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Get Institutions for : 
iShares Dow Jones US Telecommunications (IYZ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    3
Total shares held : 
8,272,839  
% of shares held : 
6.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
648,298  
% of shares held change : 
  0.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 1,187,960
 14.36%
 
Increased Positions :
33
 991,531
 11.99%
 
Unchanged Positions :
30
 75,448
 0.91%
 
Decreased Positions :
32
-852,058
-10.3%
 
Closed Positions :
19
-679,135
-8.21%
 
Guru Positions :
1
34,176
 0.41%
 
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
   VERITY & VERITY, LLC 49 *New 2023-12-31 323,194 $7,356,000 323,194
   RENAISSANCE TECHNOLOGIES LLC 2457 *New 2024-03-31 47,800 $1,051,000 47,800
   STIFEL FINANCIAL CORP 2333 *New 2024-03-31 35,328 $777,000 35,328
   PATHSTONE FAMILY OFFICE, LLC 1029 *New 2023-09-30 23,432 $499,000 23,432
   MULTIFINANCIAL SECURITIES CORP 1823 *New 2024-03-31 15,953 $351,000 15,953
   Nelson Van Denburg & Campbell Wealth Management Gr 852 *New 2024-03-31 5,944 $131,000 5,944
   BAYSTATE WEALTH MANAGEMENT LLC 608 *New 2023-12-31 717 $16,000 717
   JONES FINANCIAL COMPANIES LLLP 984 *New 2024-03-31 640 $14,000 640
   US BANCORP 3480 *New 2024-03-31 218 $5,000 218
   Atlantic Trust Group LLC 2634 *New 2024-03-31 153 $3,000 153

  10 Records found
  1    
  Page 1 of 1
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