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Get Institutions for : 
iShares Dow Jones U.S. Regional Banks Index Fund (IAT)  
$40.74 1.00 (2.52%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 174    12
Total shares held : 
6,453,622  
% of shares held : 
30.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  25  
Amount of shares held : 
-749,161  
% of shares held change : 
  -3.58%  
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 :
33
 182,156
 2.82%
 
Increased Positions :
59
 1,008,369
 15.62%
 
Unchanged Positions :
36
 126,206
 1.96%
 
Decreased Positions :
46
-464,936
-7.2%
 
Closed Positions :
21
-1,474,750
-22.85%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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
   Chicago Wealth Management Inc. 21 *New 2024-03-31 49,366 $2,141,000 49,366
   FLOW TRADERS U.S. LLC 270 *New 2024-03-31 26,542 $1,151,000 26,542
   Oakmont Partners LLC 402 *New 2024-03-31 18,484 $802,000 18,484
   GSA CAPITAL PARTNERS LLP 1038 *New 2024-03-31 9,220 $400,000 9,220
   WOODMONT INVESTMENT COUNSEL LLC 265 *New 2024-03-31 3,500 $152,000 3,500
   Atlantic Trust Group LLC 1564 *New 2024-03-31 1,495 $64,000 1,495
   BARTLETT & CO. LLC 790 *New 2023-12-31 663 $28,000 663
   BAYSTATE WEALTH MANAGEMENT LLC 629 *New 2023-12-31 368 $15,000 368
   KISTLERTIFFANY COMPANIES, LLC 899 *New 2023-06-30 4 $0 4

  9 Records found
  1    
  Page 1 of 1
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