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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
   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
   ROBERTS GLORE & CO INC /IL/ 86 - 2024-03-31 6,253 $924,000 0
   Simmons Bank 205 - 2023-12-31 5,379 $743,000 0
   Ariel Capital Advisors LLC 93 - 2024-03-31 4,835 $714,000 0
   DAIWA SECURITIES GROUP INC. 796 - 2024-03-31 4,000 $591,000 0
   NORTHERN TRUST CORP 3494 - 2023-12-31 4,200 $580,000 0
   ADELL HARRIMAN & CARPENTER INC 133 - 2024-03-31 2,587 $382,000 0
   BUSEY TRUST CO 266 - 2024-03-31 2,556 $378,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 545 - 2024-03-31 2,350 $347,000 0
   JNB Advisors LLC 422 - 2024-03-31 1,531 $226,000 0
   LLBH Private Wealth Management LLC 145 - 2023-12-31 1,613 $223,000 0
   GILMAN HILL ASSET MANAGEMENT, LLC 195 - 2024-03-31 1,500 $222,000 0
   Geneos Wealth Management Inc. 691 - 2024-03-31 1,412 $209,000 0
   MONTAG A & ASSOCIATES INC 444 - 2024-03-31 1,000 $148,000 0
   Piscataqua Savings Bank 92 - 2024-03-31 995 $147,000 0
   Cranbrook Wealth Management LLC 106 - 2024-03-31 980 $145,000 0
   HANSON MCCLAIN, INC. 982 - 2024-03-31 744 $110,000 0
   GPS Wealth Strategies Group LLC 396 - 2024-03-31 625 $92,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 598 $88,000 0
   BDO Wealth Advisors LLC 368 - 2023-06-30 581 $77,000 0
   WHITTIER TRUST CO OF NEVADA INC 615 - 2024-03-31 500 $74,000 0
   Atlantic Edge Private Wealth Management LLC 167 - 2024-03-31 490 $72,000 0
   Ohio Valley Financial Group 161 - 2024-03-31 410 $61,000 0
   US BANCORP 2591 - 2024-03-31 400 $59,000 0
   Providence Capital Advisors LLC 157 - 2023-12-31 376 $52,000 0
   NATIONAL BANK OF CANADA /FI/ 1584 - 2023-12-31 375 $52,000 0
   Colonial Trust Co / SC 510 - 2023-12-31 350 $48,000 0
   Anchor Investment Management LLC 538 - 2023-12-31 325 $45,000 0
   Truvestments Capital LLC 342 - 2023-12-31 300 $41,000 0
   IFP Advisors Inc 1616 - 2023-12-31 273 $38,000 0
   Founders Capital Management 170 - 2024-03-31 250 $37,000 0
   Rosenberg Matthew Hamilton 477 - 2024-03-31 230 $34,000 0
   Parallel Advisors LLC 1681 - 2024-03-31 230 $34,000 0
   COLONIAL ASSET MANAGEMENT, INC. 362 - 2023-12-31 236 $33,000 0
   Burleson & Company LLC 200 - 2022-12-31 250 $31,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 852 - 2024-03-31 208 $31,000 0
   Turtle Creek Wealth Advisors LLC 171 - 2024-03-31 206 $30,000 0
   CALDWELL SUTTER CAPITAL INC. 432 - 2024-03-31 180 $27,000 0
   MYCIO WEALTH PARTNERS LLC 45 - 2024-03-31 160 $24,000 0
   Sutton Wealth Advisors Inc. 334 - 2023-09-30 190 $24,000 0
   Westside Investment Management Inc. 463 - 2024-03-31 160 $24,000 0
   Front Row Advisors LLC 248 - 2023-12-31 170 $23,000 0
   MTM Investment Management LLC 242 - 2024-03-31 145 $21,000 0
   SALEM INVESTMENT COUNSELORS INC 704 - 2024-03-31 134 $20,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 962 - 2024-03-31 123 $18,000 0
   PNC FINANCIAL SERVICES GROUP INC 3466 - 2024-03-31 122 $18,000 0
   HARBOUR INVESTMENTS INC. 1972 - 2023-12-31 114 $16,000 0
   Capital Investment Advisory Services LLC 776 - 2024-03-31 106 $16,000 0
   HARBOR INVESTMENT ADVISORY LLC 787 - 2024-03-31 100 $15,000 0
   PRIVATE TRUST CO NA 1551 - 2024-03-31 85 $13,000 0
   Davis Capital Management 205 - 2024-03-31 88 $13,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 228 - 2024-03-31 88 $13,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 683 - 2022-12-31 100 $12,000 0
   ABLES IANNONE MOORE & ASSOCIATES INC. 65 - 2024-03-31 75 $11,000 0
   ARMSTRONG ADVISORY GROUP INC 559 - 2024-03-31 79 $11,000 0
   AdvisorNet Financial Inc 1358 - 2024-03-31 45 $7,000 0
   Global Retirement Partners LLC 2248 - 2024-03-31 50 $7,000 0
   SUMMIT INVESTMENT ADVISORS INC 2978 - 2023-12-31 30 $4,000 0
   SCBT FINANCIAL CORP 579 - 2024-03-31 30 $4,000 0
   OLD SECOND NATIONAL BANK OF AURORA 309 - 2024-03-31 20 $3,000 0
   Retirement Group LLC 731 - 2024-03-31 6 $1,000 0
   SIGNATUREFD, LLC 3001 - 2024-03-31 7 $1,000 0
   HighMark Wealth Management LLC 513 - 2024-03-31 6 $1,000 0
   Register Financial Advisors LLC 730 - 2024-03-31 2 $0 0
   Blackston Financial Advisory Group LLC 104 *New 2023-12-31 0 $0 0
   PROEQUITIES INC. 9787 - 2024-03-31 0 $0 0
  67 Records found
  1    
  Page 1 of 1
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