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Get Institutions for : 
iShares DJ Trnsp Avg Indx Fd (IYT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 186    2
Total shares held : 
 2,664,255  
% of shares held : 
 46.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 89,466  
% of shares held change : 
   1.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 35,818
 1.34%
 
Increased Positions :
46
 706,244
 26.51%
 
Unchanged Positions :
60
 183,528
 6.89%
 
Decreased Positions :
55
-168,195
-6.31%
 
Closed Positions :
27
-484,401
-18.18%
 
Guru Positions :
1
244,688
 9.18%
 
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
   Q3 Asset Management 10 *New 2024-03-31 226,802 $15,966,000 226,802
   Deane Retirement Strategies Inc. 21 *New 2024-03-31 56,126 $3,948,000 56,126
   J.W. COLE ADVISORS INC. 234 *New 2023-12-31 5,602 $1,470,000 5,602
   Blue Door Asset Management LLC 14 *New 2023-12-31 4,600 $1,207,000 4,600
   EWG Elevate Inc. 58 *New 2024-03-31 16,851 $1,186,000 16,851
   Eagle Strategies LLC 128 *New 2024-03-31 10,791 $760,000 10,791
   J. GOLDMAN & CO LP 164 *New 2023-12-31 2,326 $610,000 2,326
   MARINER WEALTH ADVISORS, LLC 1895 *New 2023-12-31 2,027 $532,000 2,027
   WALLEYE TRADING LLC 793 *New 2023-12-31 1,983 $520,000 1,983
   CPR Investments Inc. 38 *New 2024-03-31 5,057 $356,000 5,057
   BANK OF NEW YORK MELLON CORP 3756 *New 2024-03-31 3,342 $235,000 3,342
   L & S ADVISORS INC 185 *New 2023-12-31 896 $235,000 896
   DRW SECURITIES, LLC 225 *New 2023-12-31 793 $208,000 793
   PROVISE MANAGEMENT GROUP LLC 323 *New 2023-12-31 786 $206,000 786
   Atom Investors LP 405 *New 2023-12-31 785 $206,000 785
   LifeSteps Financial Inc. 85 *New 2024-03-31 2,660 $187,000 2,660
   HIGHLANDER CAPITAL MANAGEMENT, LLC *New 2023-12-31 100 $26,000 100
   NATIONAL BANK OF CANADA /FI/ 1899 *New 2023-12-31 59 $15,000 59
   Ronald Blue Trust Inc. 1472 *New 2023-12-31 58 $13,000 58
   CREATIVE FINANCIAL DESIGNS INC /ADV 1215 *New 2023-12-31 23 $6,000 23
   EMFO LLC 241 *New 2023-12-31 21 $6,000 21
   YHB INVESTMENT ADVISORS, INC. 769 *New 2024-03-31 80 $6,000 80
   MATHER GROUP, INC. 1435 *New 2024-03-31 12 $3,000 12
   Farther Finance Advisors LLC 2270 *New 2023-12-31 10 $3,000 10
   BLAIR WILLIAM & CO/IL 1737 *New 2023-12-31 8 $2,000 8
   PEAK6 Investments LLC 1077 *New 2023-12-31 3 $1,000 3
  26 Records found
  1    
  Page 1 of 1
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