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Get Institutions for : 
iShares Dow Jones US Consumer Cyclical (IYC)  
$77.36 0.35 (0.45%) as of 4:30 Wed 5/1


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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  : 
7.63 (10.94%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1479 - 2023-12-31 846,518 $64,141,000 43,997
   BANK OF AMERICA CORP /DE/ 1124 - 2023-12-31 712,007 $53,949,000 12,555
   UBS Group AG 815 - 2023-12-31 479,312 $36,317,000 35,668
   Green Harvest Asset Management LLC 22 - 2023-12-31 415,627 $31,492,000 200,027
   WELLS FARGO & CO/MN 1029 - 2023-12-31 289,342 $21,923,000 5,924
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 624 - 2024-03-31 182,314 $14,944,000 44,003
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 282 - 2023-12-31 190,700 $14,449,000 189,193
   CAPTRUST FINANCIAL ADVISORS 355 - 2023-12-31 142,128 $10,769,000 5,791
   AE Wealth Management LLC 476 - 2023-12-31 97,164 $7,307,000 44,051
   COMMONWEALTH EQUITY SERVICES LLC. 920 - 2023-12-31 88,688 $6,720,000 4,442
   Brookstone Capital Management 210 - 2024-03-31 66,278 $5,433,000 25,824
   Kellett Schaffner Wealth Advisors LLC 9 - 2024-03-31 65,878 $5,400,000 11,165
   Pinkerton Retirement Specialists LLC - 2023-12-31 64,449 $4,883,000 64,449
   RAYMOND JAMES & ASSOCIATES 1605 - 2024-03-31 58,420 $4,789,000 4,818
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 806 - 2024-03-31 54,827 $4,494,000 11,863
   CITADEL ADVISORS LLC 1770 - 2023-12-31 50,490 $3,826,000 39,249
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 38,408 $2,910,000 13,897
   BLACKROCK INC. 3666 - 2023-12-31 35,417 $2,684,000 12,633
   MML INVESTORS SERVICES LLC 959 - 2023-12-31 28,693 $2,174,000 386
   Qube Research & Technologies Ltd 1331 - 2023-12-31 24,601 $1,864,000 17,693
   TRITONPOINT WEALTH LLC 126 - 2024-03-31 21,971 $1,407,000 840
   Sunbelt Securities Inc. 139 - 2024-03-31 16,420 $1,346,000 1,486
   Balboa Wealth Partners 36 - 2023-12-31 17,455 $1,323,000 17,455
   MARINER WEALTH ADVISORS, LLC 1300 - 2023-12-31 16,180 $1,226,000 11,259
   MARSHALL WACE LLP 1143 - 2023-12-31 16,145 $1,223,000 16,145
   Cetera Investment Advisers 1035 - 2023-12-31 15,133 $1,147,000 842
   GARRISON POINT ADVISORS LLC 39 - 2023-12-31 15,090 $1,143,000 30
   WHITENER CAPITAL MANAGEMENT INC. 65 - 2024-03-31 12,216 $1,001,000 75
   Equitable Holdings Inc. 575 - 2023-12-31 13,196 $1,000,000 1,084
   GSA CAPITAL PARTNERS LLP 406 - 2023-12-31 12,985 $984,000 673
   CI Private Wealth LLC 1281 - 2023-12-31 12,971 $983,000 2,525
   Clear Creek Financial Management LLC 155 - 2024-03-31 11,469 $940,000 2,104
   STIFEL FINANCIAL CORP 2234 - 2023-12-31 11,080 $840,000 84
   FMR LLC 2382 - 2023-12-31 10,780 $817,000 2,070
   Private Advisor Group LLC 1231 - 2023-12-31 10,395 $788,000 331
   WESPAC ADVISORS, LLC 87 - 2024-03-31 8,579 $703,000 2,937
   WealthBridge Capital Management LLC 77 - 2023-12-31 8,508 $645,000 3
   RENAISSANCE TECHNOLOGIES LLC 2660 - 2023-12-31 8,500 $644,000 1,800
   CREATIVE PLANNING 1555 - 2023-12-31 8,066 $611,000 85
   COMERICA BANK 1788 - 2023-12-31 7,871 $596,000 5,942
   Laidlaw Wealth Management LLC 120 - 2023-12-31 7,173 $543,000 222
   NATIONAL ASSET MANAGEMENT, INC. 867 - 2023-12-31 5,891 $446,000 13
   Horizon Family Wealth Inc. 39 - 2023-12-31 5,228 $396,000 5,228
   HIGHTOWER ADVISORS, LLC 2440 - 2023-12-31 5,182 $394,000 1,483
   KESTRA PRIVATE WEALTH SERVICES LLC 852 - 2023-12-31 4,834 $366,000 52
   PLANNING DIRECTIONS INC 49 - 2023-12-31 4,611 $349,000 16
   BLAIR WILLIAM & CO/IL 1181 - 2023-12-31 4,589 $348,000 363
   EP WEALTH ADVISORS, INC. 574 - 2023-12-31 4,568 $346,000 185
   HPM Partners LLC - 2023-12-31 4,357 $330,000 4,357
   Beacon Financial Advisory LLC - 2023-12-31 4,285 $325,000 12
   PNC FINANCIAL SERVICES GROUP INC 1827 - 2023-12-31 4,079 $309,000 380
   Atria Wealth Solutions Inc. 1470 - 2023-12-31 4,026 $305,000 233
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1899 - 2024-03-31 3,681 $302,000 2
   THRIVENT FINANCIAL FOR LUTHERANS 2292 - 2023-12-31 3,796 $288,000 9
   Maltin Wealth Management Inc. 101 - 2024-03-31 3,243 $266,000 4
   Family Firm Inc. 185 - 2023-12-31 2,715 $206,000 2,715
   Blue Chip Partners Inc. 138 - 2024-03-31 2,190 $179,000 4
   Coastal Investment Advisors Inc. 426 - 2024-03-31 1,986 $163,000 1,986
   GPS Wealth Strategies Group LLC 339 - 2023-12-31 1,477 $112,000 4
   Capital Investment Advisory Services LLC 548 - 2024-03-31 1,361 $112,000 2
   HANSON MCCLAIN, INC. 1118 - 2024-03-31 912 $75,000 508
   CREATIVE FINANCIAL DESIGNS INC /ADV 727 - 2023-12-31 553 $42,000 2
   Fortis Group Advisors LLC 230 - 2023-12-31 272 $21,000 136
  63 Records found
  1    
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