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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
   MORGAN STANLEY 1314 - 2023-12-31 703,336 $80,434,000 -29,837
   LPL FINANCIAL CORP 716 - 2023-12-31 251,167 $28,723,000 -10,315
   ROYAL BANK OF CANADA 1033 - 2023-12-31 211,498 $24,186,000 -28,325
   GOLDMAN SACHS GROUP INC/ 1962 - 2023-12-31 98,384 $11,251,000 -37,408
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 757 - 2024-03-31 88,068 $11,071,000 -4,838
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 79 - 2024-03-31 69,882 $8,785,000 -1,075
   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
   Lindbrook Capital LLC 35 - 2024-03-31 43,383 $5,454,000 -270
   Advisor Group Holdings Inc. 1262 - 2023-12-31 39,339 $4,499,000 -19,501
   RAYMOND JAMES & ASSOCIATES 1713 - 2024-03-31 32,812 $4,125,000 -2,024
   Cetera Investment Advisers 592 - 2023-12-31 28,980 $3,314,000 -1,728
   BLACKROCK INC. 3686 - 2023-12-31 21,739 $2,486,000 -15,639
   Rainsberger Wealth Advisors Inc. - 2023-12-31 17,914 $2,049,000 -1,102
   STILLWATER CAPITAL ADVISORS, LLC 43 - 2024-03-31 13,596 $1,709,000 -238
   SCOTIA CAPITAL INC. 381 - 2023-12-31 14,551 $1,664,000 -183
   CX Institutional 209 - 2024-03-31 13,217 $1,661,000 -22,358
   D L CARLSON INVESTMENT GROUP INC 78 - 2023-12-31 12,631 $1,503,000 -1,635
   Virtue Capital Management LLC 59 - 2023-12-31 12,889 $1,442,000 -3,976
   Essex LLC 68 - 2023-12-31 11,145 $1,275,000 -3,540
   PLANNING DIRECTIONS INC 25 - 2023-12-31 10,512 $1,202,000 -278
   TRITONPOINT WEALTH LLC 135 - 2024-03-31 9,887 $1,188,000 -1,445
   Congress Wealth Management LLC / DE / 360 - 2024-03-31 9,423 $1,185,000 -302
   Eudaimonia Partners LLC 85 - 2024-03-31 8,960 $1,126,000 -169
   Fifth Third Securities Inc. 151 - 2024-03-31 8,941 $1,124,000 -1,172
   MML INVESTORS SERVICES LLC 1384 - 2023-12-31 8,473 $969,000 -3,415
   DAVENPORT & CO LLC - 2023-12-31 7,823 $895,000 -510
   Ameritas Advisory Services LLC 330 - 2023-12-31 6,944 $819,000 -3,242
   Swisher Financial Concepts Inc. 23 - 2024-03-31 6,108 $751,000 -234
   Beacon Pointe Advisors LLC 751 - 2023-12-31 6,500 $743,000 -500
   MULTIFINANCIAL SECURITIES CORP 917 - 2023-12-31 6,373 $729,000 -200
   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
   Mutual Advisors LLC 552 - 2023-12-31 6,119 $700,000 -267
   Meridian Wealth Management LLC 120 - 2024-03-31 5,214 $655,000 -124
   NTV ASSET MANAGEMENT LLC 137 - 2023-12-31 5,562 $636,000 -533
   Kesler Norman & Wride LLC 122 - 2024-03-31 4,584 $576,000 -1,775
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 696 - 2023-12-31 4,825 $552,000 -29,852
   CoreCap Advisors LLC 333 - 2023-12-31 4,764 $545,000 -1,875
   MODERA WEALTH MANAGEMENT, LLC 364 - 2023-12-31 4,726 $540,000 -174,868
   Glenview Trust Co 328 - 2023-12-31 4,656 $532,000 -149
   GPS Wealth Strategies Group LLC 142 - 2023-12-31 4,514 $516,000 -750
   Laidlaw Wealth Management LLC 126 - 2023-12-31 4,453 $509,000 -300
