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Get Institutions for : 
iShares Dow Jones US Non-Consumer Cyclical (IYK)  
$67.94 0.44 (0.65%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 225    12
Total shares held : 
 3,461,139  
% of shares held : 
 38.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -45  
Amount of shares held : 
 -1,413,892  
% of shares held change : 
   -15.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $185.14  
Last Quarter's Ending Price : 
 $191.71  
Last Quarter's Average Price : 
 $186.64  
Change from last quarter's     
avg. price to the last closing  : 
118.70 (63.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 101,496
 2.93%
 
Increased Positions :
54
 88,656
 2.56%
 
Unchanged Positions :
59
 75,339
 2.18%
 
Decreased Positions :
87
-1,112,831
-32.15%
 
Closed Positions :
37
-491,213
-14.19%
 
Guru Positions :
0
 0%
 
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
   Connectus Wealth LLC 127 *New 2023-12-31 39,835 $7,658,000 39,835
   Grant/GrossMendelsohn LLC 12 *New 2024-03-31 58,664 $3,860,000 58,664
   Waterloo Capital L.P. 67 *New 2023-12-31 12,149 $2,329,000 12,149
   Wealthstar Advisors LLC 29 *New 2024-03-31 21,789 $1,474,000 21,789
   ALLSTATE INVESTMENT MANAGEMENT CO 307 *New 2022-12-31 6,006 $1,218,000 6,006
   RENAISSANCE TECHNOLOGIES LLC 2326 *New 2023-12-31 5,900 $1,131,000 5,900
   HIRTLE CALLAGHAN & CO INC 53 *New 2023-12-31 5,000 $959,000 5,000
   Virtue Capital Management LLC 99 *New 2023-12-31 4,296 $827,000 4,296
   CENTRAL VALLEY ADVISORS LLC 61 *New 2024-03-31 10,689 $723,000 10,689
   Eagle Strategies LLC 143 *New 2024-03-31 9,120 $617,000 9,120
   MARINER WEALTH ADVISORS, LLC 1823 *New 2023-12-31 3,120 $598,000 3,120
   BNP PARIBAS ARBITRAGE SA 2020 *New 2024-03-31 8,698 $588,000 8,698
   DAVIDSON D A & CO 922 *New 2023-12-31 2,777 $532,000 2,777
   MCCORMACK ADVISORS INTERNATIONAL 655 *New 2023-12-31 2,497 $479,000 2,497
   GTS SECURITIES LLC 1197 *New 2023-12-31 1,269 $243,000 1,269
   Vertex Planning Partners LLC 151 *New 2023-12-31 1,145 $220,000 1,145
   FIERA SCEPTRE INC. 471 *New 2024-03-31 3,000 $203,000 3,000
   SCOTIA CAPITAL INC. 739 *New 2023-12-31 1,054 $202,000 1,054
   ANGELES WEALTH MANAGEMENT LLC 231 *New 2023-12-31 187 $36,000 187
   Cape Investment Advisory Inc. 540 *New 2023-12-31 100 $19,000 100
   Pacifica Partners Inc. 328 *New 2024-03-31 204 $14,000 204
  21 Records found
  1    
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