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Get Institutions for : 
iShares Dow Jones US Basic Materials (IYM)  
$144.09 0.43 (0.3%) as of 4:30 Thu 6/6


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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 : 
 $137.82  
Last Quarter's Ending Price : 
 $147.73  
Last Quarter's Average Price : 
 $137.30  
Change from last quarter's     
avg. price to the last closing  : 
6.79 (4.95%)  




 
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: 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
   MAGNOLIA CAPITAL MANAGEMENT LTD 68 *Closed 2024-03-31 0 $0 -1,775
   NVWM LLC 519 *Closed 2024-03-31 0 $0 -6,934
   ADVISORY SERVICES NETWORK, LLC 1727 *Closed 2024-03-31 0 $0 -1,521
   Moloney Securities Asset Management LLC 443 *Closed 2024-03-31 0 $0 -2,956
   NATIONAL BANK OF CANADA /FI/ 2447 *Closed 2024-03-31 0 $0 -375
   HARMONY ASSET MANAGEMENT LLC 146 *Closed 2024-03-31 0 $0 -7,486
   Blue Chip Partners Inc. 189 *Closed 2024-03-31 0 $0 -1,537
   Planned Solutions Inc. 384 *Closed 2024-03-31 0 $0 -34
   MinichMacGregor Wealth Management LLC 107 *Closed 2024-03-31 0 $0 -2,147
   Ten Capital Wealth Advisors LLC 334 *Closed 2023-06-30 0 $0 -528
   Proficio Capital Partners LLC 338 *Closed 2024-03-31 0 $0 -6,680
   VERITABLE LP 688 *Closed 2023-09-30 0 $0 -3,015
   Advisors Preferred LLC 267 *Closed 2024-03-31 0 $0 -316
   Davidson Capital Management Inc. 126 *Closed 2024-03-31 0 $0 -91
   Brookstone Capital Management 935 *Closed 2024-03-31 0 $0 -19,089
   Blackston Financial Advisory Group LLC 207 *Closed 2024-03-31 0 $0 0
   IFG Advisory LLC 559 *Closed 2024-03-31 0 $0 -3,076
   SPC FINANCIAL, INC. 231 *Closed 2024-03-31 0 $0 -2,782
   TD Waterhouse Canada Inc. 1888 *Closed 2024-03-31 0 $0 -1
   Cutler Group LP 1523 *Closed 2024-03-31 0 $0 -100
   Focused Wealth Management Inc 906 *Closed 2024-03-31 0 $0 -544
   Nikulski Financial Inc. 138 *Closed 2024-03-31 0 $0 -7,477
   Connectus Wealth LLC 505 *Closed 2024-03-31 0 $0 -19,069
   Kesler Norman & Wride LLC 156 *Closed 2024-03-31 0 $0 -2,374
  24 Records found
  1    
  Page 1 of 1
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