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Get Institutions for : 
iShares Dow Jones US Total Market (IYY)  
$129.58 0.20 (0.15%) as of 4:30 Tue 5/21


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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  : 
20.86 (19.19%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SpiderRock Advisors LLC 293 *New 2024-03-31 7,600 $954,000 7,600
   COLONY GROUP, LLC 628 *New 2024-03-31 7,186 $878,000 7,186
   FLOW TRADERS U.S. LLC 421 *New 2024-03-31 4,271 $547,000 4,271
   Mount Yale Investment Advisors LLC 429 *New 2024-03-31 2,544 $326,000 2,544
   One Day In July LLC 126 *New 2024-03-31 1,651 $211,000 1,651
   INSIGNEO ADVISORY SERVICES LLC 447 *New 2024-03-31 1,650 $211,000 1,650
   SC&H Financial Advisors Inc. 139 *New 2024-03-31 1,636 $210,000 1,636
   SILVER OAK SECURITIES Inc 369 *New 2024-03-31 1,627 $208,000 1,627
   BLB&B ADVISORS LLC 266 *New 2024-03-31 1,620 $208,000 1,620
   Foundations Investment Advisors LLC 671 *New 2024-03-31 1,609 $206,000 1,609
   YCMNET ADVISORS INC 203 *New 2024-03-31 1,589 $204,000 1,589
   Trifecta Capital Advisors LLC 83 *New 2024-03-31 1,370 $175,000 1,370
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 66 *New 2022-12-31 1,756 $164,000 1,756
   Nelson Van Denburg & Campbell Wealth Management Gr 816 *New 2024-03-31 1,106 $142,000 1,106
   UMB BANK N A/MO 671 *New 2024-03-31 892 $114,000 892
   SIGNATUREFD, LLC 2236 *New 2024-03-31 90 $12,000 90
   YHB INVESTMENT ADVISORS, INC. 701 *New 2024-03-31 80 $10,000 80
   PRIVATE TRUST CO NA 2015 *New 2024-03-31 25 $3,000 25
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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