Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Dow Jones U.S. Insurance Index Fund (IAK)  
$113.45 0.56 (0.5%) as of 4:30 Mon 4/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 101    14
Total shares held : 
 2,878,634  
% of shares held : 
 27.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 314,410  
% of shares held change : 
   2.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.84  
Last Quarter's Ending Price : 
 $100.13  
Last Quarter's Average Price : 
 $96.29  
Change from last quarter's     
avg. price to the last closing  : 
17.16 (17.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 142,199
 4.94%
 
Increased Positions :
37
 351,427
 12.21%
 
Unchanged Positions :
11
 42,950
 1.49%
 
Decreased Positions :
32
-133,496
-4.64%
 
Closed Positions :
7
-45,720
-1.59%
 
Guru Positions :
0
 0%
 
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
   BANK OF MONTREAL /CAN/ 332 - 2024-03-31 617,259 $72,540,000 611,962
   MORGAN STANLEY 1802 - 2024-03-31 404,243 $47,454,000 15,888
   WELLS FARGO & CO/MN 990 - 2024-03-31 218,395 $25,637,000 41,756
   MML INVESTORS SERVICES LLC 211 - 2024-03-31 210,627 $24,726,000 4,932
   SPC FINANCIAL, INC. 16 - 2024-03-31 181,640 $21,323,000 -5,934
   Advisor Group Holdings Inc. 399 - 2024-03-31 173,135 $20,311,000 10,148
   BANK OF AMERICA CORP /DE/ 1957 - 2024-03-31 164,686 $19,333,000 -19,577
   LPL FINANCIAL CORP 974 - 2024-03-31 157,618 $18,503,000 61,743
   STIFEL FINANCIAL CORP 659 - 2024-03-31 124,834 $14,656,000 -9,308
   ROYAL BANK OF CANADA 1290 - 2024-03-31 122,157 $14,341,000 -23,569
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 401 - 2024-03-31 97,837 $11,485,000 83,191
   MinichMacGregor Wealth Management LLC 8 - 2024-03-31 96,179 $11,239,000 -5,512
   ADVISORY SERVICES NETWORK, LLC 92 - 2024-03-31 84,169 $9,881,000 -5,557
   GOLDMAN SACHS GROUP INC/ 2324 - 2024-03-31 58,778 $6,900,000 -6,725
   Fortis Group Advisors LLC 27 *New 2024-03-31 55,707 $6,539,000 55,707
   Legend Financial Advisors Inc. 11 - 2024-03-31 55,335 $6,496,000 -477
   UBS Group AG 2026 - 2024-03-31 50,772 $5,960,000 5,327
   Fiduciary Planning LLC 13 - 2024-03-31 44,172 $5,185,000 1,974
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1118 - 2024-03-31 43,944 $5,159,000 6,765
   Cadent Capital Advisors LLC 18 - 2024-03-31 42,032 $4,934,000 -1,196
   Well Done LLC 26 - 2024-03-31 39,981 $4,693,000 -2,093
   MARTIN & CO INC /TN/ 30 - 2024-03-31 37,894 $4,448,000 -1,296
   FOUNDERS FINANCIAL SECURITIES LLC 52 - 2024-03-31 34,860 $4,092,000 -206
   LEE DANNER & BASS INC 66 - 2023-12-31 40,859 $4,091,000 37,024
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1144 - 2024-03-31 33,941 $3,984,000 6,751
   Chicago Wealth Management Inc. 16 - 2024-03-31 31,308 $3,675,000 -79
   CITADEL ADVISORS LLC 1979 - 2024-03-31 28,861 $3,388,000 25,579
   PROSPERA FINANCIAL SERVICES 230 *New 2023-12-31 31,049 $3,109,000 31,049
   MARINER WEALTH ADVISORS, LLC 914 - 2024-03-31 26,290 $3,086,000 -8,312
   Equitable Holdings Inc. 343 - 2024-03-31 25,733 $3,021,000 7,063
   JANNEY MONTGOMERY SCOTT LLC 1006 - 2024-03-31 23,475 $2,756,000 3,864
   COMMONWEALTH EQUITY SERVICES LLC. 1602 - 2024-03-31 21,684 $2,546,000 -1,493
   ENVESTNET ASSET MANAGEMENT INC 2442 - 2024-03-31 20,910 $2,455,000 -4,695
   RAYMOND JAMES & ASSOCIATES 2039 - 2024-03-31 20,324 $2,386,000 7,816
   SP Asset Management LLC 60 - 2024-03-31 20,016 $2,350,000 28
   PRIMORIS WEALTH ADVISORS LLC 18 - 2024-03-31 19,265 $2,262,000 3,565
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 122 - 2024-03-31 16,968 $1,992,000 7,914
   Stonebridge Financial Planning Group LLC 31 - 2024-03-31 15,609 $1,832,000 -1,084
   TAP Consulting LLC 73 *New 2024-03-31 15,390 $1,807,000 15,390
   HILLSTRUST 100 - 2024-03-31 15,293 $1,795,000 -145
   HIGHTOWER ADVISORS, LLC 1503 - 2024-03-31 14,093 $1,646,000 10,086
   J.W. COLE ADVISORS INC. 251 - 2024-03-31 13,498 $1,577,000 328
