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Get Institutions for : 
iShares Dow Jones US Financial Services (IYG)  
$65.82 0.26 (0.39%) as of 4:30 Mon 5/13


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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  : 
95.70 (59.25%)  




 
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
   Circle Wealth Management LLC 21 - 2023-12-31 98,200 $17,598,000 0
   BANK OF NOVA SCOTIA / 515 - 2023-12-31 24,200 $4,337,000 0
   PROSPERA FINANCIAL SERVICES 656 - 2023-12-31 2,822 $506,000 0
   FINANCIAL ARCHITECTS INC 293 - 2023-06-30 1,500 $237,000 0
   Lion Street Advisors LLC 239 - 2024-03-31 1,154 $207,000 0
   Capital Financial Planning LLC 83 - 2023-09-30 1,297 $201,000 0
   CAROLINAS WEALTH CONSULTING LLC 167 - 2023-12-31 1,060 $190,000 0
   QUADRANT CAPITAL GROUP LLC 921 - 2023-12-31 636 $114,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 459 - 2022-12-31 311 $49,000 0
   Cassady Schiller Wealth Management LLC 224 - 2023-12-31 200 $36,000 0
   SRS Capital Advisors Inc. 571 - 2023-12-31 175 $31,000 0
   GLENMEDE TRUST CO NA 1241 - 2023-12-31 161 $29,000 0
   Lumature Wealth Partners LLC 275 - 2023-06-30 146 $23,000 0
   TUCKER ASSET MANAGEMENT LLC 358 - 2023-12-31 115 $21,000 0
   ANCORA ADVISORS, LLC 1110 - 2023-12-31 108 $19,000 0
   Tyler-Stone Wealth Management 510 - 2023-12-31 102 $18,000 0
   BESSEMER GROUP INC 1539 - 2023-12-31 75 $13,000 0
   Lee Financial CORP 391 - 2023-12-31 66 $12,000 0
   Front Row Advisors LLC 339 - 2023-12-31 50 $9,000 0
   DIVIDEND GROWTH ADVISORS LLC 369 - 2023-12-31 40 $7,000 0
   Colonial Trust Co / SC 783 - 2023-12-31 35 $6,000 0
   New Millennium Group LLC 262 - 2023-12-31 20 $4,000 0
   Laurel Wealth Advisors LLC 510 - 2023-12-31 10 $2,000 0
   Key Financial Inc 1173 - 2024-03-31 6 $1,000 0
  24 Records found
  1    
  Page 1 of 1
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