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Get Institutions for : 
iShares Dow Jones US Non-Consumer Cyclical (IYK)  
$67.85 0.13 (0.19%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 225    12
Total shares held : 
 3,461,139  
% of shares held : 
 38.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -45  
Amount of shares held : 
 -1,413,892  
% of shares held change : 
   -15.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $185.14  
Last Quarter's Ending Price : 
 $191.71  
Last Quarter's Average Price : 
 $186.64  
Change from last quarter's     
avg. price to the last closing  : 
118.79 (63.65%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 101,496
 2.93%
 
Increased Positions :
54
 88,656
 2.56%
 
Unchanged Positions :
59
 75,339
 2.18%
 
Decreased Positions :
87
-1,112,831
-32.15%
 
Closed Positions :
37
-491,213
-14.19%
 
Guru Positions :
0
 0%
 
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
   CITADEL ADVISORS LLC 2791 - 2024-03-31 19,469 $1,317,000 -26,582
   STIFEL FINANCIAL CORP 2082 - 2024-03-31 17,086 $1,155,000 -5,424
   PROSPERA FINANCIAL SERVICES 869 - 2023-12-31 1,500 $288,000 -35,621
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1542 - 2023-09-30 1,373 $256,000 -169
   S.C. Financial Services Inc. 92 - 2022-12-31 1,204 $244,000 -144
   HARBOUR INVESTMENTS INC. 801 - 2023-12-31 1,232 $236,000 -96
   MARINER WEALTH ADVISORS, LLC 2745 - 2024-03-31 3,028 $205,000 -92
   PROEQUITIES INC. 670 - 2024-03-31 2,973 $201,000 -9,661
   CITIGROUP INC 3481 - 2024-03-31 1,189 $80,000 -368
   IFP Advisors Inc 1438 - 2023-12-31 316 $61,000 -1,867
   DB Wealth Management Group LLC 211 - 2023-12-31 135 $26,000 -153
   Coppell Advisory Solutions LLC 813 - 2023-12-31 85 $16,000 -80
   Capital Analysts Inc. 881 - 2024-03-31 198 $13,000 -221
   Ronald Blue Trust Inc. 1623 - 2024-03-31 75 $5,000 -659
  14 Records found
  1    
  Page 1 of 1
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