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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Green Harvest Asset Management LLC 1 - 2023-12-31 4,247,263 $521,352,000 -64,611
   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
   ROYAL BANK OF CANADA 443 - 2023-12-31 903,042 $110,849,000 -6,028
   HSBC HOLDINGS PLC 373 - 2023-12-31 437,025 $53,645,000 -38,806
   PNC FINANCIAL SERVICES GROUP INC 251 - 2023-12-31 420,593 $51,628,000 -11,597
   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
   BANK OF NEW YORK MELLON CORP 1093 - 2024-03-31 335,533 $45,317,000 -217,477
   FIRST MERCHANTS CORP 8 - 2024-03-31 210,805 $28,471,000 -24,740
   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
   COMMERCE BANK N A/MO - 2024-03-31 180,796 $24,418,000 -1,065
   SPC FINANCIAL, INC. - 2024-03-31 147,695 $19,948,000 -1,081
   MA Private Wealth 8 - 2024-03-31 124,903 $16,869,000 -1,089
   Capital Investment Advisors LLC 68 - 2024-03-31 122,372 $16,528,000 -5,047
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 367 - 2024-03-31 117,558 $15,877,000 -37,675
   Horst & Graben Wealth Management LLC 13 - 2024-03-31 94,211 $12,724,000 -544
   First Citizens Financial Corp 1 - 2023-12-31 103,381 $12,690,000 -443
   Commonwealth Financial Services LLC 10 - 2023-12-31 89,426 $10,977,000 -27,641
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 14 - 2024-03-31 80,799 $10,913,000 -29,905
   Security Financial Services INC. 8 - 2024-03-31 79,166 $10,692,000 -1,476
   Buttonwood Financial Group LLC 6 - 2024-03-31 75,286 $10,168,000 -2,211
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 74,309 $10,036,000 -14,034
   Stonebridge Financial Planning Group LLC 2 - 2023-12-31 79,507 $9,759,000 -4,894
   MECHANICS BANK TRUST DEPARTMENT 20 - 2024-03-31 71,764 $9,692,000 -9,928
   NATIONAL BANK OF CANADA /FI/ 516 - 2023-12-31 77,974 $9,310,000 -231
   Bleakley Financial Group LLC - 2023-12-31 74,300 $9,120,000 -854
   Sawtooth Asset Management Inc. 71 - 2023-12-31 74,300 $9,120,000 -854
   Sharkey Howes & Javer 16 - 2024-03-31 66,849 $9,029,000 -4,077
   CI Private Wealth LLC 548 - 2023-12-31 70,388 $8,640,000 -279
   Berkeley Capital Partners LLC 9 - 2023-12-31 65,883 $8,087,000 -2,580
   Migdal Insurance & Financial Holdings Ltd. 88 - 2024-03-31 57,143 $7,718,000 -948
   Icon Wealth Partners LLC 24 - 2023-09-30 71,728 $7,526,000 -61,669
   NATIONAL ASSET MANAGEMENT, INC. 112 - 2023-12-31 61,183 $7,510,000 -1,942
   Lido Advisors LLC 189 - 2023-12-31 60,819 $7,465,000 -5,510
   Cadent Capital Advisors LLC 12 - 2024-03-31 51,387 $6,940,000 -1,141
   ONE Advisory Partners LLC 9 - 2024-03-31 49,361 $6,667,000 -2,557
   Crown Wealth Group LLC - 2024-03-31 48,659 $6,572,000 -807
   Essex LLC - 2024-03-31 43,270 $5,844,000 -1,380
   PITTENGER & ANDERSON INC - 2024-03-31 43,015 $5,810,000 -125
   Apollon Wealth Management LLC - 2024-03-31 42,971 $5,804,000 -716
   Fifth Third Securities Inc. 46 - 2024-03-31 42,859 $5,788,000 -386
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 41,870 $5,655,000 -1,936
   COTTONWOOD CAPITAL ADVISORS LLC 3 - 2024-03-31 42,621 $5,589,000 -1,430
   JOHNSON INVESTMENT COUNSEL INC 145 - 2023-12-31 44,388 $5,449,000 -150
   CARY STREET PARTNERS ASSET MANAGEMENT LLC - 2024-03-31 38,620 $5,216,000 -12,100
   MERCER GLOBAL ADVISORS INC /ADV 461 - 2023-12-31 42,360 $5,200,000 -3,497
   Simmons Bank 61 - 2023-12-31 42,311 $5,194,000 -260
   Jackson Wealth Management LLC 29 - 2023-12-31 42,170 $5,176,000 -111
