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Get Institutions for : 
iShares Dow Jones US Financial Services (IYG)  
$66.18 0.36 (0.55%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 203    4
Total shares held : 
 4,106,065  
% of shares held : 
 4.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -665,881  
% of shares held change : 
   -0.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $153.04  
Last Quarter's Ending Price : 
 $179.21  
Last Quarter's Average Price : 
 $161.52  
Change from last quarter's     
avg. price to the last closing  : 
95.34 (59.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 44,100
 1.07%
 
Increased Positions :
52
 77,510
 1.89%
 
Unchanged Positions :
58
 174,965
 4.26%
 
Decreased Positions :
71
-424,568
-10.34%
 
Closed Positions :
18
-362,923
-8.84%
 
Guru Positions :
1
3,486
 0.08%
 
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
   BNP PARIBAS ARBITRAGE SA 741 *New 2024-03-31 150,000 $9,945,000 150,000
   BLACKROCK INC. 3977 *New 2024-03-31 11,268 $747,000 11,268
   OMNI 360 Wealth Inc. 67 *New 2024-03-31 6,580 $436,000 6,580
   Eagle Strategies LLC 196 *New 2024-03-31 5,410 $359,000 5,410
   JONES FINANCIAL COMPANIES LLLP 280 *New 2023-12-31 1,709 $306,000 1,709
   Prime Capital Investment Advisors LLC *New 2023-12-31 1,312 $235,000 1,312
   Athena Investment Management 134 *New 2024-03-31 3,345 $222,000 3,345
   Chicago Partners Investment Group LLC 679 *New 2024-03-31 3,269 $212,000 3,269
   Adviser Investments LLC 515 *New 2024-03-31 3,186 $211,000 3,186
   Wealth Forward LLC 31 *New 2024-03-31 3,165 $210,000 3,165
   Moors & Cabot Inc. 801 *New 2024-03-31 3,138 $208,000 3,138
   FIRST LONG ISLAND INVESTORS, LLC 63 *New 2024-03-31 3,120 $207,000 3,120
   CI Private Wealth LLC 2072 *New 2024-03-31 3,108 $206,000 3,108
   BIONDO INVESTMENT ADVISORS LLC 83 *New 2023-12-31 1,120 $201,000 1,120
   EP WEALTH ADVISORS, INC. 785 *New 2023-12-31 589 $106,000 589
   Advisors Preferred LLC 150 *New 2024-03-31 873 $58,000 873
   MATHER GROUP, INC. 936 *New 2024-03-31 202 $36,000 202
   Family Asset Management LLC 169 *New 2023-12-31 21 $4,000 21
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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