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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RPg Family Wealth Advisory LLC *Closed 2023-12-31 0 $0 -19,244
   Cooksen Wealth LLC 46 *Closed 2024-03-31 0 $0 -341
   Foundations Investment Advisors LLC 677 *Closed 2023-12-31 0 $0 -27,275
   Laurel Wealth Advisors Inc. 652 *Closed 2022-12-31 0 $0 -3,620
   FIFTH THIRD BANCORP 2357 *Closed 2024-03-31 0 $0 -1,920
   Carnick & Kubik Group LLC 220 *Closed 2024-03-31 0 $0 -9,620
   QUATTRO FINANCIAL ADVISORS LLC 90 *Closed 2024-03-31 0 $0 -10,224
   OLD MISSION CAPITAL LLC 1021 *Closed 2023-12-31 0 $0 -3,180
   Koshinski Asset Management Inc. 556 *Closed 2023-12-31 0 $0 -4,377
   THOROUGHBRED FINANCIAL SERVICES LLC 611 *Closed 2023-12-31 0 $0 -5,282
   MANUFACTURERES LIFE INSURANCE CO 2969 *Closed 2023-12-31 0 $0 -952,217
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 205 *Closed 2023-12-31 0 $0 -1,060
   BAKER AVENUE ASSET MANAGEMENT, LP 1399 *Closed 2023-12-31 0 $0 -1,896
   Cape Investment Advisory Inc. 1146 *Closed 2023-12-31 0 $0 -476
   HEAD & ASSOCIATES LLC 567 *Closed 2023-12-31 0 $0 -208
   H D Vest Advisory Services 1629 *Closed 2023-12-31 0 $0 -3,528

  16 Records found
  1    
  Page 1 of 1
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