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Get Institutions for : 
iShares Dow Jones US Total Market (IYY)  
$127.82 0.64 (0.5%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 205    5
Total shares held : 
 3,240,887  
% of shares held : 
 42.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 44,976  
% of shares held change : 
   0.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $104.31  
Last Quarter's Ending Price : 
 $116.53  
Last Quarter's Average Price : 
 $108.72  
Change from last quarter's     
avg. price to the last closing  : 
19.10 (17.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 34,607
 1.07%
 
Increased Positions :
68
 142,801
 4.41%
 
Unchanged Positions :
75
 273,267
 8.43%
 
Decreased Positions :
47
-96,560
-2.98%
 
Closed Positions :
10
-35,872
-1.11%
 
Guru Positions :
0
 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
   MORGAN STANLEY 1634 - 2023-12-31 469,565 $54,719,000 -1,721
   LPL FINANCIAL CORP 617 - 2024-03-31 316,177 $40,499,000 1,600
   PNC FINANCIAL SERVICES GROUP INC 334 - 2024-03-31 219,954 $28,174,000 7,819
   SAVANT CAPITAL MANAGEMENT INC 73 - 2024-03-31 164,329 $21,049,000 -756
   COMMONWEALTH EQUITY SERVICES LLC. 582 - 2024-03-31 124,279 $15,919,000 2,455
   BANK OF AMERICA CORP /DE/ 1986 - 2023-12-31 135,297 $15,766,000 5,213
   WELLS FARGO & CO/MN 1316 - 2024-03-31 110,816 $14,194,000 5,040
   ROYAL BANK OF CANADA 1408 - 2023-12-31 92,809 $10,816,000 -393
   Advisor Group Holdings Inc. 781 - 2024-03-31 63,159 $8,091,000 -846
   UBS Group AG 1616 - 2023-12-31 66,972 $7,804,000 -11,055
   BANK OF MONTREAL /CAN/ 976 - 2023-12-31 55,962 $6,546,000 27,056
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1006 - 2024-03-31 49,216 $6,304,000 447
   GOLDMAN SACHS GROUP INC/ 2417 - 2023-12-31 53,011 $6,177,000 -22,820
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 649 - 2024-03-31 39,873 $5,107,000 3,948
   HIGHTOWER ADVISORS, LLC 966 - 2024-03-31 37,940 $4,860,000 21,064
   CREATIVE PLANNING 580 - 2023-12-31 40,453 $4,714,000 -294
   CAPTRUST FINANCIAL ADVISORS 577 - 2023-12-31 40,358 $4,703,000 -1,181
   Lowe fs LLC 11 - 2024-03-31 36,158 $4,632,000 -418
   WEDBUSH MORGAN SECURITIES INC 76 - 2023-12-31 39,506 $4,604,000 -16,856
   RAYMOND JAMES & ASSOCIATES 1650 - 2024-03-31 35,558 $4,555,000 -301
   BANK OF NEW YORK MELLON CORP 2408 - 2024-03-31 32,433 $4,154,000 2
   TD Waterhouse Canada Inc. 285 - 2024-03-31 28,764 $4,107,000 2,541
   ENVESTNET ASSET MANAGEMENT INC 2030 - 2023-12-31 34,416 $4,010,000 -665
   COMERICA BANK 809 - 2023-12-31 33,845 $3,944,000 133
   KOCHIS FITZ/QUINTILE LLC 61 - 2024-03-31 29,744 $3,810,000 0
   Merit Financial Group LLC 183 - 2024-03-31 28,465 $3,555,000 0
   MULTIFINANCIAL SECURITIES CORP 354 - 2023-12-31 30,157 $3,514,000 190
   AMERIPRISE FINANCIAL INC 2549 - 2023-12-31 27,539 $3,209,000 8,210
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1320 - 2024-03-31 24,674 $3,160,000 8,494
   MONEY CONCEPTS CAPITAL CORP 92 - 2024-03-31 23,946 $3,067,000 2,293
   Private Advisor Group LLC 632 - 2024-03-31 23,889 $3,060,000 -264
   FIRST HEARTLAND CONSULTANTS INC 81 - 2024-03-31 23,601 $3,023,000 -2,340
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 669 - 2023-12-31 24,923 $2,904,000 1,631
   Asset Advisors Investment Management LLC 48 - 2023-12-31 24,300 $2,832,000 0
   STIFEL FINANCIAL CORP 1457 - 2023-12-31 23,469 $2,735,000 -116
   TrinityPoint Wealth LLC 58 - 2024-03-31 20,780 $2,662,000 -27
   FMR LLC 2120 - 2023-12-31 20,631 $2,404,000 820
   BB&T CORP 1217 - 2023-12-31 17,767 $2,070,000 -349
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1254 - 2024-03-31 15,544 $1,991,000 -1,210
   EP WEALTH ADVISORS, INC. 262 - 2023-12-31 16,391 $1,910,000 -615
   Comprehensive Portfolio Management LLC 208 - 2024-03-31 14,817 $1,898,000 0
   TNB FINANCIAL 83 - 2024-03-31 13,209 $1,692,000 -477
   Stratos Wealth Advisors LLC 236 - 2024-03-31 12,200 $1,563,000 5,394
