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Get Institutions for : 
iShares Trust DJ US Sector (IYW)  
$128.20 0.64 (0.5%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 892    34
Total shares held : 
 74,441,359  
% of shares held : 
 37.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   172  
Amount of shares held : 
 12,437,620  
% of shares held change : 
   6.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $106.21  
Last Quarter's Ending Price : 
 $122.75  
Last Quarter's Average Price : 
 $113.27  
Change from last quarter's     
avg. price to the last closing  : 
14.93 (13.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
68
 703,983
 0.95%
 
Increased Positions :
365
 13,740,840
 18.46%
 
Unchanged Positions :
232
 2,491,035
 3.35%
 
Decreased Positions :
227
-1,791,535
-2.41%
 
Closed Positions :
34
-215,668
-0.29%
 
Guru Positions :
1
1,755
 0%
 
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
   ENVESTNET ASSET MANAGEMENT INC 31 - 2023-12-31 10,523,831 $1,291,800,000 2,928,731
   MORGAN STANLEY 271 - 2023-12-31 6,225,786 $764,215,000 531,466
   BANK OF AMERICA CORP /DE/ 299 - 2023-12-31 4,337,706 $532,453,000 264,759
   Green Harvest Asset Management LLC 1 - 2023-12-31 4,247,263 $521,352,000 -64,611
   LPL FINANCIAL CORP 85 - 2023-12-31 3,409,733 $418,545,000 728,703
   J P MORGAN CHASE & CO 424 - 2023-12-31 2,785,245 $341,889,000 1,225,385
   BLACKROCK INC. 1437 - 2023-12-31 2,187,676 $268,537,000 922,350
   UBS Group AG 193 - 2023-12-31 2,129,589 $261,407,000 160,092
   FIL LTD 139 - 2023-12-31 1,456,287 $178,759,000 363,201
   AMERIPRISE FINANCIAL INC 373 - 2023-12-31 1,304,660 $160,170,000 300,627
   CWM LLC 26 - 2024-03-31 1,173,803 $158,534,000 95,066
   Envestnet Portfolio Solutions Inc. 37 - 2023-12-31 1,257,759 $154,390,000 393,079
   WELLS FARGO & CO/MN 329 - 2023-12-31 1,254,072 $153,937,000 -163
   Advisor Group Holdings Inc. 86 - 2023-12-31 1,164,820 $143,053,000 -284,770
   PARK AVENUE SECURITIES LLC 8 - 2024-03-31 1,054,653 $142,441,000 95,459
   ROYAL BANK OF CANADA 443 - 2023-12-31 903,042 $110,849,000 -6,028
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 131 - 2023-12-31 826,827 $101,493,000 103,726
   MML INVESTORS SERVICES LLC 33 - 2023-12-31 802,198 $98,470,000 195,538
   COMMONWEALTH EQUITY SERVICES LLC. 108 - 2023-12-31 799,788 $98,174,000 207,172
   JANNEY MONTGOMERY SCOTT LLC 75 - 2023-12-31 660,620 $81,091,000 660,620
   BANK OF NEW YORK MELLON CORP 850 - 2023-12-31 553,010 $67,882,000 92,695
   RIVERFRONT INVESTMENT GROUP, LLC 13 - 2023-12-31 552,862 $67,863,000 13,588
   RAYMOND JAMES & ASSOCIATES 317 - 2023-12-31 534,731 $65,638,000 8,363
   TWO SIGMA INVESTMENTS LLC 192 - 2023-12-31 441,000 $54,133,000 300,500
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 45 - 2023-12-31 440,608 $54,085,000 116,144
   HSBC HOLDINGS PLC 373 - 2023-12-31 437,025 $53,645,000 -38,806
   Resources Investment Advisors Inc. 22 - 2023-12-31 428,381 $52,584,000 165,252
   STIFEL FINANCIAL CORP 274 - 2023-12-31 423,700 $52,012,000 72,269
   PNC FINANCIAL SERVICES GROUP INC 251 - 2023-12-31 420,593 $51,628,000 -11,597
   Parker Investment Management LLC 4 - 2023-12-31 436,329 $51,269,000 283,212
   CAPTRUST FINANCIAL ADVISORS 118 - 2023-12-31 413,921 $50,809,000 -2,204
   Congress Wealth Management LLC / DE / 24 - 2024-03-31 336,467 $45,443,000 -14,592
   Cetera Investment Advisers 52 - 2023-12-31 320,790 $39,377,000 61,762
   Goss Wealth Management LLC 58 - 2023-12-31 315,136 $39,252,000 67,160
   Quotient Wealth Partners LLC 19 - 2023-12-31 316,321 $38,828,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 129 - 2023-12-31 290,437 $35,651,000 77,194
   AE Wealth Management LLC 116 - 2023-12-31 273,580 $35,401,000 30,449
   Kestra Advisory Services LLC 66 - 2023-12-31 274,608 $33,708,000 195,522
   JB Capital LLC - 2023-12-31 270,181 $33,165,000 86,031
   QUANTITATIVE ADVANTAGE LLC 3 - 2023-03-31 356,495 $33,086,000 1,299
   PRUDENTIAL FINANCIAL INC 309 - 2023-12-31 268,934 $33,012,000 34,719
   TWO SIGMA ADVISERS, LLC 258 - 2023-12-31 238,800 $29,313,000 79,300
   WEALTHSOURCE PARTNERS LLC 8 - 2023-12-31 238,192 $29,238,000 62,431
   HIGHTOWER ADVISORS, LLC 370 - 2023-12-31 237,481 $29,115,000 9,348
