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Get Institutions for : 
iShares Dow Jones US Utilities (IDU)  
$85.90 0.32 (0.37%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 205    2
Total shares held : 
 4,456,193  
% of shares held : 
 84.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 102,980  
% of shares held change : 
   1.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.39  
Last Quarter's Ending Price : 
 $79.93  
Last Quarter's Average Price : 
 $76.61  
Change from last quarter's     
avg. price to the last closing  : 
9.29 (12.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 186,808
 4.19%
 
Increased Positions :
57
 843,554
 18.93%
 
Unchanged Positions :
58
 201,752
 4.53%
 
Decreased Positions :
67
-717,272
-16.1%
 
Closed Positions :
21
-210,110
-4.72%
 
Guru Positions :
1
2,340
 0.05%
 
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
   YCMNET ADVISORS INC 20 - 2023-12-31 626,632 $50,087,000 -6,712
   MORGAN STANLEY 1911 - 2023-12-31 525,971 $42,041,000 37,353
   BANK OF AMERICA CORP /DE/ 1303 - 2023-12-31 495,467 $39,603,000 272,451
   Green Harvest Asset Management LLC 20 - 2023-12-31 460,612 $36,817,000 370,286
   LPL FINANCIAL CORP 1097 - 2023-12-31 161,668 $12,922,000 -18,902
   LBMC INVESTMENT ADVISORS, LLC 19 - 2024-03-31 118,470 $10,013,000 -1,183
   MANUFACTURERES LIFE INSURANCE CO 848 - 2023-12-31 121,908 $9,744,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 778 - 2023-12-31 112,270 $8,974,000 2,098
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 857 - 2023-12-31 97,706 $7,810,000 2,070
   ROYAL BANK OF CANADA 1615 - 2023-12-31 96,498 $7,713,000 -12,665
   WELLS FARGO & CO/MN 1801 - 2023-12-31 76,213 $6,092,000 5,736
   COUNTRY CLUB BANK /GFN - 2023-12-31 72,212 $5,772,000 -8,902
   Bellwether Advisors LLC 24 - 2023-12-31 60,422 $4,830,000 -2,819
   ENVESTNET ASSET MANAGEMENT INC 1942 - 2023-12-31 57,770 $4,618,000 -2,183
   GOLDMAN SACHS GROUP INC/ 2734 - 2023-12-31 47,039 $3,760,000 29,621
   Advisor Group Holdings Inc. 1423 - 2023-12-31 45,193 $3,614,000 -28,192
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1374 - 2023-12-31 44,099 $3,525,000 -1,665
   AMERIPRISE FINANCIAL INC 2535 - 2023-12-31 41,720 $3,334,000 18,510
   BB&T CORP 1016 - 2023-12-31 41,083 $3,284,000 -2,716
   UBS Group AG 2372 - 2023-12-31 40,911 $3,270,000 -14,373
   Connectus Wealth LLC 213 *New 2023-12-31 35,787 $2,869,000 35,787
   Rockefeller Capital Management L.P. 807 *New 2023-12-31 35,161 $2,810,000 35,161
   AE Wealth Management LLC 791 - 2023-12-31 35,621 $2,768,000 32,111
   MML INVESTORS SERVICES LLC 873 - 2023-12-31 33,006 $2,638,000 635
   PNC FINANCIAL SERVICES GROUP INC 830 - 2023-12-31 29,852 $2,386,000 -903
   Stratos Wealth Advisors LLC 175 - 2024-03-31 27,675 $2,339,000 384
   RAYMOND JAMES & ASSOCIATES 2003 - 2023-12-31 28,811 $2,303,000 -35,782
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1152 - 2023-12-31 26,450 $2,114,000 2,506
   COMERICA SECURITIESINC. 127 - 2023-09-30 28,348 $2,105,000 114
   CI Private Wealth LLC 994 - 2023-12-31 25,102 $2,006,000 -1,655
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 764 - 2023-12-31 24,794 $1,982,000 -384,030
   Family Firm Inc. 44 - 2023-12-31 23,999 $1,918,000 374
   Wakefield Asset Management LLLP *New 2023-12-31 23,635 $1,889,000 23,635
   BOS Asset Management LLC 18 - 2023-12-31 23,404 $1,871,000 -1,610
   PROSPERA FINANCIAL SERVICES 328 - 2023-12-31 22,705 $1,815,000 16,611
   Royal Fund Management LLC 135 - 2024-03-31 21,115 $1,789,000 2,312
   DAVIDSON D A & CO 532 - 2023-12-31 21,949 $1,754,000 3,009
   Private Advisor Group LLC 833 - 2023-12-31 21,672 $1,732,000 852
   First Citizens Financial Corp 27 - 2023-12-31 20,700 $1,655,000 -1,828
   Derbend Asset Management *New 2023-12-31 20,614 $1,648,000 20,614
   STEPHENS INC /AR/ 445 - 2023-12-31 20,218 $1,616,000 4,500
   EVERETT HARRIS & CO /CA/ 107 - 2024-03-31 18,910 $1,598,000 -100
   Essex LLC 62 - 2023-12-31 19,752 $1,579,000 -4,500
   Atria Wealth Solutions Inc. 687 - 2023-12-31 19,298 $1,542,000 -1,491
