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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
   JOHNSON INVESTMENT COUNSEL INC 247 - 2023-12-31 22,581 $2,104,000 0
   SG AMERICAS SECURITIES LLC 878 - 2023-12-31 9,900 $923,000 0
   GUYASUTA INVESTMENT ADVISORS INC 123 - 2024-03-31 8,486 $791,000 0
   Poehling Capital Management LLC 96 - 2023-12-31 3,500 $326,000 0
   FIDUCIARY TRUST CO 556 - 2023-12-31 3,005 $280,000 0
   Atlas Private Wealth Advisors 129 - 2023-12-31 2,900 $270,000 0
   CITIGROUP INC 2936 - 2023-12-31 2,749 $256,000 0
   FTB Advisors Inc. 470 - 2024-03-31 2,262 $242,000 0
   Personal Capital Advisors Corp 431 - 2022-12-31 2,512 $233,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 541 - 2023-12-31 1,825 $170,000 0
   GLENMEDE TRUST CO NA 1201 - 2023-12-31 1,023 $95,000 0
   WHITTIER TRUST CO OF NEVADA INC 602 - 2023-12-31 800 $75,000 0
   Wells Financial Advisors INC 50 - 2023-12-31 600 $56,000 0
   HOLLENCREST SECURITIES LLC 498 - 2023-12-31 500 $47,000 0
   Founders Capital Management 168 - 2024-03-31 350 $37,000 0
   Cedar Mountain Advisors LLC 110 - 2024-03-31 255 $27,000 0
   Spire Wealth Management 1436 - 2024-03-31 235 $25,000 0
   GPS Wealth Strategies Group LLC 660 - 2023-12-31 250 $23,000 0
   CALDWELL SUTTER CAPITAL INC. 473 - 2024-03-31 200 $21,000 0
   New England Capital Financial Advisors LLC 166 - 2023-12-31 225 $21,000 0
   PNC FINANCIAL SERVICES GROUP INC 3417 - 2023-12-31 200 $19,000 0
   WHITTIER TRUST CO 1113 - 2023-12-31 203 $19,000 0
   Steward Partners Investment Advisory LLC 2493 - 2023-12-31 175 $16,000 0
   Impact Partnership Wealth LLC 550 - 2023-12-31 74 $7,000 0
   NATIONAL BANK OF CANADA /FI/ 2066 - 2023-12-31 60 $6,000 0
   Focused Wealth Management Inc 647 - 2023-12-31 48 $4,000 0
   Laurel Wealth Advisors LLC 466 - 2023-12-31 45 $4,000 0
   JJJ Advisors Inc. 812 - 2024-03-31 30 $3,000 0
   US BANCORP 3598 - 2023-12-31 18 $2,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1697 - 2023-12-31 26 $2,000 0
   VitalStone Financial LLC 418 - 2023-12-31 26 $2,000 0
   Activest Wealth Management 348 - 2024-03-31 4 $0 0
   Register Financial Advisors LLC 734 - 2024-03-31 4 $0 0
   PROEQUITIES INC. 9922 - 2023-12-31 0 $0 0

  34 Records found
  1    
  Page 1 of 1
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