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Get Institutions for : 
iShares Dow Jones U.S. Oil & Gas Exploration & Production Index Fund (IEO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 173    12
Total shares held : 
 5,204,228  
% of shares held : 
 57.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -1,053,885  
% of shares held change : 
   -11.71%  
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 :
17
 176,095
 3.38%
 
Increased Positions :
55
 248,766
 4.78%
 
Unchanged Positions :
42
 137,967
 2.65%
 
Decreased Positions :
59
-1,369,246
-26.31%
 
Closed Positions :
29
-109,500
-2.1%
 
Guru Positions :
1
12,225
 0.23%
 
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
   GOLDMAN SACHS GROUP INC/ 1875 - 2023-12-31 137,206 $12,786,000 5,713
   AMERIPRISE FINANCIAL INC 1710 - 2023-12-31 110,358 $10,283,000 1,547
   ROYAL BANK OF CANADA 1450 - 2023-12-31 107,085 $9,980,000 7,431
   LPL FINANCIAL CORP 1267 - 2023-12-31 104,154 $9,706,000 1,069
   MML INVESTORS SERVICES LLC 434 - 2023-12-31 88,760 $8,272,000 22,928
   AMICA MUTUAL INSURANCE CO 31 - 2023-12-31 86,900 $8,098,000 32,545
   STIFEL FINANCIAL CORP 988 - 2023-12-31 66,895 $6,234,000 4,446
   BNP PARIBAS ARBITRAGE SA 963 - 2023-12-31 49,333 $4,597,000 49,333
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1335 - 2023-12-31 40,170 $3,743,000 3,155
   CITADEL ADVISORS LLC 1935 - 2023-12-31 33,817 $3,151,000 28,007
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1035 - 2024-03-31 27,457 $2,937,000 5,678
   SPC FINANCIAL, INC. 59 - 2023-12-31 28,266 $2,634,000 405
   DAVIDSON D A & CO 459 - 2023-12-31 24,967 $2,327,000 636
   Beacon Pointe Advisors LLC 485 - 2023-12-31 21,136 $1,970,000 6
   Mutual Advisors LLC 275 - 2023-12-31 21,080 $1,964,000 1,816
   Alhambra Investment Partners LLC 26 - 2024-03-31 18,062 $1,932,000 681
   MANUFACTURERES LIFE INSURANCE CO 1470 - 2023-12-31 20,308 $1,893,000 5,656
   BENEDICT FINANCIAL ADVISORS INC 78 - 2024-03-31 17,601 $1,883,000 42
   MARINER WEALTH ADVISORS, LLC 1122 - 2023-12-31 18,487 $1,723,000 13,300
   Independent Family Office LLC 23 - 2023-12-31 17,899 $1,668,000 997
   Qube Research & Technologies Ltd 1413 - 2023-12-31 17,114 $1,595,000 1,193
   Wealth Management Partners LLC 29 - 2024-03-31 13,554 $1,450,000 227
   HRT FINANCIAL LLC 752 - 2023-12-31 15,558 $1,449,000 15,558
   JANNEY MONTGOMERY SCOTT LLC 1296 - 2023-12-31 13,986 $1,303,000 7,250
   VIAWEALTH LLC 28 - 2023-12-31 13,789 $1,285,000 1,431
   PRUDENTIAL FINANCIAL INC 1722 - 2023-12-31 12,982 $1,210,000 2,597
   Equitable Holdings Inc. 567 - 2023-12-31 11,008 $1,026,000 2,144
   Private Advisor Group LLC 1099 - 2023-12-31 10,935 $1,019,000 3,909
   Mezzasalma Advisors LLC 44 - 2024-03-31 8,728 $934,000 70
   JANE STREET GROUP LLC 3437 - 2023-12-31 8,648 $806,000 8,648
   J.W. COLE ADVISORS INC. 356 - 2023-12-31 8,090 $754,000 824
   Endowment Wealth Management Inc. 43 - 2023-12-31 7,053 $657,000 55
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 207 - 2023-12-31 6,840 $637,000 1,897
   H D Vest Advisory Services 885 - 2023-12-31 6,765 $630,000 1,329
   WEDBUSH MORGAN SECURITIES INC 497 - 2023-12-31 6,310 $588,000 17
   FINANCIAL NETWORK 1746 - 2023-12-31 6,221 $580,000 1,151
   Cresset Asset Management LLC 1261 - 2023-12-31 4,845 $451,000 197
   TOWER RESEARCH CAPITAL LLC 1463 - 2023-12-31 4,730 $441,000 4,166
   HIGHTOWER ADVISORS, LLC 2563 - 2023-12-31 3,564 $331,000 60
   ESSEX FINANCIAL SERVICES INC 438 - 2024-03-31 2,591 $277,000 2
   Investors Research Corp 334 - 2023-12-31 2,143 $200,000 1,544
   TD Waterhouse Canada Inc. 681 - 2023-12-31 2,094 $198,000 138
   SIMPLEX TRADING LLC 994 - 2024-03-31 1,800 $192,000 682
   Tradition Wealth Management LLC 397 - 2023-12-31 1,407 $131,000 201
   HARBOUR INVESTMENTS INC. 1197 - 2023-12-31 906 $84,000 3
   Tyler-Stone Wealth Management 326 - 2023-12-31 642 $60,000 2
   CWM LLC 2216 - 2024-03-31 513 $55,000 507
   Householder Group Estate & Retirement Specialist L - 2023-12-31 355 $33,000 6
   HighMark Wealth Management LLC - 2023-12-31 250 $23,000 4
   FMR LLC 3797 - 2023-12-31 217 $20,000 214
   CAROLINAS WEALTH CONSULTING LLC 447 - 2023-12-31 202 $19,000 2
   HOWE & RUSLING INC 306 - 2023-12-31 200 $19,000 3
   BANGOR SAVINGS BANK 372 - 2024-03-31 181 $19,000 3
   Founders Financial Alliance LLC 412 - 2023-12-31 163 $15,000 3
   Coastal Investment Advisors Inc. 716 - 2024-03-31 65 $7,000 65
  55 Records found
  1    
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