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Get Institutions for : 
iShares Dow Jones US Telecommunications (IYZ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    3
Total shares held : 
 8,272,839  
% of shares held : 
 6.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 648,298  
% of shares held change : 
   0.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 1,187,960
 14.36%
 
Increased Positions :
33
 991,531
 11.99%
 
Unchanged Positions :
30
 75,448
 0.91%
 
Decreased Positions :
32
-852,058
-10.3%
 
Closed Positions :
19
-679,135
-8.21%
 
Guru Positions :
1
34,176
 0.41%
 
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 2009 - 2024-03-31 1,739,097 $38,225,000 -550,195
   CITIGROUP INC 704 - 2024-03-31 731,783 $16,086,000 539,419
   Oakmont Partners LLC 74 - 2024-03-31 558,973 $12,286,000 69,402
   BARCLAYS PLC 976 - 2024-03-31 500,000 $10,990,000 300,000
   BANK OF AMERICA CORP /DE/ 2515 - 2024-03-31 424,745 $9,336,000 -453,777
   Orion Portfolio Solutions LLC 210 - 2024-03-31 408,858 $8,987,000 72,536
   VERITY & VERITY, LLC 49 *New 2023-12-31 323,194 $7,356,000 323,194
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 972 - 2024-03-31 305,729 $6,720,000 -36,547
   GOLDMAN SACHS GROUP INC/ 2343 - 2024-03-31 304,384 $6,690,000 249,171
   WELLS FARGO & CO/MN 1893 - 2024-03-31 254,940 $5,604,000 -15,759
   ROYAL BANK OF CANADA 1902 - 2024-03-31 229,875 $5,052,000 52,074
   BNP PARIBAS ARBITRAGE SA 992 - 2024-03-31 217,406 $4,779,000 471
   BANK OF MONTREAL /CAN/ 1227 - 2024-03-31 123,025 $2,903,000 15,097
   ADVISORY SERVICES NETWORK, LLC 388 - 2024-03-31 112,773 $2,479,000 -14,621
   UBS Group AG 2786 - 2024-03-31 112,066 $2,463,000 -18,578
   Green Harvest Asset Management LLC 71 - 2024-03-31 110,375 $2,426,000 0
   D E SHAW & CO INC 1546 - 2024-03-31 106,785 $2,347,000 94,861
   WAYNE HUMMER ASSET MANAGEMENT CO 449 - 2024-03-31 102,462 $2,252,000 8,812
   J P MORGAN CHASE & CO 2958 - 2024-03-31 94,727 $2,082,000 829
   CAPTRUST FINANCIAL ADVISORS 821 - 2024-03-31 87,438 $1,922,000 2,347
   NATIONAL BANK OF CANADA /FI/ 877 - 2024-03-31 87,035 $1,865,000 14,749
   YCMNET ADVISORS INC 113 - 2024-03-31 74,164 $1,630,000 7,276
   Alpha Cubed Investments LLC 98 - 2024-03-31 65,756 $1,445,000 -28,749
   RAYMOND JAMES & ASSOCIATES 2351 - 2024-03-31 65,272 $1,435,000 -61,660
   Advisor Group Holdings Inc. 2093 - 2024-03-31 57,683 $1,268,000 29,131
   LPL FINANCIAL CORP 2966 - 2024-03-31 54,473 $1,197,000 373
   CI Private Wealth LLC 1285 - 2024-03-31 49,107 $1,079,000 4,413
   RENAISSANCE TECHNOLOGIES LLC 2457 *New 2024-03-31 47,800 $1,051,000 47,800
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 954 - 2023-09-30 49,297 $1,050,000 -1,817
   RETIREMENT PLANNING GROUP 95 - 2024-03-31 46,422 $1,020,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2548 - 2024-03-31 46,131 $1,014,000 46,131
   Concurrent Investment Advisors LLC 382 - 2024-03-31 41,976 $923,000 8,744
   NBT BANK N A /NY 215 - 2024-03-31 38,889 $855,000 -3,343
   Qube Research & Technologies Ltd 1913 - 2024-03-31 38,485 $846,000 20,592
   CITADEL ADVISORS LLC 3245 - 2024-03-31 38,022 $836,000 38,022
   STIFEL FINANCIAL CORP 2333 *New 2024-03-31 35,328 $777,000 35,328
   First Citizens Financial Corp 51 - 2023-12-31 34,097 $776,000 -1,869
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 716 - 2024-03-31 34,176 $751,000 -3,322
   BB&T CORP 1727 - 2024-03-31 34,070 $749,000 2,944
   JANE STREET GROUP LLC 3441 - 2024-03-31 33,306 $732,000 33,306
   COMMONWEALTH EQUITY SERVICES LLC. 2541 - 2024-03-31 30,449 $669,000 -452
   Lumature Wealth Partners LLC 57 - 2023-06-30 28,338 $626,000 4,829
   Rockefeller Capital Management L.P. 1438 - 2024-03-31 25,102 $552,000 -3,590
   Snowden Capital Advisors LLC 722 - 2024-03-31 24,288 $534,000 812
   DAVENPORT & CO LLC 785 - 2024-03-31 22,994 $505,000 -605
