Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares DJ Trnsp Avg Indx Fd (IYT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 943 - 2023-12-31 279,203 $73,271,000 -16,774
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 194 - 2023-12-31 244,688 $64,214,000 -10,801
   GOLDMAN SACHS GROUP INC/ 927 - 2023-12-31 214,973 $56,415,000 -1,567
   LPL FINANCIAL CORP 1072 - 2023-12-31 50,559 $13,268,000 -2,837
   AMERIPRISE FINANCIAL INC 2086 - 2023-12-31 24,648 $6,465,000 -574
   MILLENNIUM MANAGEMENT LLC 1754 - 2023-12-31 21,121 $5,543,000 -10,673
   HRT FINANCIAL LLC 321 - 2023-12-31 16,899 $4,434,000 -8,721
   Advisor Group Holdings Inc. 1412 - 2023-12-31 13,980 $3,669,000 -3,983
   ROYAL BANK OF CANADA 2198 - 2023-12-31 12,459 $3,270,000 -11,876
   JANE STREET GROUP LLC 2076 - 2023-12-31 10,467 $2,747,000 -16,611
   AE Wealth Management LLC 841 - 2023-12-31 9,009 $2,373,000 -849
   Thrive Capital Management LLC 27 - 2023-12-31 8,601 $2,257,000 -852
   ENVESTNET ASSET MANAGEMENT INC 2393 - 2023-12-31 8,495 $2,229,000 -2,674
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 739 - 2023-12-31 8,193 $2,150,000 -1,610
   TOWER RESEARCH CAPITAL LLC 510 - 2023-12-31 7,700 $2,021,000 -2,749
   THRIVENT FINANCIAL FOR LUTHERANS 1310 - 2023-12-31 7,520 $1,974,000 -492
   CREATIVE PLANNING 975 - 2023-12-31 6,444 $1,691,000 -1,477
   GSA CAPITAL PARTNERS LLP 203 - 2023-12-31 5,931 $1,556,000 -9,117
   Steward Partners Investment Advisory LLC 652 - 2023-12-31 4,765 $1,250,000 -5,626
   JANNEY MONTGOMERY SCOTT LLC 1346 - 2023-12-31 4,494 $1,179,000 -109
   HIGHTOWER ADVISORS, LLC 1832 - 2023-12-31 3,525 $926,000 -3
   Private Advisor Group LLC 1244 - 2023-12-31 2,938 $771,000 -142
   MULTIFINANCIAL SECURITIES CORP 919 - 2023-12-31 2,773 $728,000 -20
   CITIGROUP INC 2337 - 2023-12-31 2,705 $710,000 -30,147
   NORTHERN TRUST CORP 3424 - 2023-12-31 2,683 $704,000 -246
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 222 - 2023-12-31 2,442 $641,000 -35
   FINANCIAL NETWORK 1684 - 2023-12-31 2,429 $637,000 -314
   WASHBURN CAPITAL MANAGEMENT INC. - 2023-12-31 2,377 $624,000 -2,723
   Strategic Financial Group LLC - 2023-12-31 2,329 $611,000 -90
   ADVISORY SERVICES NETWORK, LLC 901 - 2023-12-31 1,882 $494,000 -2,595
   BENJAMIN F. EDWARDS & COMPANY INC. 631 - 2023-12-31 1,838 $482,000 -217
   Equitable Holdings Inc. 814 - 2023-12-31 1,643 $431,000 -109
   Kestra Advisory Services LLC 1609 - 2023-12-31 1,613 $423,000 -130
   Goss Wealth Management LLC 1403 - 2023-12-31 1,499 $393,000 -296
   TWO SIGMA SECURITIES LLC 495 - 2023-12-31 1,469 $386,000 -860
   PATTEN & PATTEN INC/TN - 2023-12-31 1,350 $354,000 -150
   Private Wealth Advisors LLC - 2023-12-31 1,278 $335,000 -105
   Beacon Pointe Advisors LLC 1044 - 2023-12-31 1,188 $312,000 -435
   Cetera Investment Advisers 1843 - 2023-12-31 1,012 $266,000 -135
   HOWE & RUSLING INC 225 - 2023-12-31 800 $210,000 -70
   Qube Research & Technologies Ltd 2407 - 2023-12-31 781 $205,000 -7,670
   LINCOLN NATIONAL CORP 1027 - 2023-12-31 769 $202,000 -185
   Blue Chip Partners Inc. 149 - 2024-03-31 2,227 $157,000 -335
   HARBOUR INVESTMENTS INC. 1343 - 2023-12-31 243 $64,000 -24
   BNP PARIBAS ARBITRAGE SA 2800 - 2023-12-31 111 $29,000 -1,054
   Founders Financial Alliance LLC 407 - 2023-12-31 61 $16,000 -87
   Integrity Financial Corp /WA 173 - 2023-12-31 17 $4,000 -119
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 704 - 2024-03-31 20 $1,000 -10
  48 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us