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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2009 - 2024-03-31 1,739,097 $38,225,000 -550,195
   BANK OF AMERICA CORP /DE/ 2515 - 2024-03-31 424,745 $9,336,000 -453,777
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 972 - 2024-03-31 305,729 $6,720,000 -36,547
   WELLS FARGO & CO/MN 1893 - 2024-03-31 254,940 $5,604,000 -15,759
   ADVISORY SERVICES NETWORK, LLC 388 - 2024-03-31 112,773 $2,479,000 -14,621
   UBS Group AG 2786 - 2024-03-31 112,066 $2,463,000 -18,578
   Alpha Cubed Investments LLC 98 - 2024-03-31 65,756 $1,445,000 -28,749
   RAYMOND JAMES & ASSOCIATES 2351 - 2024-03-31 65,272 $1,435,000 -61,660
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 954 - 2023-09-30 49,297 $1,050,000 -1,817
   NBT BANK N A /NY 215 - 2024-03-31 38,889 $855,000 -3,343
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 716 - 2024-03-31 34,176 $751,000 -3,322
   COMMONWEALTH EQUITY SERVICES LLC. 2541 - 2024-03-31 30,449 $669,000 -452
   Rockefeller Capital Management L.P. 1438 - 2024-03-31 25,102 $552,000 -3,590
   DAVENPORT & CO LLC 785 - 2024-03-31 22,994 $505,000 -605
   Pathstone Holdings LLC 1677 - 2024-03-31 22,279 $490,000 -1,153
   Family Firm Inc. 136 - 2024-03-31 16,978 $373,000 -2,489
   AMERIPRISE FINANCIAL INC 3451 - 2024-03-31 16,375 $360,000 -2,920
   First Citizens Financial Corp 84 - 2024-03-31 15,274 $336,000 -18,823
   GSA CAPITAL PARTNERS LLP 1218 - 2024-03-31 13,626 $299,000 -5,597
   Baird Financial Group Inc. 1570 - 2024-03-31 12,753 $280,000 -11,099
   Capital Investment Advisors LLC 495 - 2024-03-31 12,603 $277,000 -4,025
   BLAIR WILLIAM & CO/IL 1293 - 2024-03-31 12,007 $264,000 -860
   FINANCIAL COUNSELORS INC 523 - 2024-03-31 11,698 $257,000 -50
   ANTONETTI CAPITAL MANAGEMENT LLC 41 - 2023-09-30 10,920 $234,000 -23
   NATIONAL ASSET MANAGEMENT, INC. 1186 - 2024-03-31 10,749 $230,000 -2,286
   CX Institutional 516 - 2024-03-31 9,992 $220,000 -2,101
   U.S. Capital Wealth Advisors LLC 633 - 2024-03-31 9,673 $213,000 -4,634
   TOWER RESEARCH CAPITAL LLC 1418 - 2024-03-31 8,955 $197,000 -8,575
   PNC FINANCIAL SERVICES GROUP INC 2500 - 2024-03-31 5,466 $120,000 -15,033
   CWM LLC 2044 - 2024-03-31 3,384 $74,000 -427
   SRS Capital Advisors Inc. 482 - 2024-03-31 2,515 $55,000 -173
   COMERICA BANK 2729 - 2024-03-31 2,475 $54,000 -8
   FMR LLC 3676 - 2024-03-31 1,306 $29,000 -38
   ENDURANCE WEALTH MANAGEMENT, INC. 402 - 2023-06-30 1,120 $25,000 -40
   IFP Advisors Inc 2573 - 2023-12-31 129 $3,000 -2,272
   ALPHAMARK ADVISORS LLC 649 - 2024-03-31 100 $2,000 -50
   Fortis Group Advisors LLC 471 - 2024-03-31 45 $1,000 -45
  37 Records found
  1    
  Page 1 of 1
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