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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
   PIERSHALE FINANCIAL GROUP, INC. 274 *Closed 2023-06-30 0 $0 -25
   BAKER AVENUE ASSET MANAGEMENT, LP 476 *Closed 2023-12-31 0 $0 -435
   STEPHENS INC /AR/ 1203 *Closed 2023-12-31 0 $0 -4,022
   McGlone Suttner Wealth Management Inc. 284 *Closed 2024-03-31 0 $0 -77
   FLOW TRADERS U.S. LLC 881 *Closed 2023-12-31 0 $0 -9,574
   Cresset Asset Management LLC 1801 *Closed 2023-12-31 0 $0 -4,864
   SPC FINANCIAL, INC. *Closed 2024-03-31 0 $0 -1,276
   Coppell Advisory Solutions Corp. 384 *Closed 2023-03-31 0 $0 -165
   Merit Financial Group LLC 804 *Closed 2023-12-31 0 $0 -4,617
   Planned Solutions Inc. 336 *Closed 2024-03-31 0 $0 -12
   AMJ Financial Wealth Management 72 *Closed 2023-12-31 0 $0 -1,332
   Advisory Alpha LLC *Closed 2023-12-31 0 $0 -1,106
   J.W. COLE ADVISORS INC. *Closed 2024-03-31 0 $0 -1,395
   Nikulski Financial Inc. 132 *Closed 2024-03-31 0 $0 -5,053
   Iron Horse Wealth Management LLC 474 *Closed 2024-03-31 0 $0 -28
   MODERA WEALTH MANAGEMENT, LLC 600 *Closed 2023-12-31 0 $0 -264,595
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -183,398
   HAVERFORD TRUST CO *Closed 2024-03-31 0 $0 -1,158
   Prime Capital Investment Advisors LLC *Closed 2023-12-31 0 $0 -1,475
   Robertson Stephens Wealth Management LLC 471 *Closed 2023-12-31 0 $0 -2,330
   Integrated Wealth Concepts LLC 1627 *Closed 2023-12-31 0 $0 -1,346
   Commonwealth Retirement Investments LLC *Closed 2024-03-31 0 $0 -8,238
   Aptus Capital Advisors LLC 991 *Closed 2023-12-31 0 $0 -109
   WESPAC Advisors SoCal LLC 92 *Closed 2024-03-31 0 $0 -1,210
   Industrial Alliance Investment Management Inc. 220 *Closed 2023-12-31 0 $0 -228
   FIFTH THIRD BANCORP 2555 *Closed 2024-03-31 0 $0 -86
   HHM Wealth Advisors LLC 828 *Closed 2023-12-31 0 $0 -26
   TRITONPOINT WEALTH LLC 321 *Closed 2024-03-31 0 $0 -1,245
   Continuum Advisory LLC 491 *Closed 2023-12-31 0 $0 -1,796
  29 Records found
  1    
  Page 1 of 1
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