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Get Institutions for : 
iShares Dow Jones US Financial Services (IYG)  
$65.00 0.34 (0.53%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 203    4
Total shares held : 
4,106,065  
% of shares held : 
4.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -15  
Amount of shares held : 
-665,881  
% of shares held change : 
  -0.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$153.04  
Last Quarter's Ending Price : 
$179.21  
Last Quarter's Average Price
$161.52  
Change from last quarter's     
avg. price to the last closing  : 
96.52 (59.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 44,100
 1.07%
 
Increased Positions :
52
 77,510
 1.89%
 
Unchanged Positions :
58
 174,965
 4.26%
 
Decreased Positions :
71
-424,568
-10.34%
 
Closed Positions :
18
-362,923
-8.84%
 
Guru Positions :
1
3,486
 0.08%
 
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
   QUANTITATIVE ADVANTAGE LLC 24 - 2023-03-31 58,787 $8,874,000 -52
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 642 - 2023-09-30 17,687 $2,735,000 -1,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 790 - 2024-03-31 30,582 $2,028,000 -3,644
   COMERICA SECURITIESINC. 336 - 2023-09-30 2,170 $337,000 -3
   F3Logic LLC 133 - 2022-12-31 2,029 $320,000 -253
   CITIGROUP INC 3569 - 2024-03-31 1,011 $67,000 -998
   HARBOUR INVESTMENTS INC. 1560 - 2023-12-31 216 $39,000 -361
   Qube Research & Technologies Ltd 3137 - 2024-03-31 371 $25,000 -758
   CAROLINAS WEALTH CONSULTING LLC 571 - 2024-03-31 135 $9,000 -925
   QUADRANT CAPITAL GROUP LLC 2181 - 2024-03-31 126 $8,000 -510
   SIMPLEX TRADING LLC 2539 - 2024-03-31 15 $0 -230

  11 Records found
  1    
  Page 1 of 1
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