   Private Advisor Group LLC 959 - 2024-03-31 12,712 $1,492,000 7,165
   Smith Anglin Financial LLC 64 - 2024-03-31 10,913 $1,281,000 834
   Geneos Wealth Management Inc. 316 - 2024-03-31 10,823 $1,271,000 9,889
   Capital Advisory Group Advisory Services LLC 52 - 2024-03-31 10,756 $1,263,000 -134
   COTTONWOOD CAPITAL ADVISORS LLC 28 - 2024-03-31 10,703 $1,181,000 2,124
   Robinson Value Management Ltd. 45 - 2024-03-31 9,560 $1,122,000 -86
   KKM Financial LLC 66 - 2024-03-31 8,713 $1,023,000 0
   ATRIA INVESTMENTS LLC 887 - 2023-12-31 10,161 $1,017,000 -3,771
   PFG Advisors 288 - 2024-03-31 8,463 $994,000 3,026
   SCOTIA CAPITAL INC. 507 - 2024-03-31 8,185 $961,000 1,080
   MUIRFIELD WEALTH ADVISORS LLC 27 - 2024-03-31 8,134 $955,000 -941
   Genesee Capital Advisors LLC 50 - 2024-03-31 7,430 $872,000 487
   PERSONAL CFO SOLUTIONS LLC 168 - 2024-03-31 6,666 $783,000 575
   OPPENHEIMER & CO INC 836 *New 2024-03-31 6,639 $779,000 6,639
   GSA CAPITAL PARTNERS LLP 634 - 2024-03-31 6,412 $753,000 2,014
   Steward Partners Investment Advisory LLC 919 - 2024-03-31 5,868 $689,000 0
   Apeiron RIA LLC 87 - 2024-03-31 5,819 $683,000 21
   DAVENPORT & CO LLC 701 - 2024-03-31 5,660 $664,000 150
   BCJ Capital Management LLC 201 *New 2024-03-31 5,523 $648,000 5,523
   SFMG, LLC 134 - 2024-03-31 4,705 $552,000 -40
   Belpointe Asset Management LLC 421 *New 2024-03-31 4,524 $531,000 4,524
   KESTRA PRIVATE WEALTH SERVICES LLC 776 - 2024-03-31 4,441 $521,000 16
   Retirement Planning Co of New England Inc. 109 - 2024-03-31 4,387 $515,000 -21
   Eagle Strategies LLC 158 *New 2024-03-31 4,326 $508,000 4,326
   WESPAC Advisors SoCal LLC 67 - 2024-03-31 4,220 $495,000 40
   FTB Advisors Inc. 340 - 2024-03-31 3,955 $464,000 0
   H D Vest Advisory Services 1093 *New 2024-03-31 3,816 $448,000 3,816
   STEPHENS INC /AR/ 868 - 2024-03-31 3,734 $438,000 -401
   BANK HAPOALIM BM 106 - 2024-03-31 3,682 $432,000 -125
   CARDIFF PARK ADVISORS LLC 179 - 2024-03-31 3,500 $411,000 0
   KINGSWOOD WEALTH ADVISORS LLC 391 - 2024-03-31 3,457 $406,000 -97
   Spire Wealth Management 585 - 2024-03-31 3,318 $389,000 11
   Atria Wealth Solutions Inc. 1377 - 2024-03-31 3,293 $387,000 -5,868
   Milestone Advisory Partners 47 - 2023-09-30 3,729 $342,000 708
   Brookstone Capital Management 715 - 2024-03-31 2,876 $338,000 308
   TFB Advisors LLC 182 - 2024-03-31 2,996 $338,000 -1
   IPG Investment Advisors LLC 121 *New 2024-03-31 2,700 $317,000 2,700
   Advisors Preferred LLC 111 *New 2024-03-31 2,415 $282,000 2,415
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 307 - 2024-03-31 2,360 $277,000 0
   Ironsides Asset Advisors LLC 61 *New 2024-03-31 2,335 $274,000 2,335
   Perigon Wealth Management LLC 720 - 2024-03-31 2,205 $259,000 0
   AE Wealth Management LLC 1019 - 2024-03-31 2,095 $246,000 2,095
   IEQ CAPITAL LLC 838 *New 2024-03-31 2,000 $235,000 2,000
   MULTIFINANCIAL SECURITIES CORP 2117 - 2024-03-31 1,961 $230,000 -38
   FINANCIAL NETWORK 2492 *New 2024-03-31 1,934 $227,000 1,934
   GeoWealth Management LLC 641 *New 2024-03-31 1,922 $226,000 1,922
   Goss Wealth Management LLC 1785 - 2024-03-31 1,863 $219,000 1,093
   US BANCORP 1969 - 2024-03-31 1,800 $211,000 0
   RAYMOND JAMES TRUST CO 1188 *New 2024-03-31 1,718 $202,000 1,718
   D E SHAW & CO INC 2614 *New 2024-03-31 1,713 $201,000 1,713
   CENTAURUS FINANCIAL INC. 620 - 2024-03-31 1,655 $194,000 0
   PRIVATE TRUST CO NA 658 - 2024-03-31 1,646 $193,000 -1,035
   Larson Financial Group LLC 427 - 2024-03-31 1,575 $185,000 306
   COMERICA BANK 2359 - 2024-03-31 1,446 $170,000 39
   FMR LLC 2988 - 2024-03-31 1,209 $142,000 -130
   Sunbelt Securities Inc. 714 - 2024-03-31 799 $94,000 -1,533
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1844 - 2024-03-31 751 $88,000 534
   Y.D. More Investments Ltd 221 - 2024-03-31 630 $74,000 0
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us