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Get Institutions for : 
iShares Dow Jones US Financial Services (IYG)  
$65.96 0.55 (0.84%) as of 4:30 Fri 5/24


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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  : 
95.56 (59.16%)  




 
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
   Tradition Wealth Management LLC 564 *Closed 2024-03-31 0 $0 -44
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2376 *Closed 2024-03-31 0 $0 -1,233
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -1,680
   Lehman & Derafelo Financial Resources LLC 152 *Closed 2022-12-31 0 $0 -429
   SFI Advisors LLC 85 *Closed 2024-03-31 0 $0 -1,631
   Planned Solutions Inc. 376 *Closed 2024-03-31 0 $0 -327
   Lee Financial CORP 373 *Closed 2024-03-31 0 $0 -66
   FIFTH THIRD BANCORP 2428 *Closed 2024-03-31 0 $0 -446
   QUATTRO FINANCIAL ADVISORS LLC 91 *Closed 2024-03-31 0 $0 -3,119
   DIVIDEND GROWTH ADVISORS LLC 233 *Closed 2024-03-31 0 $0 -40
   New Millennium Group LLC 324 *Closed 2024-03-31 0 $0 -20
   GPS Wealth Strategies Group LLC 1266 *Closed 2024-03-31 0 $0 -226
   THRIVENT FINANCIAL FOR LUTHERANS 2519 *Closed 2024-03-31 0 $0 -1,290
   ORG Partners LLC 932 *Closed 2024-03-31 0 $0 -500
   Apollon Wealth Management LLC 1140 *Closed 2024-03-31 0 $0 -1,199
   Investors Research Corp 1068 *Closed 2024-03-31 0 $0 -63
   VALLEY FINANCIAL MANAGEMENT INC. 51 *Closed 2023-06-30 0 $0 -37,383
   Lido Advisors LLC 1247 *Closed 2024-03-31 0 $0 -3,120
   Goodwin Investment Advisory 68 *Closed 2024-03-31 0 $0 -42
   BIONDO INVESTMENT ADVISORS LLC 95 *Closed 2024-03-31 0 $0 -1,120
  20 Records found
  1    
  Page 1 of 1
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