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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
   RETIREMENT PLANNING GROUP 95 - 2024-03-31 46,422 $1,020,000 0
   Williams & Novak LLC 64 - 2024-03-31 13,740 $313,000 0
   COMMERCE BANK N A/MO - 2024-03-31 11,461 $252,000 0
   Hexagon Capital Partners LLC 210 - 2024-03-31 8,600 $189,000 0
   Axiom Investment Management LLC 67 - 2022-12-31 2,025 $45,000 0
   Spire Wealth Management 1286 - 2024-03-31 1,843 $41,000 0
   New Republic Capital LLC 210 - 2023-12-31 800 $18,000 0
   MTM Investment Management LLC 253 - 2024-03-31 570 $13,000 0
   Sargent Bickham Lagudis LLC 676 - 2022-12-31 588 $13,000 0
   FIRST UNITED BANK TRUST/ - 2024-03-31 535 $12,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1387 - 2023-12-31 400 $9,000 0
   Oakworth Capital Inc. 492 - 2024-03-31 300 $7,000 0
   Moisand Fitzgerald Tamayo LLC 342 - 2024-03-31 300 $7,000 0
   Global Retirement Partners LLC 2239 - 2024-03-31 299 $7,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1782 - 2024-03-31 314 $7,000 0
   Register Financial Advisors LLC 620 - 2024-03-31 241 $5,000 0
   HUNTINGTON NATIONAL BANK - 2024-03-31 213 $5,000 0
   Kalos Management Inc. 116 - 2023-06-30 121 $3,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH - 2024-03-31 152 $3,000 0
   Laurel Wealth Advisors LLC 485 - 2023-12-31 150 $3,000 0
   Independence Bank of Kentucky 497 - 2024-03-31 150 $3,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1517 - 2023-12-31 100 $2,000 0
   Sunbelt Securities Inc. 1487 - 2024-03-31 100 $2,000 0
   Retirement Group LLC - 2024-03-31 90 $2,000 0
   Capital Investment Advisory Services LLC 914 - 2024-03-31 80 $2,000 0
   Westside Investment Management Inc. 784 - 2024-03-31 75 $2,000 0
   Farther Finance Advisors LLC 2460 - 2023-12-31 87 $2,000 0
   BROWN BROTHERS HARRIMAN & CO 1072 - 2023-12-31 43 $1,000 0
   WHITTIER TRUST CO - 2024-03-31 37 $1,000 0
   Nalls Sherbakoff Group LLC 391 - 2023-12-31 60 $1,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1721 - 2023-12-31 10 $0 0
   Ritter Daniher Financial Advisory LLC / DE 350 - 2023-12-31 17 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  33 Records found
  1    
  Page 1 of 1
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