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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MEITAV DASH INVESTMENTS LTD 108 - 2023-12-31 73,712 $6,296,000 0
   MMBG INVESTMENT ADVISORS CO. 74 - 2023-12-31 17,600 $1,503,000 0
   Vontobel Holding Ltd. 597 - 2023-12-31 15,000 $1,281,000 0
   COMMERCE BANK N A/MO 639 - 2023-12-31 10,520 $899,000 0
   MAGNOLIA CAPITAL MANAGEMENT LTD 28 - 2024-03-31 8,845 $846,000 0
   HFG Advisors Inc. 42 - 2024-03-31 7,631 $730,000 0
   GLENMEDE TRUST CO NA 837 - 2023-12-31 7,162 $612,000 0
   HAVERFORD TRUST CO 256 - 2023-12-31 7,041 $601,000 0
   Visionary Wealth Advisors 290 - 2023-12-31 6,780 $579,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 143 - 2024-03-31 5,740 $549,000 0
   GILL CAPITAL PARTNERS LLC 64 - 2023-12-31 5,570 $476,000 0
   Simmons Bank 249 - 2023-12-31 5,400 $461,000 0
   CFM WEALTH PARTNERS LLC 116 - 2024-03-31 4,122 $394,000 0
   Gryphon Financial Partners LLC 172 - 2023-12-31 4,539 $388,000 0
   LPWM LLC 53 - 2024-03-31 3,940 $365,000 0
   Bond & Devick Financial Network Inc. 93 - 2024-03-31 3,790 $363,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 4,207 $359,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 236 - 2023-03-31 5,050 $359,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 108 - 2023-12-31 4,000 $342,000 0
   BLACKROCK INC. 4194 - 2023-12-31 3,761 $321,000 0
   FIRST MERCHANTS CORP 198 - 2024-03-31 3,304 $316,000 0
   OPPENHEIMER & CO INC 1123 - 2023-12-31 3,661 $313,000 0
   Summit Trail Advisors LLC 459 - 2024-03-31 3,134 $300,000 0
   Fort Point Capital Partners LLC 230 - 2023-12-31 3,505 $299,000 0
   Ropes Wealth Advisors LLC 213 - 2023-09-30 3,895 $291,000 0
   Verum Partners LLC 121 - 2024-03-31 3,000 $287,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 355 - 2023-12-31 3,239 $277,000 0
   WHITTIER TRUST CO OF NEVADA INC 418 - 2023-12-31 3,200 $273,000 0
   Vertex Planning Partners LLC 124 - 2023-12-31 3,200 $273,000 0
   Intercontinental Wealth Advisors LLC 273 - 2023-06-30 3,600 $269,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 295 - 2023-12-31 3,108 $265,000 0
   INSIGNEO ADVISORY SERVICES LLC 361 - 2023-12-31 3,069 $262,000 0
   Archer Investment Corp 195 - 2023-12-31 2,960 $253,000 0
   SMITH MOORE & CO. 359 - 2023-12-31 2,967 $253,000 0
   Bear Mountain Capital Inc. 41 - 2024-03-31 2,697 $241,000 0
   High Net Worth Advisory Group LLC 185 - 2024-03-31 2,500 $239,000 0
   REGAL INVESTMENT ADVISORS, LLC 470 - 2023-12-31 2,760 $236,000 0
   TrueWealth Advisors LLC 192 - 2024-03-31 2,388 $228,000 0
   GABLES CAPITAL MANAGEMENT INC. 107 - 2023-12-31 2,560 $219,000 0
   PINNACLE HOLDINGS LLC 133 - 2023-12-31 2,452 $209,000 0
   TD Waterhouse Canada Inc. 715 - 2023-12-31 1,778 $163,000 0
   FRANKLIN RESOURCES INC 2368 - 2023-12-31 1,500 $128,000 0
   Sargent Bickham Lagudis LLC 319 - 2022-12-31 1,485 $112,000 0
   FTB Advisors Inc. 663 - 2024-03-31 1,145 $110,000 0
   HANSON INVESTMENT MANAGEMENT 237 - 2024-03-31 1,108 $106,000 0
