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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
   ADVISORY SERVICES NETWORK, LLC 1797 *Closed 2024-03-31 0 $0 -1,168
   Carmichael Hill & Associates Inc. 649 *Closed 2024-03-31 0 $0 -234
   SIMPLEX TRADING LLC 2406 *Closed 2024-03-31 0 $0 -5,664
   OLD SECOND NATIONAL BANK OF AURORA 331 *Closed 2024-03-31 0 $0 -553
   Legend Financial Advisors Inc. 186 *Closed 2024-03-31 0 $0 -3,790
   Spectrum Wealth Counsel LLC 365 *Closed 2024-03-31 0 $0 -4,358
   Kuhn & Co Investment Counsel 127 *Closed 2024-03-31 0 $0 -7,586
   Scarborough Advisors LLC 411 *Closed 2024-03-31 0 $0 -191
   Stonehage Fleming Financial Services Holdings Ltd 214 *Closed 2024-03-31 0 $0 -6,917
   Barry Investment Advisors LLC 121 *Closed 2024-03-31 0 $0 -290,276
   Apollon Wealth Management LLC 1121 *Closed 2024-03-31 0 $0 -10,002
   OPPENHEIMER & CO INC 1478 *Closed 2024-03-31 0 $0 -8,496
   FIRST MANHATTAN CO 1393 *Closed 2024-03-31 0 $0 -3,275
   MILLENNIUM MANAGEMENT LLC 4089 *Closed 2024-03-31 0 $0 -8,824
   EP WEALTH ADVISORS, INC. 844 *Closed 2024-03-31 0 $0 -3,100
   Venturi Wealth Management LLC 1401 *Closed 2024-03-31 0 $0 -174
   Planned Solutions Inc. 390 *Closed 2024-03-31 0 $0 -711
   Winthrop Capital Management LLC 234 *Closed 2024-03-31 0 $0 -4,271
   Aspen Wealth Strategies LLC 80 *Closed 2024-03-31 0 $0 -13,088
   Private Advisor Group LLC 2336 *Closed 2024-03-31 0 $0 -5,170
   Beacon Pointe Advisors LLC 1328 *Closed 2024-03-31 0 $0 -5,335
   Resurgent Financial Advisors LLC 318 *Closed 2024-03-31 0 $0 -580
   CAPTRUST FINANCIAL ADVISORS 2420 *Closed 2024-03-31 0 $0 -6,017
   COLONY GROUP, LLC 986 *Closed 2024-03-31 0 $0 -21,423
   Rockbridge Investment Management LCC 607 *Closed 2024-03-31 0 $0 -395
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 141 *Closed 2024-03-31 0 $0 -18,471
   TRUE Private Wealth Advisors 303 *Closed 2024-03-31 0 $0 -5,066
  27 Records found
  1    
  Page 1 of 1
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