   Mutual Advisors LLC - 2024-03-31 38,112 $5,147,000 -2,662
   WealthBridge Capital Management LLC - 2024-03-31 36,290 $4,901,000 -974
   NORTHERN TRUST CORP 2542 - 2023-12-31 39,121 $4,802,000 -512
   WCG Wealth Advisors LLC 75 - 2023-12-31 38,457 $4,721,000 -7,596
   STALEY CAPITAL ADVISERS INC 57 - 2023-12-31 37,300 $4,579,000 -67
   CONCENTRIC WEALTH MANAGEMENT LLC 28 - 2023-12-31 36,617 $4,495,000 -1,735
   Clear Creek Financial Management LLC 35 - 2024-03-31 32,840 $4,435,000 -4,007
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 270 - 2023-12-31 35,979 $4,416,000 -607
   Cardinal Strategic Wealth Guidance 13 - 2024-03-31 31,373 $4,237,000 -1,847
   PETTYJOHN CO 35 - 2023-12-31 33,930 $4,165,000 -327
   FOUNDERS FINANCIAL SECURITIES LLC 53 - 2024-03-31 30,057 $4,059,000 -1,195
   FORTE ASSET MANAGEMENT LLC - 2024-03-31 29,841 $4,030,000 -2,202
   MONTECITO BANK & TRUST 30 - 2024-03-31 29,554 $3,992,000 -4,234
   Sowell Financial Services LLC - 2024-03-31 28,986 $3,915,000 -775
   EWG Elevate Inc. 26 - 2024-03-31 28,000 $3,782,000 -51,058
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 116 - 2024-03-31 27,885 $3,766,000 -1,210
   One Capital Management LLC 121 - 2023-12-31 30,497 $3,744,000 -3,891
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 30 - 2024-03-31 26,974 $3,643,000 -2,468
   JAFFETILCHIN INVESTMENT PARTNERS LLC 55 - 2023-12-31 27,937 $3,429,000 -57
   CIBC WORLD MARKETS INC. 430 - 2023-12-31 26,768 $3,286,000 -1,665
   PEAPACK GLADSTONE FINANCIAL CORP 258 - 2023-12-31 24,918 $3,058,000 -230
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 50 - 2024-03-31 22,207 $2,999,000 -570
   FINANCIAL COUNSELORS INC 227 - 2024-03-31 21,844 $2,950,000 -264
   Intrua Financial LLC 38 - 2023-03-31 30,778 $2,898,000 -5,813
   BLAIR WILLIAM & CO/IL 585 - 2023-12-31 23,224 $2,851,000 -285
   RATHBONE BROTHERS PLC 224 - 2023-12-31 23,028 $2,827,000 -275
   JustInvest LLC 246 - 2023-12-31 22,790 $2,797,000 -36
   Ameritas Advisory Services LLC 136 - 2023-12-31 21,184 $2,771,000 -5,561
   COMERICA SECURITIESINC. 108 - 2023-09-30 26,254 $2,757,000 -28,504
   Counterweight Ventures LLC - 2024-03-31 20,368 $2,751,000 -950
   CONDOR CAPITAL MANAGEMENT 85 - 2023-12-31 21,440 $2,632,000 -704
   CITIGROUP INC 1431 - 2023-12-31 21,076 $2,587,000 -2,028
   Sontag Advisory LLC 161 - 2023-12-31 20,808 $2,554,000 -166
   IEQ CAPITAL LLC 252 - 2023-12-31 20,678 $2,538,000 -1,139
   KEYBANK NATIONAL ASSOCIATION/OH 368 - 2023-12-31 20,050 $2,461,000 -61
   CLAUDIA M.P. BATLLE CRP (R) LLC 34 - 2023-12-31 20,029 $2,459,000 -11,184
   FIRST UNITED BANK TRUST/ - 2024-03-31 17,950 $2,424,000 -254
   BENJAMIN F. EDWARDS & COMPANY INC. 325 - 2024-03-31 17,775 $2,400,000 -909
   PRIVATE TRUST CO NA 80 - 2024-03-31 17,726 $2,394,000 -76
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 16,935 $2,287,000 -1,583
   New Potomac Partneres LLC - 2024-03-31 16,384 $2,213,000 -899
   Laurel Wealth Advisors LLC 65 - 2023-12-31 17,877 $2,194,000 -825
   MANUFACTURERES LIFE INSURANCE CO 1423 - 2023-12-31 17,844 $2,190,000 -604,913
   Conservest Capital Advisors Inc. 37 - 2024-03-31 16,155 $2,182,000 -265
   ADELL HARRIMAN & CARPENTER INC 86 - 2024-03-31 16,100 $2,174,000 -150
   Elwood & Goetz Wealth Advisory Group LLC 26 - 2024-03-31 15,750 $2,127,000 -511
   BROWN ADVISORY HOLDINGS INC 639 - 2024-03-31 14,910 $2,014,000 -23
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 36 - 2024-03-31 14,717 $1,988,000 -1,085
  100 Records found
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