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Get Institutions for : 
iShares Dow Jones US Basic Materials (IYM)  
$144.09 0.43 (0.3%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 194    1
Total shares held : 
 2,326,051  
% of shares held : 
 3.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 -208,848  
% of shares held change : 
   -0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $137.82  
Last Quarter's Ending Price : 
 $147.73  
Last Quarter's Average Price : 
 $137.30  
Change from last quarter's     
avg. price to the last closing  : 
6.79 (4.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 62,903
 2.7%
 
Increased Positions :
39
 88,397
 3.8%
 
Unchanged Positions :
73
 177,324
 7.62%
 
Decreased Positions :
65
-314,204
-13.51%
 
Closed Positions :
18
-45,944
-1.98%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Green Harvest Asset Management LLC 19 - 2024-03-31 293,917 $43,420,000 5,174
   MORGAN STANLEY 1958 - 2024-03-31 269,069 $39,750,000 -43,238
   UBS Group AG 1185 - 2024-03-31 138,044 $20,393,000 -2,156
   BANK OF AMERICA CORP /DE/ 1944 - 2024-03-31 132,216 $19,532,000 -182,879
   WELLS FARGO & CO/MN 1174 - 2024-03-31 123,292 $18,214,000 -39,215
   COMMERCE BANK N A/MO 146 - 2024-03-31 117,528 $17,362,000 -220
   ROYAL BANK OF CANADA 1337 - 2024-03-31 90,994 $13,443,000 6,433
   LPL FINANCIAL CORP 1280 - 2024-03-31 73,005 $10,785,000 875
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 431 - 2024-03-31 64,028 $9,459,000 1,261
   CITADEL ADVISORS LLC 1449 - 2024-03-31 47,804 $7,062,000 33,028
   GOLDMAN SACHS GROUP INC/ 2355 - 2024-03-31 44,477 $6,571,000 30,738
   COMMONWEALTH EQUITY SERVICES LLC. 1060 - 2024-03-31 40,112 $5,926,000 -3,118
   Equitable Holdings Inc. 242 - 2024-03-31 33,330 $4,924,000 4,194
   BANK OF NOVA SCOTIA / 496 - 2024-03-31 33,100 $4,890,000 0
   Sachetta LLC 6 - 2024-03-31 34,898 $4,822,000 0
   AMERIPRISE FINANCIAL INC 2486 - 2024-03-31 24,645 $3,641,000 -2,177
   Milestone Advisory Partners 13 - 2023-09-30 24,937 $3,150,000 3,381
   Advisor Group Holdings Inc. 1368 - 2024-03-31 21,141 $3,124,000 1,018
   Barber Financial Group Inc. 26 - 2023-03-31 22,130 $2,933,000 22,130
   ENVESTNET ASSET MANAGEMENT INC 2332 - 2024-03-31 19,632 $2,900,000 1,458
   Cetera Investment Advisers 1359 - 2024-03-31 17,767 $2,625,000 16,179
   MML INVESTORS SERVICES LLC 944 - 2024-03-31 17,031 $2,516,000 -501
   WADE G W & INC 162 - 2023-12-31 16,230 $2,242,000 -337
   COLONY GROUP, LLC 466 *New 2024-03-31 15,283 $2,153,000 15,283
   AE Wealth Management LLC 480 - 2024-03-31 13,584 $2,007,000 -5,346
   First Citizens Financial Corp 24 - 2024-03-31 13,539 $2,000,000 -177
   Pathway Financial Advisors LLC 31 - 2024-03-31 12,973 $1,917,000 -37
   Rockefeller Capital Management L.P. 1070 - 2024-03-31 11,571 $1,709,000 168
   Kellett Schaffner Wealth Advisors LLC 18 - 2024-03-31 10,972 $1,621,000 2,319
   CI Private Wealth LLC 1123 - 2024-03-31 10,960 $1,619,000 -116
   Wealthstar Advisors LLC 26 - 2024-03-31 10,855 $1,603,000 49
   FINANCIAL NETWORK 1246 - 2024-03-31 9,344 $1,380,000 -95
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1875 - 2024-03-31 9,014 $1,332,000 -2,136
   J P MORGAN CHASE & CO 3214 - 2024-03-31 8,621 $1,274,000 -706
   MULTIFINANCIAL SECURITIES CORP 1053 - 2024-03-31 8,323 $1,229,000 1,145
   ALLSTATE INVESTMENT MANAGEMENT CO 313 *New 2022-12-31 9,479 $1,183,000 9,479
   Navis Wealth Advisors LLC 14 - 2024-03-31 7,869 $1,163,000 24
   Kalos Management Inc. 16 - 2023-06-30 8,659 $1,152,000 151
   KKM Financial LLC 60 - 2024-03-31 7,797 $1,152,000 -4,101
   BANK OF MONTREAL /CAN/ 1620 - 2024-03-31 7,697 $1,139,000 -3,324
   RAYMOND JAMES & ASSOCIATES 2541 - 2024-03-31 7,102 $1,049,000 -488
   Steward Partners Investment Advisory LLC 800 - 2024-03-31 6,561 $969,000 -278
   ROBERTS GLORE & CO INC /IL/ 86 - 2024-03-31 6,253 $924,000 0
