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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
   FUKOKU MUTUAL LIFE INSURANCE CO 20 - 2023-12-31 243,000 $22,213,000 0
   SCS CAPITAL MANAGEMENT LLC 43 - 2023-12-31 87,247 $7,975,000 0
   J. GOLDMAN & CO LP 103 - 2023-12-31 37,745 $3,450,000 0
   Pictet North America Advisors SA 51 - 2023-12-31 37,434 $3,422,000 0
   SHEETS SMITH & ASSOCIATES INC 61 - 2023-09-30 36,000 $2,813,000 0
   GUNMA BANK,LTD. 21 - 2024-03-31 31,000 $2,787,000 0
   NEPC LLC 32 - 2023-12-31 22,562 $2,062,000 0
   Privium Fund Management (UK) Ltd 23 - 2023-12-31 19,983 $1,843,000 0
   Evanson Asset Management LLC 82 - 2024-03-31 18,300 $1,645,000 0
   Itau Unibanco Holding S.A. 107 - 2023-12-31 15,465 $1,414,000 0
   LBMC INVESTMENT ADVISORS, LLC 72 - 2024-03-31 9,912 $891,000 0
   M&T BANK CORP 1022 - 2023-12-31 7,259 $664,000 0
   DIMENSION CAPITAL MANAGEMENT PARTNERS 57 - 2023-12-31 6,633 $606,000 0
   WADE G W & INC 273 - 2023-12-31 6,579 $601,000 0
   Waldron LP 214 - 2023-12-31 6,246 $570,000 0
   DEUTSCHE BANK AG 2243 - 2023-12-31 6,150 $562,000 0
   RATHBONE BROTHERS PLC 398 - 2023-12-31 5,631 $515,000 0
   VANGUARD GROUP INC 4053 - 2023-12-31 5,079 $464,000 0
   Schoolcraft Capital LLC 46 - 2024-03-31 4,894 $440,000 0
   LEAVELL T & ASSOCIATES INC 367 - 2024-03-31 4,795 $431,000 0
   Paladin Advisory Group LLC 52 - 2023-12-31 4,668 $427,000 0
   PRUDENTIAL FINANCIAL INC 2194 - 2023-12-31 4,597 $420,000 0
   COMERICA SECURITIESINC. 309 - 2023-09-30 5,126 $405,000 0
   GYL Financial Synergies LLC 263 - 2023-12-31 4,337 $396,000 0
   Abacus Planning Group Inc. 128 - 2024-03-31 4,275 $384,000 0
   CITY HOLDING CO 201 - 2024-03-31 4,186 $376,000 0
   BRADLEY FOSTER & SARGENT INC/CT 376 - 2023-12-31 4,009 $366,000 0
   COZAD ASSET MANAGEMENT INC 295 - 2023-12-31 3,766 $344,000 0
   Enterprise Bank & Trust Co 97 - 2024-03-31 3,525 $317,000 0
   Viewpoint Capital Management LLC 79 - 2024-03-31 3,461 $311,000 0
   Wealth Architects LLC 155 - 2023-12-31 3,275 $299,000 0
   Colorado Capital Management Inc. 77 - 2024-03-31 3,103 $279,000 0
   Platform Technology Partners 167 - 2023-12-31 3,162 $275,000 0
   SONATA CAPITAL GROUP INC 94 - 2023-12-31 2,972 $272,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 586 - 2023-12-31 2,956 $270,000 0
   IHT Wealth Management LLC 817 - 2023-12-31 2,871 $262,000 0
   HHM Wealth Advisors LLC 116 - 2023-12-31 2,790 $255,000 0
   Aft Forsyth & Sober LLC 81 - 2023-12-31 2,650 $242,000 0
   Inscription Capital LLC 156 - 2024-03-31 2,700 $241,000 0
   Burleson & Company LLC 118 - 2022-12-31 2,600 $219,000 0
   Kohmann Bosshard Financial Services LLC 186 - 2024-03-31 2,346 $211,000 0
   Center for Financial Planning Inc. 146 - 2024-03-31 2,286 $206,000 0
   MONETARY MANAGEMENT GROUP INC 203 - 2023-12-31 1,625 $149,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 250 - 2024-03-31 1,535 $138,000 0
   Pacifica Partners Inc. 127 - 2024-03-31 1,570 $137,000 0
   Cranbrook Wealth Management LLC 114 - 2024-03-31 1,416 $127,000 0
   COLONIAL ASSET MANAGEMENT, INC. 217 - 2023-12-31 1,350 $123,000 0
   BARRETT & COMPANY INC. 183 - 2024-03-31 1,228 $110,000 0
   Element Wealth LLC 148 - 2023-12-31 1,187 $109,000 0
