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Get Institutions for : 
iShares Dow Jones US Basic Materials (IYM)  
$146.00 1.59 (1.1%) as of 4:30 Fri 5/31


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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 : 
 $124.47  
Last Quarter's Ending Price : 
 $138.16  
Last Quarter's Average Price : 
 $128.38  
Change from last quarter's     
avg. price to the last closing  : 
17.62 (13.72%)  




 
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: 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
   MORGAN STANLEY 1958 - 2024-03-31 269,069 $39,750,000 -43,238
   UBS Group AG 1185 - 2024-03-31 138,044 $20,393,000 -2,156
   BANK OF AMERICA CORP /DE/ 1944 - 2024-03-31 132,216 $19,532,000 -182,879
   WELLS FARGO & CO/MN 1174 - 2024-03-31 123,292 $18,214,000 -39,215
   COMMERCE BANK N A/MO 146 - 2024-03-31 117,528 $17,362,000 -220
   COMMONWEALTH EQUITY SERVICES LLC. 1060 - 2024-03-31 40,112 $5,926,000 -3,118
   AMERIPRISE FINANCIAL INC 2486 - 2024-03-31 24,645 $3,641,000 -2,177
   MML INVESTORS SERVICES LLC 944 - 2024-03-31 17,031 $2,516,000 -501
   WADE G W & INC 162 - 2023-12-31 16,230 $2,242,000 -337
   AE Wealth Management LLC 480 - 2024-03-31 13,584 $2,007,000 -5,346
   Pathway Financial Advisors LLC 31 - 2024-03-31 12,973 $1,917,000 -37
   First Citizens Financial Corp 23 - 2023-12-31 13,716 $1,895,000 -302
   CI Private Wealth LLC 1123 - 2024-03-31 10,960 $1,619,000 -116
   FINANCIAL NETWORK 1246 - 2024-03-31 9,344 $1,380,000 -95
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1875 - 2024-03-31 9,014 $1,332,000 -2,136
   J P MORGAN CHASE & CO 3214 - 2024-03-31 8,621 $1,274,000 -706
   KKM Financial LLC 60 - 2024-03-31 7,797 $1,152,000 -4,101
   BANK OF MONTREAL /CAN/ 1620 - 2024-03-31 7,697 $1,139,000 -3,324
   RAYMOND JAMES & ASSOCIATES 2541 - 2024-03-31 7,102 $1,049,000 -488
   Steward Partners Investment Advisory LLC 800 - 2024-03-31 6,561 $969,000 -278
   CAPTRUST FINANCIAL ADVISORS 1169 - 2024-03-31 6,238 $922,000 -49
   Stonebridge Financial Planning Group LLC 64 - 2024-03-31 5,571 $823,000 -15
   Simmons Bank 204 - 2024-03-31 5,279 $780,000 -100
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1959 - 2024-03-31 4,845 $716,000 -319
   Essex LLC 92 - 2024-03-31 4,555 $673,000 -310
   COTTONWOOD CAPITAL ADVISORS LLC 49 - 2024-03-31 4,643 $664,000 -302
   Counterweight Ventures LLC 47 - 2024-03-31 4,032 $596,000 -8,738
   HIGHTOWER ADVISORS, LLC 2222 - 2024-03-31 3,516 $517,000 -821
   Private Advisor Group LLC 1508 - 2024-03-31 3,408 $503,000 -251
   Qube Research & Technologies Ltd 2156 - 2024-03-31 3,404 $503,000 -373
   Pathstone Holdings LLC 1672 - 2024-03-31 3,370 $498,000 -7
   STIFEL FINANCIAL CORP 2667 - 2024-03-31 3,039 $449,000 -64
   HFG Advisors Inc. 55 - 2024-03-31 2,963 $438,000 -336
   Patriot Investment Management Inc. 174 - 2024-03-31 2,925 $432,000 -260
   BARTLETT & CO. LLC 362 - 2023-12-31 2,955 $410,000 -456
   Mattern Wealth Management LLC 123 - 2024-03-31 2,746 $406,000 -1,862
   COMERICA BANK 1989 - 2024-03-31 2,677 $395,000 -1,588
   Signal Advisors Wealth LLC 201 - 2024-03-31 2,559 $378,000 -40
   Aspen Wealth Strategies LLC 52 - 2024-03-31 2,531 $374,000 -288
   Wealth Management Partners LLC 83 - 2024-03-31 2,511 $371,000 -24
   Clear Creek Financial Management LLC 300 - 2024-03-31 2,373 $351,000 -168
   Truadvice LLC 156 - 2023-09-30 2,822 $350,000 -446
   BARTLETT & CO. WEALTH MANAGEMENT LLC 392 - 2024-03-31 2,187 $323,000 -768
   Independence Bank of Kentucky 181 - 2024-03-31 2,175 $321,000 -250
   SYNOVUS FINANCIAL CORP 754 - 2024-03-31 1,848 $273,000 -82
   Family Asset Management LLC 92 - 2024-03-31 1,809 $267,000 -107
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1548 - 2023-09-30 1,995 $252,000 -574
   Mutual Advisors LLC 949 - 2024-03-31 1,647 $243,000 -468
   JANE STREET GROUP LLC 4607 - 2024-03-31 1,567 $231,000 -266
   FIRST HEARTLAND CONSULTANTS INC 383 - 2024-03-31 1,549 $229,000 -109
   TrinityPoint Wealth LLC 288 - 2024-03-31 1,467 $217,000 -53
   EP WEALTH ADVISORS, INC. 753 - 2024-03-31 1,145 $169,000 -487
   Goss Wealth Management LLC 1989 - 2024-03-31 835 $123,000 -10,019
   CWM LLC 1905 - 2024-03-31 628 $93,000 -8
   VIMA LLC 68 - 2024-03-31 641 $85,000 -220
   Pinnacle Bank 345 - 2024-03-31 464 $69,000 -11
   CITIGROUP INC 3573 - 2024-03-31 445 $66,000 -1,206
   GUARDIAN WEALTH ADVISORS LLC / NC 322 - 2024-03-31 307 $45,000 -93
   Aptus Capital Advisors LLC 886 - 2024-03-31 307 $45,000 -93
   New Republic Capital LLC 188 - 2024-03-31 217 $32,000 -37
   NBC SECURITIES INC. 1337 - 2024-03-31 185 $27,000 -7
   Laurel Wealth Advisors LLC 400 - 2024-03-31 100 $15,000 -72
   Sunbelt Securities Inc. 1348 - 2024-03-31 33 $5,000 -2,900
   TSFG LLC 585 - 2024-03-31 27 $4,000 -35
  64 Records found
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