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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  
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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 810 - 2024-03-31 112,149 $9,479,000 -121
   ROYAL BANK OF CANADA 1615 - 2023-12-31 96,498 $7,713,000 -12,665
   COUNTRY CLUB BANK /GFN 73 - 2024-03-31 66,103 $5,587,000 -6,109
   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
   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
   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
   PNC FINANCIAL SERVICES GROUP INC 830 - 2023-12-31 29,852 $2,386,000 -903
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1194 - 2024-03-31 26,029 $2,200,000 -421
   Family Firm Inc. 44 - 2024-03-31 23,847 $2,016,000 -152
   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
   BOS Asset Management LLC 18 - 2023-12-31 23,404 $1,871,000 -1,610
   First Citizens Financial Corp 27 - 2023-12-31 20,700 $1,655,000 -1,828
   EVERETT HARRIS & CO /CA/ 107 - 2024-03-31 18,910 $1,598,000 -100
   Essex LLC - 2024-03-31 18,562 $1,569,000 -1,190
   Private Advisor Group LLC - 2024-03-31 18,466 $1,561,000 -3,206
   Atria Wealth Solutions Inc. 687 - 2023-12-31 19,298 $1,542,000 -1,491
   JOHNSON INVESTMENT COUNSEL INC 321 - 2023-12-31 17,591 $1,406,000 -41,288
   WAYNE HUMMER ASSET MANAGEMENT CO 495 - 2023-12-31 15,598 $1,247,000 -377
   HOLDERNESS INVESTMENTS CO 83 - 2023-12-31 13,730 $1,097,000 -3,270
   BANK OF MONTREAL /CAN/ 1627 - 2023-12-31 11,902 $1,014,000 -3,551
   COMERICA BANK 1549 - 2023-12-31 11,938 $954,000 -177
   HIGHTOWER ADVISORS, LLC 1871 - 2023-12-31 10,952 $874,000 -168
   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
   Independence Bank of Kentucky 134 - 2024-03-31 6,944 $587,000 -460
   MERCER GLOBAL ADVISORS INC /ADV 1320 - 2023-12-31 6,334 $506,000 -812
   PEAPACK GLADSTONE FINANCIAL CORP 490 - 2023-12-31 5,790 $463,000 -200
   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
   J.W. COLE ADVISORS INC. - 2024-03-31 4,541 $384,000 -983
   Steward Partners Investment Advisory LLC 1115 - 2023-12-31 4,765 $381,000 -615
   COTTONWOOD CAPITAL ADVISORS LLC 72 - 2024-03-31 4,624 $379,000 -543
   Kestra Advisory Services LLC 1705 - 2023-12-31 4,577 $366,000 -190
   MADDEN ADVISORY SERVICES, INC. - 2024-03-31 4,295 $363,000 -162
   Capital Advisors Ltd. LLC 198 - 2024-03-31 4,224 $357,000 -88
   STIFEL FINANCIAL CORP 2745 - 2023-12-31 4,378 $350,000 -13,830
   Arkadios Wealth Advisors - 2024-03-31 4,106 $347,000 -430
   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
   Apexium Financial LP 184 - 2024-03-31 3,478 $294,000 -8
   Ohio Valley Financial Group - 2024-03-31 3,160 $267,000 -400
   ADVISORY SERVICES NETWORK, LLC 1174 - 2023-12-31 3,025 $242,000 -7,630
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 2,658 $225,000 -1,000
   NTV ASSET MANAGEMENT LLC 234 - 2023-12-31 2,740 $219,000 -200
   NATIONAL ASSET MANAGEMENT, INC. 1221 - 2023-12-31 2,678 $214,000 -1,046
   Garden State Investment Advisory Services LLC 190 - 2023-12-31 2,651 $212,000 -513
   CITIGROUP INC 3025 - 2023-12-31 2,428 $194,000 -3,792
   FMR LLC 2871 - 2023-12-31 1,996 $160,000 -3,031
   Sunbelt Securities Inc. 630 - 2024-03-31 1,619 $137,000 -681
   US BANCORP 2267 - 2023-12-31 1,462 $117,000 -1,469
   HANSON MCCLAIN, INC. 972 - 2024-03-31 1,353 $114,000 -24
   TOWER RESEARCH CAPITAL LLC 2910 - 2023-12-31 874 $70,000 -1,038
   Strategic Investment Solutions Inc. /IL 218 - 2023-12-31 752 $60,000 -46,624
   IFP Advisors Inc 1509 - 2023-12-31 637 $51,000 -1
   Concord Wealth Partners - 2024-03-31 377 $32,000 -5
   Industrial Alliance Investment Management Inc. 197 - 2023-12-31 334 $27,000 -538
   ST GERMAIN D J CO INC 454 - 2024-03-31 300 $25,000 -100
   First Command Financial Services Inc. 320 - 2023-06-30 183 $15,000 -184
   First Command Bank 323 - 2023-06-30 183 $15,000 -184
   BLAIR WILLIAM & CO/IL 1687 - 2023-12-31 140 $11,000 -51
   BROWN BROTHERS HARRIMAN & CO 1008 - 2023-12-31 55 $4,000 -638
   NBC SECURITIES INC. 1857 - 2024-03-31 50 $4,000 -50
  74 Records found
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