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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1443 - 2024-03-31 861,688 $70,633,000 15,170
   UBS Group AG 837 - 2024-03-31 496,735 $40,717,000 17,423
   MANUFACTURERES LIFE INSURANCE CO 461 - 2024-03-31 395,056 $32,391,000 395,056
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 624 - 2024-03-31 182,314 $14,944,000 44,003
   ROYAL BANK OF CANADA 1288 - 2024-03-31 175,646 $14,399,000 7,148
   COMMONWEALTH EQUITY SERVICES LLC. 923 - 2024-03-31 92,446 $7,578,000 3,758
   Pinkerton Retirement Specialists LLC 18 - 2024-03-31 82,451 $6,759,000 18,002
   TOWNSQUARE CAPITAL LLC 201 - 2024-03-31 80,219 $6,576,000 29,399
   Advisor Group Holdings Inc. 938 - 2024-03-31 71,370 $5,850,000 292
   Brookstone Capital Management 210 - 2024-03-31 66,278 $5,433,000 25,824
   Kellett Schaffner Wealth Advisors LLC 9 - 2024-03-31 65,878 $5,400,000 11,165
   BLACKROCK INC. 3490 - 2024-03-31 62,138 $5,093,000 26,721
   First Citizens Financial Corp 8 - 2024-03-31 61,217 $5,018,000 934
   Concurrent Investment Advisors LLC 119 - 2024-03-31 59,279 $4,859,000 1,443
   RAYMOND JAMES & ASSOCIATES 1605 - 2024-03-31 58,420 $4,789,000 4,818
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 806 - 2024-03-31 54,827 $4,494,000 11,863
   AMERIPRISE FINANCIAL INC 2503 - 2024-03-31 43,163 $3,535,000 18,634
   SOUTHERN CAPITAL ADVISORS LLC 14 - 2024-03-31 39,549 $3,242,000 1,141
   Balboa Wealth Partners 23 - 2024-03-31 30,747 $2,520,000 13,292
   MML INVESTORS SERVICES LLC 963 - 2024-03-31 29,696 $2,434,000 1,003
   Private Advisor Group LLC 769 - 2024-03-31 26,248 $2,152,000 15,853
   TRANSATLANTIQUE PRIVATE WEALTH LLC 24 - 2024-03-31 25,992 $2,131,000 2,337
   Cetera Investment Advisers 1761 - 2024-03-31 18,268 $1,497,000 3,135
   TRITONPOINT WEALTH LLC 126 - 2024-03-31 21,971 $1,407,000 840
   Sunbelt Securities Inc. 139 - 2024-03-31 16,420 $1,346,000 1,486
   Koshinski Asset Management Inc. 164 - 2024-03-31 16,004 $1,312,000 16,004
   GARRISON POINT ADVISORS LLC 37 - 2024-03-31 15,300 $1,254,000 210
   GSA CAPITAL PARTNERS LLP 338 - 2024-03-31 14,351 $1,176,000 1,366
   WHITENER CAPITAL MANAGEMENT INC. 65 - 2024-03-31 12,216 $1,001,000 75
   Clear Creek Financial Management LLC 155 - 2024-03-31 11,469 $940,000 2,104
   RENAISSANCE TECHNOLOGIES LLC 2552 - 2024-03-31 10,900 $893,000 2,400
   Foundations Investment Advisors LLC 351 - 2024-03-31 10,291 $844,000 10,291
   DAVENPORT & CO LLC 667 - 2024-03-31 9,235 $757,000 1,416
   WESPAC ADVISORS, LLC 87 - 2024-03-31 8,579 $703,000 2,937
   Atria Wealth Solutions Inc. 1077 - 2024-03-31 8,485 $696,000 4,459
   PATTEN & PATTEN INC/TN 195 - 2024-03-31 8,397 $688,000 685
   CREATIVE PLANNING 1636 - 2024-03-31 8,070 $662,000 4
   COMERICA BANK 1757 - 2024-03-31 7,878 $646,000 7
   PRINCIPAL SECURITIES INC. 604 - 2024-03-31 7,069 $579,000 159
   Horizon Family Wealth Inc. 36 - 2024-03-31 6,556 $537,000 1,328
   NAVELLIER & ASSOCIATES INC 233 - 2024-03-31 6,273 $514,000 235
   MERCER GLOBAL ADVISORS INC /ADV 1340 - 2024-03-31 5,394 $442,000 68
   KESTRA PRIVATE WEALTH SERVICES LLC 893 - 2024-03-31 4,837 $396,000 3
   BLAIR WILLIAM & CO/IL 1164 - 2024-03-31 4,639 $380,000 50
   PLANNING DIRECTIONS INC 49 - 2024-03-31 4,617 $378,000 6
   PNC FINANCIAL SERVICES GROUP INC 1738 - 2024-03-31 4,455 $365,000 376
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1899 - 2024-03-31 3,681 $302,000 2
   Maltin Wealth Management Inc. 101 - 2024-03-31 3,243 $266,000 4
   Blue Chip Partners Inc. 138 - 2024-03-31 2,190 $179,000 4
   Coastal Investment Advisors Inc. 426 - 2024-03-31 1,986 $163,000 1,986
   GPS Wealth Strategies Group LLC 339 - 2024-03-31 1,479 $121,000 2
   Capital Investment Advisory Services LLC 548 - 2024-03-31 1,361 $112,000 2
   HANSON MCCLAIN, INC. 1118 - 2024-03-31 912 $75,000 508
  53 Records found
  1    
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