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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
   MORGAN STANLEY 772 - 2023-12-31 753,755 $197,808,000 559,838
   BANK OF AMERICA CORP /DE/ 1292 - 2023-12-31 153,624 $40,316,000 20,611
   BARCLAYS PLC 703 - 2023-12-31 88,033 $23,103,000 38,033
   WELLS FARGO & CO/MN 1131 - 2023-12-31 69,868 $18,335,000 3,769
   CITADEL ADVISORS LLC 1004 - 2023-12-31 50,282 $13,196,000 23,993
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 562 - 2023-12-31 48,794 $12,805,000 9,901
   COMMONWEALTH EQUITY SERVICES LLC. 666 - 2023-12-31 43,755 $11,483,000 2,712
   UBS Group AG 1507 - 2023-12-31 35,116 $9,215,000 3,298
   Cadent Capital Advisors LLC 10 - 2024-03-31 111,561 $7,854,000 91,592
   Florin Court Capital LLP 6 - 2023-12-31 20,200 $5,301,000 20,200
   Nemes Rush Group LLC 45 - 2023-12-31 14,410 $3,782,000 619
   Pallas Capital Advisors LLC 109 - 2024-03-31 53,544 $3,770,000 39,842
   McGuire Investment Group LLC 49 - 2024-03-31 48,768 $3,433,000 36,736
   JMAC ENTERPRISES LLC - 2023-12-31 12,492 $3,278,000 1,342
   Capital Advisors Ltd. LLC 43 - 2024-03-31 40,159 $2,827,000 30,119
   RAYMOND JAMES & ASSOCIATES 1993 - 2024-03-31 36,318 $2,557,000 23,436
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1524 - 2024-03-31 35,395 $2,492,000 26,681
   STIFEL FINANCIAL CORP 1676 - 2023-12-31 7,461 $1,958,000 4,651
   Squarepoint Ops LLC 1118 - 2023-12-31 6,301 $1,654,000 4,647
   Clarus Wealth Advisors 32 - 2024-03-31 22,184 $1,504,000 16,543
   Nikulski Financial Inc. 59 - 2024-03-31 20,664 $1,455,000 16,485
   TOTH FINANCIAL ADVISORY CORP 112 - 2024-03-31 18,076 $1,273,000 16,898
   Sage Capital Advisorsllc 57 - 2024-03-31 15,616 $1,099,000 11,721
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1667 - 2024-03-31 15,278 $1,076,000 11,389
   BB&T CORP 1531 - 2023-12-31 4,030 $1,058,000 1,021
   Indie Asset Partners LLC - 2023-12-31 4,018 $1,054,000 135
   Massachusetts Wealth Management 58 - 2024-03-31 14,088 $992,000 10,891
   Retirement Planning Co of New England Inc. 79 - 2023-12-31 3,308 $868,000 231
   MML INVESTORS SERVICES LLC 1462 - 2023-12-31 3,196 $839,000 162
   Congress Wealth Management LLC / DE / 401 - 2024-03-31 10,541 $742,000 7,920
   Miracle Mile Advisors LLC 308 - 2024-03-31 10,026 $706,000 1,443
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 220 - 2024-03-31 9,460 $666,000 6,870
   Kovack Advisors Inc. 230 - 2024-03-31 8,394 $591,000 5,426
   SAXON INTERESTS INC. 93 - 2024-03-31 7,750 $546,000 5,812
   COMERICA BANK 1840 - 2023-12-31 1,977 $519,000 259
   Wealthcare Advisory Partners LLC 555 - 2024-03-31 6,276 $442,000 5,135
   MERCER GLOBAL ADVISORS INC /ADV 1411 - 2023-12-31 1,631 $428,000 752
   REGIONS FINANCIAL CORP 626 - 2024-03-31 5,948 $419,000 4,461
   Davis Investment Partners LLC 83 - 2024-03-31 6,000 $407,000 4,500
   626 Financial LLC 73 - 2024-03-31 5,376 $378,000 3,465
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 491 - 2024-03-31 5,212 $367,000 3,911
   WEST COAST FINANCIAL LLC 121 - 2024-03-31 5,000 $352,000 4,000
   Apeiron RIA LLC 151 - 2024-03-31 4,956 $349,000 3,788
   Carlson Capital Management 83 - 2024-03-31 4,923 $347,000 3,692
   WP Advisors LLC 83 - 2023-12-31 1,264 $332,000 9
   FOUNDERS FINANCIAL SECURITIES LLC 309 - 2024-03-31 4,705 $331,000 4,705
   Trilogy Capital Inc. 250 - 2024-03-31 4,372 $308,000 2,785
   CAPTRUST FINANCIAL ADVISORS 2119 - 2023-12-31 1,115 $293,000 2
   PNC FINANCIAL SERVICES GROUP INC 1888 - 2023-12-31 1,105 $290,000 448
   Ellis Investment Partners LLC 202 - 2024-03-31 3,176 $224,000 2,383
   FMR LLC 2784 - 2023-12-31 828 $217,000 82
   BIONDO INVESTMENT ADVISORS LLC 78 - 2023-12-31 810 $213,000 810
   Tyler-Stone Wealth Management 180 - 2023-12-31 721 $189,000 5
   PRIVATE TRUST CO NA 695 - 2024-03-31 2,456 $173,000 1,842
   Spire Wealth Management 818 - 2024-03-31 2,411 $170,000 1,810
   HANSON MCCLAIN, INC. 1007 - 2024-03-31 1,465 $103,000 1,100
   BANK OF MONTREAL /CAN/ 2902 - 2023-12-31 281 $75,000 7
   Capital Investment Advisory Services LLC 611 - 2024-03-31 1,016 $72,000 749
   Nelson Van Denburg & Campbell Wealth Management Gr 713 - 2023-12-31 209 $55,000 2
   Asset Dedication LLC 470 - 2024-03-31 600 $42,000 450
   Norwood Financial Corp 177 - 2024-03-31 500 $35,000 375
   CWM LLC 3002 - 2024-03-31 248 $17,000 186
   Global Retirement Partners LLC 1904 - 2024-03-31 208 $15,000 156
   Register Financial Advisors LLC 516 - 2024-03-31 172 $12,000 129
   ATLAS CAPITAL ADVISORS LLC 685 - 2024-03-31 112 $8,000 84
   IAG Wealth Partners LLC 363 - 2024-03-31 80 $6,000 60
   AdvisorNet Financial Inc 1397 - 2024-03-31 88 $6,000 66
   Coastal Investment Advisors Inc. 760 - 2024-03-31 60 $4,000 60
   Bogart Wealth LLC 861 - 2024-03-31 41 $3,000 31
   CALDWELL SUTTER CAPITAL INC. 789 - 2024-03-31 8 $1,000 6
  70 Records found
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