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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   UBS Group AG 945 - 2023-12-31 244,054 $27,910,000 14,923
   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
   AE Wealth Management LLC 429 - 2023-12-31 75,298 $8,611,000 49,929
   MinichMacGregor Wealth Management LLC 14 - 2024-03-31 68,825 $8,573,000 65,126
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 574 - 2024-03-31 57,514 $7,230,000 8,684
   JANNEY MONTGOMERY SCOTT LLC 662 - 2023-12-31 52,162 $5,965,000 692
   Modus Advisors LLC 15 - 2024-03-31 44,320 $5,571,000 405
   COMMONWEALTH EQUITY SERVICES LLC. 1067 - 2023-12-31 44,171 $5,051,000 2,505
   Brookstone Capital Management 216 - 2024-03-31 39,857 $5,010,000 17,085
   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
   Cadent Capital Advisors LLC 21 - 2024-03-31 33,553 $4,218,000 33,553
   AMERIPRISE FINANCIAL INC 2434 - 2023-12-31 35,256 $4,070,000 10,380
   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
   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
   FMR LLC 2109 - 2023-12-31 21,875 $2,502,000 7,630
   Shulman DeMeo Asset Management LLC 15 - 2024-03-31 19,348 $2,432,000 38
   Royal Fund Management LLC 122 - 2024-03-31 17,441 $2,200,000 1,050
   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
   EUDAIMONIA ADVISORS LLC 22 - 2024-03-31 16,525 $2,077,000 4,666
   NAVELLIER & ASSOCIATES INC 106 - 2023-12-31 14,528 $1,661,000 5,746
   Snowden Capital Advisors LLC 316 - 2023-12-31 14,162 $1,620,000 1,076
   Outlook Wealth Advisors LLC 42 - 2024-03-31 12,406 $1,559,000 12,406
   Nikulski Financial Inc. 51 - 2024-03-31 12,268 $1,542,000 2,728
   Balboa Wealth Partners 34 - 2023-12-31 11,969 $1,369,000 11,969
   IHT Wealth Management LLC 319 - 2023-12-31 11,349 $1,298,000 4,568
   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
   Qube Research & Technologies Ltd 1642 - 2023-12-31 8,738 $999,000 6,943
   COMERICA BANK 1547 - 2023-12-31 8,410 $962,000 542
   Clear Creek Financial Management LLC 154 - 2024-03-31 7,511 $944,000 1,228
   Hartland & Co. LLC 240 - 2023-12-31 7,373 $843,000 16
   Sunbelt Securities Inc. 206 - 2024-03-31 6,557 $824,000 5,175
   TELEMUS CAPITAL LLC 179 - 2023-12-31 7,185 $822,000 5,157
   CWM LLC 940 - 2024-03-31 6,363 $800,000 140
   PNC FINANCIAL SERVICES GROUP INC 1267 - 2023-12-31 6,797 $777,000 231
   MERCER GLOBAL ADVISORS INC /ADV 1106 - 2023-12-31 6,434 $736,000 1,500
   IFG Advisory LLC 319 - 2023-12-31 5,716 $654,000 2
   Equitable Holdings Inc. 712 - 2023-12-31 5,303 $606,000 158
   J P MORGAN CHASE & CO 3586 - 2023-12-31 5,196 $594,000 2,843
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1129 - 2023-12-31 5,122 $586,000 217
   One Charles Private Wealth Services LLC 68 - 2023-12-31 4,806 $550,000 1,753
   Quantinno Capital Management LP 808 - 2023-12-31 4,616 $528,000 1,308
   COMMERCE BANK N A/MO 840 - 2023-12-31 4,479 $512,000 1,450
   BB&T CORP 1913 - 2023-12-31 4,447 $509,000 59
   Rollins Financial 64 - 2023-12-31 4,356 $498,000 499
   Ignite Planners LLC 156 - 2024-03-31 3,926 $489,000 5
   HAVERFORD TRUST CO 285 - 2023-12-31 3,988 $456,000 33
   Apollon Wealth Management LLC 693 - 2023-12-31 3,875 $443,000 803
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1294 - 2023-09-30 4,382 $442,000 628
   CI Private Wealth LLC 1685 - 2023-12-31 3,670 $420,000 3,670
   Better Money Decisions LLC - 2023-12-31 3,472 $397,000 11
   TD Waterhouse Canada Inc. 572 - 2023-12-31 2,730 $386,000 578
   PICTON MAHONEY ASSET MANAGEMENT 265 - 2023-12-31 3,200 $366,000 1,860
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1810 - 2024-03-31 2,718 $342,000 70
   PARAGON FINANCIAL PARTNERS INC. 60 - 2024-03-31 2,650 $333,000 2
   Steward Partners Investment Advisory LLC 1191 - 2023-12-31 2,756 $315,000 437
   Stratos Wealth Partners LTD. 1069 - 2024-03-31 2,455 $309,000 349
   Grey Fox Wealth Advisors LLC 81 - 2024-03-31 2,256 $284,000 4
   Family Firm Inc. 164 - 2023-12-31 2,249 $257,000 13
   LGT Financial Advisors LLC 71 - 2023-12-31 2,207 $252,000 13
   MCCORMACK ADVISORS INTERNATIONAL 879 - 2023-12-31 2,127 $243,000 2,127
   Pictet North America Advisors SA 125 - 2023-12-31 1,891 $216,000 1,891
   CITIZENS FINANCIAL GROUP INC/RI 393 - 2023-12-31 1,759 $201,000 1,759
   McClarren Financial Advisors Inc. 72 - 2023-12-31 1,614 $185,000 10
   ODell Group LLC 106 - 2023-12-31 1,313 $150,000 1,313
   Founders Financial Alliance LLC 308 - 2023-12-31 693 $79,000 2
   Spire Wealth Management 1085 - 2024-03-31 600 $75,000 320
   BENJAMIN EDWARDS INC 470 - 2023-12-31 397 $45,000 3
   Fortis Group Advisors LLC 187 - 2023-12-31 320 $37,000 160
   BAYSTATE WEALTH MANAGEMENT LLC 467 - 2023-12-31 282 $32,000 166
  80 Records found
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