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Get Institutions for : 
iShares Dow Jones US Consumer Cyclical (IYC)  
$79.98 0.28 (0.35%) as of 4:30 Tue 5/21


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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 : 
 $66.92  
Last Quarter's Ending Price : 
 $75.77  
Last Quarter's Average Price : 
 $69.73  
Change from last quarter's     
avg. price to the last closing  : 
10.25 (14.7%)  




 
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: 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 1443 - 2024-03-31 861,688 $70,633,000 15,170
   BANK OF AMERICA CORP /DE/ 1210 - 2024-03-31 699,945 $57,374,000 -12,062
   UBS Group AG 837 - 2024-03-31 496,735 $40,717,000 17,423
   Green Harvest Asset Management LLC 24 - 2024-03-31 397,118 $32,552,000 -18,509
   MANUFACTURERES LIFE INSURANCE CO 461 - 2024-03-31 395,056 $32,391,000 395,056
   WELLS FARGO & CO/MN 1034 - 2024-03-31 285,487 $23,401,000 -3,855
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 624 - 2024-03-31 182,314 $14,944,000 44,003
   ROYAL BANK OF CANADA 1288 - 2024-03-31 175,646 $14,399,000 7,148
   CAPTRUST FINANCIAL ADVISORS 319 - 2024-03-31 141,059 $11,563,000 -1,069
   LPL FINANCIAL CORP 1247 - 2024-03-31 138,384 $11,343,000 -29,463
   QUANTITATIVE ADVANTAGE LLC 25 - 2023-03-31 130,881 $8,467,000 -560
   COMMONWEALTH EQUITY SERVICES LLC. 923 - 2024-03-31 92,446 $7,578,000 3,758
   Pinkerton Retirement Specialists LLC 18 - 2024-03-31 82,451 $6,759,000 18,002
   AE Wealth Management LLC 257 - 2024-03-31 80,725 $6,617,000 -16,439
   TOWNSQUARE CAPITAL LLC 201 - 2024-03-31 80,219 $6,576,000 29,399
   NORDEN GROUP LLC 10 *New 2024-03-31 79,383 $6,507,000 79,383
   Advisor Group Holdings Inc. 938 - 2024-03-31 71,370 $5,850,000 292
   Brookstone Capital Management 210 - 2024-03-31 66,278 $5,433,000 25,824
   Kellett Schaffner Wealth Advisors LLC 9 - 2024-03-31 65,878 $5,400,000 11,165
   GOLDMAN SACHS GROUP INC/ 2522 - 2024-03-31 63,023 $5,166,000 -32,261
   BLACKROCK INC. 3490 - 2024-03-31 62,138 $5,093,000 26,721
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 97 - 2024-03-31 61,045 $5,004,000 -5,475
   Concurrent Investment Advisors LLC 119 - 2024-03-31 59,279 $4,859,000 1,443
   RAYMOND JAMES & ASSOCIATES 1605 - 2024-03-31 58,420 $4,789,000 4,818
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 296 - 2024-03-31 56,077 $4,597,000 -3,940
   First Citizens Financial Corp 8 - 2023-12-31 60,283 $4,568,000 -786
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 806 - 2024-03-31 54,827 $4,494,000 11,863
   Moloney Securities Asset Management LLC 40 *New 2024-03-31 49,175 $4,031,000 49,175
   Eaton Financial Holdings Company LLC 15 *New 2024-03-31 43,290 $3,548,000 43,290
   AMERIPRISE FINANCIAL INC 2503 - 2024-03-31 43,163 $3,535,000 18,634
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 642 - 2024-03-31 43,100 $3,533,000 -7,197
   SOUTHERN CAPITAL ADVISORS LLC 14 - 2024-03-31 39,549 $3,242,000 1,141
   Goss Wealth Management LLC 565 - 2024-03-31 34,259 $2,808,000 -540
   J P MORGAN CHASE & CO 2803 - 2024-03-31 32,794 $2,688,000 -8,897
   STILLWATER CAPITAL ADVISORS, LLC 38 - 2024-03-31 32,622 $2,674,000 0
   Stonebridge Financial Planning Group LLC 12 - 2024-03-31 31,774 $2,605,000 -1,353
   Balboa Wealth Partners 23 - 2024-03-31 30,747 $2,520,000 13,292
   MML INVESTORS SERVICES LLC 963 - 2024-03-31 29,696 $2,434,000 1,003
   COTTONWOOD CAPITAL ADVISORS LLC 16 - 2024-03-31 30,053 $2,344,000 -684
   Private Advisor Group LLC 769 - 2024-03-31 26,248 $2,152,000 15,853
   TRANSATLANTIQUE PRIVATE WEALTH LLC 24 - 2024-03-31 25,992 $2,131,000 2,337
   WESPAC Advisors SoCal LLC 43 - 2024-03-31 24,156 $1,980,000 -1,549
   Mutual Advisors LLC 338 - 2024-03-31 18,102 $1,484,000 -176
   Virtue Capital Management LLC 71 - 2024-03-31 18,139 $1,442,000 -4,448
