Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Tr Enrgy Sector Indx (IYE)  
$46.39 0.10 (0.22%) as of 4:30 Wed 9/18


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 283    12
Total shares held : 
 13,766,190  
% of shares held : 
 17.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 13,414  
% of shares held change : 
   0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.71  
Last Quarter's Ending Price : 
 $48.00  
Last Quarter's Average Price : 
 $48.83  
Change from last quarter's     
avg. price to the last closing  : 
2.44 (5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 190,817
 1.39%
 
Increased Positions :
94
 469,537
 3.41%
 
Unchanged Positions :
71
 520,360
 3.78%
 
Decreased Positions :
100
-313,168
-2.27%
 
Closed Positions :
30
-333,772
-2.42%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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
   Goodman Advisory Group LLC 48 *New 2024-06-30 26,682 $1,281,000 26,682
   PATHSTONE FAMILY OFFICE, LLC 617 *New 2023-09-30 26,591 $1,261,000 26,591
   ALLSTATE CORP 71 *New 2024-06-30 25,400 $1,219,000 25,400
   Fulcrum Equity Management 31 *New 2024-06-30 23,845 $1,145,000 23,845
   JANE STREET GROUP LLC 3749 *New 2024-06-30 17,389 $835,000 17,389
   TUDOR INVESTMENT CORP ET AL 1049 *New 2024-06-30 16,775 $805,000 16,775
   GTS SECURITIES LLC 913 *New 2024-06-30 11,150 $535,000 11,150
   Empirical Asset Management LLC 106 *New 2024-03-31 10,317 $510,000 10,317
   NORTHERN TRUST CORP 3533 *New 2024-06-30 9,408 $452,000 9,408
   ATRIA INVESTMENTS LLC 1363 *New 2024-06-30 9,179 $441,000 9,179
   CUSTOM INDEX SYSTEMS LLC 128 *New 2024-06-30 8,337 $400,000 8,337
   Alera Investment Advisors LLC 163 *New 2024-06-30 8,274 $397,000 8,274
   Quantinno Capital Management LP 1194 *New 2024-06-30 5,567 $267,000 5,567
   Legacy Capital Group California Inc. 271 *New 2024-06-30 4,962 $238,000 4,962
   RSM US WEALTH MANAGEMENT LLC 1251 *New 2024-06-30 4,776 $229,000 4,776
   BAYSTATE WEALTH MANAGEMENT LLC 308 *New 2023-12-31 1,744 $77,000 1,744
   HHM Wealth Advisors LLC 364 *New 2024-06-30 849 $41,000 849
   Strategic Financial Concepts LLC 259 *New 2024-06-30 17,874 $40,000 17,874
   Olistico Wealth LLC 251 *New 2024-06-30 180 $9,000 180
   HM PAYSON & CO 869 *New 2024-06-30 117 $6,000 117
   Cypress Capital LLC 218 *New 2024-06-30 104 $5,000 104
   Bogart Wealth LLC 877 *New 2024-06-30 53 $3,000 53
  22 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