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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
   MORGAN STANLEY 1986 - 2023-12-31 388,355 $38,884,000 -5,046
   SPC FINANCIAL, INC. 16 - 2024-03-31 181,640 $21,323,000 -5,934
   MML INVESTORS SERVICES LLC 227 - 2023-12-31 205,695 $20,595,000 -8,078
   Advisor Group Holdings Inc. 554 - 2023-12-31 162,987 $16,319,000 -51,586
   MinichMacGregor Wealth Management LLC 8 - 2024-03-31 96,179 $11,239,000 -5,512
   ADVISORY SERVICES NETWORK, LLC 85 - 2023-12-31 89,726 $8,984,000 -1,244
   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
   FOUNDERS FINANCIAL SECURITIES LLC 52 - 2024-03-31 34,860 $4,092,000 -206
   MARTIN & CO INC /TN/ 32 - 2023-12-31 39,190 $3,924,000 -1,605
   ENVESTNET ASSET MANAGEMENT INC 2306 - 2023-12-31 25,605 $2,564,000 -2,709
   COMMONWEALTH EQUITY SERVICES LLC. 1602 - 2024-03-31 21,684 $2,546,000 -1,493
   Stonebridge Financial Planning Group LLC 29 - 2023-12-31 16,693 $1,671,000 -8,805
   HILLSTRUST 97 - 2023-12-31 15,438 $1,546,000 -139
   Capital Advisory Group Advisory Services LLC 52 - 2024-03-31 10,756 $1,263,000 -134
   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
   MUIRFIELD WEALTH ADVISORS LLC 27 - 2024-03-31 8,134 $955,000 -941
   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
   BANK HAPOALIM BM 106 - 2024-03-31 3,682 $432,000 -125
   KINGSWOOD WEALTH ADVISORS LLC 391 - 2024-03-31 3,457 $406,000 -97
   TFB Advisors LLC 182 - 2024-03-31 2,996 $338,000 -1
   CITADEL ADVISORS LLC 4003 - 2023-12-31 3,282 $329,000 -4,152
   PRIVATE TRUST CO NA 658 - 2024-03-31 1,646 $193,000 -1,035
   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
   FMR LLC 2945 - 2023-12-31 1,339 $134,000 -259
   Sunbelt Securities Inc. 714 - 2024-03-31 799 $94,000 -1,533
   Goss Wealth Management LLC 2040 - 2023-12-31 770 $77,000 -200
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2338 - 2023-12-31 217 $22,000 -574
   Aptus Capital Advisors LLC 810 - 2023-12-31 71 $7,000 -11,261

  34 Records found
  1    
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