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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


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Fortis Group Advisors LLC 27 *New 2024-03-31 55,707 $6,539,000 55,707
   PROSPERA FINANCIAL SERVICES 230 *New 2023-12-31 31,049 $3,109,000 31,049
   TAP Consulting LLC 73 *New 2024-03-31 15,390 $1,807,000 15,390
   OPPENHEIMER & CO INC 836 *New 2024-03-31 6,639 $779,000 6,639
   BCJ Capital Management LLC 201 *New 2024-03-31 5,523 $648,000 5,523
   Belpointe Asset Management LLC 421 *New 2024-03-31 4,524 $531,000 4,524
   Eagle Strategies LLC 158 *New 2024-03-31 4,326 $508,000 4,326
   H D Vest Advisory Services 1093 *New 2024-03-31 3,816 $448,000 3,816
   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
   Ironsides Asset Advisors LLC 61 *New 2024-03-31 2,335 $274,000 2,335
   IEQ CAPITAL LLC 838 *New 2024-03-31 2,000 $235,000 2,000
   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
   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
   Spectrum Wealth Counsel LLC 201 *New 2024-03-31 440 $52,000 440
   Tortoise Investment Management LLC 423 *New 2024-03-31 314 $37,000 314
   NBC SECURITIES INC. 1771 *New 2024-03-31 60 $7,000 60
   Atlantic Trust Group LLC 2540 *New 2024-03-31 33 $4,000 33
   BENJAMIN F. EDWARDS & COMPANY INC. 1901 *New 2024-03-31 38 $4,000 38
   Founders Financial Alliance LLC 529 *New 2024-03-31 25 $3,000 25
   CITIGROUP INC 4400 *New 2024-03-31 20 $2,000 20
  23 Records found
  1    
  Page 1 of 1
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