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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Independent Family Office LLC 74 *Closed 2023-12-31 0 $0 -9,887
   Arjuna Capital 102 *Closed 2023-12-31 0 $0 -1,860
   MITSUBISHI UFJ TRUST & BANKING CORP 1101 *Closed 2023-12-31 0 $0 -3,910
   COLONY GROUP LLC 756 *Closed 2023-09-30 0 $0 -2,695
   Oakmont Partners LLC 726 *Closed 2024-03-31 0 $0 -3,795
   Bank of New Hampshire 483 *Closed 2024-03-31 0 $0 -350
   Newbridge Financial Services Group Inc. 1114 *Closed 2024-03-31 0 $0 -325
   FOX RUN MANAGEMENT L.L.C. 837 *Closed 2023-12-31 0 $0 -22,300
   PALO ALTO WEALTH ADVISORS LLC 40 *Closed 2023-12-31 0 $0 -5,774
   U S GLOBAL INVESTORS INC 146 *Closed 2024-03-31 0 $0 -400
   HBK INVESTMENTS L P 95 *Closed 2023-09-30 0 $0 -12,146
   FIFTH THIRD BANCORP 2356 *Closed 2024-03-31 0 $0 -526
   Aptus Capital Advisors LLC 905 *Closed 2023-12-31 0 $0 -42
   Weaver Consulting Group 199 *Closed 2024-03-31 0 $0 -3,017
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 942 *Closed 2023-12-31 0 $0 -500
   MIRABELLA FINANCIAL SERVICES LLP 460 *Closed 2023-12-31 0 $0 -100,580
   Perfromance Wealth Partners LLC *Closed 2023-12-31 0 $0 -2,895
   GUARDIAN WEALTH ADVISORS LLC / NC 444 *Closed 2023-12-31 0 $0 -42
   QUADRANT CAPITAL GROUP LLC 2712 *Closed 2023-12-31 0 $0 -15
   GSG Advisors LLC 110 *Closed 2024-03-31 0 $0 -3,029
   HUDSON BAY CAPITAL MANAGEMENT LP 663 *Closed 2023-12-31 0 $0 -42,500
   Mutual Advisors LLC 1062 *Closed 2023-12-31 0 $0 -7,063
   Trust Co 333 *Closed 2024-03-31 0 $0 -235
   SPX Equities Gestao de Recursos Ltda 72 *Closed 2023-12-31 0 $0 -112,459
   One Wealth Advisors LLC 262 *Closed 2024-03-31 0 $0 -3,810
   SIGNATURE SECURITIES GROUP CORPORATION 187 *Closed 2024-03-31 0 $0 -2,696
   Planned Solutions Inc. 394 *Closed 2024-03-31 0 $0 -124
   Trexquant Investment LP 1674 *Closed 2023-12-31 0 $0 -11,973
   Outlook Wealth Advisors LLC 272 *Closed 2024-03-31 0 $0 -2,800
   FIRST CITIZENS BANK & TRUST CO 448 *Closed 2024-03-31 0 $0 -26,101
   CAAS CAPITAL MANAGEMENT LP 154 *Closed 2024-03-31 0 $0 -2,500
   TWO SIGMA SECURITIES LLC 1814 *Closed 2023-12-31 0 $0 -8,475
   First Personal Financial Services 368 *Closed 2024-03-31 0 $0 -1,021
   VERITABLE LP 316 *Closed 2023-09-30 0 $0 -229,908
   Annapolis Financial Services LLC 417 *Closed 2024-03-31 0 $0 -1
   Headlands Technologies LLC 1115 *Closed 2023-12-31 0 $0 -43
   Timbercreek Asset Management Ltd. 45 *Closed 2024-03-31 0 $0 -87,700
   Squarepoint Ops LLC 2710 *Closed 2023-12-31 0 $0 -651,685
   SUNRISE PARTNERS LLC /CT 298 *Closed 2023-12-31 0 $0 -123,403
   Investments & Financial Planning LLC 33 *Closed 2023-12-31 0 $0 -18,401
   CTC Capital Management LLC 91 *Closed 2023-03-31 0 $0 -28,125
   Winch Advisory Services LLC 437 *Closed 2023-12-31 0 $0 -717
   Level Financial Advisors Inc. 235 *Closed 2024-03-31 0 $0 0
   Sanford Advisory Services LLC 125 *Closed 2022-12-31 0 $0 -2,909
   Brookstone Capital Management 934 *Closed 2024-03-31 0 $0 -3,438
   Belpointe Asset Management LLC 769 *Closed 2023-12-31 0 $0 -2,646
   OLD MISSION CAPITAL LLC 1174 *Closed 2023-12-31 0 $0 -43,595
   Advisor Resource Council 437 *Closed 2024-03-31 0 $0 -2,703
   J. W. Coons Advisors LLC 243 *Closed 2023-12-31 0 $0 -2,850
   Ground Swell Capital LLC 124 *Closed 2023-12-31 0 $0 -10,137
   Flaharty Asset Management LLC 468 *Closed 2023-12-31 0 $0 -470
   BAKER AVENUE ASSET MANAGEMENT, LP 1542 *Closed 2023-12-31 0 $0 -427
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 722 *Closed 2023-12-31 0 $0 -2,689
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -156,785
   KWMG LLC 133 *Closed 2024-03-31 0 $0 -2,337
   Anson Capital Inc. 67 *Closed 2023-12-31 0 $0 -2,812
   Trilogy Capital Inc. 320 *Closed 2024-03-31 0 $0 -3,640
   TWO SIGMA INVESTMENTS LLC 3289 *Closed 2023-12-31 0 $0 -397,739
   JNBA FINANCIAL ADVISORS 717 *Closed 2024-03-31 0 $0 -365
   Frigate Ventures LP 153 *Closed 2023-12-31 0 $0 -47,619
   BALDWIN BROTHERS INC/MA 716 *Closed 2024-03-31 0 $0 -36
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1126 *Closed 2023-12-31 0 $0 -7,463
  62 Records found
  1    
  Page 1 of 1
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