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Get Institutions for : 
iShares Dow Jones US Industrial (IYJ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 273    6
Total shares held : 
4,951,630  
% of shares held : 
8.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
-403,248  
% of shares held change : 
  -0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 151,724
 3.06%
 
Increased Positions :
84
 448,925
 9.07%
 
Unchanged Positions :
80
 277,264
 5.6%
 
Decreased Positions :
84
-583,082
-11.78%
 
Closed Positions :
19
-420,815
-8.5%
 
Guru Positions :
1
2,650
 0.05%
 
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
   MORGAN STANLEY 1314 - 2023-12-31 703,336 $80,434,000 -29,837
   BANK OF AMERICA CORP /DE/ 951 - 2023-12-31 671,939 $76,843,000 48,296
   WELLS FARGO & CO/MN 791 - 2023-12-31 339,241 $38,796,000 2,581
   LPL FINANCIAL CORP 716 - 2023-12-31 251,167 $28,723,000 -10,315
   UBS Group AG 945 - 2023-12-31 244,054 $27,910,000 14,923
   ROYAL BANK OF CANADA 1033 - 2023-12-31 211,498 $24,186,000 -28,325
   Green Harvest Asset Management LLC 34 - 2023-12-31 142,873 $16,339,000 59,309
   PROSPERA FINANCIAL SERVICES 50 - 2023-12-31 101,857 $11,648,000 3,096
   GOLDMAN SACHS GROUP INC/ 1962 - 2023-12-31 98,384 $11,251,000 -37,408
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 717 - 2023-12-31 92,906 $10,625,000 -2,559
   AE Wealth Management LLC 429 - 2023-12-31 75,298 $8,611,000 49,929
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 82 - 2023-12-31 70,957 $8,115,000 -1,050
   JANNEY MONTGOMERY SCOTT LLC 662 - 2023-12-31 52,162 $5,965,000 692
   ENVESTNET ASSET MANAGEMENT INC 1775 - 2023-12-31 51,320 $5,869,000 -1,567
   Baird Financial Group Inc. 617 - 2023-12-31 50,981 $5,830,000 -4,335
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 642 - 2023-12-31 48,830 $5,584,000 12,006
   COMMONWEALTH EQUITY SERVICES LLC. 1067 - 2023-12-31 44,171 $5,051,000 2,505
   Modus Advisors LLC 18 - 2023-12-31 43,915 $5,022,000 419
   Lindbrook Capital LLC 37 - 2023-12-31 43,653 $4,992,000 88
   Pinkerton Retirement Specialists LLC - 2023-12-31 42,479 $4,858,000 42,479
   Rockefeller Capital Management L.P. 652 - 2023-12-31 41,355 $4,729,000 22,482
   First Citizens Financial Corp 7 - 2023-12-31 40,068 $4,582,000 351
   Advisor Group Holdings Inc. 1262 - 2023-12-31 39,339 $4,499,000 -19,501
   AMERIPRISE FINANCIAL INC 2434 - 2023-12-31 35,256 $4,070,000 10,380
   CX Institutional 125 - 2023-12-31 35,575 $4,068,000 35,575
   RAYMOND JAMES & ASSOCIATES 1676 - 2023-12-31 34,836 $3,984,000 -4,763
   TOWNSQUARE CAPITAL LLC 275 *New 2023-12-31 33,907 $3,878,000 33,907
   Private Advisor Group LLC 567 - 2023-12-31 30,612 $3,501,000 7,297
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 30,500 $3,488,000 12,089
   Cetera Investment Advisers 592 - 2023-12-31 28,980 $3,314,000 -1,728
   STIFEL FINANCIAL CORP 1347 - 2023-12-31 28,327 $3,240,000 16,851
   ADVISORY SERVICES NETWORK, LLC 286 - 2023-12-31 28,122 $3,216,000 11,889
   MARINER WEALTH ADVISORS, LLC 868 - 2023-12-31 27,154 $3,105,000 12,084
   HIGHTOWER ADVISORS, LLC 1199 - 2023-12-31 26,319 $3,010,000 77
   Frank Rimerman Advisors LLC 25 - 2023-12-31 24,468 $2,798,000 0
   Connectus Wealth LLC 219 *New 2023-12-31 23,607 $2,704,000 23,607
   Waterloo Capital L.P. 55 *New 2023-12-31 23,063 $2,638,000 23,063
   Brookstone Capital Management 283 - 2023-12-31 22,772 $2,604,000 1,149
   MAGNOLIA CAPITAL MANAGEMENT LTD 8 - 2023-12-31 22,010 $2,517,000 0
   FMR LLC 2109 - 2023-12-31 21,875 $2,502,000 7,630
   BLACKROCK INC. 3686 - 2023-12-31 21,739 $2,486,000 -15,639
   Ariel Capital Advisors LLC 47 - 2023-12-31 20,524 $2,347,000 0
   KKM Financial LLC 22 - 2023-12-31 19,898 $2,276,000 0
   Shulman DeMeo Asset Management LLC 13 - 2023-12-31 19,310 $2,208,000 116
