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Get Institutions for : 
iShares Dow Jones US Utilities (IDU)  
$89.03 0.87 (0.99%) as of 4:30 Tue 5/7


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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  : 
12.42 (16.21%)  




 
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
   MODERA WEALTH MANAGEMENT, LLC 539 *Closed 2023-12-31 0 $0 -119,492
   JANNEY MONTGOMERY SCOTT LLC 2728 *Closed 2024-03-31 0 $0 -3,244
   Rockbridge Investment Management LCC 743 *Closed 2023-12-31 0 $0 -693
   Planned Solutions Inc. 286 *Closed 2024-03-31 0 $0 -38
   Aptus Capital Advisors LLC 914 *Closed 2023-12-31 0 $0 -1,909
   Cutler Group LP 1004 *Closed 2024-03-31 0 $0 -323
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -3,850
   Sowell Financial Services LLC *Closed 2024-03-31 0 $0 -13,516
   GSA CAPITAL PARTNERS LLP 1877 *Closed 2024-03-31 0 $0 -5,212
   Coppell Advisory Solutions Corp. 995 *Closed 2023-03-31 0 $0 -80
   FIRST MANHATTAN CO 1546 *Closed 2023-12-31 0 $0 -119
   Callodine Capital Management LP 45 *Closed 2023-12-31 0 $0 -5,000
   Arlington Trust Co LLC 877 *Closed 2024-03-31 0 $0 -300
   MRP Capital Investments LLC 227 *Closed 2023-12-31 0 $0 -1,450
   JOHNSON FINANCIAL GROUP, INC. 961 *Closed 2023-12-31 0 $0 -1,350
   Claraphi Advisory Network LLC 193 *Closed 2022-12-31 0 $0 -4,666
   Iron Horse Wealth Management LLC 483 *Closed 2024-03-31 0 $0 -3
   CHOATE INVESTMENT ADVISORS 447 *Closed 2023-12-31 0 $0 -670
   Good Life Advisors LLC *Closed 2024-03-31 0 $0 -2,514
   TWO SIGMA SECURITIES LLC 2030 *Closed 2023-12-31 0 $0 -3,288
   CRITERION CAPITAL ADVISORS LLC 374 *Closed 2024-03-31 0 $0 -40
   TWO SIGMA INVESTMENTS LLC 3280 *Closed 2023-12-31 0 $0 -12,700
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1125 *Closed 2023-12-31 0 $0 -21,303
   MOGY JOEL R INVESTMENT COUNSEL INC *Closed 2024-03-31 0 $0 -600
  24 Records found
  1    
  Page 1 of 1
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