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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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1056 *Closed 2023-12-31 0 $0 -2,470
   Larson Financial Group LLC 1577 *Closed 2023-12-31 0 $0 -224
   Foundations Investment Advisors LLC 678 *Closed 2023-12-31 0 $0 -2,699
   Steel Peak Wealth Management LLC 426 *Closed 2024-03-31 0 $0 -3,309
   Newbridge Financial Services Group Inc. 1123 *Closed 2024-03-31 0 $0 -55
   Cetera Investment Advisers 2236 *Closed 2023-12-31 0 $0 -5,034
   GRADIENT INVESTMENTS LLC 1210 *Closed 2024-03-31 0 $0 -423
   HANSON MCCLAIN, INC. 3384 *Closed 2024-03-31 0 $0 -220
   Permanens Capital L.P. 31 *Closed 2023-12-31 0 $0 -5,050
   WOLVERINE TRADING LLC 1416 *Closed 2023-12-31 0 $0 -9,254
   Lindbrook Capital LLC 2589 *Closed 2024-03-31 0 $0 -102
   Meridian Wealth Management LLC 351 *Closed 2024-03-31 0 $0 -2,573
   TSFG LLC 850 *Closed 2024-03-31 0 $0 -90
   Lee Financial CORP 897 *Closed 2023-12-31 0 $0 -50
   Highview Capital Management LLC/DE/ 120 *Closed 2024-03-31 0 $0 -5,391
   Lehman & Derafelo Financial Resources LLC 200 *Closed 2022-12-31 0 $0 -135
   FNY Investment Advisers LLC 584 *Closed 2023-12-31 0 $0 -100
   Knuff & Co LLC 120 *Closed 2023-12-31 0 $0 -1,567
   Farther Finance Advisors LLC 3338 *Closed 2023-12-31 0 $0 -315
   Koshinski Asset Management Inc. 615 *Closed 2023-12-31 0 $0 -2,317
   Edge Capital Group LLC 308 *Closed 2023-12-31 0 $0 -2,452
   GSA CAPITAL PARTNERS LLP 1900 *Closed 2023-12-31 0 $0 -2,724
   CENTAURUS FINANCIAL INC. 812 *Closed 2023-12-31 0 $0 -1,986
   Penserra Capital Management LLC 1377 *Closed 2023-12-31 0 $0 -74
   KARLINSKI ANDREW C 100 *Closed 2022-12-31 0 $0 -455
   Canal Capital Management LLC 162 *Closed 2024-03-31 0 $0 -31,061

  26 Records found
  1    
  Page 1 of 1
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