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Get Institutions for : 
iShares Dow Jones U.S. Insurance Index Fund (IAK)  
$113.45 0.56 (0.5%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 101    14
Total shares held : 
 2,878,634  
% of shares held : 
 27.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 314,410  
% of shares held change : 
   2.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $90.84  
Last Quarter's Ending Price : 
 $100.13  
Last Quarter's Average Price : 
 $96.29  
Change from last quarter's     
avg. price to the last closing  : 
17.16 (17.82%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 142,199
 4.94%
 
Increased Positions :
37
 351,427
 12.21%
 
Unchanged Positions :
11
 42,950
 1.49%
 
Decreased Positions :
32
-133,496
-4.64%
 
Closed Positions :
7
-45,720
-1.59%
 
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 1986 - 2023-12-31 388,355 $38,884,000 -5,046
   MML INVESTORS SERVICES LLC 227 - 2023-12-31 205,695 $20,595,000 -8,078
   SPC FINANCIAL, INC. 17 - 2023-12-31 187,574 $18,781,000 -7,106
   BANK OF AMERICA CORP /DE/ 1851 - 2023-12-31 184,263 $18,449,000 17,188
   WELLS FARGO & CO/MN 1152 - 2023-12-31 176,639 $17,686,000 12,577
   Advisor Group Holdings Inc. 554 - 2023-12-31 162,987 $16,319,000 -51,586
   ROYAL BANK OF CANADA 1255 - 2023-12-31 145,726 $14,591,000 52,653
   STIFEL FINANCIAL CORP 659 - 2023-12-31 134,142 $13,432,000 13,240
   MinichMacGregor Wealth Management LLC 8 - 2024-03-31 96,179 $11,239,000 -5,512
   LPL FINANCIAL CORP 1276 - 2023-12-31 95,875 $9,599,000 49,298
   ADVISORY SERVICES NETWORK, LLC 85 - 2023-12-31 89,726 $8,984,000 -1,244
   GOLDMAN SACHS GROUP INC/ 2367 - 2023-12-31 65,503 $6,558,000 18,923
   Legend Financial Advisors Inc. 11 - 2024-03-31 55,335 $6,496,000 -477
   Cadent Capital Advisors LLC 18 - 2024-03-31 42,032 $4,934,000 -1,196
   Well Done LLC 26 - 2024-03-31 39,981 $4,693,000 -2,093
   UBS Group AG 2078 - 2023-12-31 45,445 $4,550,000 -397
   Fiduciary Planning LLC - 2023-12-31 42,198 $4,225,000 30,630
   FOUNDERS FINANCIAL SECURITIES LLC 52 - 2024-03-31 34,860 $4,092,000 -206
   LEE DANNER & BASS INC 66 - 2023-12-31 40,859 $4,091,000 37,024
   MARTIN & CO INC /TN/ 32 - 2023-12-31 39,190 $3,924,000 -1,605
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1230 - 2023-12-31 37,179 $3,723,000 19,102
   MARINER WEALTH ADVISORS, LLC 817 - 2023-12-31 34,602 $3,465,000 34,602
   Chicago Wealth Management Inc. 17 - 2023-12-31 31,387 $3,143,000 680
   PROSPERA FINANCIAL SERVICES 230 *New 2023-12-31 31,049 $3,109,000 31,049
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1580 - 2023-12-31 27,190 $2,722,000 21,730
   ENVESTNET ASSET MANAGEMENT INC 2306 - 2023-12-31 25,605 $2,564,000 -2,709
   COMMONWEALTH EQUITY SERVICES LLC. 1559 - 2023-12-31 23,177 $2,321,000 -8,822
   SP Asset Management LLC 61 - 2023-12-31 19,988 $2,001,000 163
   JANNEY MONTGOMERY SCOTT LLC 1101 - 2023-12-31 19,611 $1,964,000 4,213
   Equitable Holdings Inc. 427 - 2023-12-31 18,670 $1,869,000 5,881
   Stonebridge Financial Planning Group LLC 29 - 2023-12-31 16,693 $1,671,000 -8,805
   PRIMORIS WEALTH ADVISORS LLC 19 *New 2023-12-31 15,700 $1,572,000 15,700
   HILLSTRUST 97 - 2023-12-31 15,438 $1,546,000 -139
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1387 - 2023-12-31 14,646 $1,466,000 3,406
   J.W. COLE ADVISORS INC. 260 *New 2023-12-31 13,170 $1,319,000 13,170
   Capital Advisory Group Advisory Services LLC 52 - 2024-03-31 10,756 $1,263,000 -134
   RAYMOND JAMES & ASSOCIATES 2363 - 2023-12-31 12,508 $1,252,000 -2,931
   Robinson Value Management Ltd. 45 - 2024-03-31 9,560 $1,122,000 -86
   ATRIA INVESTMENTS LLC 887 - 2023-12-31 10,161 $1,017,000 -3,771
   Smith Anglin Financial LLC 70 - 2023-12-31 10,079 $1,009,000 19
   Atria Wealth Solutions Inc. 890 - 2023-12-31 9,161 $917,000 1,651
