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Get Institutions for : 
iShares S&P GSSI Nat Rscs In (IGE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 135    12
Total shares held : 
 7,263,632  
% of shares held : 
 48.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 -319,173  
% of shares held change : 
   -2.13%  
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 :
6
 20,399
 0.28%
 
Increased Positions :
45
 404,883
 5.57%
 
Unchanged Positions :
34
 320,297
 4.41%
 
Decreased Positions :
50
-482,707
-6.65%
 
Closed Positions :
18
-261,748
-3.6%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1141 - 2023-12-31 1,271,771 $51,787,000 -158,564
   PNC FINANCIAL SERVICES GROUP INC 458 - 2023-12-31 306,979 $12,500,000 -26,791
   GOLDMAN SACHS GROUP INC/ 1904 - 2023-12-31 302,897 $12,334,000 -5,342
   CWM LLC 274 - 2024-03-31 249,574 $11,228,000 -52,980
   ROYAL BANK OF CANADA 1394 - 2023-12-31 271,718 $11,065,000 -1,957
   WELLS FARGO & CO/MN 1617 - 2023-12-31 202,294 $8,237,000 -78,217
   UBS Group AG 2421 - 2023-12-31 76,725 $3,124,000 -30,906
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1012 - 2024-03-31 68,846 $3,097,000 -12,827
   COMMONWEALTH EQUITY SERVICES LLC. 1457 - 2023-12-31 67,669 $2,756,000 -4,536
   Windward Private Wealth Management Inc. 19 - 2023-12-31 52,473 $2,137,000 -12,611
   CITIGROUP INC 1760 - 2023-12-31 38,588 $1,571,000 -4,861
   BB&T CORP 1400 - 2023-12-31 35,447 $1,443,000 -1,192
   ROTHSCHILD INVESTMENT CORP /IL 148 - 2023-09-30 33,980 $1,413,000 -100
   STIFEL FINANCIAL CORP 1937 - 2023-12-31 33,321 $1,357,000 -8,022
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 209 - 2024-03-31 29,347 $1,320,000 -3
   ASSET MANAGEMENT GROUP, INC. 80 - 2023-12-31 28,432 $1,158,000 -19
   Milestone Advisory Partners 25 - 2023-09-30 26,471 $1,101,000 -3,684
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2092 - 2024-03-31 20,847 $938,000 -40,018
   DAVENPORT & CO LLC - 2023-12-31 21,758 $886,000 -1,665
   PHILLIPS FINANCIAL MANAGEMENT LLC 107 - 2024-03-31 19,151 $862,000 -365
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1308 - 2024-03-31 18,709 $842,000 -12
   BANK OF THE WEST 152 - 2022-12-31 19,417 $789,000 -4,599
   BANK OF MONTREAL /CAN/ 1787 - 2023-12-31 18,464 $763,000 -731
   AMERIPRISE FINANCIAL INC 3232 - 2023-12-31 18,072 $736,000 -6,170
   FINANCIAL NETWORK 1607 - 2023-12-31 17,541 $714,000 -231
   Advisor Group Holdings Inc. 2901 - 2023-12-31 16,426 $669,000 -7,235
   VALMARK ADVISERS INC 323 - 2023-12-31 13,938 $568,000 -2,648
   XML Financial LLC 207 - 2023-12-31 13,151 $536,000 -486
   Fifth Third Securities Inc. 186 - 2024-03-31 11,772 $530,000 -2,608
   Kesler Norman & Wride LLC 128 - 2024-03-31 11,086 $499,000 -5,798
   LEAVELL T & ASSOCIATES INC 353 - 2024-03-31 10,632 $478,000 -1,966
   Coppell Advisory Solutions Corp. 129 - 2023-03-31 11,974 $465,000 -217
   RAYMOND JAMES & ASSOCIATES 3260 - 2024-03-31 7,514 $338,000 -726
   CX Institutional 447 - 2024-03-31 6,923 $311,000 -361
   FIRST INTERSTATE BANK 133 - 2023-12-31 7,184 $293,000 -450
   Beacon Financial Advisory LLC - 2023-12-31 6,753 $275,000 -432
   Goss Wealth Management LLC 1565 - 2023-12-31 6,710 $273,000 -386
   PROSPERA FINANCIAL SERVICES 967 - 2023-12-31 5,368 $219,000 -323
   Laurel Wealth Advisors LLC 179 - 2023-12-31 4,133 $168,000 -56
   TOWER RESEARCH CAPITAL LLC 2380 - 2023-12-31 3,384 $138,000 -6,341
   Nelson Van Denburg & Campbell Wealth Management Gr 591 - 2023-12-31 2,853 $116,000 -1,173
   US BANCORP 2380 - 2023-12-31 2,203 $90,000 -4,867
   BLAIR WILLIAM & CO/IL 1577 - 2023-12-31 1,171 $48,000 -39
   FIRST MANHATTAN CO 1030 - 2023-12-31 426 $18,000 -6
   Goodwin Investment Advisory 60 - 2023-12-31 287 $12,000 -39
   HANSON MCCLAIN, INC. 2515 - 2024-03-31 99 $4,000 -178
   BESSEMER GROUP INC 1866 - 2023-12-31 80 $3,000 -50
   Newbridge Financial Services Group Inc. 1283 - 2024-03-31 4 $0 -186
  48 Records found
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