   CAPTRUST FINANCIAL ADVISORS 1169 - 2024-03-31 6,238 $922,000 -49
   Kestra Advisory Services LLC 1349 - 2024-03-31 5,642 $833,000 233
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2785 - 2024-03-31 5,630 $832,000 3,945
   Stonebridge Financial Planning Group LLC 64 - 2024-03-31 5,571 $823,000 -15
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 277 *New 2024-03-31 5,475 $809,000 5,475
   Simmons Bank 204 - 2024-03-31 5,279 $780,000 -100
   DOHJ LLC 94 *New 2024-03-31 4,911 $726,000 4,911
   MERCER GLOBAL ADVISORS INC /ADV 1089 - 2024-03-31 4,914 $726,000 338
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1959 - 2024-03-31 4,845 $716,000 -319
   Ariel Capital Advisors LLC 93 - 2024-03-31 4,835 $714,000 0
   FRANKLIN RESOURCES INC 1975 - 2024-03-31 4,770 $705,000 0
   PICTON MAHONEY ASSET MANAGEMENT 218 - 2024-03-31 4,700 $694,000 2,400
   Essex LLC 92 - 2024-03-31 4,555 $673,000 -310
   BKD WEALTH ADVISORS LLC 250 - 2024-03-31 4,522 $668,000 91
   PRUDENTIAL FINANCIAL INC 2038 - 2024-03-31 4,503 $665,000 1,658
   COTTONWOOD CAPITAL ADVISORS LLC 49 - 2024-03-31 4,643 $664,000 -302
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 222 - 2024-03-31 4,240 $626,000 50
   NORTHERN TRUST CORP 3481 - 2024-03-31 4,200 $620,000 0
   UNIONVIEW LLC 39 - 2024-03-31 4,173 $617,000 13
   TWO SIGMA INVESTMENTS LLC 2134 *New 2024-03-31 4,100 $606,000 4,100
   Counterweight Ventures LLC 47 - 2024-03-31 4,032 $596,000 -8,738
   DAIWA SECURITIES GROUP INC. 796 - 2024-03-31 4,000 $591,000 0
   WILEY BROS.-AINTREE CAPITAL LLC 244 *New 2024-03-31 3,856 $570,000 3,856
   Oakmont Partners LLC 496 *New 2024-03-31 3,500 $517,000 3,500
   HIGHTOWER ADVISORS, LLC 2222 - 2024-03-31 3,516 $517,000 -821
   Private Advisor Group LLC 1508 - 2024-03-31 3,408 $503,000 -251
   Qube Research & Technologies Ltd 2156 - 2024-03-31 3,404 $503,000 -373
   Pathstone Holdings LLC 1672 - 2024-03-31 3,370 $498,000 -7
   Family Firm Inc. 112 - 2024-03-31 3,360 $496,000 11
   NAVELLIER & ASSOCIATES INC 243 - 2024-03-31 3,221 $476,000 865
   IFRAH FINANCIAL SERVICES INC 122 - 2024-03-31 3,127 $462,000 11
   STIFEL FINANCIAL CORP 2667 - 2024-03-31 3,039 $449,000 -64
   HFG Advisors Inc. 55 - 2024-03-31 2,963 $438,000 -336
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 758 - 2024-03-31 2,960 $437,000 425
   TOWER RESEARCH CAPITAL LLC 943 - 2024-03-31 2,942 $435,000 1,566
   PROSPERA FINANCIAL SERVICES 708 *New 2023-12-31 3,143 $434,000 3,143
   Patriot Investment Management Inc. 174 - 2024-03-31 2,925 $432,000 -260
   Spire Wealth Management 566 - 2024-03-31 2,872 $424,000 64
   BARTLETT & CO. LLC 362 - 2023-12-31 2,955 $410,000 -456
   Mattern Wealth Management LLC 123 - 2024-03-31 2,746 $406,000 -1,862
   COMERICA BANK 1989 - 2024-03-31 2,677 $395,000 -1,588
   COMERICA SECURITIESINC. 314 - 2023-09-30 3,087 $392,000 38
   ADELL HARRIMAN & CARPENTER INC 133 - 2024-03-31 2,587 $382,000 0
   PATHSTONE FAMILY OFFICE, LLC 1174 *New 2023-09-30 3,015 $381,000 3,015
   BUSEY TRUST CO 266 - 2024-03-31 2,556 $378,000 0
   Signal Advisors Wealth LLC 201 - 2024-03-31 2,559 $378,000 -40
   Aspen Wealth Strategies LLC 52 - 2024-03-31 2,531 $374,000 -288
   Foguth Wealth Management LLC. 86 - 2024-03-31 2,526 $373,000 0
   Wealth Management Partners LLC 83 - 2024-03-31 2,511 $371,000 -24
   JANNEY MONTGOMERY SCOTT LLC 2195 - 2024-03-31 2,462 $364,000 968
   MARINER WEALTH ADVISORS, LLC 2290 - 2024-03-31 2,437 $360,000 92
   Clear Creek Financial Management LLC 300 - 2024-03-31 2,373 $351,000 -168
   Truadvice LLC 156 - 2023-09-30 2,822 $350,000 -446
   PEAPACK GLADSTONE FINANCIAL CORP 545 - 2024-03-31 2,350 $347,000 0
   Beacon Pointe Advisors LLC 1064 - 2024-03-31 2,218 $328,000 96
   BARTLETT & CO. WEALTH MANAGEMENT LLC 392 - 2024-03-31 2,187 $323,000 -768
   MCCORMACK ADVISORS INTERNATIONAL 862 - 2024-03-31 2,183 $323,000 45
  100 Records found
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