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Get Institutions for : 
iShares Dow Jones U.S. Oil Equipment & Services Index Fund (IEZ)  
$23.06 0.11 (0.48%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    7
Total shares held : 
 8,466,817  
% of shares held : 
 9.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -475,932  
% of shares held change : 
   -0.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.50  
Last Quarter's Ending Price : 
 $21.92  
Last Quarter's Average Price : 
 $22.38  
Change from last quarter's     
avg. price to the last closing  : 
0.68 (3.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 99,365
 1.17%
 
Increased Positions :
27
 1,414,348
 16.7%
 
Unchanged Positions :
16
 73,798
 0.87%
 
Decreased Positions :
41
-1,720,929
-20.33%
 
Closed Positions :
14
-268,716
-3.17%
 
Guru Positions :
0
 0%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   STIFEL FINANCIAL CORP 790 - 2023-12-31 434,094 $9,516,000 18,024
   GOLDMAN SACHS GROUP INC/ 2426 - 2023-12-31 278,146 $6,097,000 26,646
   PROSPERA FINANCIAL SERVICES 165 - 2023-12-31 191,572 $4,199,000 157,170
   AMICA MUTUAL INSURANCE CO 61 - 2023-12-31 187,368 $4,107,000 68,225
   AMERIPRISE FINANCIAL INC 2428 - 2023-12-31 186,692 $4,092,000 130,493
   Well Done LLC 32 - 2024-03-31 171,169 $4,048,000 17,385
   Cadent Capital Advisors LLC 24 - 2024-03-31 160,667 $3,800,000 9,158
   UBS Group AG 2338 - 2023-12-31 154,109 $3,378,000 85,763
   COTTONWOOD CAPITAL ADVISORS LLC 21 - 2024-03-31 79,031 $1,834,000 819
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 128 - 2024-03-31 58,075 $1,373,000 2,929
   MARINER WEALTH ADVISORS, LLC 1252 - 2023-12-31 60,317 $1,322,000 1,536
   MUIRFIELD WEALTH ADVISORS LLC 28 - 2024-03-31 40,216 $951,000 9,773
   CI Private Wealth LLC 1463 - 2024-03-31 29,046 $687,000 25
   Revisor Wealth Management LLC 83 - 2024-03-31 29,166 $663,000 16,212
   Milestone Advisory Partners 40 - 2023-09-30 18,677 $449,000 2,087
   OPPENHEIMER & CO INC 1105 - 2024-03-31 15,463 $366,000 362
   TOWER RESEARCH CAPITAL LLC 1681 - 2023-12-31 15,385 $337,000 10,411
   BANK OF NEW YORK MELLON CORP 3662 - 2024-03-31 12,845 $304,000 164
   COMMONWEALTH EQUITY SERVICES LLC. 3277 - 2024-03-31 12,128 $287,000 29
   NTV ASSET MANAGEMENT LLC 220 - 2024-03-31 11,048 $261,000 4
   J P MORGAN CHASE & CO 4110 - 2024-03-31 10,365 $245,000 5,721
   KESTRA PRIVATE WEALTH SERVICES LLC 1140 - 2024-03-31 9,237 $218,000 93
   COMERICA BANK 2462 - 2023-12-31 5,000 $110,000 4,976
   U S GLOBAL INVESTORS INC 128 - 2024-03-31 4,100 $97,000 4,100
   Sunbelt Securities Inc. 747 - 2024-03-31 3,407 $81,000 1,681
   BAYSTATE WEALTH MANAGEMENT LLC 355 - 2023-12-31 2,650 $58,000 15
   SIMPLEX TRADING LLC 1389 - 2024-03-31 2,214 $52,000 1,378
   Founders Financial Alliance LLC 391 - 2023-12-31 1,072 $24,000 3
   Cutler Group LP 734 - 2024-03-31 200 $4,000 200
   NBC SECURITIES INC. 2039 - 2024-03-31 30 $1,000 30
  30 Records found
  1    
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