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Get Institutions for : 
iShares Dow Jones U.S. Home Construction Index Fund (ITB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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  
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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/ 385 - 2023-12-31 3,648,076 $371,119,000 -198,841
   GOLDMAN SACHS GROUP INC/ 554 - 2023-12-31 1,270,947 $129,293,000 -1,530,719
   MORGAN STANLEY 1140 - 2023-12-31 994,146 $101,135,000 -2,679,650
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 114 - 2024-03-31 503,632 $58,305,000 -96,926
   Capital Asset Advisory Services LLC 9 - 2024-03-31 418,671 $46,837,000 -20,714
   AXXCESS WEALTH MANAGEMENT LLC 12 - 2023-12-31 428,529 $43,594,000 -11,715
   MML INVESTORS SERVICES LLC 153 - 2023-12-31 320,563 $32,611,000 -82,556
   Advisor Group Holdings Inc. 304 - 2024-03-31 251,588 $29,056,000 -58,607
   ROYAL BANK OF CANADA 963 - 2023-12-31 272,666 $27,739,000 -74,702
   Qube Research & Technologies Ltd 373 - 2023-12-31 248,184 $25,248,000 -611,008
   SPC FINANCIAL, INC. 11 - 2024-03-31 212,885 $24,646,000 -4,690
   MinichMacGregor Wealth Management LLC 3 - 2024-03-31 178,584 $20,351,000 -31,640
   Bulltick Wealth Management LLC 2 - 2023-12-31 184,352 $18,754,000 -7,855
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 283 - 2024-03-31 152,052 $17,603,000 -45,393
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 474 - 2024-03-31 122,127 $14,139,000 -34,998
   RAYMOND JAMES & ASSOCIATES 969 - 2024-03-31 120,440 $13,943,000 -12,863
   Riggs Asset Managment Co. Inc. 2 - 2024-03-31 117,502 $13,603,000 -493
   ADVISORY SERVICES NETWORK, LLC 67 - 2024-03-31 113,218 $13,107,000 -22,771
   ENVESTNET ASSET MANAGEMENT INC 1342 - 2023-12-31 114,236 $11,621,000 -19,261
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 950 - 2024-03-31 61,409 $7,109,000 -3,290
   Gerber Kawasaki Wealth & Investment Management 52 - 2023-12-31 63,853 $6,496,000 -9,029
   BARCLAYS PLC 1307 - 2023-12-31 63,532 $6,463,000 -636,572
   Eldridge Investment Advisors Inc. 17 - 2024-03-31 55,476 $6,422,000 -2,037
   FOCUS Wealth Advisors LLC 7 - 2024-03-31 50,671 $5,866,000 -588
   Arlington Capital Management Inc. 3 - 2024-03-31 50,583 $5,856,000 -15,700
   Well Done LLC 23 - 2024-03-31 45,726 $5,294,000 -4,555
   Squarepoint Ops LLC 657 - 2023-12-31 51,349 $5,224,000 -182,120
   Cadent Capital Advisors LLC 16 - 2024-03-31 44,458 $5,147,000 -889
   SMI Advisory Services LLC 19 - 2024-03-31 41,711 $4,662,000 -7,893
   CITADEL ADVISORS LLC 1646 - 2023-12-31 44,363 $4,513,000 -152,868
   Adviser Investments LLC 158 - 2024-03-31 38,063 $4,407,000 -2,248
   SCOTIA CAPITAL INC. 268 - 2023-12-31 41,430 $4,215,000 -2,004
   GTS SECURITIES LLC 235 - 2023-12-31 36,481 $3,711,000 -28,120
   SOL CAPITAL MANAGEMENT CO 63 - 2024-03-31 31,265 $3,620,000 -475
   Synergy Financial Management LLC 44 - 2024-03-31 30,569 $3,539,000 -1,136
   PFG FINANCIAL ADVISORS 49 - 2024-03-31 26,283 $3,043,000 -991
   JANE STREET GROUP LLC 2005 - 2023-12-31 28,982 $2,948,000 -32,969
   AE Wealth Management LLC 764 - 2023-12-31 29,581 $2,947,000 -24,704
   BANK OF NOVA SCOTIA / 590 - 2023-12-31 26,260 $2,669,000 -420
   Outlook Wealth Advisors LLC 27 - 2024-03-31 23,011 $2,664,000 -116
   COLONY GROUP LLC 314 - 2023-09-30 29,318 $2,301,000 -830
   Spire Wealth Management 241 - 2024-03-31 18,555 $2,148,000 -2,077
   Main Management LLC 38 - 2023-12-31 20,215 $2,056,000 -385
   M&T BANK CORP 699 - 2024-03-31 15,336 $1,775,000 -431
   ATRIA INVESTMENTS LLC 681 - 2023-12-31 15,834 $1,611,000 -7,213
   BB&T CORP 1353 - 2023-12-31 15,642 $1,591,000 -896
   Snowden Capital Advisors LLC 320 - 2023-12-31 15,574 $1,584,000 -2,141
