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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BARCLAYS PLC 1533 *New 2023-12-31 200,000 $4,552,000 200,000
   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
   CREDIT SUISSE/ 2290 *New 2023-12-31 41,200 $938,000 41,200
   Baird Financial Group Inc. 1324 *New 2023-12-31 23,852 $543,000 23,852
   PATHSTONE FAMILY OFFICE, LLC 1029 *New 2023-09-30 23,432 $499,000 23,432
   Green Square Asset Management LLC 128 *New 2023-12-31 19,172 $436,000 19,172
   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
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 5,944 $131,000 5,944
   FSA Wealth Management LLC 181 *New 2023-12-31 1,447 $33,000 1,447
   BAYSTATE WEALTH MANAGEMENT LLC 608 *New 2023-12-31 717 $16,000 717
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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