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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
   New Millennium Group LLC 84 *Closed 2024-03-31 0 $0 -98
   Tradition Wealth Management LLC 579 *Closed 2024-03-31 0 $0 -115
   PIERSHALE FINANCIAL GROUP, INC. 274 *Closed 2023-06-30 0 $0 -25
   Resources Investment Advisors Inc. 1085 *Closed 2024-03-31 0 $0 -1,979
   VitalStone Financial LLC 472 *Closed 2024-03-31 0 $0 0
   McGlone Suttner Wealth Management Inc. 284 *Closed 2024-03-31 0 $0 -77
   SPC FINANCIAL, INC. 229 *Closed 2024-03-31 0 $0 -1,276
   TWO SIGMA SECURITIES LLC 1590 *Closed 2024-03-31 0 $0 -2,324
   Laffer Tengler Investments 376 *Closed 2024-03-31 0 $0 -225
   Planned Solutions Inc. 336 *Closed 2024-03-31 0 $0 -12
   RENAISSANCE TECHNOLOGIES LLC 3933 *Closed 2024-03-31 0 $0 -5,900
   Pathstone Holdings LLC 2299 *Closed 2024-03-31 0 $0 -1,180
   J.W. COLE ADVISORS INC. 892 *Closed 2024-03-31 0 $0 -1,395
   Nikulski Financial Inc. 132 *Closed 2024-03-31 0 $0 -5,053
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1111 *Closed 2024-03-31 0 $0 -1,278
   Iron Horse Wealth Management LLC 474 *Closed 2024-03-31 0 $0 -28
   BIONDO INVESTMENT ADVISORS LLC 93 *Closed 2024-03-31 0 $0 -1,260
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -183,398
   CENTAURUS FINANCIAL INC. 815 *Closed 2024-03-31 0 $0 -1,145
   HAVERFORD TRUST CO 383 *Closed 2024-03-31 0 $0 -1,158
   AE Wealth Management LLC 1830 *Closed 2024-03-31 0 $0 -18,682
   Connectus Wealth LLC 463 *Closed 2024-03-31 0 $0 -39,835
   Novak & Powell Financial Services Inc. 160 *Closed 2024-03-31 0 $0 -1,178
   MERCER GLOBAL ADVISORS INC /ADV 2138 *Closed 2024-03-31 0 $0 -1,276
   Commonwealth Retirement Investments LLC 86 *Closed 2024-03-31 0 $0 -8,238
   WESPAC Advisors SoCal LLC 92 *Closed 2024-03-31 0 $0 -1,210
   FIFTH THIRD BANCORP 2555 *Closed 2024-03-31 0 $0 -86
   Ameritas Advisory Services LLC 912 *Closed 2024-03-31 0 $0 -3,556
   TRITONPOINT WEALTH LLC 321 *Closed 2024-03-31 0 $0 -1,245
  29 Records found
  1    
  Page 1 of 1
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