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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
   CITIGROUP INC 704 - 2024-03-31 731,783 $16,086,000 539,419
   Oakmont Partners LLC 74 - 2024-03-31 558,973 $12,286,000 69,402
   BARCLAYS PLC 976 - 2024-03-31 500,000 $10,990,000 300,000
   Orion Portfolio Solutions LLC 210 - 2024-03-31 408,858 $8,987,000 72,536
   GOLDMAN SACHS GROUP INC/ 2343 - 2024-03-31 304,384 $6,690,000 249,171
   ROYAL BANK OF CANADA 1902 - 2024-03-31 229,875 $5,052,000 52,074
   BNP PARIBAS ARBITRAGE SA 992 - 2024-03-31 217,406 $4,779,000 471
   BANK OF MONTREAL /CAN/ 1227 - 2024-03-31 123,025 $2,903,000 15,097
   D E SHAW & CO INC 1546 - 2024-03-31 106,785 $2,347,000 94,861
   WAYNE HUMMER ASSET MANAGEMENT CO 449 - 2024-03-31 102,462 $2,252,000 8,812
   J P MORGAN CHASE & CO 2958 - 2024-03-31 94,727 $2,082,000 829
   CAPTRUST FINANCIAL ADVISORS 821 - 2024-03-31 87,438 $1,922,000 2,347
   NATIONAL BANK OF CANADA /FI/ 877 - 2024-03-31 87,035 $1,865,000 14,749
   YCMNET ADVISORS INC 113 - 2024-03-31 74,164 $1,630,000 7,276
   Advisor Group Holdings Inc. 2093 - 2024-03-31 57,683 $1,268,000 29,131
   LPL FINANCIAL CORP 2966 - 2024-03-31 54,473 $1,197,000 373
   CI Private Wealth LLC 1285 - 2024-03-31 49,107 $1,079,000 4,413
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2548 - 2024-03-31 46,131 $1,014,000 46,131
   Concurrent Investment Advisors LLC 382 - 2024-03-31 41,976 $923,000 8,744
   Qube Research & Technologies Ltd 1913 - 2024-03-31 38,485 $846,000 20,592
   CITADEL ADVISORS LLC 3245 - 2024-03-31 38,022 $836,000 38,022
   BB&T CORP 1727 - 2024-03-31 34,070 $749,000 2,944
   JANE STREET GROUP LLC 3441 - 2024-03-31 33,306 $732,000 33,306
   Lumature Wealth Partners LLC 57 - 2023-06-30 28,338 $626,000 4,829
   Snowden Capital Advisors LLC 722 - 2024-03-31 24,288 $534,000 812
   Cetera Investment Advisers 2752 - 2024-03-31 18,456 $406,000 3,323
   Kellett Schaffner Wealth Advisors LLC 49 - 2024-03-31 16,729 $368,000 1,545
   ENVESTNET ASSET MANAGEMENT INC 3590 - 2024-03-31 16,577 $364,000 1,235
   Dynamic Advisors Solutions LLC 756 - 2024-03-31 13,855 $305,000 1,115
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2889 - 2024-03-31 10,459 $230,000 1,148
   Prostatis Group LLC 95 - 2023-03-31 8,820 $204,000 8,820
   Advanced Asset Management Advisors Inc 75 - 2024-03-31 8,716 $192,000 643
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1720 - 2024-03-31 5,748 $126,000 5
   Coastal Investment Advisors Inc. 469 - 2024-03-31 5,000 $110,000 5,000
   Steward Partners Investment Advisory LLC 2269 - 2024-03-31 1,547 $34,000 213
   FSA Wealth Management LLC 199 - 2024-03-31 1,450 $32,000 3
   CREATIVE FINANCIAL DESIGNS INC /ADV 992 - 2024-03-31 805 $18,000 5
   PFS Partners LLC 208 - 2024-03-31 760 $17,000 6
   Farmers & Merchants Trust Co of Chambersburg PA 266 - 2024-03-31 750 $16,000 750
   FinTrust Capital Advisors LLC 1139 - 2024-03-31 49 $1,000 23

  40 Records found
  1    
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