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Get Institutions for : 
iShares Dow Jones US Financial Sector (IYF)  
$92.48 0.36 (0.39%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 324    11
Total shares held : 
 12,785,147  
% of shares held : 
 12.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 -1,594,614  
% of shares held change : 
   -1.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $73.79  
Last Quarter's Ending Price : 
 $85.41  
Last Quarter's Average Price : 
 $77.96  
Change from last quarter's     
avg. price to the last closing  : 
14.52 (18.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 306,252
 2.4%
 
Increased Positions :
82
 839,812
 6.57%
 
Unchanged Positions :
99
 344,106
 2.69%
 
Decreased Positions :
110
-641,283
-5.02%
 
Closed Positions :
22
-2,099,395
-16.42%
 
Guru Positions :
2
2,204,430
 17.24%
 
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
   BANK OF AMERICA CORP /DE/ 696 - 2023-12-31 1,596,527 $136,359,000 84,101
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 148 - 2023-12-31 654,135 $55,870,000 249,307
   UBS Group AG 884 - 2023-12-31 369,733 $31,579,000 32,596
   Green Harvest Asset Management LLC 24 - 2023-12-31 339,243 $28,975,000 88,939
   WASHINGTON TRUST CO 23 - 2024-03-31 256,799 $24,563,000 3,605
   Magnus Financial Group LLC 12 - 2023-12-31 178,759 $15,268,000 5,987
   Kestra Advisory Services LLC 270 - 2023-12-31 118,918 $10,157,000 68,956
   FINANCIAL NETWORK 362 - 2023-12-31 111,391 $9,514,000 691
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 483 - 2024-03-31 97,511 $9,327,000 8,009
   RAYMOND JAMES & ASSOCIATES 1232 - 2024-03-31 92,612 $8,858,000 13,535
   XML Financial LLC 26 - 2023-12-31 102,479 $8,753,000 3,627
   ETFIDEA LLC - 2023-12-31 89,641 $7,656,000 5,389
   AE Wealth Management LLC 490 - 2023-12-31 78,690 $6,863,000 65,444
   Brookstone Capital Management 208 - 2024-03-31 58,953 $5,639,000 52,490
   Pinkerton Retirement Specialists LLC - 2023-12-31 57,526 $4,913,000 57,526
   Rockefeller Capital Management L.P. 645 - 2023-12-31 56,369 $4,815,000 23,128
   ADVISORY SERVICES NETWORK, LLC 235 - 2023-12-31 46,864 $4,003,000 4,152
   Private Advisor Group LLC 578 - 2023-12-31 39,150 $3,344,000 7,569
   J P MORGAN CHASE & CO 2684 - 2023-12-31 38,010 $3,246,000 15,438
   JANNEY MONTGOMERY SCOTT LLC 937 - 2023-12-31 34,365 $2,935,000 4,181
   SOMERSET GROUP LLC 15 - 2023-12-31 28,619 $2,444,000 45
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1730 - 2023-12-31 27,544 $2,353,000 14,493
   Wealthstar Advisors LLC 17 - 2024-03-31 21,037 $2,012,000 3,825
   CITADEL ADVISORS LLC 2336 - 2023-12-31 22,749 $1,943,000 16,769
   FOUNDERS FINANCIAL SECURITIES LLC 108 - 2024-03-31 18,425 $1,762,000 71
   CI Private Wealth LLC 1099 - 2023-12-31 18,760 $1,602,000 2,219
   Equitable Holdings Inc. 473 - 2023-12-31 18,403 $1,572,000 12,214
   Nikulski Financial Inc. 52 - 2024-03-31 16,054 $1,536,000 3,562
   MERCER GLOBAL ADVISORS INC /ADV 857 - 2023-12-31 15,892 $1,357,000 1,539
   MILLENNIUM MANAGEMENT LLC 2561 - 2023-12-31 15,835 $1,352,000 3,712
   Balboa Wealth Partners 35 - 2023-12-31 15,510 $1,325,000 15,510
   Clear Creek Financial Management LLC 128 - 2024-03-31 12,037 $1,151,000 1,507
   MCCORMACK ADVISORS INTERNATIONAL 394 - 2023-12-31 13,441 $1,148,000 1,096
   KCM INVESTMENT ADVISORS LLC 209 - 2023-12-31 12,036 $1,028,000 57
   Navis Wealth Advisors LLC 17 - 2023-12-31 11,111 $949,000 112
   Matthew Goff Investment Advisor LLC 58 - 2024-03-31 9,845 $942,000 399
   WESPAC ADVISORS, LLC 64 - 2024-03-31 9,545 $913,000 4,518
