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Get Institutions for : 
iShares Dow Jones US Basic Materials (IYM)  
$140.25 0.61 (0.43%) as of 4:30 Thu 5/2


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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  : 
11.87 (9.25%)  




 
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
   WELLS FARGO & CO/MN 1012 - 2023-12-31 162,507 $22,452,000 1,093
   UBS Group AG 1104 - 2023-12-31 140,200 $19,370,000 8,647
   COMMERCE BANK N A/MO 149 - 2023-12-31 117,748 $16,268,000 -2,668
   ROYAL BANK OF CANADA 1366 - 2023-12-31 84,561 $11,683,000 -18,720
   LPL FINANCIAL CORP 1250 - 2023-12-31 72,130 $9,966,000 -6,235
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 420 - 2023-12-31 62,767 $8,672,000 26,200
   COMMONWEALTH EQUITY SERVICES LLC. 988 - 2023-12-31 43,230 $5,973,000 -398
   Sachetta LLC 6 - 2023-12-31 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
   Barber Financial Group Inc. 26 - 2023-03-31 22,130 $2,933,000 22,130
   Advisor Group Holdings Inc. 1604 - 2023-12-31 20,123 $2,781,000 -10,064
   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
   Counterweight Ventures LLC - 2023-12-31 12,770 $1,764,000 0
   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
   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
   CI Private Wealth LLC 1118 - 2023-12-31 11,076 $1,530,000 -5
   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 3194 - 2023-12-31 9,327 $1,289,000 -383
   ALLSTATE INVESTMENT MANAGEMENT CO 313 *New 2022-12-31 9,479 $1,183,000 9,479
   Kalos Management Inc. 16 - 2023-06-30 8,659 $1,152,000 151
   Navis Wealth Advisors LLC 14 - 2023-12-31 7,845 $1,084,000 87
   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
   NVWM LLC 107 - 2023-12-31 6,934 $958,000 5,934
   Steward Partners Investment Advisory LLC 751 - 2023-12-31 6,839 $945,000 -6,531
   Proficio Capital Partners LLC 94 - 2023-12-31 6,680 $923,000 0
   CAPTRUST FINANCIAL ADVISORS 1358 - 2023-12-31 6,287 $869,000 -77
   ROBERTS GLORE & CO INC /IL/ 89 - 2023-12-31 6,253 $864,000 0
   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
   Essex LLC 92 - 2023-12-31 4,865 $672,000 -1,585
   BKD WEALTH ADVISORS LLC 250 - 2024-03-31 4,522 $668,000 91
   Ariel Capital Advisors LLC 93 - 2023-12-31 4,835 $668,000 0
   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
   HIGHTOWER ADVISORS, LLC 2137 - 2023-12-31 4,337 $599,000 584
   COMERICA BANK 1796 - 2023-12-31 4,265 $589,000 -896
   NORTHERN TRUST CORP 3494 - 2023-12-31 4,200 $580,000 0
   UNIONVIEW LLC - 2023-12-31 4,160 $575,000 45
   WILEY BROS.-AINTREE CAPITAL LLC 244 *New 2024-03-31 3,856 $570,000 3,856
   DAIWA SECURITIES GROUP INC. 793 - 2023-12-31 4,000 $553,000 0
   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
   Private Advisor Group LLC 1463 - 2023-12-31 3,659 $506,000 498
   Pathstone Holdings LLC 1544 - 2023-12-31 3,377 $467,000 0
   Family Firm Inc. 110 - 2023-12-31 3,349 $463,000 36
   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
   IFRAH FINANCIAL SERVICES INC 131 - 2023-12-31 3,116 $430,000 -1,557
   STIFEL FINANCIAL CORP 2645 - 2023-12-31 3,103 $429,000 -383
   IFG Advisory LLC 390 - 2023-12-31 3,076 $425,000 40
   Spire Wealth Management 566 - 2024-03-31 2,872 $424,000 64
   BARTLETT & CO. LLC 362 - 2023-12-31 2,955 $410,000 -456
   BARTLETT & CO. WEALTH MANAGEMENT LLC 362 - 2023-12-31 2,955 $410,000 -456
   Moloney Securities Asset Management LLC 275 - 2023-12-31 2,956 $408,000 -325
   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
   SPC FINANCIAL, INC. 169 - 2023-12-31 2,782 $384,000 -2,019
   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
   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
   NAVELLIER & ASSOCIATES INC 255 *New 2023-12-31 2,356 $326,000 2,356
   PEAPACK GLADSTONE FINANCIAL CORP 562 - 2023-12-31 2,350 $325,000 0
   MARINER WEALTH ADVISORS, LLC 2259 - 2023-12-31 2,345 $324,000 -595
   Independence Bank of Kentucky 181 - 2024-03-31 2,175 $321,000 -250
  100 Records found
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