Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / U.S. FINLS ETF
-
Total 13F shares
-
40,823
-
Share change
-
+31,019
-
Total reported value
-
$3,486,759
-
Price per share
-
$85.41
-
Number of holders
-
3
-
Value change
-
+$2,649,333
-
Number of buys
-
1
-
Number of sells
-
1
Institutional Holders of ISHARES TR - U.S. FINLS ETF (IYF) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - U.S. FINLS ETF (IYF) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,823 shares.
The largest 10 holders included
Fisher Asset Management, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, GOLDMAN SACHS GROUP INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, LPL Financial LLC, PGIM Custom Harvest LLC, FMR LLC, and WELLS FARGO & COMPANY/MN.
This page lists
339
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.