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Get Institutions for : 
iShares Trust DJ US Sector (IYW)  
$133.64 0.59 (0.44%) as of 4:30 Tue 5/7


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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  : 
20.37 (17.98%)  




 
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
   Toroso Investments LLC 60 *New 2023-12-31 111,508 $13,688,000 111,508
   Benchmark Investment Advisors LLC 46 *New 2023-12-31 52,559 $6,452,000 52,559
   NORDEN GROUP LLC 11 *New 2024-03-31 47,727 $6,446,000 47,727
   Connectus Wealth LLC 147 *New 2023-12-31 50,838 $6,246,000 50,838
   PATHSTONE FAMILY OFFICE, LLC 242 *New 2023-09-30 55,171 $5,789,000 55,171
   KWB Wealth 25 *New 2024-03-31 40,346 $5,449,000 40,346
   Richard P Slaughter Associates Inc 12 *New 2024-03-31 40,235 $5,434,000 40,235
   SSI INVESTMENT MANAGEMENT INC 18 *New 2023-12-31 39,817 $4,888,000 39,817
   Tactive Advisors LLC 12 *New 2023-12-31 30,640 $3,761,000 30,640
   AdvisorShares Investments LLC 33 *New 2023-12-31 23,100 $2,836,000 23,100
   BEACON FINANCIAL GROUP 90 *New 2023-12-31 19,665 $2,414,000 19,665
   RENAISSANCE TECHNOLOGIES LLC 1865 *New 2023-12-31 18,800 $2,308,000 18,800
   PALLADIEM LLC 16 *New 2023-09-30 21,550 $2,261,000 21,550
   FIRST CITIZENS BANK & TRUST CO 226 *New 2024-03-31 8,920 $1,205,000 8,920
   WILEY BROS.-AINTREE CAPITAL LLC 132 *New 2024-03-31 8,662 $1,170,000 8,662
   Financial Network Wealth Management LLC 48 *New 2023-12-31 6,667 $818,000 6,667
   Worth Asset Management LLC 52 *New 2024-03-31 5,264 $711,000 5,264
   Cornerstone Wealth Group LLC 147 *New 2024-03-31 4,517 $610,000 4,517
   Wealthstream Advisors Inc. 60 *New 2023-12-31 4,623 $567,000 4,623
   Advance Capital Management Inc. 81 *New 2024-03-31 3,998 $540,000 3,998
   Relyea Zuckerberg Hanson LLC 122 *New 2024-03-31 3,870 $523,000 3,870
   Elevated Capital Advisors LLC 132 *New 2024-03-31 3,868 $522,000 3,868
   Fiduciary Planning LLC *New 2024-03-31 3,684 $498,000 3,684
   Strategic Equity Management 24 *New 2024-03-31 3,643 $492,000 3,643
   CAMELOT PORTFOLIOS, LLC *New 2023-12-31 3,980 $489,000 3,980
   WT Wealth Management 79 *New 2023-12-31 3,928 $482,000 3,928
   ELCO Management Co. LLC 81 *New 2023-12-31 3,500 $430,000 3,500
   Hutchens & Kramer Investment Management Group LLC *New 2024-03-31 3,098 $420,000 3,098
   Laurel Wealth Advisors Inc. 409 *New 2022-12-31 5,517 $411,000 5,517
   Next Level Private LLC 91 *New 2024-03-31 2,896 $391,000 2,896
   LITMAN GREGORY ASSET MANAGEMENT LLC 105 *New 2024-03-31 2,712 $366,000 2,712
   MONEYWISE INC. 49 *New 2024-03-31 2,584 $349,000 2,584
   Financial Freedom LLC 77 *New 2024-03-31 2,567 $347,000 2,567
   3Chopt Investment Partners LLC 136 *New 2023-12-31 2,750 $338,000 2,750
   THOROUGHBRED FINANCIAL SERVICES LLC 445 *New 2023-12-31 2,661 $326,000 2,661
