Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Dow Jones U.S. Home Construction Index Fund (ITB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 323    15
Total shares held : 
 19,837,327  
% of shares held : 
 49.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -7,922,307  
% of shares held change : 
   -19.71%  
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 :
49
 789,009
 3.98%
 
Increased Positions :
94
 2,255,449
 11.37%
 
Unchanged Positions :
71
 2,353,279
 11.86%
 
Decreased Positions :
109
-9,414,920
-47.46%
 
Closed Positions :
34
-1,551,845
-7.82%
 
Guru Positions :
2
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
   Varma Mutual Pension Insurance Co 13 - 2023-12-31 1,629,684 $165,788,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 897 - 2023-12-31 244,799 $24,904,000 0
   CASTLEARK MANAGEMENT LLC 164 - 2023-12-31 28,950 $2,945,000 0
   ROTHSCHILD INVESTMENT CORP /IL 92 - 2023-09-30 36,825 $2,890,000 0
   Zhang Financial LLC 92 - 2024-03-31 15,450 $1,789,000 0
   COMMERCE BANK N A/MO 548 - 2024-03-31 11,825 $1,369,000 0
   DAVIDSON D A & CO 615 - 2023-12-31 13,291 $1,352,000 0
   DAVENPORT & CO LLC 559 - 2024-03-31 10,139 $1,174,000 0
   Apeiron RIA LLC 58 - 2024-03-31 9,501 $1,100,000 0
   CORA CAPITAL ADVISORS LLC 40 - 2024-03-31 7,923 $917,000 0
   Quantum Private Wealth LLC 64 - 2024-03-31 7,780 $901,000 0
   PROVISE MANAGEMENT GROUP LLC 162 - 2024-03-31 6,367 $737,000 0
   MidWestOne Financial Group Inc. 179 - 2023-12-31 7,020 $714,000 0
   Cambridge Advisors Inc. 124 - 2024-03-31 3,800 $440,000 0
   EP WEALTH ADVISORS, INC. 561 - 2023-12-31 3,665 $373,000 0
   LCNB CORP 138 - 2024-03-31 3,085 $357,000 0
   BUTLER WICK TRUST CO 136 - 2024-03-31 2,867 $332,000 0
   Keudell/Morrison Wealth Management 152 - 2024-03-31 2,767 $320,000 0
   Crumly & Associates Inc. 118 - 2024-03-31 2,529 $293,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 275 - 2024-03-31 2,360 $273,000 0
   NATIONAL BANK OF CANADA /FI/ 1229 - 2023-12-31 2,700 $271,000 0
   TRUST POINT INC. 434 - 2024-03-31 2,308 $267,000 0
   CARRET ASSET MANAGEMENT 232 - 2024-03-31 2,229 $258,000 0
   Absolute Capital Management LLC 89 - 2024-03-31 2,200 $255,000 0
   Momentum Advisors LLC 65 - 2022-12-31 4,137 $251,000 0
   Strategies Wealth Advisors LLC 86 - 2024-03-31 2,054 $238,000 0
   MONECO Advisors LLC 365 - 2024-03-31 2,024 $234,000 0
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 289 - 2024-03-31 2,000 $232,000 0
   D. SCOTT NEAL INC. 59 - 2024-03-31 2,000 $232,000 0
   Tobias Financial Advisors Inc. 90 - 2024-03-31 1,976 $229,000 0
   BROWN BROTHERS HARRIMAN & CO 514 - 2024-03-31 1,800 $208,000 0
   Elgethun Capital Management 125 - 2023-12-31 1,644 $167,000 0
   Y.D. More Investments Ltd 185 - 2023-12-31 1,400 $142,000 0
   Rice Partnership LLC 95 - 2023-12-31 1,300 $132,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 1,000 $102,000 0
   VALLEY NATIONAL ADVISERS INC 325 - 2024-03-31 812 $94,000 0
   Ameliora Wealth Management Ltd. 114 - 2024-03-31 800 $93,000 0
   WASHINGTON TRUST CO 390 - 2024-03-31 652 $75,000 0
   Hexagon Capital Partners LLC 398 - 2024-03-31 500 $58,000 0
   Cedar Wealth Management LLC 157 - 2023-12-31 500 $51,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 752 - 2024-03-31 390 $45,000 0
   Anchor Investment Management LLC 542 - 2023-12-31 423 $43,000 0
   Financial Perspectives Inc 296 - 2024-03-31 365 $42,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 258 - 2024-03-31 350 $41,000 0
   Canton Hathaway LLC 176 - 2023-12-31 395 $40,000 0
   Cypress Capital Management LLC (WY) 86 - 2024-03-31 283 $33,000 0
   DELTA ASSET MANAGEMENT LLC/TN 336 - 2023-12-31 246 $25,000 0
   GHP INVESTMENT ADVISORS INC 560 - 2024-03-31 205 $24,000 0
   Founders Financial Alliance LLC 394 - 2023-12-31 214 $22,000 0
   Eagle Bay Advisors LLC 437 - 2024-03-31 170 $20,000 0
   Efficient Wealth Management LLC 232 - 2024-03-31 147 $18,000 0
   Investors Research Corp 638 - 2024-03-31 150 $17,000 0
   PROEQUITIES INC. 1578 - 2024-03-31 129 $15,000 0
   SANDY SPRING BANK 797 - 2024-03-31 119 $14,000 0
   PrairieView Partners LLC 261 - 2024-03-31 113 $14,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 891 - 2024-03-31 100 $12,000 0
   Northwest Financial Advisors 465 - 2024-03-31 100 $12,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 687 - 2022-12-31 200 $12,000 0
   Parallel Advisors LLC 2224 - 2024-03-31 105 $12,000 0
   BerganKDV Wealth Management LLC 542 - 2023-06-30 125 $11,000 0
   BARTLETT & CO. LLC 971 - 2023-12-31 100 $10,000 0
   Sachetta LLC 415 - 2024-03-31 100 $10,000 0
   Solstein Capital LLC 246 - 2024-03-31 66 $8,000 0
   AYRSHIRE ASSOCIATES INC 473 - 2023-12-31 58 $6,000 0
   Farther Finance Advisors LLC 1975 - 2023-12-31 49 $5,000 0
   Aspire Wealth Management Corp 170 - 2024-03-31 38 $4,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 405 - 2023-12-31 25 $3,000 0
   Beaird Harris Wealth Management LLC 435 - 2023-12-31 29 $3,000 0
   JJJ Advisors Inc. 947 - 2024-03-31 7 $1,000 0
   Delos Wealth Advisors LLC 298 - 2024-03-31 10 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 592 - 2023-12-31 1 $1,000 0
  71 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us