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Get Institutions for : 
iShares S&P GSTI Software Index (IGV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 453    29
Total shares held : 
 12,859,213  
% of shares held : 
 79.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 -1,513,285  
% of shares held change : 
   -9.37%  
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 :
66
 416,920
 3.24%
 
Increased Positions :
128
 847,188
 6.59%
 
Unchanged Positions :
129
 333,566
 2.59%
 
Decreased Positions :
130
-2,243,944
-17.45%
 
Closed Positions :
37
-533,449
-4.15%
 
Guru Positions :
2
2,539,763
 19.75%
 
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
   Yahav Achim Ve Achayot - Provident Funds Managemen 11 - 2023-12-31 10,062 $4,078,000 0
   HYMAN CHARLES D 82 - 2023-12-31 7,389 $2,997,000 0
   Savoie Capital LLC 38 - 2023-12-31 6,041 $2,450,000 0
   SYNOVUS FINANCIAL CORP 372 - 2023-12-31 3,471 $1,408,000 0
   Bienville Capital Management LLC 40 - 2023-12-31 2,768 $1,123,000 0
   OHE FINANCIAL INC 112 - 2023-12-31 2,727 $1,106,000 0
   KENFARB & CO. 32 - 2023-09-30 3,115 $1,063,000 0
   ADVISORY SERVICES NETWORK, LLC 668 - 2023-12-31 2,218 $900,000 0
   Gerber Kawasaki Wealth & Investment Management 137 - 2023-12-31 2,080 $844,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 283 - 2023-12-31 2,034 $825,000 0
   HSBC HOLDINGS PLC 1465 - 2023-12-31 2,000 $811,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 599 - 2023-12-31 1,865 $757,000 0
   NOVARE CAPITAL MANAGEMENT LLC 117 - 2023-12-31 1,745 $708,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 1,516 $615,000 0
   IONIC CAPITAL MANAGEMENT LLC 49 - 2023-12-31 1,500 $608,000 0
   AJ WEALTH STRATEGIES LLC 168 - 2023-06-30 1,751 $606,000 0
   CALAMOS WEALTH MANAGEMENT LLC 171 - 2023-12-31 1,360 $552,000 0
   COLONIAL ASSET MANAGEMENT, INC. 129 - 2023-12-31 1,350 $548,000 0
   Atlantic Trust Group LLC 794 - 2023-12-31 1,270 $515,000 0
   OAK HILL INVESTMENT MANAGEMENT, L.P. 102 - 2023-12-31 1,200 $487,000 0
   Investmark Advisory Group LLC 69 - 2023-12-31 1,164 $472,000 0
   PINEBRIDGE INVESTMENTS LTD 502 - 2023-12-31 1,119 $454,000 0
   Johns Hopkins University 15 - 2023-12-31 1,000 $406,000 0
   GRUSS & CO INC - 2023-12-31 1,000 $406,000 0
   New Legacy Group LLC 21 - 2023-09-30 1,035 $353,000 0
   Journey Advisory Group LLC 164 - 2023-12-31 850 $345,000 0
   CYNOSURE MANAGEMENT LLC 128 - 2023-12-31 840 $341,000 0
   MONETARY MANAGEMENT GROUP INC 162 - 2023-12-31 805 $327,000 0
   BRADLEY FOSTER & SARGENT INC/CT 387 - 2023-12-31 800 $325,000 0
   SPEARS ABACUS ADVISORS LLC 166 - 2023-12-31 800 $325,000 0
   CHARTER RESEARCH & INVESTMENT GROUP INC. 69 - 2023-12-31 700 $284,000 0
   MISSION CREEK CAPITAL PARTNERS INC 198 - 2023-12-31 696 $282,000 0
   IEQ CAPITAL LLC 753 - 2023-12-31 668 $271,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 303 - 2023-12-31 651 $264,000 0
   CEERA INVESTMENTS LLC 76 - 2023-12-31 611 $248,000 0
   GOFEN & GLOSSBERG LLC /IL/ 465 - 2022-12-31 857 $219,000 0
   Transcendent Capital Group LLC 76 - 2024-03-31 500 $203,000 0
   Colonial Trust Co / SC 267 - 2023-12-31 486 $197,000 0
   Rice Partnership LLC 94 - 2023-12-31 344 $140,000 0
   Running Point Capital Advisors LLC 106 - 2023-12-31 289 $117,000 0
   BESSEMER GROUP INC 1191 - 2023-12-31 270 $109,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 268 - 2023-12-31 232 $94,000 0
   Founders Financial Alliance LLC 295 - 2023-12-31 232 $94,000 0
   Aptus Capital Advisors LLC 611 - 2023-12-31 232 $94,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 291 - 2023-06-30 228 $79,000 0
   Resurgent Financial Advisors LLC 280 - 2023-12-31 181 $73,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 277 - 2023-12-31 181 $73,000 0
   Sutton Wealth Advisors Inc. 208 - 2023-09-30 177 $60,000 0
   Psagot Value Holdings Ltd. / (Israel) 240 - 2023-12-31 143 $58,000 0
   Investors Research Corp 510 - 2023-12-31 134 $54,000 0
   DELTA ASSET MANAGEMENT LLC/TN 257 - 2023-12-31 125 $51,000 0
   Addison Advisors LLC 352 - 2023-12-31 120 $49,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 451 - 2023-12-31 100 $41,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 503 - 2022-12-31 150 $38,000 0
   Global Wealth Management Investment Advisory Inc. 220 - 2023-12-31 84 $34,000 0
   Element Wealth LLC 180 - 2023-12-31 79 $32,000 0
   Lee Financial CORP 269 - 2023-12-31 73 $30,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 315 - 2023-12-31 72 $29,000 0
   Archer Investment Corp 476 - 2023-12-31 58 $24,000 0
   HM PAYSON & CO 708 - 2023-12-31 59 $24,000 0
   Missouri Trust & Investment Co 261 - 2023-12-31 50 $20,000 0
   Ritter Daniher Financial Advisory LLC / DE 254 - 2023-12-31 18 $7,000 0
   EverSource Wealth Advisors LLC 1955 - 2023-12-31 10 $4,000 0
   Kalos Management Inc. 118 - 2023-06-30 10 $3,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 607 - 2023-12-31 1 $1,000 0
   West Branch Capital LLC 430 - 2024-03-31 2 $0 0
  66 Records found
  1    
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