   PATHSTONE FAMILY OFFICE, LLC 1029 *New 2023-09-30 23,432 $499,000 23,432
   Pathstone Holdings LLC 1677 - 2024-03-31 22,279 $490,000 -1,153
   Family Firm Inc. 136 - 2024-03-31 16,978 $373,000 -2,489
   Kellett Schaffner Wealth Advisors LLC 49 - 2024-03-31 16,729 $368,000 1,545
   ENVESTNET ASSET MANAGEMENT INC 3590 - 2024-03-31 16,577 $364,000 1,235
   AMERIPRISE FINANCIAL INC 3451 - 2024-03-31 16,375 $360,000 -2,920
   MULTIFINANCIAL SECURITIES CORP 1823 *New 2024-03-31 15,953 $351,000 15,953
   Williams & Novak LLC 64 - 2024-03-31 13,740 $313,000 0
   Dynamic Advisors Solutions LLC 756 - 2024-03-31 13,855 $305,000 1,115
   GSA CAPITAL PARTNERS LLP 1218 - 2024-03-31 13,626 $299,000 -5,597
   Baird Financial Group Inc. 1570 - 2024-03-31 12,753 $280,000 -11,099
   Capital Investment Advisors LLC 495 - 2024-03-31 12,603 $277,000 -4,025
   BLAIR WILLIAM & CO/IL 1293 - 2024-03-31 12,007 $264,000 -860
   FINANCIAL COUNSELORS INC 523 - 2024-03-31 11,698 $257,000 -50
   COMMERCE BANK N A/MO 1082 - 2024-03-31 11,461 $252,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 41 - 2023-09-30 10,920 $234,000 -23
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2889 - 2024-03-31 10,459 $230,000 1,148
   NATIONAL ASSET MANAGEMENT, INC. 1186 - 2024-03-31 10,749 $230,000 -2,286
   CX Institutional 516 - 2024-03-31 9,992 $220,000 -2,101
   U.S. Capital Wealth Advisors LLC 633 - 2024-03-31 9,673 $213,000 -4,634
   Prostatis Group LLC 95 - 2023-03-31 8,820 $204,000 8,820
   TOWER RESEARCH CAPITAL LLC 1418 - 2024-03-31 8,955 $197,000 -8,575
   Advanced Asset Management Advisors Inc 75 - 2024-03-31 8,716 $192,000 643
   Hexagon Capital Partners LLC 210 - 2024-03-31 8,600 $189,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 852 *New 2024-03-31 5,944 $131,000 5,944
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1720 - 2024-03-31 5,748 $126,000 5
   PNC FINANCIAL SERVICES GROUP INC 2500 - 2024-03-31 5,466 $120,000 -15,033
   Coastal Investment Advisors Inc. 469 - 2024-03-31 5,000 $110,000 5,000
   CWM LLC 2044 - 2024-03-31 3,384 $74,000 -427
   Federation des caisses Desjardins du Quebec 1345 - 2024-03-31 2,817 $62,000 0
   SRS Capital Advisors Inc. 482 - 2024-03-31 2,515 $55,000 -173
   COMERICA BANK 2729 - 2024-03-31 2,475 $54,000 -8
   Axiom Investment Management LLC 67 - 2022-12-31 2,025 $45,000 0
   Spire Wealth Management 1286 - 2024-03-31 1,843 $41,000 0
   Steward Partners Investment Advisory LLC 2269 - 2024-03-31 1,547 $34,000 213
   FSA Wealth Management LLC 199 - 2024-03-31 1,450 $32,000 3
   FMR LLC 3676 - 2024-03-31 1,306 $29,000 -38
   ENDURANCE WEALTH MANAGEMENT, INC. 402 - 2023-06-30 1,120 $25,000 -40
   CREATIVE FINANCIAL DESIGNS INC /ADV 992 - 2024-03-31 805 $18,000 5
   New Republic Capital LLC 201 - 2024-03-31 800 $18,000 0
   PFS Partners LLC 208 - 2024-03-31 760 $17,000 6
   BAYSTATE WEALTH MANAGEMENT LLC 608 *New 2023-12-31 717 $16,000 717
   Farmers & Merchants Trust Co of Chambersburg PA 266 - 2024-03-31 750 $16,000 750
   ICA Group Wealth Management LLC 799 - 2024-03-31 706 $16,000 0
   JONES FINANCIAL COMPANIES LLLP 984 *New 2024-03-31 640 $14,000 640
   MTM Investment Management LLC 253 - 2024-03-31 570 $13,000 0
   Sargent Bickham Lagudis LLC 676 - 2022-12-31 588 $13,000 0
   FIRST UNITED BANK TRUST/ 340 - 2024-03-31 535 $12,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1388 - 2024-03-31 400 $9,000 0
   Oakworth Capital Inc. 492 - 2024-03-31 300 $7,000 0
   Moisand Fitzgerald Tamayo LLC 342 - 2024-03-31 300 $7,000 0
   Global Retirement Partners LLC 2239 - 2024-03-31 299 $7,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1782 - 2024-03-31 314 $7,000 0
   Register Financial Advisors LLC 620 - 2024-03-31 241 $5,000 0
   US BANCORP 3480 *New 2024-03-31 218 $5,000 218
  100 Records found
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