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Get Institutions for : 
iShares Dow Jones US Basic Materials (IYM)  
$145.48 0.62 (0.42%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 194    1
Total shares held : 
 2,326,051  
% of shares held : 
 3.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 -208,848  
% of shares held change : 
   -0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $124.47  
Last Quarter's Ending Price : 
 $138.16  
Last Quarter's Average Price : 
 $128.38  
Change from last quarter's     
avg. price to the last closing  : 
17.10 (13.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 62,903
 2.7%
 
Increased Positions :
39
 88,397
 3.8%
 
Unchanged Positions :
73
 177,324
 7.62%
 
Decreased Positions :
65
-314,204
-13.51%
 
Closed Positions :
18
-45,944
-1.98%
 
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
   BANK OF AMERICA CORP /DE/ 1244 - 2023-12-31 315,095 $43,534,000 13,933
   MORGAN STANLEY 1879 - 2023-12-31 312,307 $43,149,000 12,393
   Green Harvest Asset Management LLC 17 - 2023-12-31 288,743 $39,893,000 1,825
   UBS Group AG 1104 - 2023-12-31 140,200 $19,370,000 8,647
   WELLS FARGO & CO/MN 1174 - 2024-03-31 123,292 $18,214,000 -39,215
   COMMERCE BANK N A/MO 146 - 2024-03-31 117,528 $17,362,000 -220
   ROYAL BANK OF CANADA 1366 - 2023-12-31 84,561 $11,683,000 -18,720
   LPL FINANCIAL CORP 1280 - 2024-03-31 73,005 $10,785,000 875
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 420 - 2023-12-31 62,767 $8,672,000 26,200
   COMMONWEALTH EQUITY SERVICES LLC. 1060 - 2024-03-31 40,112 $5,926,000 -3,118
   Sachetta LLC 6 - 2024-03-31 34,898 $4,822,000 0
   BANK OF NOVA SCOTIA / 502 - 2023-12-31 33,100 $4,573,000 0
   Equitable Holdings Inc. 257 - 2023-12-31 29,136 $4,025,000 -3,548
   AMERIPRISE FINANCIAL INC 2485 - 2023-12-31 26,822 $3,706,000 -8,026
   Milestone Advisory Partners 13 - 2023-09-30 24,937 $3,150,000 3,381
   Advisor Group Holdings Inc. 1368 - 2024-03-31 21,141 $3,124,000 1,018
   Barber Financial Group Inc. 26 - 2023-03-31 22,130 $2,933,000 22,130
   Connectus Wealth LLC 222 *New 2023-12-31 19,069 $2,641,000 19,069
   AE Wealth Management LLC 821 - 2023-12-31 18,930 $2,525,000 -8,515
   ENVESTNET ASSET MANAGEMENT INC 2317 - 2023-12-31 18,174 $2,511,000 -2,261
   MML INVESTORS SERVICES LLC 907 - 2023-12-31 17,532 $2,422,000 -46,115
   WADE G W & INC 162 - 2023-12-31 16,230 $2,242,000 -337
   CITADEL ADVISORS LLC 2287 - 2023-12-31 14,776 $2,041,000 -14,635
   Pathway Financial Advisors LLC 31 - 2024-03-31 12,973 $1,917,000 -37
   GOLDMAN SACHS GROUP INC/ 3164 - 2023-12-31 13,739 $1,898,000 -45,479
   First Citizens Financial Corp 23 - 2023-12-31 13,716 $1,895,000 -302
   KKM Financial LLC 44 - 2023-12-31 11,898 $1,638,000 0
   Kellett Schaffner Wealth Advisors LLC 18 - 2024-03-31 10,972 $1,621,000 2,319
   CI Private Wealth LLC 1123 - 2024-03-31 10,960 $1,619,000 -116
   Wealthstar Advisors LLC 26 - 2024-03-31 10,855 $1,603,000 49
   Rockefeller Capital Management L.P. 991 - 2023-12-31 11,403 $1,576,000 430
   BANK OF MONTREAL /CAN/ 1447 - 2023-12-31 11,021 $1,538,000 4,240
   Goss Wealth Management LLC 759 - 2023-12-31 10,854 $1,500,000 -59
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1875 - 2024-03-31 9,014 $1,332,000 -2,136
   FINANCIAL NETWORK 1205 - 2023-12-31 9,439 $1,304,000 -3,890
   J P MORGAN CHASE & CO 3214 - 2024-03-31 8,621 $1,274,000 -706
   ALLSTATE INVESTMENT MANAGEMENT CO 313 *New 2022-12-31 9,479 $1,183,000 9,479
   Navis Wealth Advisors LLC 14 - 2024-03-31 7,869 $1,163,000 24
   Kalos Management Inc. 16 - 2023-06-30 8,659 $1,152,000 151
   RAYMOND JAMES & ASSOCIATES 2541 - 2024-03-31 7,102 $1,049,000 -488
   HARMONY ASSET MANAGEMENT LLC 56 - 2023-12-31 7,486 $1,034,000 0
   MULTIFINANCIAL SECURITIES CORP 776 - 2023-12-31 7,178 $992,000 -156
   Steward Partners Investment Advisory LLC 751 - 2023-12-31 6,839 $945,000 -6,531
