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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
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 229,976 $24,939,000 0
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 83,208 $9,023,000 0
   Main Management LLC 32 - 2023-12-31 34,600 $3,755,000 0
   Yahav Achim Ve Achayot - Provident Funds Managemen 12 - 2023-12-31 28,209 $3,059,000 0
   Apeiron RIA LLC 89 - 2024-03-31 5,830 $676,000 0
   MENORA MIVTACHIM HOLDINGS LTD. 88 - 2023-12-31 3,500 $380,000 0
   ALPINE WOODS CAPITAL INVESTORS LLC - 2023-12-31 3,000 $326,000 0
   Summit Financial LLC 327 - 2024-03-31 2,383 $276,000 0
   Navis Wealth Advisors LLC 68 - 2023-12-31 2,500 $271,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 426 - 2023-12-31 1,645 $179,000 0
   Balentine LLC 532 - 2023-12-31 443 $48,000 0
   Resurgent Financial Advisors LLC 353 - 2023-12-31 412 $45,000 0
   Sunbelt Securities Inc. 992 - 2024-03-31 251 $29,000 0
   US BANCORP 2908 - 2023-12-31 232 $25,000 0
   Cornerstone Planning Group LLC 351 - 2023-12-31 151 $16,000 0
   TOWER RESEARCH CAPITAL LLC 3840 - 2023-12-31 140 $15,000 0
   Game Plan Financial Advisors LLC 188 - 2024-03-31 100 $12,000 0
   TD Waterhouse Canada Inc. 1236 - 2023-12-31 100 $11,000 0
   CWM LLC 3454 - 2024-03-31 72 $8,000 0
   COMERICA BANK 3267 - 2023-12-31 43 $5,000 0
   PROEQUITIES INC. 10063 - 2023-12-31 0 $0 0

  21 Records found
  1    
  Page 1 of 1
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