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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
   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
   Equitable Holdings Inc. 242 - 2024-03-31 33,330 $4,924,000 4,194
   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
   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
   Wealthstar Advisors LLC 26 - 2024-03-31 10,855 $1,603,000 49
   MULTIFINANCIAL SECURITIES CORP 1053 - 2024-03-31 8,323 $1,229,000 1,145
   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
   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
   MERCER GLOBAL ADVISORS INC /ADV 1089 - 2024-03-31 4,914 $726,000 338
   PICTON MAHONEY ASSET MANAGEMENT 218 - 2024-03-31 4,700 $694,000 2,400
   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
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 222 - 2024-03-31 4,240 $626,000 50
   UNIONVIEW LLC 39 - 2024-03-31 4,173 $617,000 13
   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
   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
   Spire Wealth Management 566 - 2024-03-31 2,872 $424,000 64
   COMERICA SECURITIESINC. 314 - 2023-09-30 3,087 $392,000 38
   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
   Beacon Pointe Advisors LLC 1064 - 2024-03-31 2,218 $328,000 96
   MCCORMACK ADVISORS INTERNATIONAL 862 - 2024-03-31 2,183 $323,000 45
   Legacy Advisors LLC 248 - 2024-03-31 2,122 $314,000 6
   Snowden Capital Advisors LLC 928 - 2024-03-31 2,098 $310,000 280
   Fifth Third Securities Inc. 219 - 2024-03-31 2,095 $309,000 97
   Atria Wealth Solutions Inc. 1573 - 2024-03-31 1,930 $285,000 6
   FMR LLC 2745 - 2024-03-31 1,918 $283,000 599
   GTS SECURITIES LLC 1079 - 2024-03-31 1,675 $247,000 222
   SOUTHERN CAPITAL ADVISORS LLC 62 - 2024-03-31 1,604 $237,000 5
   Glass Jacobson Investment Advisors llc 203 - 2024-03-31 1,503 $222,000 23
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2120 - 2024-03-31 1,455 $215,000 2
   FLOW TRADERS U.S. LLC 596 - 2024-03-31 1,450 $214,000 1,450
   PRINCIPAL SECURITIES INC. 997 - 2024-03-31 1,406 $208,000 24
   TWO SIGMA SECURITIES LLC 874 - 2024-03-31 1,375 $203,000 1,375
   Mine & Arao Wealth Creation & Management LLC. 134 - 2024-03-31 423 $62,000 2
   WETZEL INVESTMENT ADVISORS INC. 251 - 2024-03-31 329 $47,000 21
   Coastal Investment Advisors Inc. 576 - 2024-03-31 280 $41,000 280
   BLAIR WILLIAM & CO/IL 1635 - 2024-03-31 227 $33,000 12
   Farther Finance Advisors LLC 2168 - 2024-03-31 24 $4,000 17
  54 Records found
  1    
  Page 1 of 1
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