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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
   Advisor Resource Council 238 *Closed 2024-03-31 0 $0 -4,323
   Harwood Advisory Group LLC 146 *Closed 2023-12-31 0 $0 -27,571
   Arlington Trust Co LLC 533 *Closed 2024-03-31 0 $0 -15
   Lehman & Derafelo Financial Resources LLC 136 *Closed 2022-12-31 0 $0 -60
   Zurich Insurance Group Ltd/FI 247 *Closed 2023-12-31 0 $0 -31
   Moisand Fitzgerald Tamayo LLC 551 *Closed 2024-03-31 0 $0 -88
   Planned Solutions Inc. 290 *Closed 2024-03-31 0 $0 -878
   BOURGEON CAPITAL MANAGEMENT LLC 256 *Closed 2024-03-31 0 $0 -160
   TOTH FINANCIAL ADVISORY CORP 703 *Closed 2024-03-31 0 $0 -39
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6180 *Closed 2023-12-31 0 $0 -23,229
   GSA CAPITAL PARTNERS LLP 1758 *Closed 2024-03-31 0 $0 -3,634
   ALLIANCEBERNSTEIN L.P. 3180 *Closed 2023-12-31 0 $0 -3,387
   GTS SECURITIES LLC 1600 *Closed 2023-12-31 0 $0 -4,002
   Strait & Sound Wealth Management LLC 128 *Closed 2023-12-31 0 $0 -1,912
   Lloyd Advisory Services LLC. 141 *Closed 2024-03-31 0 $0 -2,138
   Tranquility Partners LLC 212 *Closed 2023-12-31 0 $0 -2,710
   DAGCO INC. 250 *Closed 2023-12-31 0 $0 -840
   WHITTIER TRUST CO OF NEVADA INC *Closed 2024-03-31 0 $0 -2,000
   LOWE BROCKENBROUGH & CO INC 262 *Closed 2023-12-31 0 $0 -57,600
   PUPLAVA FINANCIAL SERVICES INC 113 *Closed 2024-03-31 0 $0 -1,754
   MITCHELL SINKLER & STARR/PA 195 *Closed 2024-03-31 0 $0 -700
   WEALTH EFFECTS LLC 227 *Closed 2024-03-31 0 $0 -2,430
   TOMPKINS FINANCIAL CORP 687 *Closed 2024-03-31 0 $0 -73
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -6,414
   Calton & Associates Inc. 204 *Closed 2024-03-31 0 $0 -2,680
   YOUNGS ADVISORY GROUP INC. 45 *Closed 2023-12-31 0 $0 -1,930
   AXXCESS WEALTH MANAGEMENT LLC 925 *Closed 2023-12-31 0 $0 -3,204
   CULLEN FROST BANKERS INC 1140 *Closed 2023-12-31 0 $0 -10
   Soundwatch Capital LLC 35 *Closed 2023-12-31 0 $0 -3,990
   JOHNSON FINANCIAL GROUP, INC. 953 *Closed 2023-12-31 0 $0 -725
   V Wealth ManagementLLC 323 *Closed 2023-09-30 0 $0 -6,367
   EPIQ PARTNERS LLC 77 *Closed 2024-03-31 0 $0 -2,684
   HRT FINANCIAL LLC 2792 *Closed 2023-12-31 0 $0 -8,412
   Williams Financial LLC 30 *Closed 2024-03-31 0 $0 -16,716
   River Street Advisors LLC 131 *Closed 2024-03-31 0 $0 -1,742
   BILL & MELINDA GATES FOUNDATION TRUST 64 *Closed 2023-12-31 0 $0 -57,600
   American Trust 312 *Closed 2023-12-31 0 $0 -3,397
   Moss Adams Wealth Advisors LLC 165 *Closed 2023-12-31 0 $0 -3
   Authentikos Wealth Advisory LLC 501 *Closed 2023-12-31 0 $0 -316
   LWM Advisory Services LLC 145 *Closed 2023-12-31 0 $0 -381
   KCS Wealth Advisory 145 *Closed 2023-09-30 0 $0 -1,890
   Morton Brown Family Wealth LLC 275 *Closed 2024-03-31 0 $0 -600
   NVWM LLC 442 *Closed 2023-12-31 0 $0 -5
   VERITABLE LP 832 *Closed 2023-09-30 0 $0 -52,571
   ST GERMAIN D J CO INC 835 *Closed 2024-03-31 0 $0 -115
   Tyche Wealth Partners LLC 290 *Closed 2024-03-31 0 $0 -1,855
   Planning Capital Management Corp 695 *Closed 2024-03-31 0 $0 -266
   KFG WEALTH MANAGEMENT LLC 157 *Closed 2024-03-31 0 $0 -30,749
   Zhang Financial LLC 274 *Closed 2024-03-31 0 $0 -2,337
   Efficient Wealth Management LLC 1233 *Closed 2024-03-31 0 $0 -48
   CFG ASSET MANAGEMENT LLC 578 *Closed 2023-12-31 0 $0 -25
   HEAD & ASSOCIATES LLC 711 *Closed 2023-12-31 0 $0 -400
   Private Ocean LLC 559 *Closed 2024-03-31 0 $0 -2,431
   FULTON BREAKEFIELD BROENNIMAN LLC 186 *Closed 2024-03-31 0 $0 -1,631
   PFG Private Wealth Management LLC 235 *Closed 2024-03-31 0 $0 -5
   STELAC ADVISORY SERVICES LLC 106 *Closed 2023-12-31 0 $0 -3,146
   Abundance Wealth Counselors 142 *Closed 2024-03-31 0 $0 -1,668
  57 Records found
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