   Q3 Asset Management 25 - 2024-03-31 13,555 $1,564,000 -1,526
   RDA Financial Network 59 - 2024-03-31 12,790 $1,481,000 -200
   Beacon Pointe Advisors LLC 581 - 2023-12-31 12,915 $1,314,000 -138
   Total Clarity Wealth Management Inc. 59 - 2024-03-31 11,269 $1,305,000 -216
   HILLTOP HOLDINGS INC. 185 - 2023-12-31 11,972 $1,218,000 -4,433
   MCCORMACK ADVISORS INTERNATIONAL 463 - 2024-03-31 10,393 $1,203,000 -264
   Retirement Planning Co of New England Inc. 43 - 2024-03-31 9,489 $1,099,000 -16
   MISSION CREEK CAPITAL PARTNERS INC 100 - 2023-12-31 10,425 $1,061,000 -1,041
   Toroso Investments LLC 609 - 2023-12-31 10,097 $1,027,000 -361
   MUIRFIELD WEALTH ADVISORS LLC 23 - 2024-03-31 8,681 $1,005,000 -1,747
   Ascent Group LLC 262 - 2023-12-31 9,075 $957,000 -1,258
   Family Firm Inc. 78 - 2024-03-31 8,263 $957,000 -389
   CLIFFORD ASSOCIATES LLC 178 - 2024-03-31 8,224 $952,000 -715
   H&H Retirement Design & Management INC 36 - 2024-03-31 8,885 $917,000 -1,251
   Steward Partners Investment Advisory LLC 777 - 2023-12-31 8,619 $877,000 -261
   KESTRA PRIVATE WEALTH SERVICES LLC 596 - 2024-03-31 7,497 $868,000 -188
   Csenge Advisory Group 300 - 2024-03-31 7,283 $843,000 -616
   STEPHENS INC /AR/ 589 - 2023-12-31 7,966 $810,000 -299
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 597 - 2023-12-31 7,894 $803,000 -2,823
   US BANCORP 1253 - 2024-03-31 6,522 $755,000 -2,136
   Wilson & Boucher Capital Management LLC 57 - 2024-03-31 6,154 $712,000 -331
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 31 - 2023-03-31 10,130 $712,000 -995
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1393 - 2024-03-31 5,991 $694,000 -436
   Sterling Investment Advisors Ltd. 90 - 2024-03-31 5,916 $685,000 -1,130
   Wealthcare Advisory Partners LLC 480 - 2024-03-31 5,733 $664,000 -3,069
   BANK OF MONTREAL /CAN/ 1862 - 2023-12-31 6,421 $657,000 -61,955
   MILLENNIUM MANAGEMENT LLC 2953 - 2023-12-31 6,396 $651,000 -120,906
   BANK HAPOALIM BM 101 - 2024-03-31 4,858 $562,000 -12,560
   Beaumont Capital Management LLC 39 - 2024-03-31 4,611 $534,000 -85
   F3Logic LLC 115 - 2022-12-31 7,931 $481,000 -1,811
   THRIVENT FINANCIAL FOR LUTHERANS 2156 - 2023-12-31 4,559 $464,000 -284
   Koshinski Asset Management Inc. 337 - 2024-03-31 3,951 $457,000 -17
   STANSBERRY ASSET MANAGEMENT LLC 100 - 2023-12-31 4,416 $449,000 -24,094
   CIBC WORLD MARKETS INC. 888 - 2023-12-31 4,310 $438,000 -450
   BENJAMIN F. EDWARDS & COMPANY INC. 682 - 2024-03-31 3,720 $431,000 -429
   Envestnet Portfolio Solutions Inc. 1235 - 2024-03-31 3,294 $381,000 -14
   Howard Wealth Management LLC 65 - 2024-03-31 3,103 $359,000 -120
   LYELL WEALTH MANAGEMENT LP 156 - 2024-03-31 3,078 $356,000 -407
   Cetera Investment Advisers 1683 - 2023-12-31 3,446 $351,000 -321
   Robertson Stephens Wealth Management LLC 358 - 2023-12-31 3,316 $337,000 -39,233
   COMERICA BANK 2056 - 2023-12-31 3,235 $329,000 -471
   MERCER GLOBAL ADVISORS INC /ADV 1585 - 2023-12-31 3,041 $309,000 -265
   Atlantic Trust Group LLC 967 - 2024-03-31 2,629 $300,000 -412
   RAYMOND JAMES TRUST CO 984 - 2024-03-31 2,569 $297,000 -30
   TOWER RESEARCH CAPITAL LLC 1796 - 2023-12-31 2,832 $288,000 -16,839
   Ignite Planners LLC 221 - 2024-03-31 2,454 $280,000 -2,422
   Advisory Alpha LLC 328 - 2024-03-31 2,232 $258,000 -108
   TrinityPoint Wealth LLC 267 - 2024-03-31 2,205 $255,000 -230
   X-Square Capital LLC 136 - 2023-12-31 2,424 $247,000 -6,165
   Valeo Financial Advisors LLC 574 - 2024-03-31 2,187 $229,000 -401
   QUANTUM CAPITAL MANAGEMENT, LLC / NJ 28 - 2023-12-31 2,199 $224,000 -87
   CAROLINAS WEALTH CONSULTING LLC 151 - 2023-12-31 2,120 $216,000 -580
   NBC SECURITIES INC. 747 - 2024-03-31 1,733 $211,000 -32

  100 Records found
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