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Get Institutions for : 
iShares Dow Jones US Utilities (IDU)  
$88.16 0.51 (0.58%) as of 4:30 Mon 5/6


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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  : 
11.55 (15.08%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF NEW YORK MELLON CORP 2240 *New 2024-03-31 69,261 $5,854,000 69,261
   Gimbal Financial *New 2024-03-31 41,308 $3,491,000 41,308
   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
   ALLSTATE INVESTMENT MANAGEMENT CO 306 *New 2022-12-31 14,134 $1,223,000 14,134
   Laidlaw Wealth Management LLC 106 *New 2023-12-31 8,362 $668,000 8,362
   RENAISSANCE TECHNOLOGIES LLC 2870 *New 2023-12-31 5,000 $400,000 5,000
   Eagle Strategies LLC 195 *New 2024-03-31 4,252 $359,000 4,252
   Gerber Kawasaki Wealth & Investment Management 194 *New 2023-12-31 4,321 $345,000 4,321
   SYNOVUS FINANCIAL CORP 704 *New 2023-12-31 4,213 $337,000 4,213
   Prime Capital Investment Advisors LLC *New 2023-12-31 3,001 $240,000 3,001
   Moors & Cabot Inc. 727 *New 2023-12-31 2,744 $219,000 2,744
   Sontag Advisory LLC 594 *New 2023-12-31 2,718 $217,000 2,718
   KEATING WEALTH MANAGEMENT LLC 43 *New 2024-03-31 2,500 $211,000 2,500
   F3Logic LLC 174 *New 2022-12-31 2,378 $206,000 2,378
   Summit Financial LLC 369 *New 2024-03-31 2,431 $205,000 2,431
   BROWN ADVISORY HOLDINGS INC 1185 *New 2024-03-31 2,400 $203,000 2,400
   Envestnet Portfolio Solutions Inc. 1492 *New 2023-12-31 2,533 $202,000 2,533
   Capital Analysts Inc. 581 *New 2023-12-31 900 $72,000 900
   MATHER GROUP, INC. 832 *New 2024-03-31 732 $59,000 732
   Lumature Wealth Partners LLC 265 *New 2023-06-30 310 $25,000 310
   GRADIENT INVESTMENTS LLC 1063 *New 2024-03-31 0 $0 0
  22 Records found
  1    
  Page 1 of 1
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