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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
   AUGUSTINE ASSET MANAGEMENT INC 41 - 2024-03-31 20,000 $868,000 0
   Sweet Financial Partners LLC 100 - 2024-03-31 16,315 $708,000 0
   MONETA GROUP INVESTMENT ADVISORS INC 354 - 2023-12-31 10,893 $456,000 0
   Viewpoint Capital Management LLC 76 - 2024-03-31 7,992 $347,000 0
   High Net Worth Advisory Group LLC 161 - 2024-03-31 7,140 $310,000 0
   NEVILLE RODIE & SHAW INC 205 - 2024-03-31 6,975 $303,000 0
   SOL CAPITAL MANAGEMENT CO 279 - 2024-03-31 5,700 $247,000 0
   Breakwater Capital Group 231 - 2024-03-31 5,627 $244,000 0
   FTB Advisors Inc. 476 - 2024-03-31 5,387 $234,000 0
   Joel Isaacson & Co. LLC 304 - 2024-03-31 5,357 $232,000 0
   PINNACLE FINANCIAL PARTNERS INC 442 - 2024-03-31 3,147 $137,000 0
   Luken Investment Analytics LLC 63 - 2024-03-31 1,750 $76,000 0
   MGB Wealth Management LLC 221 - 2024-03-31 1,350 $59,000 0
   TOTH FINANCIAL ADVISORY CORP 279 - 2024-03-31 1,280 $56,000 0
   First PREMIER Bank 221 - 2024-03-31 940 $41,000 0
   ARROW FINANCIAL CORP 227 - 2024-03-31 735 $32,000 0
   SANDY SPRING BANK 669 - 2024-03-31 708 $31,000 0
   HARBOUR INVESTMENTS INC. 1661 - 2023-12-31 750 $31,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 758 - 2024-03-31 663 $29,000 0
   Quent Capital LLC 892 - 2024-03-31 445 $19,000 0
   Bogart Wealth LLC 561 - 2024-03-31 351 $15,000 0
   Asset Dedication LLC 756 - 2024-03-31 147 $6,000 0
   Atlantic Edge Private Wealth Management LLC 396 - 2024-03-31 95 $4,000 0
   ANGELES WEALTH MANAGEMENT LLC 288 - 2024-03-31 100 $4,000 0
   Key Financial Inc 1051 - 2024-03-31 78 $3,000 0
   LOGAN CAPITAL MANAGEMENT INC 437 - 2024-03-31 36 $2,000 0
   HAZLETT BURT & WATSON INC. 676 - 2024-03-31 25 $1,000 0
   Prestige Wealth Management Group LLC 834 - 2024-03-31 16 $1,000 0
   HANSON MCCLAIN, INC. 3018 - 2024-03-31 27 $1,000 0
   PROEQUITIES INC. 3266 - 2024-03-31 0 $0 0
   FARMERS & MERCHANTS INVESTMENTS INC 1740 - 2024-03-31 9 $0 0
  31 Records found
  1    
  Page 1 of 1
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