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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
   MORGAN STANLEY 2449 - 2024-03-31 573,350 $24,872,000 -76,622
   BANK OF AMERICA CORP /DE/ 2108 - 2024-03-31 361,329 $15,674,000 -243,395
   US BANCORP 385 - 2024-03-31 284,005 $12,320,000 -98,383
   WELLS FARGO & CO/MN 1430 - 2024-03-31 272,430 $11,818,000 -70,959
   ROYAL BANK OF CANADA 1448 - 2024-03-31 244,518 $10,607,000 -151,298
   LPL FINANCIAL CORP 1290 - 2024-03-31 244,056 $10,587,000 -11,003
   AMERIPRISE FINANCIAL INC 2032 - 2024-03-31 163,701 $7,101,000 -19,176
   BB&T CORP 795 - 2024-03-31 144,478 $6,267,000 -154,460
   COMMONWEALTH EQUITY SERVICES LLC. 1126 - 2024-03-31 121,600 $5,275,000 -18,812
   ENDURANCE WEALTH MANAGEMENT, INC. 52 - 2023-06-30 109,869 $3,719,000 -1,162
   CRESTWOOD ADVISORS LLC 147 - 2024-03-31 64,259 $2,788,000 -18,560
   MARTIN & CO INC /TN/ 56 - 2024-03-31 63,413 $2,751,000 -1,620
   CX Institutional 177 - 2024-03-31 62,862 $2,727,000 -10,084
   Advisor Group Holdings Inc. 1486 - 2024-03-31 61,546 $2,668,000 -10,309
   GOLDMAN SACHS GROUP INC/ 3040 - 2024-03-31 56,492 $2,451,000 -55,226
   BNP PARIBAS ARBITRAGE SA 1392 - 2024-03-31 49,000 $2,126,000 -100,022
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1325 - 2024-03-31 41,983 $1,821,000 -24,391
   ENVESTNET ASSET MANAGEMENT INC 2659 - 2024-03-31 39,533 $1,715,000 -159,176
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1009 - 2024-03-31 38,547 $1,672,000 -342
   CARRET ASSET MANAGEMENT 113 - 2024-03-31 38,085 $1,652,000 -1,880
   RAYMOND JAMES & ASSOCIATES 2353 - 2024-03-31 32,968 $1,430,000 -8,701
   Family Firm Inc. 61 - 2024-03-31 32,765 $1,421,000 -283
   NATIONAL ASSET MANAGEMENT, INC. 438 - 2024-03-31 40,286 $1,373,000 -6
   Dentgroup LLC 29 - 2024-03-31 27,168 $1,179,000 -1,258
   STEPHENS INC /AR/ 541 - 2024-03-31 26,799 $1,163,000 -19,600
   Baird Financial Group Inc. 1141 - 2024-03-31 24,971 $1,083,000 -6,200
   JANNEY MONTGOMERY SCOTT LLC 1690 - 2024-03-31 16,942 $735,000 -5,995
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1142 - 2023-09-30 19,133 $643,000 -4,641
   NORTH STAR INVESTMENT MANAGEMENT CORP. 318 - 2024-03-31 12,670 $550,000 -10
   CoreCap Advisors LLC 337 - 2023-12-31 12,793 $535,000 -167
   CREATIVE PLANNING 1931 - 2024-03-31 10,221 $443,000 -14,634
   Goss Wealth Management LLC 1452 - 2024-03-31 9,330 $405,000 -746
   HIGHTOWER ADVISORS, LLC 2417 - 2024-03-31 9,114 $395,000 -7,095
   Aveo Capital Partners LLC 258 - 2024-03-31 9,229 $390,000 -32,964
   PATTEN & PATTEN INC/TN 234 - 2024-03-31 8,935 $388,000 -950
   SYNOVUS FINANCIAL CORP 708 - 2024-03-31 7,916 $343,000 -820
   FINANCIAL NETWORK 2209 - 2024-03-31 7,608 $330,000 -496
   WEDBUSH MORGAN SECURITIES INC 855 - 2024-03-31 7,214 $313,000 -3,111
   MONEY CONCEPTS CAPITAL CORP 332 - 2024-03-31 7,000 $304,000 -44,037
   HILLTOP HOLDINGS INC. 518 - 2024-03-31 6,400 $278,000 -4,826
   SILVER OAK SECURITIES Inc 317 - 2024-03-31 6,030 $262,000 -3,359
   COMERICA BANK 2184 - 2024-03-31 5,979 $259,000 -841
   Western Wealth Management LLC 578 - 2024-03-31 5,441 $236,000 -580
   MARINER WEALTH ADVISORS, LLC 2664 - 2024-03-31 5,172 $224,000 -891
   NATIONAL BANK OF CANADA /FI/ 1225 - 2024-03-31 5,193 $223,000 -1,306
   BANK OF MONTREAL /CAN/ 2582 - 2024-03-31 5,104 $222,000 -8,169
   CAPE COD FIVE CENTS SAVINGS BANK 177 - 2024-03-31 5,125 $222,000 -1,087
   CREATIVE FINANCIAL DESIGNS INC /ADV 391 - 2024-03-31 5,121 $222,000 -139
   GTS SECURITIES LLC 1138 - 2024-03-31 4,900 $213,000 -879
   PETTYJOHN CO 179 - 2024-03-31 4,885 $212,000 -325
   PNC FINANCIAL SERVICES GROUP INC 2391 - 2024-03-31 3,342 $145,000 -519
   Capital Investment Advisory Services LLC 536 - 2024-03-31 2,780 $121,000 -267
   NBC SECURITIES INC. 1019 - 2024-03-31 1,744 $75,000 -49
   ALPHAMARK ADVISORS LLC 304 - 2024-03-31 1,625 $70,000 -325
   City State Bank 307 - 2024-03-31 1,150 $50,000 -225
   Parallel Advisors LLC 1566 - 2024-03-31 1,000 $43,000 -57
   BLAIR WILLIAM & CO/IL 1616 - 2024-03-31 904 $39,000 -800
   Hartland & Co. LLC 833 - 2024-03-31 875 $37,000 -233
   PRIVATE TRUST CO NA 1210 - 2024-03-31 840 $36,000 -8
   IFP Advisors Inc 1718 - 2023-12-31 735 $31,000 -275
   FIFTH THIRD BANCORP 1573 - 2024-03-31 623 $27,000 -88
   Sunbelt Securities Inc. 1127 - 2024-03-31 350 $15,000 -1,011
   Geneos Wealth Management Inc. 1462 - 2024-03-31 315 $14,000 -211
   SRS Capital Advisors Inc. 757 - 2024-03-31 250 $11,000 -5
   Cutler Group LP 730 - 2024-03-31 100 $4,000 -800
   HHM Wealth Advisors LLC 640 - 2024-03-31 85 $4,000 -4,000
  66 Records found
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