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Get Institutions for : 
iShares Dow Jones U.S. Health Care Providers Index Fund (IHF)  
$51.48 0.00 (0.00%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 207    4
Total shares held : 
 1,657,160  
% of shares held : 
 34.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -302,164  
% of shares held change : 
   -6.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $247.59  
Last Quarter's Ending Price : 
 $262.55  
Last Quarter's Average Price : 
 $253.41  
Change from last quarter's     
avg. price to the last closing  : 
201.93 (79.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 26,414
 1.59%
 
Increased Positions :
48
 250,174
 15.1%
 
Unchanged Positions :
71
 136,208
 8.22%
 
Decreased Positions :
68
-150,701
-9.09%
 
Closed Positions :
16
-428,051
-25.83%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1862 - 2024-03-31 820,326 $44,741,000 652,867
   MERCER GLOBAL ADVISORS INC /ADV 113 - 2024-03-31 785,285 $42,857,000 629,965
   LPL FINANCIAL CORP 695 - 2024-03-31 625,625 $34,122,000 493,426
   BANK OF AMERICA CORP /DE/ 1824 - 2024-03-31 416,752 $22,730,000 301,299
   WHARTON BUSINESS GROUP, LLC 27 - 2024-03-31 335,550 $18,301,000 268,440
   ENVESTNET ASSET MANAGEMENT INC 1236 - 2024-03-31 289,580 $15,794,000 234,317
   GOLDMAN SACHS GROUP INC/ 1780 - 2024-03-31 262,078 $14,294,000 140,462
   WELLS FARGO & CO/MN 1401 - 2024-03-31 228,372 $12,455,000 166,340
   ROYAL BANK OF CANADA 1479 - 2024-03-31 188,237 $10,267,000 152,148
   49 WEALTH MANAGEMENT LLC 16 - 2024-03-31 187,684 $10,174,000 153,291
   AMERIPRISE FINANCIAL INC 1854 - 2024-03-31 160,105 $8,746,000 127,704
   Prostatis Group LLC 8 *New 2023-03-31 34,177 $8,626,000 34,177
   Advisor Group Holdings Inc. 765 - 2024-03-31 154,308 $8,416,000 123,359
   UBS Group AG 1819 - 2024-03-31 137,481 $7,498,000 74,459
   MERITAGE PORTFOLIO MANAGEMENT 65 *New 2024-03-31 126,958 $6,924,000 126,958
   Federation des caisses Desjardins du Quebec 255 - 2024-03-31 122,946 $6,705,000 0
   Kingsview Wealth Management LLC 141 - 2024-03-31 118,042 $6,438,000 113,805
   MULTIFINANCIAL SECURITIES CORP 408 - 2024-03-31 106,622 $5,815,000 91,102
   Glenview Trust Co 126 *New 2024-03-31 102,295 $5,579,000 102,295
   NEW YORK STATE COMMON RETIREMENT FUND 1055 - 2024-03-31 101,202 $5,520,000 80,318
   WELLINGTON MANAGEMENT CO LLP 1254 - 2024-03-31 101,202 $5,520,000 80,318
   MARTIN & CO INC /TN/ 28 - 2024-03-31 86,731 $4,730,000 68,713
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1185 - 2024-03-31 82,591 $4,505,000 65,964
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 587 - 2024-03-31 81,591 $4,450,000 64,652
   COMMONWEALTH EQUITY SERVICES LLC. 1237 - 2024-03-31 81,432 $4,441,000 64,797
   HIGHTOWER ADVISORS, LLC 1012 - 2024-03-31 79,775 $4,354,000 63,879
   Mason & Associates Inc 21 - 2024-03-31 76,227 $4,157,000 61,908
   H D Vest Advisory Services 365 - 2024-03-31 71,772 $3,914,000 58,351
   PEAPACK GLADSTONE FINANCIAL CORP 250 - 2024-03-31 68,765 $3,750,000 54,564
   J P MORGAN CHASE & CO 2653 - 2024-03-31 64,962 $3,534,000 51,090
   Merit Financial Group LLC 194 - 2024-03-31 64,283 $3,323,000 61,798
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 110 - 2024-03-31 56,445 $3,079,000 45,746
   Phoenix Holdings Ltd. 167 - 2024-03-31 54,519 $2,974,000 40,862
   CONDOR CAPITAL MANAGEMENT 90 - 2024-03-31 46,754 $2,550,000 37,309
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1662 - 2024-03-31 39,597 $2,160,000 -3,034
   BB&T CORP 1236 - 2024-03-31 39,248 $2,141,000 31,499
   HILLSTRUST 86 - 2024-03-31 37,140 $2,026,000 29,552
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 783 - 2023-09-30 7,173 $1,765,000 -177
   Sowell Financial Services LLC 259 *New 2024-03-31 31,141 $1,698,000 31,141
   CREATIVE PLANNING 1065 - 2024-03-31 29,307 $1,598,000 23,468
   TWO SIGMA INVESTMENTS LLC 1551 - 2024-03-31 28,900 $1,576,000 25,145
   MARINER WEALTH ADVISORS, LLC 1269 - 2024-03-31 26,807 $1,462,000 16,046
   Terra Nova Asset Management LLC 38 - 2024-03-31 25,925 $1,414,000 20,841
