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Get Institutions for : 
iShares Dow Jones US Real Estate (IYR)  
$83.82 1.10 (1.33%) as of 4:30 Thu 5/2


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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  : 
1.95 (2.38%)  




 
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 - 2024-03-31 4,133,691 $371,619,000 223,642
   BNP PARIBAS ARBITRAGE SA 25 - 2023-12-31 3,705,247 $338,697,000 592,655
   BANK OF MONTREAL /CAN/ 176 - 2023-12-31 1,909,032 $176,519,000 1,694,527
   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
   Money Design Co.Ltd. 13 - 2024-03-31 476,960 $42,879,000 32,407
   CAPSTONE INVESTMENT ADVISORS LLC 7 - 2023-12-31 455,741 $41,659,000 345,281
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 332 - 2023-12-31 262,868 $24,029,000 93,520
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 308 - 2023-12-31 176,154 $16,102,000 11,182
   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 2 - 2024-03-31 145,792 $13,107,000 7,154
   REGIS MANAGEMENT CO LLC 7 - 2024-03-31 123,590 $11,111,000 8
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 765 - 2024-03-31 120,271 $10,812,000 7,642
   Magnus Financial Group LLC 16 - 2023-12-31 110,118 $10,066,000 1,332
   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
   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
   BAILARD BIEHL & KAISER INC 94 - 2023-12-31 85,523 $7,818,000 71,936
   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
   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
   Matthew Goff Investment Advisor LLC 27 - 2024-03-31 62,248 $5,596,000 6,736
   Baird Financial Group Inc. 635 - 2023-12-31 60,667 $5,546,000 7,454
   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
   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
   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
   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
   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
   HRT FINANCIAL LLC 405 - 2023-12-31 37,858 $3,460,000 28,846
   Waycross Investment Management Co 8 - 2024-03-31 32,881 $2,956,000 4,715
   UNIQUE WEALTH LLC 24 - 2024-03-31 32,350 $2,908,000 2,721
   Checchi Capital Advisers LLC 93 - 2024-03-31 30,777 $2,767,000 6,871
   Envestnet Portfolio Solutions Inc. 521 - 2023-12-31 27,980 $2,558,000 23,914
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1131 - 2024-03-31 27,589 $2,480,000 3,131
   BLAIR WILLIAM & CO/IL 623 - 2023-12-31 26,683 $2,439,000 6,007
   RiverGlades Family Offices LLC 13 - 2023-12-31 26,618 $2,318,000 270
   BANK OF THE WEST 105 - 2022-12-31 25,145 $2,117,000 13,699
   LEGACY PRIVATE TRUST CO. 114 - 2024-03-31 22,047 $1,982,000 990
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 25 - 2022-12-31 23,451 $1,974,000 7,210
   SAGE RHINO CAPITAL LLC 52 - 2024-03-31 19,995 $1,798,000 841
   SJA Financial Advisory LLC 19 - 2023-12-31 19,608 $1,792,000 1,034
   Kerntke Otto McGlone Wealth Management Group 14 - 2023-12-31 19,308 $1,765,000 505
   Foundation Wealth Management LLC - 2023-12-31 19,053 $1,741,000 3,415
   Laurel Wealth Advisors Inc. 139 - 2022-12-31 20,340 $1,712,000 2,008
   Private Advisor Group LLC 841 - 2023-12-31 18,425 $1,684,000 206
   Garde Capital Inc. 65 - 2023-12-31 17,276 $1,579,000 53
   MOORE CAPITAL MANAGEMENT, LP 206 - 2023-12-31 17,000 $1,554,000 17,000
   SILVER OAK SECURITIES Inc 115 - 2023-12-31 16,952 $1,550,000 8,344
   Kellett Schaffner Wealth Advisors LLC 21 - 2024-03-31 16,548 $1,488,000 5,211
   Ballew Advisors Inc 18 - 2024-03-31 17,263 $1,478,000 724
   P-Solve LLC 23 - 2023-12-31 15,960 $1,459,000 306
   NWAM LLC 179 - 2023-12-31 15,550 $1,421,000 11,481
   Grubman Wealth Management 34 - 2024-03-31 15,283 $1,374,000 111
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 199 - 2024-03-31 15,236 $1,370,000 2,303
   Integrated Advisors Network LLC 246 - 2023-12-31 14,359 $1,313,000 1,605
   Global Retirement Partners LLC 322 - 2024-03-31 13,613 $1,224,000 1,779
   FIRST FINANCIAL CORP /IN/ 39 - 2024-03-31 12,170 $1,094,000 1,283
   JMAC ENTERPRISES LLC - 2023-12-31 11,573 $1,058,000 1,174
   Stratos Wealth Advisors LLC 322 - 2024-03-31 11,368 $1,022,000 678
   UNIONVIEW LLC - 2023-12-31 11,160 $1,020,000 794
   NTV ASSET MANAGEMENT LLC 111 - 2023-12-31 10,495 $959,000 5,949
   STERLING INVESTMENT ADVISORS LLC /ADV 20 - 2024-03-31 10,101 $908,000 570
   KOCHIS FITZ/QUINTILE LLC 152 - 2024-03-31 10,036 $902,000 126
   Alpine Partners VI LLC 69 - 2023-12-31 8,785 $803,000 8,785
   ETFIDEA LLC - 2023-12-31 8,560 $782,000 4,464
   Alhambra Investment Partners LLC 62 - 2024-03-31 8,618 $775,000 124
   Integrated Wealth Concepts LLC 830 - 2023-12-31 8,171 $747,000 999
   Farther Finance Advisors LLC 276 - 2023-12-31 8,050 $736,000 7,904
   Capstone Triton Financial Group LLC 63 - 2024-03-31 7,923 $712,000 25
   Clear Creek Financial Management LLC 197 - 2024-03-31 7,721 $694,000 3,840
   SCOTIA CAPITAL INC. 528 - 2023-12-31 7,470 $683,000 88
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 7,377 $674,000 66
   REGAL INVESTMENT ADVISORS, LLC 284 - 2023-12-31 7,298 $667,000 243
   Baldrige Asset Management LLC 61 - 2023-03-31 7,785 $661,000 70
   BUCKINGHAM ASSET MANAGEMENT, LLC 398 - 2023-12-31 7,061 $645,000 20
   Moors & Cabot Inc. 392 - 2023-12-31 6,761 $618,000 1,395
  100 Records found
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