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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
   MEITAV DASH INVESTMENTS LTD 38 - 2023-12-31 483,524 $52,477,000 14,576
   ENVESTNET ASSET MANAGEMENT INC 1794 - 2023-12-31 53,194 $5,773,000 1,865
   Steward Partners Investment Advisory LLC 452 - 2023-12-31 22,147 $2,404,000 714
   Q3 Asset Management 24 - 2024-03-31 14,988 $1,735,000 980
   STIFEL FINANCIAL CORP 1921 - 2023-12-31 12,756 $1,384,000 1,014
   FINANCIAL NETWORK 1399 - 2023-12-31 8,858 $961,000 1,445
   SYNOVUS FINANCIAL CORP 465 - 2023-12-31 7,642 $830,000 78
   COMMONWEALTH EQUITY SERVICES LLC. 2452 - 2023-12-31 5,934 $644,000 82
   J P MORGAN CHASE & CO 3606 - 2023-12-31 5,243 $569,000 4,201
   Resolute Wealth Strategies LLC 71 - 2023-12-31 2,491 $270,000 21
   AMERIPRISE FINANCIAL INC 3563 - 2023-12-31 2,456 $267,000 2,456
   CITIGROUP INC 3375 - 2023-12-31 708 $77,000 23
   IFP Advisors Inc 1700 - 2023-12-31 297 $32,000 259
   Founders Financial Alliance LLC 373 - 2023-12-31 280 $30,000 2
   HARBOUR INVESTMENTS INC. 2085 - 2023-12-31 103 $11,000 73
   ADVISORY SERVICES NETWORK, LLC 2937 - 2023-12-31 72 $8,000 72
  16 Records found
  1    
  Page 1 of 1
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