   Beacon Pointe Advisors LLC 586 - 2024-03-31 25,172 $1,373,000 20,014
   FIRST NATIONAL CORP /MA/ /ADV 65 - 2024-03-31 5,215 $1,369,000 -12
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1518 - 2024-03-31 24,694 $1,347,000 18,118
   TRUST CO OF TOLEDO NA /OH/ 108 - 2024-03-31 24,365 $1,329,000 19,674
   JANNEY MONTGOMERY SCOTT LLC 1359 - 2024-03-31 23,937 $1,306,000 19,231
   MML INVESTORS SERVICES LLC 1266 - 2024-03-31 23,474 $1,280,000 19,042
   TWO SIGMA ADVISERS, LLC 1454 - 2024-03-31 23,300 $1,271,000 22,300
   CAPROCK Group Inc. 209 - 2024-03-31 22,300 $1,216,000 17,840
   BerganKDV Wealth Management LLC 126 - 2023-06-30 4,361 $1,116,000 0
   OPPENHEIMER & CO INC 715 *New 2024-03-31 19,887 $1,085,000 19,887
   MCCORMACK ADVISORS INTERNATIONAL 498 - 2024-03-31 19,395 $1,058,000 15,669
   WEDBUSH MORGAN SECURITIES INC 375 - 2024-03-31 18,781 $1,024,000 12,600
   FINANCIAL NETWORK 1472 - 2024-03-31 17,999 $982,000 14,337
   RAYMOND JAMES & ASSOCIATES 2613 - 2024-03-31 17,225 $939,000 13,912
   Koshinski Asset Management Inc. 212 - 2024-03-31 17,175 $937,000 11,253
   Certified Advisory Corp 133 - 2024-03-31 16,552 $903,000 13,088
   SCOTIA CAPITAL INC. 515 - 2024-03-31 16,495 $900,000 13,144
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 95 - 2024-03-31 16,401 $895,000 13,075
   Financial Freedom LLC 39 - 2024-03-31 16,109 $879,000 12,398
   Carl P. Sherr & Co. LLC 51 - 2024-03-31 15,955 $870,000 12,764
   CITADEL ADVISORS LLC 3220 - 2024-03-31 15,737 $858,000 10,230
   Kestra Advisory Services LLC 1326 - 2024-03-31 15,598 $851,000 12,760
   FIRST HEARTLAND CONSULTANTS INC 179 - 2024-03-31 15,521 $847,000 11,504
   Goss Wealth Management LLC 1097 - 2024-03-31 14,621 $797,000 11,402
   Eagle Strategies LLC 135 *New 2024-03-31 13,233 $722,000 13,233
   FMR LLC 2468 - 2024-03-31 12,406 $677,000 10,079
   SpiderRock Advisors LLC 344 *New 2024-03-31 12,370 $663,000 12,370
   Evanson Asset Management LLC 148 - 2024-03-31 12,125 $661,000 9,703
   BANK OF MONTREAL /CAN/ 1901 - 2024-03-31 11,875 $649,000 9,484
   GARRISON POINT ADVISORS LLC 74 - 2024-03-31 11,710 $639,000 9,368
   THRIVENT FINANCIAL FOR LUTHERANS 2059 - 2024-03-31 11,578 $631,000 9,564
   Steward Partners Investment Advisory LLC 961 - 2024-03-31 11,419 $623,000 9,002
   JANE STREET GROUP LLC 3636 *New 2024-03-31 11,173 $609,000 11,173
   DRIVE WEALTH MANAGEMENT LLC 108 - 2024-03-31 11,026 $601,000 8,821
   IEQ CAPITAL LLC 583 - 2024-03-31 10,545 $575,000 8,436
   TRITONPOINT WEALTH LLC 192 - 2024-03-31 8,050 $551,000 5,703
   STIFEL FINANCIAL CORP 2541 - 2024-03-31 10,050 $548,000 7,785
   IOWA STATE BANK 92 - 2024-03-31 10,000 $545,000 8,000
   U.S. Capital Wealth Advisors LLC 460 - 2024-03-31 9,650 $526,000 7,720
   ADVISORY SERVICES NETWORK, LLC 941 - 2024-03-31 9,566 $522,000 7,654
   Private Advisor Group LLC 1498 - 2024-03-31 9,350 $510,000 7,328
   PRINCIPAL SECURITIES INC. 659 - 2024-03-31 9,160 $500,000 7,456
   FTB Advisors Inc. 330 - 2024-03-31 9,146 $499,000 7,328
   Cresset Asset Management LLC 1328 - 2024-03-31 8,950 $488,000 7,955
   PATHSTONE FAMILY OFFICE, LLC 1067 *New 2023-09-30 1,900 $468,000 1,900
   HBK SORCE ADVISORY LLC 354 - 2024-03-31 8,376 $457,000 6,051
   PFG Investments LLC 569 - 2024-03-31 8,314 $453,000 7,087
   Bensler LLC 112 - 2024-03-31 8,060 $440,000 6,448
   Integrated Wealth Concepts LLC 1096 - 2024-03-31 8,030 $438,000 6,552
   Perigon Wealth Management LLC 568 - 2024-03-31 7,972 $435,000 6,395
   Equitable Holdings Inc. 844 - 2024-03-31 7,963 $434,000 5,536
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 239 - 2024-03-31 7,850 $428,000 6,280
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 467 - 2024-03-31 7,537 $411,000 6,055
   KCM INVESTMENT ADVISORS LLC 277 - 2024-03-31 7,437 $406,000 5,952
   HAVERFORD TRUST CO 308 - 2024-03-31 7,365 $402,000 5,892
   Baird Financial Group Inc. 1464 - 2024-03-31 7,240 $395,000 5,632
   GTS SECURITIES LLC 887 - 2024-03-31 7,190 $392,000 5,752
  100 Records found
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