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Get Institutions for : 
iShares Dow Jones US Real Estate (IYR)  
$81.99 0.39 (0.48%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 484    18
Total shares held : 
 55,543,369  
% of shares held : 
 10.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 16,298,214  
% of shares held change : 
   3.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.70  
Last Quarter's Ending Price : 
 $91.41  
Last Quarter's Average Price : 
 $81.87  
Change from last quarter's     
avg. price to the last closing  : 
0.12 (0.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
65
 1,976,171
 3.56%
 
Increased Positions :
141
 24,777,341
 44.61%
 
Unchanged Positions :
125
 1,073,321
 1.93%
 
Decreased Positions :
153
-8,582,866
-15.45%
 
Closed Positions :
47
-1,872,432
-3.37%
 
Guru Positions :
2
22,568
 0.04%
 
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
   BARCLAYS PLC 25 - 2023-12-31 12,366,929 $1,130,461,000 12,034,865
   CIBC WORLD MARKETS CORP 7 - 2023-12-31 4,648,278 $424,899,000 4,644,778
   WealthNavi Inc. 5 - 2023-12-31 3,910,049 $357,418,000 57,509
   BNP PARIBAS ARBITRAGE SA 25 - 2023-12-31 3,705,247 $338,697,000 592,655
   GOLDMAN SACHS GROUP INC/ 442 - 2023-12-31 2,050,459 $187,432,000 -2,004,736
   BANK OF MONTREAL /CAN/ 176 - 2023-12-31 1,909,032 $176,519,000 1,694,527
   MORGAN STANLEY 842 - 2023-12-31 1,885,645 $172,367,000 -2,789,160
   BANK OF AMERICA CORP /DE/ 657 - 2023-12-31 1,681,179 $153,677,000 -861,911
   UBS Group AG 353 - 2023-12-31 1,401,535 $128,114,000 612,774
   WOLVERINE TRADING LLC 13 - 2023-12-31 1,309,368 $119,689,000 204,711
   SCHRODER INVESTMENT MANAGEMENT GROUP 131 - 2023-12-31 1,224,326 $111,916,000 1,160,912
   BLACKROCK INC. 2067 - 2023-12-31 1,057,458 $96,662,000 1,600
   ROYAL BANK OF CANADA 580 - 2023-12-31 756,851 $69,184,000 53,019
   STIFEL FINANCIAL CORP 240 - 2023-12-31 680,250 $62,182,000 32,230
   J P MORGAN CHASE & CO 1035 - 2023-12-31 617,273 $56,425,000 258,262
   Twin Tree Management LP 11 - 2023-12-31 599,623 $54,812,000 430,551
   CAPITAL FUND MANAGEMENT S.A. 23 - 2023-12-31 553,971 $50,638,000 222,893
   CITADEL ADVISORS LLC 482 - 2023-12-31 513,420 $46,932,000 479,140
   US BANCORP 188 - 2023-12-31 507,742 $46,413,000 -22,676
   BALYASNY ASSET MANAGEMENT LLC 210 *New 2023-12-31 494,611 $45,212,000 494,611
   Ilmarinen Mutual Pension Insurance Co 15 - 2023-12-31 493,127 $45,077,000 -177,500
   WELLS FARGO & CO/MN 741 - 2023-12-31 476,538 $43,560,000 -36,727
   CITIGROUP INC 355 - 2023-12-31 467,934 $42,774,000 -566,835
   CAPSTONE INVESTMENT ADVISORS LLC 7 - 2023-12-31 455,741 $41,659,000 345,281
   Money Design Co.Ltd. 13 - 2023-12-31 444,553 $40,637,000 39
   PNC FINANCIAL SERVICES GROUP INC 286 - 2023-12-31 430,832 $39,382,000 -4,787
   Green Harvest Asset Management LLC 21 - 2023-12-31 383,353 $35,042,000 356,643
   CI Private Wealth LLC 283 - 2023-12-31 382,339 $34,950,000 172,276
   CONNABLE OFFICE INC 5 *New 2023-12-31 339,656 $31,048,000 339,656
   TORONTO DOMINION BANK 253 *New 2023-12-31 336,300 $30,741,000 336,300
   LPL FINANCIAL CORP 762 - 2023-12-31 280,791 $25,667,000 -1,337
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 332 - 2023-12-31 262,868 $24,029,000 93,520
   Qube Research & Technologies Ltd 399 - 2023-12-31 246,197 $22,505,000 -300
   FUKOKU MUTUAL LIFE INSURANCE CO 20 - 2023-12-31 243,000 $22,213,000 0
   WASHINGTON TRUST BANK 10 - 2023-12-31 237,470 $21,707,000 165,743
   MARINER WEALTH ADVISORS, LLC 295 - 2023-12-31 234,204 $21,409,000 7,062
   Pathstone Holdings LLC 128 - 2023-12-31 222,792 $20,365,000 0
   Passaic Partners LLC 5 - 2023-12-31 199,122 $18,202,000 -97,851
   PATHSTONE FAMILY OFFICE, LLC 107 *New 2023-09-30 225,058 $17,586,000 225,058
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 308 - 2023-12-31 176,154 $16,102,000 11,182
   CREDIT SUISSE/ 720 - 2023-12-31 174,056 $15,910,000 -393,684
   SG AMERICAS SECURITIES LLC 100 - 2023-12-31 170,239 $15,562,000 -279,738
   Aspect Partners LLC 2 - 2023-12-31 167,841 $15,342,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 279 - 2023-12-31 161,763 $14,787,000 148,736
