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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
   Orion Portfolio Solutions LLC 217 - 2023-12-31 336,322 $7,712,000 -24,614
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 972 - 2024-03-31 305,729 $6,720,000 -36,547
   WELLS FARGO & CO/MN 1793 - 2023-12-31 270,699 $6,161,000 -37,431
   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
   Green Harvest Asset Management LLC 73 - 2023-12-31 110,375 $2,512,000 -377,075
   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
   Alpha Cubed Investments LLC 98 - 2024-03-31 65,756 $1,445,000 -28,749
   RAYMOND JAMES & ASSOCIATES 2351 - 2024-03-31 65,272 $1,435,000 -61,660
   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
   CI Private Wealth LLC 1272 - 2023-12-31 44,694 $1,017,000 -34,433
   NBT BANK N A /NY 215 - 2024-03-31 38,889 $855,000 -3,343
   First Citizens Financial Corp 51 - 2023-12-31 34,097 $776,000 -1,869
   COMMONWEALTH EQUITY SERVICES LLC. 2541 - 2024-03-31 30,449 $669,000 -452
   Rockefeller Capital Management L.P. 1274 - 2023-12-31 28,692 $653,000 -8,935
   Snowden Capital Advisors LLC 658 - 2023-12-31 23,476 $534,000 -41
   DAVENPORT & CO LLC - 2024-03-31 22,994 $505,000 -605
   PNC FINANCIAL SERVICES GROUP INC 1560 - 2023-12-31 20,499 $467,000 -2,388
   TOWER RESEARCH CAPITAL LLC 1554 - 2023-12-31 17,530 $399,000 -68,911
   Family Firm Inc. 136 - 2024-03-31 16,978 $373,000 -2,489
   ENVESTNET ASSET MANAGEMENT INC 3505 - 2023-12-31 15,342 $349,000 -1,214
   U.S. Capital Wealth Advisors LLC 537 - 2023-12-31 14,307 $326,000 -16,165
   GSA CAPITAL PARTNERS LLP 1218 - 2024-03-31 13,626 $299,000 -5,597
   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
   FINANCIAL COUNSELORS INC 523 - 2024-03-31 11,698 $257,000 -50
   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
   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
   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
   ENDURANCE WEALTH MANAGEMENT, INC. 402 - 2023-06-30 1,120 $25,000 -40
   Tyler-Stone Wealth Management 682 - 2023-12-31 244 $6,000 -815
   IFP Advisors Inc 2573 - 2023-12-31 129 $3,000 -2,272
   ALPHAMARK ADVISORS LLC 649 - 2024-03-31 100 $2,000 -50
   Fortis Group Advisors LLC - 2024-03-31 45 $1,000 -45
  42 Records found
  1    
  Page 1 of 1
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