   Migdal Insurance & Financial Holdings Ltd. 286 - 2023-12-31 975 $90,000 0
   Heritage Wealth Advisors 303 - 2023-12-31 700 $64,000 0
   Delos Wealth Advisors LLC 52 - 2023-12-31 699 $64,000 0
   Armor Investment Advisors LLC 122 - 2024-03-31 668 $60,000 0
   MARYLAND CAPITAL ADVISORS INC. 108 - 2024-03-31 580 $52,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 725 - 2023-12-31 550 $50,000 0
   WHITTIER TRUST CO OF NEVADA INC 683 - 2023-12-31 500 $46,000 0
   PARKSIDE FINANCIAL BANK & TRUST 744 - 2023-12-31 464 $42,000 0
   HM PAYSON & CO 625 - 2023-12-31 456 $42,000 0
   TUCKER ASSET MANAGEMENT LLC 264 - 2023-12-31 421 $38,000 0
   Financial Advisory Service Inc. - 2023-12-31 408 $37,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1146 - 2023-12-31 400 $37,000 0
   MCF Advisors LLC 431 - 2024-03-31 390 $35,000 0
   HighMark Wealth Management LLC - 2023-12-31 375 $34,000 0
   FIRST MANHATTAN CO 940 - 2023-12-31 375 $34,000 0
   Larson Financial Group LLC 735 - 2023-12-31 347 $32,000 0
   NATIONAL BANK OF CANADA /FI/ 1752 - 2023-12-31 321 $29,000 0
   GABLES CAPITAL MANAGEMENT INC. 242 - 2023-12-31 300 $27,000 0
   Tortoise Investment Management LLC 453 - 2023-12-31 300 $27,000 0
   Gould Capital LLC 109 - 2023-12-31 292 $27,000 0
   MYCIO WEALTH PARTNERS LLC 44 - 2023-12-31 258 $24,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 573 - 2023-12-31 226 $21,000 0
   Cribstone Capital Management LLC 206 - 2022-12-31 223 $19,000 0
   SANDY SPRING BANK - 2023-12-31 195 $18,000 0
   TD Waterhouse Canada Inc. 1141 - 2023-12-31 201 $18,000 0
   Tyler-Stone Wealth Management 509 - 2023-12-31 200 $18,000 0
   SMITHFIELD TRUST CO 729 - 2023-12-31 188 $17,000 0
   NATIXIS 862 - 2023-12-31 171 $16,000 0
   CALDWELL SUTTER CAPITAL INC. 501 - 2024-03-31 166 $15,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 577 - 2024-03-31 170 $15,000 0
   TSFG LLC 425 - 2024-03-31 168 $15,000 0
   Ohio Valley Financial Group 209 - 2023-12-31 151 $14,000 0
   Transcendent Capital Group LLC 244 - 2024-03-31 153 $14,000 0
   Lowe fs LLC 191 - 2024-03-31 158 $14,000 0
   Tradition Wealth Management LLC 923 - 2023-12-31 151 $14,000 0
   Efficient Wealth Management LLC - 2023-12-31 144 $13,000 0
   MOTCO 391 - 2023-12-31 142 $13,000 0
   Horizons Wealth Management 126 - 2024-03-31 129 $12,000 0
   JJJ Advisors Inc. 648 - 2024-03-31 131 $12,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 374 - 2024-03-31 120 $11,000 0
   Front Row Advisors LLC 317 - 2023-12-31 120 $11,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1058 - 2023-12-31 124 $11,000 0
   EPG Wealth Management LLC 381 - 2023-12-31 110 $9,000 0
   PIERSHALE FINANCIAL GROUP, INC. 120 - 2023-06-30 105 $9,000 0
   Missouri Trust & Investment Co 309 - 2023-12-31 100 $9,000 0
   Independence Bank of Kentucky 452 - 2024-03-31 90 $8,000 0
   Moisand Fitzgerald Tamayo LLC 341 - 2024-03-31 85 $8,000 0
   Bogart Wealth LLC 688 - 2024-03-31 75 $7,000 0
   Capital Analysts Inc. 922 - 2023-12-31 75 $7,000 0
   New Republic Capital LLC 222 - 2023-12-31 70 $6,000 0
   PSI Advisors LLC 557 - 2024-03-31 70 $6,000 0
  100 Records found
  1    
  Page 1 of 1
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