   SAND HILL ADVISORS INC/CA 27 - 2023-12-31 159,931 $14,619,000 149,519
   Omega Financial Group LLC 1 - 2023-12-31 138,638 $12,673,000 9,595
   ENVESTNET ASSET MANAGEMENT INC 1322 - 2023-12-31 131,126 $11,986,000 -3,460
   REGIS MANAGEMENT CO LLC 7 - 2023-12-31 123,582 $11,297,000 41
   HIGHTOWER ADVISORS, LLC 681 - 2023-12-31 114,026 $10,417,000 -9,099
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 736 - 2023-12-31 112,629 $10,295,000 -9,256
   MML INVESTORS SERVICES LLC 368 - 2023-12-31 110,902 $10,138,000 -41,438
   Magnus Financial Group LLC 16 - 2023-12-31 110,118 $10,066,000 1,332
   AMERIPRISE FINANCIAL INC 1724 - 2023-12-31 109,790 $10,034,000 -41,587
   IFP Advisors Inc 43 - 2023-12-31 109,055 $9,969,000 106,048
   Rockefeller Capital Management L.P. 458 - 2023-12-31 108,347 $9,904,000 1,823
   JANE STREET GROUP LLC 935 - 2023-12-31 107,426 $9,820,000 -29,771
   RAYMOND JAMES & ASSOCIATES 1122 - 2023-12-31 105,931 $9,683,000 -45,658
   WHITE BAY PT LLC 5 *New 2023-12-31 105,200 $9,616,000 105,200
   MAVEN SECURITIES Ltd 11 - 2023-12-31 104,233 $9,528,000 75,807
   LAKE STREET ADVISORS GROUP LLC 35 - 2023-12-31 90,567 $8,279,000 526
   MISSION WEALTH MANAGEMENT LLC 51 - 2023-12-31 87,626 $8,010,000 -1,319
   SCS CAPITAL MANAGEMENT LLC 43 - 2023-12-31 87,247 $7,975,000 0
   BAILARD BIEHL & KAISER INC 94 - 2023-12-31 85,523 $7,818,000 71,936
   Timbercreek Asset Management Ltd. 24 - 2023-12-31 87,700 $7,638,000 75,800
   SUMITOMO MITSUI FINANCIAL GROUP INC. 45 - 2023-12-31 83,249 $7,610,000 10,085
   CIBC WORLD MARKETS INC. 276 - 2023-12-31 79,439 $7,262,000 37,315
   FINANCIAL NETWORK 442 - 2023-12-31 76,052 $6,952,000 11,444
   CHILTON CAPITAL MANAGEMENT LLC 78 - 2023-12-31 69,158 $6,322,000 -1,225
   GARDA CAPITAL PARTNERS LP 8 - 2023-12-31 66,240 $6,055,000 24,482
   HPM Partners LLC - 2023-12-31 62,090 $5,676,000 4,446
   REBALANCE LLC 21 - 2023-12-31 61,958 $5,664,000 25,213
   COMMONWEALTH EQUITY SERVICES LLC. 1023 - 2023-12-31 61,258 $5,600,000 -22,254
   Matthew Goff Investment Advisor LLC 27 - 2024-03-31 62,248 $5,596,000 6,736
   Advisor Group Holdings Inc. 1124 - 2023-12-31 60,868 $5,548,000 -17,834
   Baird Financial Group Inc. 635 - 2023-12-31 60,667 $5,546,000 7,454
   MILLENNIUM MANAGEMENT LLC 1761 - 2023-12-31 59,337 $5,424,000 -116,648
   ARKANSAS FINANCIAL GROUP INC. 28 - 2023-12-31 59,011 $5,394,000 793
   Geneos Wealth Management Inc. - 2023-12-31 56,339 $5,150,000 281
   Regis Acquisition Inc. 12 - 2023-12-31 56,189 $5,136,000 33,377
   Running Point Capital Advisors LLC 12 - 2023-12-31 54,534 $4,985,000 16,820
   Caption Management LLC 34 *New 2023-12-31 52,000 $4,753,000 52,000
   COURIER CAPITAL CORP 68 - 2023-12-31 51,595 $4,716,000 153
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 32 - 2023-12-31 51,364 $4,695,000 -64,287
   Jump Financial LLC 122 - 2023-12-31 50,610 $4,626,000 50,610
   ARGI INVESTMENT SERVICES, LLC 95 - 2022-12-31 54,771 $4,611,000 29,914
   Taylor Cottrill Erickson & Associates Inc. 21 - 2023-12-31 49,677 $4,541,000 -2,884
   Glenview Trust Co 131 - 2023-12-31 49,202 $4,498,000 28,965
   BB&T CORP 927 - 2023-12-31 45,512 $4,160,000 488
   Wright Fund Managment LLC *New 2023-12-31 45,511 $4,160,000 45,511
   MARSHALL WACE LLP 802 - 2023-12-31 43,506 $3,977,000 -152,123
   STEPHENS INC /AR/ 278 - 2023-12-31 43,306 $3,959,000 -10,140
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 556 - 2023-09-30 49,874 $3,897,000 13,555
   TEWKSBURY CAPITAL MANAGEMENT LTD 15 - 2023-12-31 42,200 $3,858,000 42,200
   DIAM CO. LTD *New 2023-12-31 40,860 $3,778,000 40,860
   FLOW TRADERS U.S. LLC 116 *New 2023-12-31 40,991 $3,747,000 40,991
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. *New 2023-12-31 40,000 $3,656,000 40,000
   Allegheny Financial Group LTD 12 - 2023-12-31 39,944 $3,651,000 -468
   First Citizens Financial Corp 13 - 2023-12-31 39,437 $3,605,000 -10,221
   Rodgers & Associates LTD 36 - 2023-12-31 39,346 $3,597,000 1,864
   CarsonAllaria Wealth Management Ltd. 14 - 2023-12-31 39,145 $3,578,000 3,878
  100 Records found
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