   Front Row Advisors LLC 140 - 2023-12-31 1,235 $105,000 0
   HANSON MCCLAIN, INC. 1010 - 2024-03-31 1,062 $102,000 0
   Compass Wealth Management LLC 196 - 2024-03-31 1,000 $96,000 0
   WHITTIER TRUST CO 793 - 2023-12-31 1,050 $90,000 0
   BDO Wealth Advisors LLC 379 - 2023-06-30 947 $71,000 0
   Family Asset Management LLC 121 - 2023-12-31 832 $71,000 0
   CALDWELL SUTTER CAPITAL INC. 329 - 2024-03-31 641 $61,000 0
   DHJJ Financial Advisors Ltd. 251 - 2024-03-31 593 $57,000 0
   Lumature Wealth Partners LLC 216 - 2023-06-30 760 $57,000 0
   Hexagon Capital Partners LLC 403 - 2024-03-31 600 $57,000 0
   PROEQUITIES INC. 1093 - 2023-12-31 635 $54,000 0
   Missouri Trust & Investment Co 199 - 2023-12-31 600 $51,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 460 - 2022-12-31 650 $49,000 0
   HARBOUR INVESTMENTS INC. 1483 - 2023-12-31 552 $47,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 811 - 2024-03-31 480 $46,000 0
   Colonial Trust Co / SC 528 - 2023-12-31 500 $43,000 0
   Annis Gardner Whiting Capital Advisors LLC 332 - 2023-12-31 458 $39,000 0
   Sugarloaf Wealth Management LLC 330 - 2024-03-31 380 $36,000 0
   SYNTAX RESEARCH INC. 98 - 2023-12-31 404 $35,000 0
   Financial Perspectives Inc 315 - 2024-03-31 345 $33,000 0
   Kalos Management Inc. 77 - 2023-06-30 427 $32,000 0
   Bogart Wealth LLC 446 - 2024-03-31 310 $30,000 0
   Center for Financial Planning Inc. 290 - 2024-03-31 310 $30,000 0
   MTM Investment Management LLC 238 - 2024-03-31 300 $29,000 0
   ATTICUS WEALTH MANAGEMENT LLC 298 - 2024-03-31 269 $26,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1411 - 2023-12-31 280 $24,000 0
   Aspire Wealth Management Corp - 2023-12-31 260 $22,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 700 - 2023-12-31 254 $22,000 0
   Pacific Center for Financial Services 227 - 2023-12-31 236 $20,000 0
   PRIVATE TRUST CO NA 1436 - 2024-03-31 200 $19,000 0
   ALPHAMARK ADVISORS LLC 444 - 2024-03-31 200 $19,000 0
   Laurel Wealth Advisors LLC 359 - 2023-12-31 216 $18,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 96 - 2023-12-31 184 $16,000 0
   Global Retirement Partners LLC 1985 - 2024-03-31 137 $13,000 0
   Capital Analysts Inc. 854 - 2023-12-31 156 $13,000 0
   Addison Advisors LLC 511 - 2023-12-31 100 $9,000 0
   HARBOR INVESTMENT ADVISORY LLC 883 - 2024-03-31 80 $8,000 0
   Founders Capital Management 298 - 2024-03-31 87 $8,000 0
   DIVIDEND GROWTH ADVISORS LLC 359 - 2023-12-31 90 $8,000 0
   First Personal Financial Services 304 - 2024-03-31 60 $6,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 30 $3,000 0
   Founders Financial Alliance LLC 473 - 2023-12-31 30 $3,000 0
   Retirement Group LLC 615 - 2023-12-31 32 $3,000 0
   Efficient Wealth Management LLC - 2023-12-31 23 $2,000 0
   Register Financial Advisors LLC 705 - 2024-03-31 8 $1,000 0
   Coastal Capital Group Inc. 553 - 2023-06-30 19 $1,000 0
   Concord Wealth Partners 768 - 2023-12-31 6 $1,000 0
  92 Records found
  1    
  Page 1 of 1
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