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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
   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
   Asset Advisors Investment Management LLC 48 - 2023-12-31 24,300 $2,832,000 0
   Comprehensive Portfolio Management LLC 208 - 2024-03-31 14,817 $1,898,000 0
   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
   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
   FAYEZ SAROFIM & CO 163 - 2023-12-31 8,000 $980,000 0
   WADE G W & INC 245 - 2023-12-31 7,186 $837,000 0
   NATIONAL BANK OF CANADA /FI/ 1047 - 2023-12-31 6,970 $806,000 0
   SONATA CAPITAL GROUP INC 52 - 2024-03-31 6,049 $775,000 0
   PINNACLE FINANCIAL PARTNERS INC 291 - 2024-03-31 5,884 $754,000 0
   V2 Financial group LLC 30 - 2024-03-31 5,800 $743,000 0
   Narus Financial Partners LLC 62 - 2024-03-31 5,176 $663,000 0
   Ballew Advisors Inc 58 - 2024-03-31 4,865 $612,000 0
   NORTHERN TRUST CORP 3477 - 2023-12-31 5,150 $600,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1194 - 2023-09-30 5,487 $573,000 0
   Badgley Phelps Wealth Managers LLC 185 - 2023-12-31 4,910 $572,000 0
   Fortitude Advisory Group L.L.C. 67 - 2024-03-31 4,454 $571,000 0
   RAYMOND JAMES TRUST CO 669 - 2024-03-31 4,380 $561,000 0
   Sovereign Financial Group Inc. 143 - 2024-03-31 4,182 $536,000 0
   Heritage Investment Group Inc. 53 - 2024-03-31 4,094 $524,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 351 - 2024-03-31 3,779 $484,000 0
   Princeton Global Asset Management LLC 110 - 2024-03-31 3,600 $461,000 0
   Cetera Investment Advisers 1541 - 2023-12-31 3,830 $446,000 0
   EDGE WEALTH MANAGEMENT LLC 53 - 2024-03-31 3,200 $410,000 0
   Murphy Middleton Hinkle & Parker Inc. 104 - 2024-03-31 3,000 $384,000 0
   Financial Partners Group Inc 122 - 2024-03-31 2,846 $364,000 0
   MEMBERS Trust Co 84 - 2024-03-31 2,840 $364,000 0
   LEAVELL T & ASSOCIATES INC 394 - 2024-03-31 2,818 $361,000 0
   CIBC WORLD MARKETS INC. 978 - 2023-12-31 2,600 $303,000 0
   Clarity Wealth Advisors LLC 76 - 2024-03-31 2,310 $296,000 0
   PENOBSCOT WEALTH MANAGEMENT 61 - 2024-03-31 2,308 $296,000 0
   Kingsview Wealth Management LLC 823 - 2024-03-31 2,255 $289,000 0
   PRIVATE WEALTH PARTNERS LLC 140 - 2024-03-31 2,200 $282,000 0
   Yoder Wealth Management Inc. 75 - 2024-03-31 2,190 $281,000 0
   Planned Solutions Inc. 72 - 2024-03-31 2,106 $270,000 0
   Geneos Wealth Management Inc. 630 - 2024-03-31 2,107 $270,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 476 - 2023-12-31 2,220 $259,000 0
   Sandy Cove Advisors LLC 108 - 2024-03-31 1,923 $246,000 0
   LEGACY FINANCIAL GROUP INC. 61 - 2023-12-31 2,112 $246,000 0
   LAKE STREET FINANCIAL LLC 280 - 2024-03-31 1,913 $245,000 0
   Gray Wealth Management Inc. 118 - 2024-03-31 1,866 $239,000 0
   NORTH STAR ASSET MANAGEMENT INC 277 - 2024-03-31 1,800 $231,000 0
   Laurel Wealth Advisors LLC 170 - 2023-12-31 1,828 $213,000 0
   Banque Cantonale Vaudoise 571 - 2024-03-31 1,500 $192,000 0
   Rocky Mountain Advisers LLC 62 - 2024-03-31 1,450 $186,000 0
   WHITTIER TRUST CO OF NEVADA INC 515 - 2024-03-31 1,124 $144,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1463 - 2023-12-31 1,108 $129,000 0
   Integrity Financial Corp /WA 133 - 2024-03-31 738 $95,000 0
   CARDIFF PARK ADVISORS LLC 267 - 2023-12-31 800 $93,000 0
   Nemes Rush Group LLC 236 - 2023-12-31 602 $70,000 0
   BLAIR WILLIAM & CO/IL 1562 - 2024-03-31 510 $65,000 0
   AdvisorNet Financial Inc 752 - 2024-03-31 480 $61,000 0
   SYNTAX RESEARCH INC. 80 - 2024-03-31 472 $60,000 0
   BANGOR SAVINGS BANK 278 - 2024-03-31 472 $60,000 0
   MONTAG A & ASSOCIATES INC 572 - 2024-03-31 437 $56,000 0
   Hexagon Capital Partners LLC 411 - 2024-03-31 428 $55,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 156 - 2024-03-31 400 $51,000 0
   Laffer Tengler Investments 184 - 2023-12-31 438 $51,000 0
   ST GERMAIN D J CO INC 396 - 2024-03-31 364 $47,000 0
   MTM Investment Management LLC 229 - 2024-03-31 270 $35,000 0
   Sargent Bickham Lagudis LLC 494 - 2022-12-31 374 $35,000 0
   Glassman Wealth Services 135 - 2024-03-31 200 $26,000 0
   Retirement Group LLC 334 - 2024-03-31 185 $24,000 0
   McIlrath & Eck LLC 441 - 2024-03-31 163 $21,000 0
   West Financial Advisors LLC 105 - 2024-03-31 160 $20,000 0
   FTB Advisors Inc. 1394 - 2024-03-31 136 $17,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1011 - 2024-03-31 130 $17,000 0
   HighMark Wealth Management LLC 227 - 2024-03-31 114 $15,000 0
   DUNCKER STREETT & CO INC 399 - 2024-03-31 100 $13,000 0
   Baldrige Asset Management LLC 262 - 2023-03-31 100 $10,000 0
   GAMMA Investing LLC 2147 - 2024-03-31 66 $8,000 0
   COUNTRY TRUST BANK 239 - 2024-03-31 54 $7,000 0
   SOA Wealth Advisors LLC. 616 - 2024-03-31 38 $5,000 0
   HARBOUR INVESTMENTS INC. 2422 - 2023-12-31 40 $5,000 0
   Householder Group Estate & Retirement Specialist L 970 - 2024-03-31 33 $4,000 0
   PROEQUITIES INC. 9797 - 2024-03-31 0 $0 0
  81 Records found
  1    
  Page 1 of 1
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