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Get Institutions for : 
iShares Dow Jones US Telecommunications (IYZ)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    3
Total shares held : 
 8,272,839  
% of shares held : 
 6.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 648,298  
% of shares held change : 
   0.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 1,187,960
 14.36%
 
Increased Positions :
33
 991,531
 11.99%
 
Unchanged Positions :
30
 75,448
 0.91%
 
Decreased Positions :
32
-852,058
-10.3%
 
Closed Positions :
19
-679,135
-8.21%
 
Guru Positions :
1
37,498
 0.45%
 
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 1676 - 2023-12-31 2,289,292 $52,104,000 472,392
   BANK OF AMERICA CORP /DE/ 1791 - 2023-12-31 878,522 $19,995,000 65,719
   Oakmont Partners LLC 62 - 2023-12-31 489,571 $11,143,000 87,786
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 859 - 2023-12-31 342,276 $7,790,000 24,096
   Orion Portfolio Solutions LLC 217 - 2023-12-31 336,322 $7,712,000 -24,614
   VERITY & VERITY, LLC 49 *New 2023-12-31 323,194 $7,356,000 323,194
   WELLS FARGO & CO/MN 1793 - 2023-12-31 270,699 $6,161,000 -37,431
   BNP PARIBAS ARBITRAGE SA 927 - 2023-12-31 216,935 $4,937,000 72,641
   BARCLAYS PLC 1533 *New 2023-12-31 200,000 $4,552,000 200,000
   CITIGROUP INC 1172 - 2023-12-31 192,364 $4,378,000 -122,526
   ROYAL BANK OF CANADA 2044 - 2023-12-31 177,801 $4,045,000 -18,672
   UBS Group AG 2471 - 2023-12-31 130,644 $2,973,000 -46,049
   ADVISORY SERVICES NETWORK, LLC 314 - 2023-12-31 127,394 $2,899,000 54,130
   RAYMOND JAMES & ASSOCIATES 1855 - 2023-12-31 126,932 $2,889,000 60,790
   WESTWOOD HOLDINGS GROUP INC 273 *New 2023-12-31 125,628 $2,859,000 125,628
   Connectus Wealth LLC 220 *New 2023-12-31 117,802 $2,684,000 117,802
   BANK OF MONTREAL /CAN/ 1252 - 2023-12-31 107,928 $2,547,000 8,902
   Green Harvest Asset Management LLC 73 - 2023-12-31 110,375 $2,512,000 -377,075
   Alpha Cubed Investments LLC 89 *New 2023-12-31 94,505 $2,151,000 94,505
   J P MORGAN CHASE & CO 2935 - 2023-12-31 93,898 $2,137,000 42,887
   WAYNE HUMMER ASSET MANAGEMENT CO 443 - 2023-12-31 93,650 $2,131,000 1,952
   CAPTRUST FINANCIAL ADVISORS 922 - 2023-12-31 85,091 $1,937,000 -9,427
   NATIONAL BANK OF CANADA /FI/ 907 - 2023-12-31 72,286 $1,650,000 -683
   YCMNET ADVISORS INC 114 - 2023-12-31 66,888 $1,522,000 -3,768
   GOLDMAN SACHS GROUP INC/ 3403 - 2023-12-31 55,213 $1,257,000 -45,393
   LPL FINANCIAL CORP 2834 - 2023-12-31 54,100 $1,231,000 -1,752
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 954 - 2023-09-30 49,297 $1,050,000 -1,817
   RETIREMENT PLANNING GROUP 95 - 2024-03-31 46,422 $1,020,000 0
   CI Private Wealth LLC 1272 - 2023-12-31 44,694 $1,017,000 -34,433
   NBT BANK N A /NY 202 - 2023-12-31 42,232 $961,000 -4,609
   CREDIT SUISSE/ 2290 *New 2023-12-31 41,200 $938,000 41,200
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 711 - 2023-12-31 37,498 $853,000 2,181
   First Citizens Financial Corp 51 - 2023-12-31 34,097 $776,000 -1,869
   Concurrent Investment Advisors LLC 385 - 2023-12-31 33,232 $756,000 0
   BB&T CORP 1751 - 2023-12-31 31,126 $708,000 10,894
   COMMONWEALTH EQUITY SERVICES LLC. 2380 - 2023-12-31 30,901 $703,000 8,831
   Rockefeller Capital Management L.P. 1274 - 2023-12-31 28,692 $653,000 -8,935
   Advisor Group Holdings Inc. 2922 - 2023-12-31 28,552 $650,000 18,967
   Lumature Wealth Partners LLC 57 - 2023-06-30 28,338 $626,000 4,829
   Econ Financial Services Corp 53 - 2023-12-31 26,325 $599,000 75
   Baird Financial Group Inc. 1324 *New 2023-12-31 23,852 $543,000 23,852
   DAVENPORT & CO LLC - 2023-12-31 23,599 $537,000 6,296
   Snowden Capital Advisors LLC 658 - 2023-12-31 23,476 $534,000 -41
   Pathstone Holdings LLC 1462 - 2023-12-31 23,432 $533,000 0
   PATHSTONE FAMILY OFFICE, LLC 1029 *New 2023-09-30 23,432 $499,000 23,432