   TRITONPOINT WEALTH LLC 126 - 2024-03-31 21,971 $1,407,000 840
   Sunbelt Securities Inc. 139 - 2024-03-31 16,420 $1,346,000 1,486
   Koshinski Asset Management Inc. 164 - 2024-03-31 16,004 $1,312,000 16,004
   BB&T CORP 1462 - 2024-03-31 15,984 $1,310,000 -3,804
   Smartleaf Asset Management LLC 81 *New 2024-03-31 16,818 $1,282,000 16,818
   GARRISON POINT ADVISORS LLC 37 - 2024-03-31 15,300 $1,254,000 210
   Steward Partners Investment Advisory LLC 718 - 2024-03-31 15,174 $1,244,000 -336
   GSA CAPITAL PARTNERS LLP 338 - 2024-03-31 14,351 $1,176,000 1,366
   WAYNE HUMMER ASSET MANAGEMENT CO 522 - 2024-03-31 14,003 $1,148,000 -43
   SPINNAKER TRUST 135 - 2024-03-31 13,928 $1,142,000 0
   BANK OF MONTREAL /CAN/ 1641 - 2024-03-31 13,277 $1,090,000 -1,522
   Robertson Stephens Wealth Management LLC 215 *New 2024-03-31 13,161 $1,079,000 13,161
   PATTON ALBERTSON & MILLER, LLC 105 - 2024-03-31 13,148 $1,078,000 -1,160
   Simmons Bank 184 - 2024-03-31 12,906 $1,058,000 0
   CI Private Wealth LLC 1292 - 2024-03-31 12,883 $1,056,000 -88
   Equitable Holdings Inc. 606 - 2024-03-31 12,708 $1,042,000 -488
   VCI Wealth Management LLC 35 - 2024-03-31 12,626 $1,035,000 -2,479
   AMG NATIONAL TRUST BANK 290 - 2024-03-31 12,600 $1,033,000 0
   WHITENER CAPITAL MANAGEMENT INC. 65 - 2024-03-31 12,216 $1,001,000 75
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2637 - 2024-03-31 11,496 $942,000 -10,458
   Clear Creek Financial Management LLC 155 - 2024-03-31 11,469 $940,000 2,104
   KKM Financial LLC 70 - 2024-03-31 11,336 $929,000 0
   RENAISSANCE TECHNOLOGIES LLC 2552 - 2024-03-31 10,900 $893,000 2,400
   RETIREMENT PLANNING GROUP 109 - 2024-03-31 10,880 $892,000 0
   STIFEL FINANCIAL CORP 2269 - 2024-03-31 10,569 $866,000 -511
   Foundations Investment Advisors LLC 351 - 2024-03-31 10,291 $844,000 10,291
   FMR LLC 2415 - 2024-03-31 9,876 $810,000 -904
   Outlook Wealth Advisors LLC 82 *New 2024-03-31 9,845 $807,000 9,845
   Anchor Investment Management LLC 201 - 2024-03-31 9,637 $790,000 -63
   DAVENPORT & CO LLC 667 - 2024-03-31 9,235 $757,000 1,416
   Capital Investment Advisors LLC 327 - 2024-03-31 9,226 $756,000 -443
   M&T BANK CORP 1002 - 2024-03-31 8,683 $712,000 0
   WESPAC ADVISORS, LLC 87 - 2024-03-31 8,579 $703,000 2,937
   ADELL HARRIMAN & CARPENTER INC 110 - 2024-03-31 8,560 $702,000 -552
   Atria Wealth Solutions Inc. 1077 - 2024-03-31 8,485 $696,000 4,459
   PATTEN & PATTEN INC/TN 195 - 2024-03-31 8,397 $688,000 685
   HAVERFORD TRUST CO 252 - 2024-03-31 8,370 $686,000 0
   CREATIVE PLANNING 1636 - 2024-03-31 8,070 $662,000 4
   Eagle Strategies LLC 140 *New 2024-03-31 7,961 $653,000 7,961
   COMERICA BANK 1757 - 2024-03-31 7,878 $646,000 7
   MULTIFINANCIAL SECURITIES CORP 1426 *New 2024-03-31 7,859 $644,000 7,859
   WealthBridge Capital Management LLC 82 - 2024-03-31 7,796 $639,000 -712
   SONATA CAPITAL GROUP INC 62 - 2024-03-31 7,596 $623,000 0
   ENVESTNET ASSET MANAGEMENT INC 3287 - 2024-03-31 7,451 $611,000 -2,157
   Laidlaw Wealth Management LLC 93 - 2024-03-31 7,173 $588,000 0
   ADVISORY SERVICES NETWORK, LLC 895 - 2024-03-31 7,158 $587,000 -5,027
   Sigma Planning Corp 694 *New 2024-03-31 7,095 $582,000 7,095
   PRINCIPAL SECURITIES INC. 604 - 2024-03-31 7,069 $579,000 159
   CHEVY CHASE TRUST HOLDINGS, INC. 573 *New 2024-03-31 6,924 $568,000 6,924
   Qube Research & Technologies Ltd 2108 - 2024-03-31 6,828 $560,000 -17,773
   Meridian Wealth Management LLC 130 - 2024-03-31 6,592 $540,000 1
   L & S ADVISORS INC 180 *New 2024-03-31 6,576 $539,000 6,576
   Horizon Family Wealth Inc. 36 - 2024-03-31 6,556 $537,000 1,328
   CWM LLC 1097 - 2024-03-31 6,523 $535,000 1
   Summit X LLC 112 - 2024-03-31 6,508 $534,000 -27
   NAVELLIER & ASSOCIATES INC 233 - 2024-03-31 6,273 $514,000 235
  100 Records found
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