   Goss Wealth Management LLC 761 - 2023-12-31 18,576 $1,485,000 928
   ADVISORS MANAGEMENT GROUP INC /ADV - 2023-12-31 17,917 $1,432,000 -104
   JOHNSON INVESTMENT COUNSEL INC 321 - 2023-12-31 17,591 $1,406,000 -41,288
   LINCOLN NATIONAL CORP 369 - 2023-12-31 17,350 $1,387,000 13,443
   WAYNE HUMMER ASSET MANAGEMENT CO 495 - 2023-12-31 15,598 $1,247,000 -377
   ALLSTATE INVESTMENT MANAGEMENT CO 306 *New 2022-12-31 14,134 $1,223,000 14,134
   HOLDERNESS INVESTMENTS CO 83 - 2023-12-31 13,730 $1,097,000 -3,270
   Sowell Financial Services LLC *New 2023-12-31 13,516 $1,080,000 13,516
   BANK OF MONTREAL /CAN/ 1627 - 2023-12-31 11,902 $1,014,000 -3,551
   FINANCIAL NETWORK 1387 - 2023-12-31 12,274 $981,000 2,040
   COMERICA BANK 1549 - 2023-12-31 11,938 $954,000 -177
   Kellett Schaffner Wealth Advisors LLC 26 *New 2023-12-31 11,909 $952,000 11,909
   Simmons Bank 184 - 2023-12-31 11,865 $948,000 500
   HIGHTOWER ADVISORS, LLC 1871 - 2023-12-31 10,952 $874,000 -168
   J P MORGAN CHASE & CO 3395 - 2023-12-31 10,816 $865,000 5,434
   BKD WEALTH ADVISORS LLC 243 - 2024-03-31 8,452 $714,000 -100
   CITADEL ADVISORS LLC 3251 - 2023-12-31 8,848 $707,000 -14,897
   Capital Investment Advisors LLC 336 - 2024-03-31 8,088 $684,000 -33
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1404 - 2024-03-31 8,007 $677,000 -187
   Cetera Investment Advisers 1325 - 2023-12-31 8,429 $674,000 -716
   Laidlaw Wealth Management LLC 106 *New 2023-12-31 8,362 $668,000 8,362
   Independence Bank of Kentucky 134 - 2024-03-31 6,944 $587,000 -460
   High Net Worth Advisory Group LLC 112 - 2024-03-31 6,400 $541,000 0
   Sanford Advisory Services LLC 81 - 2022-12-31 6,228 $539,000 131
   GARRISON POINT ADVISORS LLC 86 - 2023-12-31 6,655 $532,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 207 - 2023-12-31 6,594 $527,000 2,739
   MERCER GLOBAL ADVISORS INC /ADV 1320 - 2023-12-31 6,334 $506,000 -812
   Stratos Wealth Partners LTD. 913 - 2024-03-31 5,518 $466,000 14
   PEAPACK GLADSTONE FINANCIAL CORP 490 - 2023-12-31 5,790 $463,000 -200
   J.W. COLE ADVISORS INC. 521 - 2023-12-31 5,524 $441,000 213
   OPPENHEIMER & CO INC 1016 - 2023-12-31 5,363 $429,000 -1
   Lakeview Capital Partners LLC 258 - 2023-12-31 5,242 $419,000 -552
   Geneos Wealth Management Inc. - 2023-12-31 5,244 $419,000 -100
   GSA CAPITAL PARTNERS LLP 913 *New 2023-12-31 5,212 $417,000 5,212
   SCHNIEDERS CAPITAL MANAGEMENT LLC 128 - 2023-12-31 5,200 $416,000 1,300
   COTTONWOOD CAPITAL ADVISORS LLC 65 - 2023-12-31 5,167 $413,000 -756
   Evanson Asset Management LLC 201 - 2024-03-31 4,876 $412,000 0
   Mutual Advisors LLC 697 - 2023-12-31 5,141 $411,000 -328
   CAPTRUST FINANCIAL ADVISORS 1891 - 2023-12-31 5,099 $408,000 90
   RENAISSANCE TECHNOLOGIES LLC 2870 *New 2023-12-31 5,000 $400,000 5,000
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 324 - 2023-12-31 4,900 $392,000 0
   Steward Partners Investment Advisory LLC 1115 - 2023-12-31 4,765 $381,000 -615
   Kestra Advisory Services LLC 1705 - 2023-12-31 4,577 $366,000 -190
   Arkadios Wealth Advisors - 2023-12-31 4,536 $363,000 -632
   Capital Advisors Ltd. LLC 198 - 2024-03-31 4,224 $357,000 -88
   MADDEN ADVISORY SERVICES, INC. 70 - 2023-12-31 4,457 $356,000 100
   STIFEL FINANCIAL CORP 2745 - 2023-12-31 4,378 $350,000 -13,830
   Gerber Kawasaki Wealth & Investment Management 194 *New 2023-12-31 4,321 $345,000 4,321
   PICTON MAHONEY ASSET MANAGEMENT 269 - 2023-12-31 4,300 $343,000 2,420
   SYNOVUS FINANCIAL CORP 704 *New 2023-12-31 4,213 $337,000 4,213
   FIRST HEARTLAND CONSULTANTS INC 271 - 2023-12-31 4,136 $331,000 -1,948
   Equitable Holdings Inc. 906 - 2023-12-31 4,131 $330,000 -821
   Virtue Capital Management LLC 249 - 2023-12-31 3,931 $318,000 -1,098
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1451 - 2023-09-30 4,295 $316,000 -97
   Bensler LLC - 2023-12-31 3,897 $312,000 57
   Atlantic Trust Group LLC 929 - 2023-12-31 3,782 $302,000 25
  100 Records found
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