Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Dow Jones US Consumer Cyclical (IYC)  
$77.71 1.64 (2.07%) as of 4:30 Tue 4/30


Download
     
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
   STILLWATER CAPITAL ADVISORS, LLC 38 - 2024-03-31 32,622 $2,674,000 0
   SPINNAKER TRUST 135 - 2023-12-31 13,928 $1,055,000 0
   Simmons Bank 183 - 2023-12-31 12,906 $978,000 0
   RETIREMENT PLANNING GROUP 109 - 2024-03-31 10,880 $892,000 0
   M&T BANK CORP 1025 - 2023-12-31 8,683 $658,000 0
   HAVERFORD TRUST CO 251 - 2023-12-31 8,370 $634,000 0
   Canvas Wealth Advisors LLC 82 - 2024-03-31 5,584 $432,000 0
   Patriot Investment Management Inc. 175 - 2024-03-31 5,221 $428,000 0
   WHITTIER TRUST CO OF NEVADA INC 365 - 2023-12-31 5,520 $418,000 0
   PETTYJOHN CO 128 - 2023-12-31 5,500 $417,000 0
   COMMERCE BANK N A/MO 913 - 2023-12-31 5,375 $407,000 0
   BARTLETT & CO. LLC 371 - 2023-12-31 5,168 $394,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 371 - 2023-12-31 5,168 $394,000 0
   Chesapeake Wealth Management 115 - 2023-12-31 5,062 $384,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 617 - 2023-12-31 4,932 $374,000 0
   WJ Wealth Management LLC 64 - 2024-03-31 4,280 $351,000 0
   TIAA FSB 455 - 2023-06-30 4,832 $344,000 0
   CLIFFORD ASSOCIATES LLC 255 - 2024-03-31 4,000 $328,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 369 - 2023-12-31 4,300 $326,000 0
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 4,260 $323,000 0
   Samalin Investment Counsel LLC 203 - 2023-12-31 4,235 $321,000 0
   EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 60 - 2023-12-31 4,000 $303,000 0
   Greenfield Savings Bank 122 - 2024-03-31 3,512 $288,000 0
   New Legacy Group LLC 24 - 2023-09-30 4,200 $281,000 0
   Baird Financial Group Inc. 1538 - 2023-12-31 3,663 $278,000 0
   NATIONAL BANK OF CANADA /FI/ 1227 - 2023-12-31 3,664 $275,000 0
   RATHBONE BROTHERS PLC 493 - 2023-12-31 3,381 $256,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 3,160 $239,000 0
   Front Row Advisors LLC 126 - 2023-12-31 1,850 $140,000 0
   Geneos Wealth Management Inc. - 2023-12-31 1,686 $128,000 0
   SANDY SPRING BANK - 2023-12-31 1,660 $126,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 344 - 2024-03-31 1,264 $104,000 0
   Rockbridge Investment Management LCC 186 - 2023-12-31 1,172 $89,000 0
   Mascoma Wealth Management LLC - 2023-12-31 1,000 $76,000 0
   MTM Investment Management LLC 213 - 2024-03-31 884 $72,000 0
   Financial Perspectives Inc 253 - 2024-03-31 760 $62,000 0
   US BANCORP 2550 - 2023-12-31 800 $61,000 0
   Lumature Wealth Partners LLC 217 - 2023-06-30 800 $57,000 0
   MONTAG A & ASSOCIATES INC 566 - 2023-12-31 696 $53,000 0
   Hartland & Co. LLC 729 - 2023-12-31 655 $50,000 0
   Laffer Tengler Investments 189 - 2023-12-31 636 $48,000 0
   BDO Wealth Advisors LLC 442 - 2023-06-30 662 $47,000 0
   Resurgent Financial Advisors LLC 346 - 2023-12-31 605 $46,000 0
   SOA Wealth Advisors LLC. 334 - 2024-03-31 493 $40,000 0
   TD Waterhouse Canada Inc. 1019 - 2023-12-31 483 $35,000 0
   CENTRAL BANK & TRUST CO 256 - 2024-03-31 408 $33,000 0
   EPG Wealth Management LLC 331 - 2023-12-31 368 $28,000 0
   Davis Capital Management 167 - 2024-03-31 348 $28,000 0
   Sugarloaf Wealth Management LLC 371 - 2024-03-31 316 $26,000 0
   Ronald Blue Trust Inc. 1200 - 2023-12-31 375 $25,000 0
   SCBT FINANCIAL CORP 406 - 2023-12-31 320 $24,000 0
   Ariel Capital Advisors LLC 209 - 2023-12-31 300 $23,000 0
   COLONIAL ASSET MANAGEMENT, INC. 422 - 2023-12-31 255 $19,000 0
   WETZEL INVESTMENT ADVISORS INC. 381 - 2024-03-31 230 $18,000 0
   Salomon & Ludwin LLC 428 - 2023-12-31 264 $18,000 0
   WEST PACES ADVISORS INC. 320 - 2024-03-31 210 $17,000 0
   NBC SECURITIES INC. 1507 - 2024-03-31 200 $16,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 988 - 2024-03-31 200 $16,000 0
   IFP Advisors Inc 1991 - 2023-12-31 202 $15,000 0
   Ritter Daniher Financial Advisory LLC / DE 216 - 2023-12-31 190 $14,000 0
   Founders Financial Alliance LLC 423 - 2023-12-31 157 $12,000 0
   Pflug Koory LLC 320 - 2024-03-31 136 $11,000 0
   ALPHAMARK ADVISORS LLC 544 - 2024-03-31 108 $9,000 0
   Global Retirement Partners LLC 2168 - 2024-03-31 104 $9,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1173 - 2023-12-31 103 $8,000 0
   CFG ASSET MANAGEMENT LLC 287 - 2023-12-31 104 $8,000 0
   Piscataqua Savings Bank 337 - 2024-03-31 40 $3,000 0
   Kalos Management Inc. 123 - 2023-06-30 29 $2,000 0
   PROEQUITIES INC. 8957 - 2023-12-31 0 $0 0
  69 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