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Get Institutions for : 
iShares Dow Jones US Non-Consumer Cyclical (IYK)  
$67.50 0.44 (0.66%) as of 4:30 Thu 5/9


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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  : 
119.14 (63.83%)  




 
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
   Simmons Bank 193 - 2023-12-31 4,330 $830,000 0
   LLBH Private Wealth Management LLC 84 - 2023-12-31 3,087 $592,000 0
   Graves-Light Private Wealth Management Inc. 144 - 2023-12-31 1,617 $310,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 394 - 2023-12-31 1,599 $307,000 0
   NATIONAL BANK OF CANADA /FI/ 1205 - 2023-12-31 1,534 $299,000 0
   BROWN BROTHERS HARRIMAN & CO 437 - 2023-12-31 1,500 $288,000 0
   Abbrea Capital LLC 211 - 2023-12-31 1,400 $268,000 0
   GARRISON POINT ADVISORS LLC 129 - 2023-12-31 1,321 $253,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1733 - 2023-12-31 1,276 $245,000 0
   BAILARD BIEHL & KAISER INC 630 - 2023-12-31 1,211 $232,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 1031 - 2023-12-31 1,073 $206,000 0
   MONTAG A & ASSOCIATES INC 414 - 2023-12-31 900 $173,000 0
   JOHNSON FINANCIAL GROUP, INC. 342 - 2023-12-31 700 $134,000 0
   SANDY SPRING BANK - 2023-12-31 560 $107,000 0
   Archer Investment Corp 297 - 2023-12-31 478 $92,000 0
   BDO Wealth Advisors LLC 356 - 2023-06-30 445 $89,000 0
   Front Row Advisors LLC 170 - 2023-12-31 340 $65,000 0
   Laffer Tengler Investments 193 - 2023-12-31 225 $43,000 0
   Colonial Trust Co / SC 580 - 2023-12-31 150 $29,000 0
   SCBT FINANCIAL CORP 394 - 2023-12-31 150 $29,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 488 - 2023-12-31 147 $28,000 0
   ANCORA ADVISORS, LLC 1041 - 2023-12-31 140 $27,000 0
   New Millennium Group LLC 159 - 2023-12-31 98 $19,000 0
   Farther Finance Advisors LLC 1663 - 2023-12-31 48 $9,000 0
   EPG Wealth Management LLC 404 - 2023-12-31 15 $3,000 0
   Covestor Ltd 1870 - 2023-12-31 10 $2,000 0
   WFA of San Diego LLC 353 - 2023-09-30 10 $2,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 811 - 2023-12-31 5 $1,000 0
  28 Records found
  1    
  Page 1 of 1
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