   TIAA FSB 278 - 2023-06-30 14,336 $1,553,000 -613
   Sigma Planning Corp 374 - 2024-03-31 12,063 $1,545,000 4,551
   Sage Investment Advisers LLC 19 - 2024-03-31 11,978 $1,534,000 2
   Steward Partners Investment Advisory LLC 595 - 2023-12-31 12,671 $1,477,000 205
   Mine & Arao Wealth Creation & Management LLC. 21 - 2024-03-31 11,156 $1,429,000 -125
   J P MORGAN CHASE & CO 3197 - 2024-03-31 10,382 $1,330,000 478
   MERCER GLOBAL ADVISORS INC /ADV 879 - 2023-12-31 11,062 $1,289,000 88
   Ellis Investment Partners LLC 75 - 2024-03-31 9,796 $1,255,000 944
   TIAA TRUST NATIONAL ASSOCIATION 321 - 2024-03-31 9,739 $1,247,000 -2,668
   Kestra Advisory Services LLC 1019 - 2023-12-31 10,406 $1,213,000 3,972
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 271 - 2024-03-31 9,382 $1,202,000 403
   SEVEN MILE ADVISORY 21 - 2024-03-31 9,306 $1,192,000 0
   Kaydan Wealth Management Inc. 30 - 2024-03-31 9,292 $1,190,000 0
   BROWN ADVISORY HOLDINGS INC 747 - 2024-03-31 9,094 $1,165,000 0
   FINANCIAL NETWORK 1275 - 2023-12-31 9,914 $1,155,000 238
   MATHES COMPANY INC 56 - 2024-03-31 9,000 $1,153,000 0
   Kelman-Lazarov Inc. 49 - 2024-03-31 8,850 $1,134,000 0
   NorthRock Partners LLC 108 - 2024-03-31 8,364 $1,071,000 0
   SCHRODER INVESTMENT MANAGEMENT GROUP 935 *New 2023-12-31 8,700 $1,014,000 8,700
   Mutual Advisors LLC 464 - 2024-03-31 7,871 $1,008,000 -34
   FAYEZ SAROFIM & CO 163 - 2023-12-31 8,000 $980,000 0
   GenWealth Group Inc. 41 - 2024-03-31 7,645 $979,000 -119
   IHT Wealth Management LLC 398 - 2023-12-31 8,234 $960,000 -225
   SpiderRock Advisors LLC 293 *New 2024-03-31 7,600 $954,000 7,600
   MARINER WEALTH ADVISORS, LLC 1475 - 2023-12-31 8,053 $938,000 88
   CULLEN FROST BANKERS INC 307 - 2024-03-31 7,196 $922,000 19
   Resources Investment Advisors Inc. 535 - 2024-03-31 7,088 $908,000 -12
   Novak & Powell Financial Services Inc. 43 - 2023-12-31 7,732 $901,000 0
   Sunbelt Securities Inc. 195 - 2024-03-31 7,034 $901,000 -1,871
   FOUNDERS FINANCIAL SECURITIES LLC 182 - 2024-03-31 6,873 $880,000 267
   CORTLAND ASSOCIATES INC/MO 33 - 2024-03-31 6,723 $861,000 -240
   Atlantic Trust Group LLC 703 - 2024-03-31 6,636 $847,000 2,770
   AE Wealth Management LLC 1210 - 2023-12-31 7,040 $838,000 -1,873
   WADE G W & INC 245 - 2023-12-31 7,186 $837,000 0
   Coastal Capital Group Inc. 33 - 2023-06-30 7,496 $812,000 19
   NATIONAL BANK OF CANADA /FI/ 1047 - 2023-12-31 6,970 $806,000 0
   Lido Advisors LLC 622 - 2023-12-31 6,831 $796,000 1,143
   MML INVESTORS SERVICES LLC 1501 - 2023-12-31 6,664 $777,000 -265
   SONATA CAPITAL GROUP INC 52 - 2024-03-31 6,049 $775,000 0
   Centric Wealth Management 76 - 2024-03-31 6,305 $773,000 10
   Claraphi Advisory Network LLC 91 - 2022-12-31 8,260 $772,000 4,130
   GREAT VALLEY ADVISOR GROUP INC. 416 - 2024-03-31 6,014 $770,000 -1,010
   PINNACLE FINANCIAL PARTNERS INC 291 - 2024-03-31 5,884 $754,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 628 - 2023-12-31 6,397 $745,000 -8,629
   V2 Financial group LLC 30 - 2024-03-31 5,800 $743,000 0
   NATIONAL ASSET MANAGEMENT, INC. 632 - 2023-12-31 6,365 $742,000 -880
   WASHBURN CAPITAL MANAGEMENT INC. 25 - 2024-03-31 5,701 $730,000 -246
   BUCKINGHAM ASSET MANAGEMENT, LLC 400 - 2024-03-31 5,436 $696,000 -2,218
   JANNEY MONTGOMERY SCOTT LLC 1752 - 2024-03-31 5,184 $664,000 2,793
   Narus Financial Partners LLC 62 - 2024-03-31 5,176 $663,000 0
   Kalos Management Inc. 23 - 2023-06-30 5,754 $623,000 457
   Farther Finance Advisors LLC 314 *New 2023-12-31 5,280 $615,000 5,280
   Ballew Advisors Inc 58 - 2024-03-31 4,865 $612,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 721 - 2024-03-31 4,726 $605,000 -269
   NORTHERN TRUST CORP 3477 - 2023-12-31 5,150 $600,000 0
   J.W. COLE ADVISORS INC. 484 - 2024-03-31 4,605 $590,000 1
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1194 - 2023-09-30 5,487 $573,000 0
  100 Records found
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