   Latitude Advisors LLC 113 *New 2024-03-31 2,288 $309,000 2,288
   Rappaport Reiches Capital Management LLC 80 *New 2024-03-31 2,175 $294,000 2,175
   COLONY GROUP, LLC 679 *New 2023-12-31 2,360 $290,000 2,360
   KINGSWOOD WEALTH ADVISORS LLC 504 *New 2024-03-31 2,031 $274,000 2,031
   Fundamentun LLC 174 *New 2024-03-31 1,890 $255,000 1,890
   Resonant Capital Advisors LLC *New 2024-03-31 1,878 $254,000 1,878
   CENTRAL VALLEY ADVISORS LLC 128 *New 2024-03-31 1,786 $241,000 1,786
   D E SHAW & CO INC 2481 *New 2023-12-31 1,920 $236,000 1,920
   COLDSTREAM CAPITAL MANAGEMENT INC 827 *New 2023-12-31 1,856 $228,000 1,856
   Campion Asset Management LLC 89 *New 2023-12-31 1,800 $221,000 1,800
   BOS Asset Management LLC 143 *New 2023-12-31 1,800 $221,000 1,800
   Flower City Capital 32 *New 2024-03-31 1,620 $219,000 1,620
   Procyon Private Wealth Partners LLC 476 *New 2024-03-31 1,617 $218,000 1,617
   Acorn Wealth Advisors LLC 187 *New 2024-03-31 1,608 $217,000 1,608
   BAILARD BIEHL & KAISER INC 641 *New 2023-12-31 1,756 $216,000 1,756
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 942 *New 2023-12-31 1,755 $215,000 1,755
   GSB Wealth Management LLC *New 2024-03-31 1,582 $214,000 1,582
   Patten Group Inc. 238 *New 2024-03-31 1,564 $211,000 1,564
   Mandatum Life Insurance Co Ltd 67 *New 2023-12-31 1,722 $211,000 1,722
   MARCO INVESTMENT MANAGEMENT LLC 199 *New 2023-12-31 1,700 $209,000 1,700
   Rehmann Capital Advisory Group *New 2024-03-31 1,536 $207,000 1,536
   Steele Capital Management Inc. 169 *New 2024-03-31 1,526 $206,000 1,526
   Aldebaran Capital LLC 31 *New 2023-12-31 1,672 $205,000 1,672
   Firestone Capital Management 127 *New 2023-12-31 1,645 $202,000 1,645
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 443 *New 2023-12-31 1,505 $185,000 1,505
   Future Financial Wealth Managment LLC 169 *New 2024-03-31 770 $104,000 770
   YHB INVESTMENT ADVISORS, INC. 395 *New 2024-03-31 558 $75,000 558
   LifeSteps Financial Inc. 130 *New 2024-03-31 520 $70,000 520
   SHEETS SMITH & ASSOCIATES INC 397 *New 2023-09-30 333 $35,000 333
   NORTH STAR INVESTMENT MANAGEMENT CORP. *New 2024-03-31 160 $22,000 160
   Nemes Rush Group LLC 337 *New 2023-12-31 178 $22,000 178
   Armor Investment Advisors LLC 143 *New 2024-03-31 92 $12,000 92
   JJJ Advisors Inc. 721 *New 2024-03-31 50 $7,000 50
   FARMERS & MERCHANTS INVESTMENTS INC 769 *New 2024-03-31 37 $5,000 37
   PORTFOLIO 21 INVESTMENTS 58 *New 2024-03-31 38 $5,000 38
   Dunhill Financial LLC 293 *New 2023-12-31 41 $5,000 41
   THOMPSON INVESTMENT MANAGEMENT INC 380 *New 2024-03-31 33 $4,000 33
   WOODMONT INVESTMENT COUNSEL LLC 355 *New 2024-03-31 23 $3,000 23
   CALDWELL SUTTER CAPITAL INC. 727 *New 2024-03-31 13 $2,000 13
   Steward Financial Group LLC 1301 *New 2023-09-30 19 $1,000 19
  75 Records found
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