   MUIRFIELD WEALTH ADVISORS LLC 23 - 2023-12-31 9,075 $909,000 0
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 129 - 2023-12-31 9,054 $907,000 9,054
   KKM Financial LLC 61 - 2023-12-31 8,713 $872,000 0
   COTTONWOOD CAPITAL ADVISORS LLC 38 - 2023-12-31 8,579 $859,000 1,391
   SCOTIA CAPITAL INC. 517 *New 2023-12-31 7,105 $711,000 7,105
   Genesee Capital Advisors LLC 51 - 2023-12-31 6,943 $695,000 101
   Apeiron RIA LLC 87 - 2024-03-31 5,819 $683,000 21
   CITIZENS FINANCIAL GROUP INC/RI 255 *New 2023-12-31 6,500 $651,000 6,500
   PERSONAL CFO SOLUTIONS LLC 190 - 2023-12-31 6,091 $610,000 327
   Steward Partners Investment Advisory LLC 927 - 2023-12-31 5,868 $588,000 -206
   IFG Advisory LLC 339 - 2023-12-31 5,761 $577,000 -430
   Private Advisor Group LLC 1391 *New 2023-12-31 5,547 $555,000 5,547
   DAVENPORT & CO LLC - 2023-12-31 5,510 $552,000 -853
   PFG Advisors 350 - 2023-12-31 5,437 $544,000 4
   BANK OF MONTREAL /CAN/ 1985 - 2023-12-31 5,297 $531,000 4,535
   WESPAC Advisors SoCal LLC 67 - 2024-03-31 4,220 $495,000 40
   SFMG, LLC 143 *New 2023-12-31 4,745 $475,000 4,745
   KESTRA PRIVATE WEALTH SERVICES LLC 771 - 2023-12-31 4,425 $443,000 1,406
   Retirement Planning Co of New England Inc. 123 - 2023-12-31 4,408 $441,000 607
   GSA CAPITAL PARTNERS LLP 881 - 2023-12-31 4,398 $440,000 4,398
   STEPHENS INC /AR/ 821 - 2023-12-31 4,135 $414,000 26
   KINGSWOOD WEALTH ADVISORS LLC 391 - 2024-03-31 3,457 $406,000 -97
   HIGHTOWER ADVISORS, LLC 2423 *New 2023-12-31 4,007 $401,000 4,007
   FTB Advisors Inc. 355 - 2023-12-31 3,955 $396,000 0
   BANK HAPOALIM BM - 2023-12-31 3,807 $381,000 -350
   CARDIFF PARK ADVISORS LLC 171 - 2023-12-31 3,500 $350,000 0
   Spire Wealth Management 604 - 2023-12-31 3,307 $347,000 -92
   Milestone Advisory Partners 47 - 2023-09-30 3,729 $342,000 708
   Brookstone Capital Management 715 - 2024-03-31 2,876 $338,000 308
   CITADEL ADVISORS LLC 4003 - 2023-12-31 3,282 $329,000 -4,152
   AlphaCore Capital LLC 182 - 2023-12-31 3,158 $316,000 0
   TFB Advisors LLC 125 - 2023-12-31 2,997 $300,000 2,997
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 307 - 2024-03-31 2,360 $277,000 0
   PRIVATE TRUST CO NA *New 2023-12-31 2,681 $268,000 2,681
   Commonwealth Retirement Investments LLC *New 2023-12-31 2,302 $230,000 2,302
   Perigon Wealth Management LLC 756 - 2023-12-31 2,205 $221,000 -7
   MULTIFINANCIAL SECURITIES CORP 1640 *New 2023-12-31 1,999 $200,000 1,999
   US BANCORP 2055 - 2023-12-31 1,800 $180,000 0
   CENTAURUS FINANCIAL INC. 635 - 2023-12-31 1,655 $166,000 -28
   Qube Research & Technologies Ltd 2523 - 2023-12-31 1,608 $161,000 -1,600
   COMERICA BANK 2372 - 2023-12-31 1,407 $141,000 257
   FMR LLC 2945 - 2023-12-31 1,339 $134,000 -259
   Larson Financial Group LLC 439 - 2023-12-31 1,269 $127,000 146
   Sunbelt Securities Inc. 714 - 2024-03-31 799 $94,000 -1,533
   Geneos Wealth Management Inc. - 2023-12-31 934 $94,000 734
   Goss Wealth Management LLC 2040 - 2023-12-31 770 $77,000 -200
   Planned Solutions Inc. 231 *New 2023-12-31 731 $73,000 731
   Capital Analysts Inc. 597 *New 2023-12-31 648 $65,000 648
   Y.D. More Investments Ltd 226 - 2023-12-31 630 $63,000 0
   MONTAG A & ASSOCIATES INC 596 - 2023-12-31 444 $44,000 4
   WASHINGTON TRUST CO 479 *New 2023-12-31 344 $34,000 344
   Coastal Investment Advisors Inc. 623 - 2024-03-31 191 $22,000 191
   Global Retirement Partners LLC 1685 *New 2023-12-31 218 $22,000 218
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2338 - 2023-12-31 217 $22,000 -574
   J P MORGAN CHASE & CO 5038 - 2023-12-31 123 $12,000 18
   Tidemark LLC 439 - 2023-12-31 91 $9,000 0
   Aptus Capital Advisors LLC 810 - 2023-12-31 71 $7,000 -11,261
   Penserra Capital Management LLC 1142 *New 2023-12-31 73 $7,000 73
   NBC SECURITIES INC. 1771 *New 2024-03-31 60 $7,000 60
  100 Records found
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