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Get Institutions for : 
Ishares Genomics Immunology And Healthcare Etf (IDNA)  
$23.29 0.29 (1.25%) as of 4:30 Wed 5/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    5
Total shares held : 
 1,998,654  
% of shares held : 
 47.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 221,881  
% of shares held change : 
   5.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.82  
Last Quarter's Ending Price : 
 $23.01  
Last Quarter's Average Price : 
 $20.09  
Change from last quarter's     
avg. price to the last closing  : 
3.20 (15.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 86,968
 4.35%
 
Increased Positions :
18
 414,526
 20.74%
 
Unchanged Positions :
19
 20,182
 1.01%
 
Decreased Positions :
20
-262,890
-13.15%
 
Closed Positions :
11
-16,723
-0.84%
 
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
   UBS Group AG 1790 - 2024-03-31 323,886 $7,799,000 206,310
   WHARTON BUSINESS GROUP, LLC 49 - 2024-03-31 269,554 $6,491,000 68,890
   BANK OF AMERICA CORP /DE/ 2797 - 2024-03-31 265,919 $6,403,000 85,727
   Advisor Group Holdings Inc. 1871 - 2024-03-31 65,700 $1,582,000 16,744
   COMMONWEALTH EQUITY SERVICES LLC. 2081 - 2024-03-31 51,053 $1,229,000 563
   CORA CAPITAL ADVISORS LLC 33 - 2024-03-31 44,420 $1,070,000 2,899
   Visionary Wealth Advisors 277 - 2024-03-31 28,413 $684,000 313
   PRUDENTIAL CORP PLC 572 - 2024-03-31 26,000 $626,000 3,500
   Laidlaw Wealth Management LLC 105 - 2024-03-31 20,949 $504,000 6,323
   Stonehage Fleming Financial Services Holdings Ltd 75 - 2024-03-31 20,000 $465,000 20,000
   Consolidated Portfolio Review Corp 193 - 2024-03-31 14,063 $339,000 808
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 268 - 2024-03-31 11,841 $285,000 182
   PROSPERA FINANCIAL SERVICES 904 - 2023-12-31 11,310 $260,000 563
   MULTIFINANCIAL SECURITIES CORP 2031 - 2024-03-31 10,760 $259,000 125
   Opes Wealth Management LLC 117 - 2024-03-31 10,245 $247,000 1,400
   AdvisorNet Financial Inc 1307 - 2024-03-31 358 $9,000 346
   J P MORGAN CHASE & CO 5051 - 2024-03-31 340 $8,000 340
   FMR LLC 4530 - 2024-03-31 102 $2,000 102
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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