   BAILARD BIEHL & KAISER INC 456 - 2023-12-31 4,352 $498,000 -424
   Stonebridge Financial Planning Group LLC 95 - 2023-12-31 4,058 $464,000 -49
   FINANCIAL NETWORK 1968 - 2023-12-31 3,898 $446,000 -1,289
   Wealth Management Partners LLC 75 - 2024-03-31 3,538 $445,000 -1,452
   Goss Wealth Management LLC 1329 - 2023-12-31 3,890 $445,000 -64,241
   BLAIR WILLIAM & CO/IL 1118 - 2023-12-31 3,664 $419,000 -204
   NORTHERN TRUST CORP 3611 - 2023-12-31 3,496 $400,000 -326
   SFE INVESTMENT COUNSEL 99 - 2023-12-31 3,162 $362,000 -175
   Integrys Wealth Advisors LLC 110 - 2024-03-31 2,744 $345,000 -50
   VALMARK ADVISERS INC 396 - 2023-12-31 2,952 $338,000 -65
   Patriot Investment Management Inc. 195 - 2024-03-31 2,670 $336,000 -222
   LINCOLN NATIONAL CORP 836 - 2023-12-31 2,768 $317,000 -15
   PRUDENTIAL FINANCIAL INC 2301 - 2023-12-31 2,717 $311,000 -19
   Summit X LLC 146 - 2023-12-31 2,684 $303,000 -3
   HILLTOP HOLDINGS INC. 471 - 2023-12-31 2,600 $297,000 -55
   Garde Capital Inc. 158 - 2023-12-31 2,553 $292,000 -300
   GRIFFIN ASSET MANAGEMENT INC 191 - 2024-03-31 2,280 $287,000 -5
   US BANCORP 1819 - 2023-12-31 2,501 $286,000 -357
   DAVIDSON D A & CO 1154 - 2023-12-31 2,358 $270,000 -5,345
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4543 - 2023-12-31 2,335 $267,000 -3,970
   CITIGROUP INC 2940 - 2023-12-31 2,198 $251,000 -3,540
   OPPENHEIMER & CO INC 1236 - 2023-12-31 2,022 $231,000 -38
   H D Vest Advisory Services 1391 - 2023-12-31 1,988 $227,000 -7,332
   BANK OF NEW YORK MELLON CORP 3766 - 2024-03-31 1,798 $226,000 -20
   Matthew Goff Investment Advisor LLC 91 - 2024-03-31 1,778 $223,000 -50
   Kestra Advisory Services LLC 2036 - 2023-12-31 1,918 $219,000 -823
   BTS ASSET MANAGEMENT, INC. 30 - 2024-03-31 1,369 $172,000 -512
   NATIONAL BANK OF CANADA /FI/ 1325 - 2023-12-31 1,334 $151,000 -84
   CITADEL ADVISORS LLC 4560 - 2023-12-31 1,306 $149,000 -298
   ANCORA ADVISORS, LLC 728 - 2023-12-31 1,029 $118,000 -242
   Capital Analysts Inc. 573 - 2023-12-31 666 $76,000 -295
   SANDY SPRING BANK - 2023-12-31 636 $73,000 -47
   ALPHAMARK ADVISORS LLC 305 - 2024-03-31 534 $67,000 -10
   PRIVATE TRUST CO NA 1011 - 2024-03-31 510 $64,000 -9
   Global Retirement Partners LLC 1378 - 2024-03-31 413 $52,000 -322
   CFG ASSET MANAGEMENT LLC 197 - 2023-12-31 352 $40,000 -340
   TSFG LLC 326 - 2024-03-31 254 $32,000 -125
   Viewpoint Capital Management LLC 119 - 2024-03-31 235 $30,000 -90
   Davis Capital Management 170 - 2024-03-31 222 $28,000 -14
   Kalos Management Inc. 82 - 2023-06-30 238 $25,000 -5
   Family Asset Management LLC 145 - 2023-12-31 196 $22,000 -234
   New Millennium Group LLC 172 - 2023-12-31 128 $15,000 -77
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1490 - 2023-12-31 22 $3,000 -89
   TOWER RESEARCH CAPITAL LLC 5568 - 2023-12-31 3 $0 -7,605
   Blackston Financial Advisory Group LLC 97 - 2023-12-31 0 $0 -7,785
  88 Records found
  1    
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