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Get Institutions for : 
iShares Dow Jones US Consumer Cyclical (IYC)  
$77.71 1.64 (2.07%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 201    4
Total shares held : 
 5,870,243  
% of shares held : 
 13.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 -296,241  
% of shares held change : 
   -0.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $66.92  
Last Quarter's Ending Price : 
 $75.77  
Last Quarter's Average Price : 
 $69.73  
Change from last quarter's     
avg. price to the last closing  : 
7.98 (11.44%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 231,209
 3.94%
 
Increased Positions :
63
 874,218
 14.89%
 
Unchanged Positions :
71
 245,141
 4.18%
 
Decreased Positions :
47
-334,700
-5.7%
 
Closed Positions :
16
-1,066,968
-18.18%
 
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
   Connectus Wealth LLC 175 *New 2023-12-31 59,506 $4,513,000 59,506
   TOWNSQUARE CAPITAL LLC 276 *New 2023-12-31 50,820 $3,851,000 50,820
   Eaton Financial Holdings Company LLC 15 *New 2024-03-31 43,290 $3,548,000 43,290
   TRANSATLANTIQUE PRIVATE WEALTH LLC 25 *New 2023-12-31 23,655 $1,792,000 23,655
   Virtue Capital Management LLC 51 *New 2023-12-31 22,587 $1,661,000 22,587
   CWA Asset Management Group LLC 140 *New 2023-12-31 17,696 $1,341,000 17,696
   Outlook Wealth Advisors LLC 82 *New 2024-03-31 9,845 $807,000 9,845
   FLOW TRADERS U.S. LLC 405 *New 2023-12-31 9,566 $725,000 9,566
   Eagle Strategies LLC 140 *New 2024-03-31 7,961 $653,000 7,961
   NAVELLIER & ASSOCIATES INC 233 *New 2023-12-31 6,038 $457,000 6,038
   TWO SIGMA INVESTMENTS LLC 2384 *New 2023-12-31 5,900 $447,000 5,900
   Prime Capital Investment Advisors LLC *New 2023-12-31 5,522 $418,000 5,522
   One Charles Private Wealth Services LLC 94 *New 2023-12-31 4,556 $345,000 4,556
   MCCORMACK ADVISORS INTERNATIONAL 800 *New 2023-12-31 3,928 $298,000 3,928
   Oakmont Partners LLC 585 *New 2024-03-31 3,604 $295,000 3,604
   Envestnet Portfolio Solutions Inc. 1385 *New 2023-12-31 3,313 $251,000 3,313
   GTS SECURITIES LLC 1191 *New 2023-12-31 3,287 $249,000 3,287
   PRW Wealth Management LLC 98 *New 2023-09-30 3,327 $213,000 3,327
   PINNACLE ASSOCIATES LTD 781 *New 2024-03-31 2,600 $213,000 2,600
   Snowden Capital Advisors LLC 1043 *New 2023-12-31 2,780 $211,000 2,780
   Apeiron RIA LLC 205 *New 2024-03-31 2,537 $208,000 2,537
   HOLDERNESS INVESTMENTS CO 230 *New 2023-12-31 2,725 $206,000 2,725
   ATLAS BROWNINC 197 *New 2024-03-31 2,497 $205,000 2,497
   Advisory Alpha LLC *New 2023-12-31 2,667 $202,000 2,667
   Nemes Rush Group LLC 265 *New 2023-12-31 593 $45,000 593
   Pacifica Partners Inc. 273 *New 2024-03-31 327 $27,000 327
   ANGELES WEALTH MANAGEMENT LLC 240 *New 2023-12-31 322 $24,000 322
   Spire Wealth Management 1770 *New 2024-03-31 100 $8,000 100
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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