   Apeiron RIA LLC 73 - 2024-03-31 8,485 $812,000 5,118
   Kellett Schaffner Wealth Advisors LLC 31 - 2024-03-31 8,383 $802,000 496
   Prime Capital Investment Advisors LLC - 2023-12-31 9,264 $791,000 2,129
   Mutual Advisors LLC 526 - 2023-12-31 8,882 $759,000 545
   KESTRA PRIVATE WEALTH SERVICES LLC 614 - 2023-12-31 8,262 $706,000 818
   NATIONAL BANK OF CANADA /FI/ 1087 - 2023-12-31 7,543 $646,000 8
   ANCORA ADVISORS, LLC 434 - 2023-12-31 7,509 $641,000 24
   Beacon Pointe Advisors LLC 813 - 2023-12-31 7,143 $610,000 14
   Wealthcare Advisory Partners LLC 510 - 2024-03-31 5,857 $560,000 1,371
   EUDAIMONIA ADVISORS LLC 103 - 2024-03-31 5,261 $503,000 179
   HF Advisory Group LLC 113 - 2024-03-31 5,070 $485,000 143
   LINCOLN NATIONAL CORP 686 - 2023-12-31 5,524 $472,000 418
   Financial Freedom LLC 62 - 2024-03-31 4,787 $458,000 10
   PACIFIC SUN FINANCIAL CORP 107 - 2023-12-31 5,267 $450,000 20
   Delta Financial Group Inc. 123 - 2023-12-31 4,746 $405,000 198
   Kesler Norman & Wride LLC 133 - 2024-03-31 4,237 $405,000 1,177
   Steward Partners Investment Advisory LLC 1090 - 2023-12-31 4,696 $401,000 381
   SOA Wealth Advisors LLC. 123 - 2024-03-31 4,115 $394,000 13
   CIBC WORLD MARKETS INC. 911 - 2023-12-31 4,606 $393,000 325
   CWM LLC 1215 - 2024-03-31 4,030 $385,000 192
   Koshinski Asset Management Inc. 342 - 2023-12-31 4,488 $383,000 877
   WHITENER CAPITAL MANAGEMENT INC. 112 - 2024-03-31 3,773 $361,000 449
   Laidlaw Wealth Management LLC 163 - 2023-12-31 4,225 $361,000 89
   HCR Wealth Advisors 149 - 2023-12-31 3,928 $336,000 3,928
   JT Stratford LLC 202 - 2023-12-31 3,789 $324,000 81
   H D Vest Advisory Services 1189 - 2023-12-31 3,760 $321,000 378
   TFB Advisors LLC 127 - 2023-12-31 3,472 $297,000 3,472
   ATLAS BROWNINC 162 - 2024-03-31 3,071 $294,000 365
   TRITONPOINT WEALTH LLC 259 - 2024-03-31 5,377 $291,000 1,971
   Congress Wealth Management LLC / DE / 509 - 2024-03-31 3,047 $291,000 531
   CAHABA WEALTH MANAGEMENT INC. 118 - 2024-03-31 3,040 $291,000 10
   Csenge Advisory Group 537 - 2023-12-31 3,326 $284,000 127
   Key Client Fiduciary Advisors LLC 141 - 2024-03-31 2,936 $281,000 5
   VALMARK ADVISERS INC 426 - 2023-12-31 3,206 $274,000 17
   Trexquant Investment LP 1282 - 2023-12-31 3,013 $257,000 45
   Investment Advisory Group LLC 127 - 2023-12-31 2,812 $240,000 2
   Tyler-Stone Wealth Management 160 - 2023-12-31 2,811 $240,000 17
   Rehmann Capital Advisory Group 497 - 2023-12-31 2,718 $232,000 21
   PRUDENT INVESTORS NETWORK 35 - 2023-09-30 2,908 $217,000 172
   Larson Financial Group LLC 344 - 2023-12-31 2,429 $207,000 121
   TOWER RESEARCH CAPITAL LLC 2517 - 2023-12-31 1,376 $118,000 1,263
   SANDY SPRING BANK - 2023-12-31 1,310 $112,000 2
   AdvisorNet Financial Inc 613 - 2024-03-31 1,142 $109,000 1,105
   Coastal Investment Advisors Inc. 512 - 2024-03-31 783 $75,000 783
   SRS Capital Advisors Inc. 432 - 2023-12-31 741 $63,000 4
   Mine & Arao Wealth Creation & Management LLC. 133 - 2023-12-31 725 $62,000 7
   CRITERION CAPITAL ADVISORS LLC 131 - 2024-03-31 565 $54,000 2
   JFS WEALTH ADVISORS, LLC 393 - 2023-12-31 623 $53,000 6
   Global Trust Asset Management LLC 286 - 2024-03-31 335 $32,000 150
   IFP Advisors Inc 1741 - 2023-12-31 334 $29,000 299
   Farther Finance Advisors LLC 1462 - 2023-12-31 166 $14,000 107
   FAIRFIELD RESEARCH CORP 309 - 2023-12-31 100 $9,000 100
   ORG Partners LLC 804 - 2023-12-31 38 $3,000 38
   ICA Group Wealth Management LLC 1184 - 2023-12-31 25 $2,000 25
  91 Records found
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