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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
   BANK OF AMERICA CORP /DE/ 1210 - 2024-03-31 699,945 $57,374,000 -12,062
   Green Harvest Asset Management LLC 24 - 2024-03-31 397,118 $32,552,000 -18,509
   WELLS FARGO & CO/MN 1034 - 2024-03-31 285,487 $23,401,000 -3,855
   CAPTRUST FINANCIAL ADVISORS 319 - 2024-03-31 141,059 $11,563,000 -1,069
   LPL FINANCIAL CORP 1247 - 2024-03-31 138,384 $11,343,000 -29,463
   QUANTITATIVE ADVANTAGE LLC 25 - 2023-03-31 130,881 $8,467,000 -560
   AE Wealth Management LLC 257 - 2024-03-31 80,725 $6,617,000 -16,439
   GOLDMAN SACHS GROUP INC/ 2522 - 2024-03-31 63,023 $5,166,000 -32,261
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 97 - 2024-03-31 61,045 $5,004,000 -5,475
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 296 - 2024-03-31 56,077 $4,597,000 -3,940
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 642 - 2024-03-31 43,100 $3,533,000 -7,197
   Goss Wealth Management LLC 565 - 2024-03-31 34,259 $2,808,000 -540
   J P MORGAN CHASE & CO 2803 - 2024-03-31 32,794 $2,688,000 -8,897
   Stonebridge Financial Planning Group LLC 12 - 2024-03-31 31,774 $2,605,000 -1,353
   COTTONWOOD CAPITAL ADVISORS LLC 16 - 2024-03-31 30,053 $2,344,000 -684
   WESPAC Advisors SoCal LLC 43 - 2024-03-31 24,156 $1,980,000 -1,549
   Mutual Advisors LLC 338 - 2024-03-31 18,102 $1,484,000 -176
   Virtue Capital Management LLC 71 - 2024-03-31 18,139 $1,442,000 -4,448
   BB&T CORP 1462 - 2024-03-31 15,984 $1,310,000 -3,804
   Steward Partners Investment Advisory LLC 718 - 2024-03-31 15,174 $1,244,000 -336
   WAYNE HUMMER ASSET MANAGEMENT CO 522 - 2024-03-31 14,003 $1,148,000 -43
   BANK OF MONTREAL /CAN/ 1641 - 2024-03-31 13,277 $1,090,000 -1,522
   PATTON ALBERTSON & MILLER, LLC 105 - 2024-03-31 13,148 $1,078,000 -1,160
   CI Private Wealth LLC 1292 - 2024-03-31 12,883 $1,056,000 -88
   Equitable Holdings Inc. 606 - 2024-03-31 12,708 $1,042,000 -488
   VCI Wealth Management LLC 35 - 2024-03-31 12,626 $1,035,000 -2,479
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2637 - 2024-03-31 11,496 $942,000 -10,458
   STIFEL FINANCIAL CORP 2269 - 2024-03-31 10,569 $866,000 -511
   FMR LLC 2415 - 2024-03-31 9,876 $810,000 -904
   Anchor Investment Management LLC 201 - 2024-03-31 9,637 $790,000 -63
   Capital Investment Advisors LLC 327 - 2024-03-31 9,226 $756,000 -443
   ADELL HARRIMAN & CARPENTER INC 110 - 2024-03-31 8,560 $702,000 -552
   WealthBridge Capital Management LLC 82 - 2024-03-31 7,796 $639,000 -712
   ENVESTNET ASSET MANAGEMENT INC 3287 - 2024-03-31 7,451 $611,000 -2,157
   ADVISORY SERVICES NETWORK, LLC 895 - 2024-03-31 7,158 $587,000 -5,027
   Qube Research & Technologies Ltd 2108 - 2024-03-31 6,828 $560,000 -17,773
   Summit X LLC 112 - 2024-03-31 6,508 $534,000 -27
   SPC FINANCIAL, INC. 158 - 2024-03-31 6,130 $502,000 -123
   JANNEY MONTGOMERY SCOTT LLC 2006 - 2024-03-31 5,945 $487,000 -240
   MARINER WEALTH ADVISORS, LLC 2055 - 2024-03-31 5,803 $476,000 -10,377
   Prime Capital Investment Advisors LLC 644 - 2024-03-31 5,495 $450,000 -27
   TWO SIGMA INVESTMENTS LLC 2279 - 2024-03-31 5,400 $443,000 -500
   Chesapeake Wealth Management 112 - 2024-03-31 4,970 $407,000 -92
   HIGHTOWER ADVISORS, LLC 2396 - 2024-03-31 4,896 $402,000 -286
   NATIONAL ASSET MANAGEMENT, INC. 912 - 2024-03-31 5,878 $394,000 -13
   One Charles Private Wealth Services LLC 93 - 2024-03-31 4,522 $371,000 -34
   Pathstone Holdings LLC 1822 - 2024-03-31 4,383 $359,000 -128
   EP WEALTH ADVISORS, INC. 582 - 2024-03-31 4,339 $356,000 -229
   FINANCIAL NETWORK 2166 - 2024-03-31 4,251 $348,000 -1,571
   Samalin Investment Counsel LLC 203 - 2024-03-31 4,035 $331,000 -200
   THRIVENT FINANCIAL FOR LUTHERANS 2291 - 2024-03-31 3,792 $311,000 -4
   MCCORMACK ADVISORS INTERNATIONAL 880 - 2024-03-31 3,748 $307,000 -180
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1511 - 2023-09-30 4,158 $278,000 -78
   NATIONAL BANK OF CANADA /FI/ 1192 - 2024-03-31 3,467 $276,000 -197
   Baird Financial Group Inc. 1588 - 2024-03-31 3,295 $270,000 -368
   CoreCap Advisors LLC 504 - 2023-12-31 3,342 $253,000 -97
   OPPENHEIMER & CO INC 1249 - 2024-03-31 3,019 $247,000 -11
   Beacon Financial Advisory LLC 212 - 2024-03-31 2,918 $239,000 -1,367
   LexAurum Advisors LLC 256 - 2024-03-31 2,905 $238,000 -169
   Chicago Partners Investment Group LLC 650 - 2024-03-31 2,981 $231,000 -4
   ADVISORS MANAGEMENT GROUP INC /ADV 143 - 2024-03-31 2,791 $229,000 -143
   CITADEL ADVISORS LLC 4457 - 2024-03-31 2,783 $228,000 -47,707
   CITIGROUP INC 3450 - 2024-03-31 1,059 $87,000 -14,164
   ABLES IANNONE MOORE & ASSOCIATES INC. 59 - 2024-03-31 505 $41,000 -40
   Sargent Bickham Lagudis LLC 601 - 2022-12-31 344 $20,000 -344
   HARBOUR INVESTMENTS INC. 2081 - 2023-12-31 163 $12,000 -450
   Fortis Group Advisors LLC 310 - 2024-03-31 136 $11,000 -136
   TOWER RESEARCH CAPITAL LLC 3807 - 2024-03-31 118 $10,000 -17
   CFG ASSET MANAGEMENT LLC 273 - 2024-03-31 88 $7,000 -16
   SIMPLEX TRADING LLC 1927 - 2024-03-31 95 $7,000 -11
  70 Records found
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