Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Dow Jones US Non-Consumer Cyclical (IYK)  
$67.94 0.44 (0.65%) as of 4:30 Fri 5/10


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Green Harvest Asset Management LLC 10 - 2023-12-31 492,963 $94,506,000 -18,861
   MORGAN STANLEY 1429 - 2023-12-31 354,138 $67,892,000 -53,521
   BANK OF AMERICA CORP /DE/ 1283 - 2023-12-31 212,375 $40,714,000 -77,862
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 226 - 2023-12-31 179,928 $34,494,000 -15,587
   UBS Group AG 888 - 2023-12-31 164,110 $31,462,000 -56,201
   WELLS FARGO & CO/MN 983 - 2023-12-31 123,660 $23,707,000 -42,977
   AMERIPRISE FINANCIAL INC 1211 - 2023-12-31 115,113 $21,951,000 -11,826
   GOLDMAN SACHS GROUP INC/ 1829 - 2023-12-31 70,706 $13,555,000 -17,403
   ROYAL BANK OF CANADA 1396 - 2023-12-31 57,493 $11,020,000 -35,340
   Advisor Group Holdings Inc. 763 - 2023-12-31 55,737 $10,691,000 -97,576
   Bellwether Advisors LLC 11 - 2023-12-31 40,178 $7,703,000 -26,771
   ENVESTNET ASSET MANAGEMENT INC 1734 - 2023-12-31 33,019 $6,330,000 -8,822
   MML INVESTORS SERVICES LLC 583 - 2023-12-31 26,648 $5,109,000 -4,267
   Fernwood Investment Management LLC 15 - 2023-12-31 26,282 $5,038,000 -145
   STIFEL FINANCIAL CORP 1193 - 2023-12-31 22,510 $4,316,000 -45,961
   We Are One Seven LLC 135 - 2023-12-31 16,665 $3,195,000 -3,702
   H D Vest Advisory Services 387 - 2023-12-31 16,523 $3,168,000 -1,472
   Equitable Holdings Inc. 337 - 2023-12-31 13,924 $2,669,000 -4,765
   SFI Advisors LLC 20 - 2023-12-31 13,167 $2,524,000 -4,365
   BANK OF MONTREAL /CAN/ 1265 - 2023-12-31 12,950 $2,483,000 -1,441
   Cetera Investment Advisers 731 - 2023-12-31 12,184 $2,336,000 -13,507
   Steward Partners Investment Advisory LLC 537 - 2023-12-31 9,064 $1,738,000 -6,922
   CREATIVE PLANNING 1013 - 2023-12-31 8,165 $1,565,000 -1,764
   THOROUGHBRED FINANCIAL SERVICES LLC 179 - 2023-12-31 7,353 $1,409,000 -2,328
   Goss Wealth Management LLC 843 - 2023-12-31 6,323 $1,212,000 -3,715
   Stonebridge Financial Planning Group LLC 42 - 2023-12-31 6,320 $1,212,000 -60
   CI Private Wealth LLC 1266 - 2023-12-31 5,444 $1,044,000 -982
   BESSEMER GROUP INC 662 - 2023-12-31 5,179 $993,000 -130
   NATIONAL ASSET MANAGEMENT, INC. 549 - 2023-12-31 4,909 $941,000 -4,382
   Kestra Advisory Services LLC 1155 - 2023-12-31 4,852 $930,000 -147
   TWO SIGMA INVESTMENTS LLC 2044 - 2023-12-31 4,400 $844,000 -66,700
   TWO SIGMA ADVISERS, LLC 1772 - 2023-12-31 3,800 $728,000 -20,300
   FMR LLC 2431 - 2023-12-31 3,606 $691,000 -264
   Ameritas Advisory Services LLC 361 - 2023-12-31 3,556 $682,000 -3,798
   MULTIFINANCIAL SECURITIES CORP 1005 - 2023-12-31 3,237 $621,000 -2,521
   CAPTRUST FINANCIAL ADVISORS 1620 - 2023-12-31 3,098 $594,000 -72
   PNC FINANCIAL SERVICES GROUP INC 1591 - 2023-12-31 2,321 $445,000 -47
   IHT Wealth Management LLC 653 - 2023-12-31 2,234 $428,000 -6
   Resources Investment Advisors Inc. 823 - 2023-12-31 1,979 $379,000 -916
   Pensionmark Financial Group LLC 281 - 2023-12-31 1,788 $343,000 -87
   Laidlaw Wealth Management LLC 182 - 2023-12-31 1,603 $307,000 -534
   One Charles Private Wealth Services LLC 104 - 2023-12-31 1,575 $302,000 -288
   CITIGROUP INC 2853 - 2023-12-31 1,557 $299,000 -1,666
   PROSPERA FINANCIAL SERVICES 869 - 2023-12-31 1,500 $288,000 -35,621
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1542 - 2023-09-30 1,373 $256,000 -169
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 933 - 2023-12-31 1,278 $245,000 -10,942
   S.C. Financial Services Inc. 92 - 2022-12-31 1,204 $244,000 -144
   BIONDO INVESTMENT ADVISORS LLC 75 - 2023-12-31 1,260 $242,000 -100
   HARBOUR INVESTMENTS INC. 801 - 2023-12-31 1,232 $236,000 -96
   CENTAURUS FINANCIAL INC. 568 - 2023-12-31 1,145 $220,000 -489
   PROEQUITIES INC. 670 - 2024-03-31 2,973 $201,000 -9,661
   TD Waterhouse Canada Inc. 733 - 2023-12-31 744 $144,000 -1,300
   EP WEALTH ADVISORS, INC. 777 - 2023-12-31 597 $114,000 -743
   IFP Advisors Inc 1438 - 2023-12-31 316 $61,000 -1,867
   US BANCORP 2860 - 2023-12-31 152 $29,000 -34
   DB Wealth Management Group LLC 211 - 2023-12-31 135 $26,000 -153
   Coppell Advisory Solutions LLC 813 - 2023-12-31 85 $16,000 -80
   Founders Financial Alliance LLC 447 - 2023-12-31 36 $7,000 -23
   Ronald Blue Trust Inc. 1623 - 2024-03-31 75 $5,000 -659
   VitalStone Financial LLC 563 - 2023-12-31 0 $0 -4
  60 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us