   ROBERTS GLORE & CO INC /IL/ 86 - 2024-03-31 6,253 $924,000 0
   CAPTRUST FINANCIAL ADVISORS 1358 - 2023-12-31 6,287 $869,000 -77
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2785 - 2024-03-31 5,630 $832,000 3,945
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 277 *New 2024-03-31 5,475 $809,000 5,475
   Stonebridge Financial Planning Group LLC 60 - 2023-12-31 5,586 $772,000 -35
   Kestra Advisory Services LLC 1266 - 2023-12-31 5,409 $747,000 224
   Simmons Bank 205 - 2023-12-31 5,379 $743,000 0
   DOHJ LLC 94 *New 2024-03-31 4,911 $726,000 4,911
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1959 - 2024-03-31 4,845 $716,000 -319
   Ariel Capital Advisors LLC 93 - 2024-03-31 4,835 $714,000 0
   PICTON MAHONEY ASSET MANAGEMENT 218 - 2024-03-31 4,700 $694,000 2,400
   Essex LLC 92 - 2024-03-31 4,555 $673,000 -310
   BKD WEALTH ADVISORS LLC 250 - 2024-03-31 4,522 $668,000 91
   COTTONWOOD CAPITAL ADVISORS LLC 49 - 2024-03-31 4,643 $664,000 -302
   FRANKLIN RESOURCES INC 1753 *New 2023-12-31 4,770 $659,000 4,770
   Mattern Wealth Management LLC 98 - 2023-12-31 4,608 $637,000 1
   MERCER GLOBAL ADVISORS INC /ADV 1180 - 2023-12-31 4,576 $632,000 2,002
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 222 - 2024-03-31 4,240 $626,000 50
   UNIONVIEW LLC 39 - 2024-03-31 4,173 $617,000 13
   Counterweight Ventures LLC 47 - 2024-03-31 4,032 $596,000 -8,738
   DAIWA SECURITIES GROUP INC. 796 - 2024-03-31 4,000 $591,000 0
   COMERICA BANK 1796 - 2023-12-31 4,265 $589,000 -896
   NORTHERN TRUST CORP 3494 - 2023-12-31 4,200 $580,000 0
   WILEY BROS.-AINTREE CAPITAL LLC 244 *New 2024-03-31 3,856 $570,000 3,856
   Qube Research & Technologies Ltd 1932 - 2023-12-31 3,777 $522,000 1,478
   Oakmont Partners LLC 496 *New 2024-03-31 3,500 $517,000 3,500
   HIGHTOWER ADVISORS, LLC 2222 - 2024-03-31 3,516 $517,000 -821
   Private Advisor Group LLC 1508 - 2024-03-31 3,408 $503,000 -251
   Family Firm Inc. 112 - 2024-03-31 3,360 $496,000 11
   Pathstone Holdings LLC 1544 - 2023-12-31 3,377 $467,000 0
   IFRAH FINANCIAL SERVICES INC 122 - 2024-03-31 3,127 $462,000 11
   HFG Advisors Inc. 55 - 2024-03-31 2,963 $438,000 -336
   PROSPERA FINANCIAL SERVICES 708 *New 2023-12-31 3,143 $434,000 3,143
   Patriot Investment Management Inc. 174 - 2024-03-31 2,925 $432,000 -260
   STIFEL FINANCIAL CORP 2645 - 2023-12-31 3,103 $429,000 -383
   Spire Wealth Management 566 - 2024-03-31 2,872 $424,000 64
   BARTLETT & CO. LLC 362 - 2023-12-31 2,955 $410,000 -456
   PRUDENTIAL FINANCIAL INC 2228 - 2023-12-31 2,845 $393,000 -124
   COMERICA SECURITIESINC. 314 - 2023-09-30 3,087 $392,000 38
   Aspen Wealth Strategies LLC 50 - 2023-12-31 2,819 $390,000 35
   ADELL HARRIMAN & CARPENTER INC 133 - 2024-03-31 2,587 $382,000 0
   PATHSTONE FAMILY OFFICE, LLC 1174 *New 2023-09-30 3,015 $381,000 3,015
   BUSEY TRUST CO 266 - 2024-03-31 2,556 $378,000 0
   Signal Advisors Wealth LLC 201 - 2024-03-31 2,559 $378,000 -40
   Foguth Wealth Management LLC. 86 - 2024-03-31 2,526 $373,000 0
   Wealth Management Partners LLC 83 - 2024-03-31 2,511 $371,000 -24
   JANNEY MONTGOMERY SCOTT LLC 2195 - 2024-03-31 2,462 $364,000 968
   Clear Creek Financial Management LLC 300 - 2024-03-31 2,373 $351,000 -168
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 812 - 2023-12-31 2,535 $350,000 -228
   Truadvice LLC 156 - 2023-09-30 2,822 $350,000 -446
   PEAPACK GLADSTONE FINANCIAL CORP 545 - 2024-03-31 2,350 $347,000 0
   NAVELLIER & ASSOCIATES INC 255 *New 2023-12-31 2,356 $326,000 2,356
   MARINER WEALTH ADVISORS, LLC 2259 - 2023-12-31 2,345 $324,000 -595
   BARTLETT & CO. WEALTH MANAGEMENT LLC 392 - 2024-03-31 2,187 $323,000 -768
   MCCORMACK ADVISORS INTERNATIONAL 862 - 2024-03-31 2,183 $323,000 45
   Independence Bank of Kentucky 181 - 2024-03-31 2,175 $321,000 -250
   Legacy Advisors LLC 248 - 2024-03-31 2,122 $314,000 6
  100 Records found
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