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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   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
   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
   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
   COMERICA BANK 809 - 2023-12-31 33,845 $3,944,000 133
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 669 - 2023-12-31 24,923 $2,904,000 1,631
   FMR LLC 2120 - 2023-12-31 20,631 $2,404,000 820
   Stratos Wealth Advisors LLC 236 - 2024-03-31 12,200 $1,563,000 5,394
   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
   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
   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
   FINANCIAL NETWORK 1275 - 2023-12-31 9,914 $1,155,000 238
   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
   FOUNDERS FINANCIAL SECURITIES LLC 182 - 2024-03-31 6,873 $880,000 267
   Atlantic Trust Group LLC 703 - 2024-03-31 6,636 $847,000 2,770
   Coastal Capital Group Inc. 33 - 2023-06-30 7,496 $812,000 19
   Lido Advisors LLC 622 - 2023-12-31 6,831 $796,000 1,143
   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
   JANNEY MONTGOMERY SCOTT LLC 1752 - 2024-03-31 5,184 $664,000 2,793
   Kalos Management Inc. 23 - 2023-06-30 5,754 $623,000 457
   ARKANSAS FINANCIAL GROUP INC. 54 - 2024-03-31 4,281 $548,000 1,184
   SYNOVUS FINANCIAL CORP 605 - 2023-12-31 4,453 $519,000 23
   Garner Asset Management Corp 102 - 2023-12-31 4,011 $487,000 28
   Larson Financial Group LLC 250 - 2024-03-31 3,548 $454,000 8
   Goss Wealth Management LLC 1342 - 2023-12-31 3,750 $437,000 19
   Evanson Asset Management LLC 198 - 2024-03-31 3,361 $430,000 9
   Capital Investment Advisors LLC 420 - 2024-03-31 3,284 $421,000 2
   Apollon Financial LLC 102 - 2024-03-31 3,016 $386,000 5
   Concurrent Investment Advisors LLC 613 - 2024-03-31 2,976 $381,000 946
   Fiduciary Alliance LLC 142 - 2024-03-31 2,979 $380,000 7
   US BANCORP 1781 - 2024-03-31 2,415 $309,000 1,183
   Westside Investment Management Inc. 175 - 2024-03-31 2,345 $300,000 150
   Gladstone Institutional Advisory LLC 522 - 2023-12-31 2,566 $299,000 496
   Hubbell Strickland Wealth Management LLC 60 - 2024-03-31 2,259 $289,000 3
   Equitable Holdings Inc. 963 - 2023-12-31 2,344 $273,000 76
   PRINCIPAL SECURITIES INC. 889 - 2024-03-31 2,125 $272,000 433
   IFP Advisors Inc 894 - 2023-12-31 1,843 $215,000 7
   ADVISORY SERVICES NETWORK, LLC 1336 - 2024-03-31 1,576 $202,000 58
   Global Retirement Partners LLC 838 - 2024-03-31 1,349 $173,000 227
   OXFORD FINANCIAL GROUP LTD 240 - 2023-12-31 1,057 $123,000 8
   Garde Capital Inc. 250 - 2023-12-31 930 $108,000 930
   Qube Research & Technologies Ltd 2799 - 2023-12-31 607 $71,000 71
   Spire Wealth Management 1124 - 2024-03-31 510 $65,000 2
  61 Records found
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  Page 1 of 1
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