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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 865 *Closed 2024-03-31 0 $0 -190,700
   FIRST HEARTLAND CONSULTANTS INC 422 *Closed 2024-03-31 0 $0 -14,733
   Cooksen Wealth LLC 46 *Closed 2024-03-31 0 $0 -341
   Envestnet Portfolio Solutions Inc. 1609 *Closed 2024-03-31 0 $0 -3,313
   MEITAV DASH INVESTMENTS LTD 256 *Closed 2024-03-31 0 $0 -4,700
   Laurel Wealth Advisors Inc. 652 *Closed 2022-12-31 0 $0 -3,620
   FIFTH THIRD BANCORP 2357 *Closed 2024-03-31 0 $0 -1,920
   Carnick & Kubik Group LLC 220 *Closed 2024-03-31 0 $0 -9,620
   Nemes Rush Group LLC 636 *Closed 2024-03-31 0 $0 -593
   FLOW TRADERS U.S. LLC 933 *Closed 2024-03-31 0 $0 -9,566
   Advisory Alpha LLC 388 *Closed 2024-03-31 0 $0 -2,667
   BARCLAYS PLC 4143 *Closed 2024-03-31 0 $0 -13,977
   QUATTRO FINANCIAL ADVISORS LLC 90 *Closed 2024-03-31 0 $0 -10,224
   MARSHALL WACE LLP 2465 *Closed 2024-03-31 0 $0 -16,145
   HPM Partners LLC 2289 *Closed 2024-03-31 0 $0 -4,357
   Family Firm Inc. 202 *Closed 2024-03-31 0 $0 -2,715
   Laffer Tengler Investments 427 *Closed 2024-03-31 0 $0 -636
   JANE STREET GROUP LLC 5978 *Closed 2024-03-31 0 $0 -3,140
   Cape Investment Advisory Inc. 1146 *Closed 2023-12-31 0 $0 -476
   RATHBONE BROTHERS PLC 644 *Closed 2024-03-31 0 $0 -3,381
   HEAD & ASSOCIATES LLC 567 *Closed 2023-12-31 0 $0 -208
   Resurgent Financial Advisors LLC 420 *Closed 2024-03-31 0 $0 -605
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 329 *Closed 2024-03-31 0 $0 -3,038
   Connectus Wealth LLC 474 *Closed 2024-03-31 0 $0 -59,506
   CWA Asset Management Group LLC 558 *Closed 2024-03-31 0 $0 -17,696
   Rockbridge Investment Management LCC 640 *Closed 2024-03-31 0 $0 -1,172

  26 Records found
  1    
  Page 1 of 1
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