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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FTB Advisors Inc. 340 - 2024-03-31 3,955 $464,000 0
   CARDIFF PARK ADVISORS LLC 171 - 2023-12-31 3,500 $350,000 0
   AlphaCore Capital LLC 182 - 2023-12-31 3,158 $316,000 0
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 307 - 2024-03-31 2,360 $277,000 0
   Perigon Wealth Management LLC - 2024-03-31 2,205 $259,000 0
   US BANCORP 2055 - 2023-12-31 1,800 $180,000 0
   Y.D. More Investments Ltd 226 - 2023-12-31 630 $63,000 0
   WASHINGTON TRUST CO 474 - 2024-03-31 344 $40,000 0
   BLAIR WILLIAM & CO/IL 1743 - 2023-12-31 22 $2,000 0
   Covestor Ltd 2364 *Closed 2023-12-31 0 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
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