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Get Institutions for : 
iShares Dow Jones US Brokers Dealers (IAI)  
$113.25 1.72 (1.5%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 83    4
Total shares held : 
2,960,313  
% of shares held : 
47.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
-259,820  
% of shares held change : 
  -4.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$90.40  
Last Quarter's Ending Price : 
$108.53  
Last Quarter's Average Price
$95.68  
Change from last quarter's     
avg. price to the last closing  : 
17.57 (18.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 100,055
 3.38%
 
Increased Positions :
21
 29,871
 1.01%
 
Unchanged Positions :
22
 392,297
 13.25%
 
Decreased Positions :
29
-202,969
-6.86%
 
Closed Positions :
15
-186,777
-6.31%
 
Guru Positions :
1
870,158
 29.39%
 
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
   WESPAC Advisors SoCal LLC 19 *New 2024-03-31 67,070 $7,781,000 67,070
   CLARK CAPITAL MANAGEMENT GROUP INC 245 *New 2023-12-31 16,265 $1,765,000 16,265
   Kingsview Wealth Management LLC 406 *New 2023-12-31 11,385 $1,236,000 11,385
   GTS SECURITIES LLC 689 *New 2023-12-31 7,440 $807,000 7,440
   CPR Investments Inc. 40 *New 2024-03-31 3,001 $348,000 3,001
   IFG Advisory LLC 522 *New 2023-12-31 2,179 $236,000 2,179
   MCMILLION CAPITAL MANAGEMENT INC 135 *New 2023-06-30 190 $17,000 190
   Advisors Preferred LLC *New 2023-12-31 89 $10,000 89
   Farther Finance Advisors LLC 2102 *New 2023-12-31 38 $4,000 38
   BANK OF MONTREAL /CAN/ 3276 *New 2023-12-31 28 $3,000 28

  10 Records found
  1    
  Page 1 of 1
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