   CREATIVE PLANNING 889 - 2023-12-31 19,007 $2,174,000 294
   BANK OF MONTREAL /CAN/ 1319 - 2023-12-31 18,389 $2,115,000 1,862
   Zurich Insurance Group Ltd/FI 169 - 2023-12-31 18,232 $2,056,000 0
   Rainsberger Wealth Advisors Inc. - 2023-12-31 17,914 $2,049,000 -1,102
   Royal Fund Management LLC 121 - 2023-12-31 16,391 $1,880,000 -71,868
   Perigon Wealth Management LLC 230 *New 2023-12-31 16,356 $1,870,000 16,356
   MMBG INVESTMENT ADVISORS CO. 66 - 2023-12-31 15,600 $1,784,000 0
   SCOTIA CAPITAL INC. 381 - 2023-12-31 14,551 $1,664,000 -183
   NAVELLIER & ASSOCIATES INC 106 - 2023-12-31 14,528 $1,661,000 5,746
   WEALTH ADVISORS INC. 21 - 2023-09-30 16,356 $1,650,000 0
   Snowden Capital Advisors LLC 316 - 2023-12-31 14,162 $1,620,000 1,076
   STILLWATER CAPITAL ADVISORS, LLC 45 - 2023-12-31 13,834 $1,582,000 -109
   D L CARLSON INVESTMENT GROUP INC 78 - 2023-12-31 12,631 $1,503,000 -1,635
   Smartleaf Asset Management LLC 61 - 2023-12-31 12,881 $1,477,000 0
   Virtue Capital Management LLC 59 - 2023-12-31 12,889 $1,442,000 -3,976
   Balboa Wealth Partners 34 - 2023-12-31 11,969 $1,369,000 11,969
   EUDAIMONIA ADVISORS LLC 31 - 2023-12-31 11,859 $1,356,000 -1,601
   IHT Wealth Management LLC 319 - 2023-12-31 11,349 $1,298,000 4,568
   TRITONPOINT WEALTH LLC - 2023-12-31 11,332 $1,296,000 0
   Essex LLC 68 - 2023-12-31 11,145 $1,275,000 -3,540
   CAPTRUST FINANCIAL ADVISORS 1158 - 2023-12-31 10,552 $1,207,000 50
   Laurel Wealth Advisors LLC 89 - 2023-12-31 10,535 $1,205,000 375
   PLANNING DIRECTIONS INC 25 - 2023-12-31 10,512 $1,202,000 -278
   Fifth Third Securities Inc. 136 - 2023-12-31 10,113 $1,157,000 -2,638
   Congress Wealth Management LLC / DE / 382 - 2023-12-31 9,725 $1,112,000 -8
   Nikulski Financial Inc. 61 - 2023-12-31 9,540 $1,091,000 -150
   Csenge Advisory Group 223 *New 2023-12-31 9,269 $1,060,000 9,269
   Eudaimonia Partners LLC 81 - 2023-12-31 9,129 $1,044,000 -1,571
   HARMONY ASSET MANAGEMENT LLC 60 - 2023-12-31 8,865 $1,014,000 0
   Qube Research & Technologies Ltd 1642 - 2023-12-31 8,738 $999,000 6,943
   MML INVESTORS SERVICES LLC 1384 - 2023-12-31 8,473 $969,000 -3,415
   COMERICA BANK 1547 - 2023-12-31 8,410 $962,000 542
   DAVENPORT & CO LLC - 2023-12-31 7,823 $895,000 -510
   PRINCIPAL SECURITIES INC. 447 - 2023-12-31 7,607 $870,000 0
   Financial Services Advisory Inc 45 *New 2023-12-31 7,429 $850,000 7,429
   ADELL HARRIMAN & CARPENTER INC 103 - 2023-12-31 7,394 $846,000 0
   Simmons Bank 192 - 2023-12-31 7,380 $844,000 0
   Hartland & Co. LLC 240 - 2023-12-31 7,373 $843,000 16
   TELEMUS CAPITAL LLC 179 - 2023-12-31 7,185 $822,000 5,157
   Ameritas Advisory Services LLC 330 - 2023-12-31 6,944 $819,000 -3,242
   Compagnie Lombard Odier SCA 186 - 2023-12-31 7,000 $801,000 0
   PNC FINANCIAL SERVICES GROUP INC 1267 - 2023-12-31 6,797 $777,000 231
   THRIVENT FINANCIAL FOR LUTHERANS 1932 *New 2023-12-31 6,718 $768,000 6,718
   Beacon Pointe Advisors LLC 751 - 2023-12-31 6,500 $743,000 -500
   MERCER GLOBAL ADVISORS INC /ADV 1106 - 2023-12-31 6,434 $736,000 1,500
   MULTIFINANCIAL SECURITIES CORP 917 - 2023-12-31 6,373 $729,000 -200
   Kesler Norman & Wride LLC 118 - 2023-12-31 6,359 $727,000 -337
   Clear Creek Financial Management LLC - 2023-12-31 6,283 $719,000 6,283
   COLONY GROUP, LLC 512 *New 2023-12-31 6,289 $719,000 6,289
   BARTLETT & CO. LLC 306 - 2023-12-31 6,224 $714,000 -110
   BARTLETT & CO. WEALTH MANAGEMENT LLC 307 - 2023-12-31 6,224 $714,000 -110
   CWM LLC 923 - 2023-12-31 6,223 $712,000 74
   LLBH Private Wealth Management LLC 78 - 2023-12-31 6,185 $707,000 0
   Swisher Financial Concepts Inc. 25 - 2023-12-31 6,342 $707,000 0
   Mutual Advisors LLC 552 - 2023-12-31 6,119 $700,000 -267
   IFG Advisory LLC 319 - 2023-12-31 5,716 $654,000 2

  100 Records found
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