 $934,000 9,470
   GARRISON POINT ADVISORS LLC 56 - 2024-03-31 13,845 $918,000 9,210
   CITADEL ADVISORS LLC 3189 - 2024-03-31 13,293 $881,000 2,349
   Mine & Arao Wealth Creation & Management LLC. 28 - 2024-03-31 12,023 $797,000 7,742
   SUMMIT FINANCIAL GROUP INC 93 - 2024-03-31 11,928 $791,000 7,952
   BLACKROCK INC. 3977 *New 2024-03-31 11,268 $747,000 11,268
   TOWER RESEARCH CAPITAL LLC 667 - 2024-03-31 10,736 $712,000 5,517
   Goss Wealth Management LLC 1166 - 2024-03-31 10,361 $687,000 6,276
   BANK HAPOALIM BM 95 - 2024-03-31 10,242 $679,000 6,264
   Castle Rock Wealth Management LLC 130 - 2024-03-31 10,548 $670,000 7,033
   WEDBUSH MORGAN SECURITIES INC 532 - 2024-03-31 10,017 $664,000 6,911
   Financial Partners Group Inc 84 - 2024-03-31 9,901 $656,000 6,641
   US BANCORP 1334 - 2024-03-31 9,715 $644,000 6,955
   KKM Financial LLC 83 - 2024-03-31 9,612 $637,000 8,382
   Sunbelt Securities Inc. 263 - 2024-03-31 9,517 $631,000 5,928
   Cresset Asset Management LLC 1215 - 2024-03-31 9,227 $612,000 6,441
   Steward Partners Investment Advisory LLC 975 - 2024-03-31 9,024 $598,000 6,111
   AMG NATIONAL TRUST BANK 327 - 2024-03-31 8,940 $593,000 5,820
   Quadrant Private Wealth Management LLC 124 - 2024-03-31 8,583 $569,000 5,204
   MERCER GLOBAL ADVISORS INC /ADV 1209 - 2024-03-31 8,467 $561,000 5,996
   Kestra Advisory Services LLC 1582 - 2024-03-31 8,464 $561,000 5,558
   New Insight Wealth Advisors 42 - 2024-03-31 8,386 $556,000 5,530
   NATIONAL ASSET MANAGEMENT, INC. 751 - 2024-03-31 3,514 $546,000 711
   Apexium Financial LP 136 - 2024-03-31 7,980 $529,000 5,320
   Baird Financial Group Inc. 1369 - 2024-03-31 7,749 $514,000 5,166
   H D Vest Advisory Services 1022 - 2024-03-31 7,670 $509,000 4,935
   PROSPERA FINANCIAL SERVICES 656 - 2023-12-31 2,822 $506,000 0
  100 Records found
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