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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
   Granite Bay Wealth Management LLC 17 - 2023-12-31 2,075,791 $196,972,000 -61,163
   MORGAN STANLEY 1766 - 2023-12-31 513,996 $47,899,000 -192,052
   BANK OF AMERICA CORP /DE/ 1908 - 2023-12-31 186,088 $17,342,000 -169,254
   WELLS FARGO & CO/MN 1262 - 2023-12-31 153,577 $14,312,000 -18,502
   ENVESTNET ASSET MANAGEMENT INC 1582 - 2023-12-31 85,057 $7,926,000 -9,355
   COMMONWEALTH EQUITY SERVICES LLC. 986 - 2023-12-31 64,337 $5,996,000 -12,939
   UBS Group AG 1866 - 2023-12-31 63,100 $5,880,000 -5,174
   RAYMOND JAMES & ASSOCIATES 1600 - 2024-03-31 45,236 $4,839,000 -15,378
   Advisor Group Holdings Inc. 1285 - 2023-12-31 46,701 $4,352,000 -33,212
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1290 - 2024-03-31 35,279 $3,774,000 -10,289
   GRIMES & COMPANY INC 106 - 2024-03-31 33,368 $3,569,000 -512
   COTTONWOOD CAPITAL ADVISORS LLC 11 - 2024-03-31 28,040 $3,036,000 -2,826
   CARRET ASSET MANAGEMENT 84 - 2024-03-31 25,246 $2,701,000 -75
   BB&T CORP 1177 - 2023-12-31 24,788 $2,310,000 -2,624
   MARTIN & CO INC /TN/ 66 - 2023-12-31 23,256 $2,167,000 -388
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 778 - 2023-12-31 20,196 $1,882,000 -1,793
   Brookstone Capital Management 375 - 2024-03-31 15,881 $1,699,000 -4,124
   PCG Wealth Advisors LLC 44 - 2024-03-31 14,828 $1,586,000 -434
   CIBC WORLD MARKETS INC. 594 - 2023-12-31 16,658 $1,552,000 -444
   J P MORGAN CHASE & CO 3165 - 2023-12-31 14,618 $1,362,000 -743,421
   Audent Global Asset Management LLC 27 - 2023-12-31 12,504 $1,165,000 -3,866
   MRAZ, AMERINE & ASSOCIATES, INC. 88 - 2023-12-31 8,205 $765,000 -34
   CYPRESS ASSET MANAGEMENT INC/TX 78 - 2023-12-31 8,136 $758,000 -301
   STEPHENS INC /AR/ 617 - 2023-12-31 7,867 $733,000 -202
   Visionary Wealth Advisors 278 - 2023-12-31 6,756 $630,000 -11
   CREATIVE PLANNING 1582 - 2023-12-31 6,347 $591,000 -2,057
   Kestra Advisory Services LLC 1436 - 2023-12-31 6,041 $563,000 -94
   GILL CAPITAL PARTNERS LLC 61 - 2023-12-31 5,602 $522,000 -155
   ALTFEST L J & CO INC 188 - 2024-03-31 4,853 $519,000 -182
   RSM US WEALTH MANAGEMENT LLC 422 - 2023-12-31 4,861 $453,000 -5,870
   AE Wealth Management LLC 1535 - 2023-12-31 4,503 $416,000 -21,715
   MULTIFINANCIAL SECURITIES CORP 1312 - 2023-12-31 3,835 $357,000 -1,617
   NATIONAL ASSET MANAGEMENT, INC. 1020 - 2023-12-31 3,427 $319,000 -167
   Sunbelt Securities Inc. 414 - 2024-03-31 2,972 $318,000 -131
   Fifth Third Securities Inc. 222 - 2024-03-31 2,828 $303,000 -596
   Joseph P. Lucia & Associates LLC 95 - 2023-12-31 3,070 $286,000 -307
   INVESCO LTD 3336 - 2023-12-31 3,032 $283,000 -479
   ADVISORY SERVICES NETWORK, LLC 1126 - 2023-12-31 2,873 $268,000 -2,955
   MERCER GLOBAL ADVISORS INC /ADV 1702 - 2023-12-31 2,736 $255,000 -530
   PROSPERA FINANCIAL SERVICES 918 - 2023-12-31 2,626 $245,000 -73
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2059 - 2024-03-31 2,217 $237,000 -1,420
   Gladstone Institutional Advisory LLC 597 - 2023-12-31 2,428 $226,000 -6,505
   MILLENNIUM MANAGEMENT LLC 3405 - 2023-12-31 2,420 $226,000 -18,367
   SUMITOMO MITSUI FINANCIAL GROUP INC. 114 - 2023-12-31 2,373 $221,000 -1,454
   Sigma Planning Corp 742 - 2023-12-31 2,360 $220,000 -1,882
   HARBOR INVESTMENT ADVISORY LLC 330 - 2024-03-31 2,050 $219,000 -1,756
   BLAIR WILLIAM & CO/IL 1399 - 2023-12-31 2,100 $196,000 -395
   IFP Advisors Inc 979 - 2023-12-31 1,890 $176,000 -832
   Parallel Advisors LLC 885 - 2023-12-31 1,768 $165,000 -585
   ANCORA ADVISORS, LLC 703 - 2023-12-31 1,455 $136,000 -1,263
   EverSource Wealth Advisors LLC 552 - 2023-12-31 1,393 $130,000 -1,611
   NBC SECURITIES INC. 951 - 2024-03-31 925 $98,000 -4
   COMERICA BANK 2524 - 2023-12-31 952 $89,000 -144
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2435 - 2024-03-31 687 $72,000 -532
   Winch Advisory Services LLC 142 - 2023-12-31 553 $52,000 -214
   Global Retirement Partners LLC 1665 - 2024-03-31 250 $27,000 -99
   Riggs Asset Managment Co. Inc. 191 - 2023-12-31 197 $18,000 -147
   BANK OF MONTREAL /CAN/ 3253 - 2023-12-31 50 $5,000 -2,549
  58 Records found
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