   PNC FINANCIAL SERVICES GROUP INC 1560 - 2023-12-31 20,499 $467,000 -2,388
   Family Firm Inc. 115 - 2023-12-31 19,467 $443,000 941
   AMERIPRISE FINANCIAL INC 3419 - 2023-12-31 19,295 $439,000 4,848
   GSA CAPITAL PARTNERS LLP 883 - 2023-12-31 19,223 $438,000 4,484
   Green Square Asset Management LLC 128 *New 2023-12-31 19,172 $436,000 19,172
   FIRST MERCHANTS CORP - 2023-12-31 18,728 $426,000 -434
   Qube Research & Technologies Ltd 2073 - 2023-12-31 17,893 $407,000 8,792
   TOWER RESEARCH CAPITAL LLC 1554 - 2023-12-31 17,530 $399,000 -68,911
   ENVESTNET ASSET MANAGEMENT INC 3505 - 2023-12-31 15,342 $349,000 -1,214
   Kellett Schaffner Wealth Advisors LLC 49 *New 2023-12-31 15,184 $346,000 15,184
   Cetera Investment Advisers 1698 - 2023-12-31 15,133 $344,000 1,906
   U.S. Capital Wealth Advisors LLC 537 - 2023-12-31 14,307 $326,000 -16,165
   Williams & Novak LLC 64 - 2024-03-31 13,740 $313,000 0
   Dynamic Advisors Solutions LLC 756 - 2024-03-31 13,855 $305,000 1,115
   AXXCESS WEALTH MANAGEMENT LLC 639 - 2023-12-31 13,323 $303,000 1,705
   NATIONAL ASSET MANAGEMENT, INC. 1060 - 2023-12-31 13,035 $297,000 2,286
   BLAIR WILLIAM & CO/IL 1255 - 2023-12-31 12,867 $293,000 -65
   Capital Investment Advisors LLC 495 - 2024-03-31 12,603 $277,000 -4,025
   TOCQUEVILLE ASSET MANAGEMENT LP 454 - 2023-12-31 12,042 $274,000 457
   Schonfeld Strategic Advisors LLC 1364 *New 2023-12-31 11,960 $272,000 11,960
   D E SHAW & CO INC 2440 *New 2023-12-31 11,924 $271,000 11,924
   PICTON MAHONEY ASSET MANAGEMENT 283 - 2023-12-31 11,800 $269,000 6,960
   FINANCIAL COUNSELORS INC - 2023-12-31 11,748 $267,000 0
   COMMERCE BANK N A/MO 1056 - 2023-12-31 11,461 $261,000 0
   Private Advisor Group LLC 1890 *New 2023-12-31 11,092 $252,000 11,092
   ANTONETTI CAPITAL MANAGEMENT LLC 41 - 2023-09-30 10,920 $234,000 -23
   CX Institutional 516 - 2024-03-31 9,992 $220,000 -2,101
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2811 - 2023-12-31 9,311 $212,000 -910
   CHEVY CHASE TRUST HOLDINGS, INC. *New 2023-12-31 9,184 $209,000 9,184
   Prostatis Group LLC 95 - 2023-03-31 8,820 $204,000 8,820
   Hexagon Capital Partners LLC 210 - 2024-03-31 8,600 $189,000 0
   Advanced Asset Management Advisors Inc 76 - 2023-12-31 8,073 $184,000 345
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1667 - 2023-12-31 5,743 $131,000 40
   Coastal Investment Advisors Inc. 469 - 2024-03-31 5,000 $110,000 5,000
   CWM LLC 2044 - 2024-03-31 3,384 $74,000 -427
   SRS Capital Advisors Inc. 436 - 2023-12-31 2,688 $61,000 -1,611
   COMERICA BANK 2665 - 2023-12-31 2,483 $57,000 289
   Axiom Investment Management LLC 67 - 2022-12-31 2,025 $45,000 0
   Spire Wealth Management 1263 - 2023-12-31 1,843 $42,000 0
   FSA Wealth Management LLC 181 *New 2023-12-31 1,447 $33,000 1,447
   FMR LLC 3580 - 2023-12-31 1,344 $31,000 -1,877
   Steward Partners Investment Advisory LLC 2191 - 2023-12-31 1,334 $30,000 -1,279
   Carmichael Hill & Associates Inc. - 2023-12-31 1,095 $25,000 11
   ENDURANCE WEALTH MANAGEMENT, INC. 402 - 2023-06-30 1,120 $25,000 -40
   CREATIVE FINANCIAL DESIGNS INC /ADV 935 *New 2023-12-31 800 $18,000 800
   New Republic Capital LLC 210 - 2023-12-31 800 $18,000 0
   PFS Partners LLC 208 - 2024-03-31 760 $17,000 6
   BAYSTATE WEALTH MANAGEMENT LLC 608 *New 2023-12-31 717 $16,000 717
   ICA Group Wealth Management LLC 776 - 2023-12-31 706 $16,000 706
   MTM Investment Management LLC 236 - 2023-12-31 570 $13,000 0
   Sargent Bickham Lagudis LLC 676 - 2022-12-31 588 $13,000 0
   FIRST UNITED BANK TRUST/ 330 *New 2023-12-31 535 $12,000 535
   Planned Solutions Inc. 404 *New 2023-12-31 539 $12,000 539
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1387 - 2023-12-31 400 $9,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1715 - 2023-12-31 314 $7,000 0
  100 Records found
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