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Get Institutions for : 
iShares Dow Jones US Real Estate (IYR)  
$82.72 0.12 (0.15%) as of 4:30 Wed 5/1


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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  : 
0.85 (1.04%)  




 
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
   GOLDMAN SACHS GROUP INC/ 442 - 2023-12-31 2,050,459 $187,432,000 -2,004,736
   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
   US BANCORP 188 - 2023-12-31 507,742 $46,413,000 -22,676
   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
   PNC FINANCIAL SERVICES GROUP INC 286 - 2023-12-31 430,832 $39,382,000 -4,787
   LPL FINANCIAL CORP 762 - 2023-12-31 280,791 $25,667,000 -1,337
   Qube Research & Technologies Ltd 399 - 2023-12-31 246,197 $22,505,000 -300
   Passaic Partners LLC 5 - 2023-12-31 199,122 $18,202,000 -97,851
   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
   ENVESTNET ASSET MANAGEMENT INC 1322 - 2023-12-31 131,126 $11,986,000 -3,460
   HIGHTOWER ADVISORS, LLC 681 - 2023-12-31 114,026 $10,417,000 -9,099
   MML INVESTORS SERVICES LLC 368 - 2023-12-31 110,902 $10,138,000 -41,438
   AMERIPRISE FINANCIAL INC 1724 - 2023-12-31 109,790 $10,034,000 -41,587
   JANE STREET GROUP LLC 935 - 2023-12-31 107,426 $9,820,000 -29,771
   RAYMOND JAMES & ASSOCIATES 1183 - 2024-03-31 105,861 $9,517,000 -70
   MISSION WEALTH MANAGEMENT LLC 51 - 2023-12-31 87,626 $8,010,000 -1,319
   CHILTON CAPITAL MANAGEMENT LLC 78 - 2023-12-31 69,158 $6,322,000 -1,225
   COMMONWEALTH EQUITY SERVICES LLC. 1023 - 2023-12-31 61,258 $5,600,000 -22,254
   Advisor Group Holdings Inc. 1124 - 2023-12-31 60,868 $5,548,000 -17,834
   REBALANCE LLC 27 - 2024-03-31 61,214 $5,503,000 -744
   MILLENNIUM MANAGEMENT LLC 1761 - 2023-12-31 59,337 $5,424,000 -116,648
   ARKANSAS FINANCIAL GROUP INC. 29 - 2024-03-31 58,055 $5,219,000 -956
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 32 - 2023-12-31 51,364 $4,695,000 -64,287
   COURIER CAPITAL CORP 71 - 2024-03-31 51,497 $4,630,000 -98
   Taylor Cottrill Erickson & Associates Inc. 21 - 2023-12-31 49,677 $4,541,000 -2,884
   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
   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
   NEUBERGER BERMAN GROUP LLC 999 - 2023-12-31 35,522 $3,247,000 -170
   FMR LLC 2058 - 2023-12-31 34,794 $3,180,000 -53,220
   Guidance Point Advisors LLC 14 - 2023-12-31 34,177 $3,126,000 -4,852
   KM Capital Management Ltd. 17 - 2023-12-31 32,806 $2,999,000 -1,101
   SOA Wealth Advisors LLC. 37 - 2024-03-31 32,735 $2,943,000 -1,257
   Crestone Asset Management LLC 26 - 2024-03-31 31,593 $2,840,000 -6,082
   JFS WEALTH ADVISORS, LLC 62 - 2023-12-31 29,524 $2,699,000 -2,597
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 840 - 2024-03-31 29,826 $2,681,000 -8,798
   VERITION FUND MANAGEGMENT LLC 496 - 2023-12-31 28,126 $2,571,000 -33,750
   Lebenthal Global Advisors LLC 28 - 2023-12-31 26,017 $2,378,000 -1,070
   Allie Family Office LLC 16 - 2023-12-31 25,653 $2,345,000 -500
   Sequoia Financial Advisors LLC - 2023-12-31 24,750 $2,262,000 -1,444
   AE Wealth Management LLC 865 - 2023-12-31 25,061 $2,201,000 -28,491
   Kestra Advisory Services LLC 771 - 2023-12-31 22,852 $2,089,000 -3,080
   CAPTRUST FINANCIAL ADVISORS 897 - 2023-12-31 131,667 $2,041,000 -371
   COMERICA BANK 1174 - 2023-12-31 21,443 $1,960,000 -1,937
   NORTHERN TRUST CORP 3050 - 2023-12-31 19,671 $1,798,000 -407
