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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
   GSA CAPITAL PARTNERS LLP 1509 *Closed 2023-12-31 0 $0 -2,975
   BALLAST ADVISORS LLC 168 *Closed 2023-12-31 0 $0 -241
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5888 *Closed 2023-12-31 0 $0 -15,279
   Kozak & Associates Inc. 373 *Closed 2023-12-31 0 $0 -40
   HRT FINANCIAL LLC 2397 *Closed 2023-12-31 0 $0 -2,264
   Cavalier Investments 84 *Closed 2024-03-31 0 $0 -63,531
   Founders Capital Management 365 *Closed 2024-03-31 0 $0 -37
   Sound Income Strategies LLC 1391 *Closed 2024-03-31 0 $0 -36
   OPPENHEIMER & CO INC 1434 *Closed 2023-12-31 0 $0 -6,469
   Orion Portfolio Solutions LLC 1726 *Closed 2023-12-31 0 $0 -7,000
   MODERA WEALTH MANAGEMENT, LLC 642 *Closed 2023-12-31 0 $0 -137,247
   Spire Wealth Management 2415 *Closed 2024-03-31 0 $0 -678
   GRIMES & COMPANY INC 354 *Closed 2024-03-31 0 $0 -47,909
   SYM FINANCIAL CORPORATION 198 *Closed 2023-12-31 0 $0 -26
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3407 *Closed 2024-03-31 0 $0 -2,831
  15 Records found
  1    
  Page 1 of 1
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