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Get Institutions for : 
iShares Dow Jones US Consumer Cyclical (IYC)  
$79.88 0.42 (0.52%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 201    4
Total shares held : 
 5,870,243  
% of shares held : 
 13.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 -296,241  
% of shares held change : 
   -0.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $74.98  
Last Quarter's Ending Price : 
 $81.97  
Last Quarter's Average Price : 
 $77.96  
Change from last quarter's     
avg. price to the last closing  : 
1.92 (2.46%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 231,209
 3.94%
 
Increased Positions :
63
 874,218
 14.89%
 
Unchanged Positions :
71
 245,141
 4.18%
 
Decreased Positions :
47
-334,700
-5.7%
 
Closed Positions :
16
-1,066,968
-18.18%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORDEN GROUP LLC 10 *New 2024-03-31 79,383 $6,507,000 79,383
   Moloney Securities Asset Management LLC 40 *New 2024-03-31 49,175 $4,031,000 49,175
   Eaton Financial Holdings Company LLC 15 *New 2024-03-31 43,290 $3,548,000 43,290
   Smartleaf Asset Management LLC 81 *New 2024-03-31 16,818 $1,282,000 16,818
   Robertson Stephens Wealth Management LLC 215 *New 2024-03-31 13,161 $1,079,000 13,161
   Outlook Wealth Advisors LLC 82 *New 2024-03-31 9,845 $807,000 9,845
   Eagle Strategies LLC 140 *New 2024-03-31 7,961 $653,000 7,961
   MULTIFINANCIAL SECURITIES CORP 1426 *New 2024-03-31 7,859 $644,000 7,859
   Sigma Planning Corp 694 *New 2024-03-31 7,095 $582,000 7,095
   CHEVY CHASE TRUST HOLDINGS, INC. 573 *New 2024-03-31 6,924 $568,000 6,924
   L & S ADVISORS INC 180 *New 2024-03-31 6,576 $539,000 6,576
   AMJ Financial Wealth Management 64 *New 2024-03-31 4,775 $391,000 4,775
   Apollon Wealth Management LLC 862 *New 2024-03-31 3,647 $299,000 3,647
   Oakmont Partners LLC 585 *New 2024-03-31 3,604 $295,000 3,604
   PRW Wealth Management LLC 98 *New 2023-09-30 3,327 $213,000 3,327
   PINNACLE ASSOCIATES LTD 781 *New 2024-03-31 2,600 $213,000 2,600
   Atlantic Trust Group LLC 1089 *New 2024-03-31 2,600 $212,000 2,600
   Apeiron RIA LLC 205 *New 2024-03-31 2,537 $208,000 2,537
   ATLAS BROWNINC 197 *New 2024-03-31 2,497 $205,000 2,497
   Migdal Insurance & Financial Holdings Ltd. 214 *New 2024-03-31 1,875 $154,000 1,875
   Financial Gravity Wealth Inc. 253 *New 2024-03-31 412 $34,000 412
   Pacifica Partners Inc. 273 *New 2024-03-31 327 $27,000 327
   Farther Finance Advisors LLC 1468 *New 2024-03-31 262 $21,000 262
   JONES FINANCIAL COMPANIES LLLP 986 *New 2024-03-31 177 $14,000 177
   Continuum Advisory LLC 975 *New 2024-03-31 108 $9,000 108
   Spire Wealth Management 1770 *New 2024-03-31 100 $8,000 100
  26 Records found
  1    
  Page 1 of 1
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