   FIRST MERCHANTS CORP - 2023-12-31 235,545 $28,913,000 -3,072
   Portfolio Strategies Inc. 13 - 2023-12-31 232,121 $28,522,000 122,288
   Howard Capital Management Group LLC 23 - 2024-03-31 204,293 $27,592,000 -4,239
   GOLDMAN SACHS GROUP INC/ 1340 - 2023-12-31 222,222 $27,278,000 -32,861
   Apexium Financial LP 8 - 2024-03-31 199,062 $26,885,000 6,423
   FINANCIAL NETWORK 143 - 2023-12-31 210,454 $25,833,000 36,002
   Foundations Investment Advisors LLC 32 - 2023-12-31 189,161 $24,190,000 88,104
   H D Vest Advisory Services 65 - 2023-12-31 187,788 $23,051,000 19,228
   Stratos Wealth Partners LTD. 42 - 2024-03-31 170,209 $22,989,000 54,101
   COMMERCE BANK N A/MO 117 - 2023-12-31 181,861 $22,323,000 -3,905
   Private Advisor Group LLC 118 - 2023-12-31 178,651 $21,929,000 9,750
   Integrated Wealth Concepts LLC 55 - 2023-12-31 178,328 $21,890,000 69,626
   ADVISORY SERVICES NETWORK, LLC 24 - 2023-12-31 176,479 $21,663,000 31,925
   Granite Bay Wealth Management LLC 54 - 2023-12-31 190,729 $21,636,000 17,479
   MULTIFINANCIAL SECURITIES CORP 73 - 2023-12-31 175,576 $21,552,000 23,293
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 17 - 2024-03-31 140,908 $19,031,000 27,477
   Atria Wealth Solutions Inc. 93 - 2023-12-31 154,828 $19,005,000 34,736
   SPC FINANCIAL, INC. 19 - 2023-12-31 148,776 $18,262,000 -3,841
   BB&T CORP 443 - 2023-12-31 142,437 $17,484,000 16,716
   Avid Wealth Partners LLC - 2023-12-31 140,380 $17,232,000 0
   MARINER WEALTH ADVISORS, LLC 333 - 2023-12-31 140,073 $17,194,000 1,657
   Capital Investment Advisors LLC 68 - 2024-03-31 122,372 $16,528,000 -5,047
   Austin Private Wealth LLC 16 - 2024-03-31 121,459 $16,369,000 19,480
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 303 - 2023-09-30 156,006 $16,368,000 -149,774
   STILLWATER CAPITAL ADVISORS, LLC 16 - 2024-03-31 119,515 $16,142,000 -3,072
   US BANCORP 335 - 2023-12-31 129,995 $15,957,000 25,690
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 367 - 2024-03-31 117,558 $15,877,000 -37,675
   MA Private Wealth - 2023-12-31 125,992 $15,465,000 34,738
   ATRIA INVESTMENTS LLC 95 - 2023-12-31 123,518 $15,162,000 33,721
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 320 - 2023-12-31 121,940 $14,969,000 14,707
   THRIVENT FINANCIAL FOR LUTHERANS 494 - 2023-12-31 120,627 $14,807,000 80,417
   Rockefeller Capital Management L.P. 371 - 2023-12-31 113,620 $13,947,000 4,576
   Toroso Investments LLC 60 *New 2023-12-31 111,508 $13,688,000 111,508
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 15 - 2023-12-31 110,704 $13,589,000 27,628
   Mendel Capital Management LLC - 2023-12-31 110,286 $13,538,000 258
   CREATIVE PLANNING 321 - 2023-12-31 109,641 $13,458,000 2,197
   TRITONPOINT WEALTH LLC - 2023-12-31 107,501 $13,196,000 0
   First Citizens Financial Corp 1 - 2023-12-31 103,381 $12,690,000 -443
   Icon Wealth Advisors LLC 15 - 2023-12-31 102,072 $12,529,000 28,777
   AdvisorNet Financial Inc 13 - 2024-03-31 88,463 $11,948,000 64,198
   BANK OF MONTREAL /CAN/ 818 - 2023-12-31 96,690 $11,941,000 0
   PROSPERA FINANCIAL SERVICES 46 - 2023-12-31 97,214 $11,933,000 2,721
   Horst & Graben Wealth Management LLC 12 - 2023-12-31 94,755 $11,631,000 24,710
   One Wealth Advisors LLC 13 - 2024-03-31 85,784 $11,586,000 4,296
   Atlantic Trust Group LLC 304 - 2023-12-31 93,943 $11,532,000 16,103
   Steel Peak Wealth Management LLC 43 - 2024-03-31 82,860 $11,191,000 13,124
   FTB Advisors Inc. 92 - 2023-12-31 90,504 $11,109,000 19,240
   Commonwealth Financial Services LLC 10 - 2023-12-31 89,426 $10,977,000 -27,641
   Change Path LLC 34 - 2023-12-31 89,250 $10,956,000 34,431
   Perigon Wealth Management LLC 62 - 2023-12-31 88,574 $10,873,000 750
   Spire Wealth Management 57 - 2023-12-31 84,710 $10,845,000 1,982
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 43 - 2023-12-31 88,343 $10,844,000 -12,700
   Security Financial Services INC. 8 - 2024-03-31 79,166 $10,692,000 -1,476
   Rollins Financial Advisors LLC 10 - 2023-12-31 84,759 $10,404,000 0
   Rollins Financial 10 - 2023-12-31 84,759 $10,404,000 14,205
   Brookstone Capital Management 130 - 2024-03-31 76,476 $10,329,000 26,246
  100 Records found
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