   H D Vest Advisory Services 547 - 2023-12-31 18,785 $1,717,000 -1,869
   Cordant Inc. 19 - 2024-03-31 18,441 $1,658,000 -1,054
   Rather & Kittrell Inc. 26 - 2024-03-31 17,979 $1,616,000 -330
   Stamos Capital Partners L.P. 63 - 2023-12-31 15,810 $1,445,000 -3,430
   BANK OF NEW YORK MELLON CORP 2944 - 2024-03-31 15,891 $1,429,000 -5,635
   BlueSky Wealth Advisors LLC 15 - 2024-03-31 15,560 $1,399,000 -12
   TAGStone Capital Inc. 28 - 2023-12-31 15,233 $1,392,000 -363
   COMMERCE BANK N A/MO 542 - 2023-12-31 14,550 $1,330,000 -1,883
   ADELL HARRIMAN & CARPENTER INC 95 - 2024-03-31 14,764 $1,327,000 -2,000
   CREATIVE PLANNING 1103 - 2023-12-31 14,109 $1,290,000 -1,453
   MCCORMACK ADVISORS INTERNATIONAL 375 - 2023-12-31 13,900 $1,271,000 -124
   HOYLECOHEN LLC 138 - 2023-12-31 13,014 $1,190,000 -785
   BROWN ADVISORY HOLDINGS INC 744 - 2024-03-31 13,022 $1,171,000 -22
   Barber Financial Group Inc. 47 - 2023-03-31 12,795 $1,086,000 -52
   Financial Advocates Investment Management 268 - 2023-12-31 9,987 $1,074,000 -6,891
   SYNOVUS FINANCIAL CORP 420 - 2023-12-31 11,510 $1,053,000 -19,688
   Upper Left Wealth Management LLC 32 - 2024-03-31 11,700 $1,052,000 -1,792
   Lido Advisors LLC 540 - 2023-12-31 11,355 $1,038,000 -2,506
   HSBC HOLDINGS PLC 1400 - 2023-12-31 10,715 $984,000 -33,738
   Cresset Asset Management LLC 894 - 2023-12-31 10,422 $953,000 -221
   Rehmann Capital Advisory Group 204 - 2023-12-31 10,054 $919,000 -121
   HANSON MCCLAIN, INC. 433 - 2024-03-31 9,490 $853,000 -49
   JANNEY MONTGOMERY SCOTT LLC 1554 - 2023-12-31 8,984 $821,000 -1,234
   Cutler Group LP 62 - 2024-03-31 9,057 $814,000 -15,587
   THRIVENT FINANCIAL FOR LUTHERANS 1918 - 2023-12-31 8,623 $788,000 -403
   HB Wealth Management LLC 358 - 2023-12-31 8,581 $784,000 -2,313
   MODERA WEALTH MANAGEMENT, LLC 319 - 2023-12-31 8,488 $776,000 -66,646
   Bayesian Capital Management LP 292 - 2023-12-31 8,086 $739,000 -114
   CFM WEALTH PARTNERS LLC 92 - 2024-03-31 7,608 $684,000 -1,725
   Covenant Asset Management LLC 87 - 2024-03-31 7,448 $670,000 -475
   ADVISORY SERVICES NETWORK, LLC 780 - 2023-12-31 7,238 $662,000 -7,458
   VIRTU FINANCIAL LLC 313 - 2023-12-31 7,160 $654,000 -44,073
   LINCOLN NATIONAL CORP 578 - 2023-12-31 7,036 $643,000 -51
   ZRC WEALTH MANAGEMENT LLC 54 - 2024-03-31 6,970 $627,000 -675
   OPPENHEIMER & CO INC 907 - 2023-12-31 6,609 $604,000 -348
   GOULD ASSET MANAGEMENT LLC /CA/ 70 - 2023-12-31 6,550 $599,000 -55
   COURAGE MILLER PARTNERS, LLC 52 - 2024-03-31 6,489 $583,000 -138
   BLUE CREEK INVESTMENT PARTNERS LLC 173 - 2024-03-31 6,457 $580,000 -91
   QUANTBOT TECHNOLOGIES LLC 685 - 2023-12-31 6,248 $571,000 -24,844
   Second Half Financial Partners LLC 32 - 2023-12-31 6,187 $566,000 -36,101
   Cetera Investment Advisers 1424 - 2023-12-31 6,183 $565,000 -3
   SSI INVESTMENT MANAGEMENT INC 45 - 2023-12-31 6,088 $557,000 -21
   Valeo Financial Advisors LLC 348 - 2024-03-31 6,559 $548,000 -493
   MONETA GROUP INVESTMENT ADVISORS INC 329 - 2023-12-31 5,998 $548,000 -196
   PROSPERA FINANCIAL SERVICES 631 - 2023-12-31 5,918 $541,000 -3,123
   Principle Wealth Partners LLC 213 - 2024-03-31 6,000 $539,000 -1,000
   MULTIFINANCIAL SECURITIES CORP 1094 - 2023-12-31 5,757 $526,000 -1,399
   Grey Fox Wealth Advisors LLC 54 - 2024-03-31 5,759 $518,000 -184
   F3Logic LLC 112 - 2022-12-31 5,938 $500,000 -490
   NBC SECURITIES INC. 441 - 2024-03-31 5,488 $493,000 -113
  100 Records found
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