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Get Institutions for : 
iShares Dow Jones U.S. Regional Banks Index Fund (IAT)  
$40.74 1.00 (2.52%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 174    12
Total shares held : 
 6,453,622  
% of shares held : 
 30.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 -749,161  
% of shares held change : 
   -3.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $32.59  
Last Quarter's Ending Price : 
 $41.84  
Last Quarter's Average Price : 
 $35.88  
Change from last quarter's     
avg. price to the last closing  : 
4.86 (13.55%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 182,156
 2.82%
 
Increased Positions :
59
 1,008,369
 15.62%
 
Unchanged Positions :
36
 126,206
 1.96%
 
Decreased Positions :
46
-464,936
-7.2%
 
Closed Positions :
21
-1,474,750
-22.85%
 
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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 317 - 2024-03-31 408,227 $17,709,000 19,242
   J P MORGAN CHASE & CO 1934 - 2024-03-31 286,063 $12,409,000 54,494
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 896 - 2024-03-31 187,846 $8,149,000 4,897
   UBS Group AG 1831 - 2024-03-31 170,011 $7,375,000 82,314
   CITADEL ADVISORS LLC 1624 - 2024-03-31 125,625 $5,450,000 74,292
   Abundance Wealth Counselors 18 - 2024-03-31 99,312 $4,308,000 7,384
   Steward Partners Investment Advisory LLC 414 - 2024-03-31 80,327 $3,485,000 15,219
   Atria Wealth Solutions Inc. 503 - 2024-03-31 67,690 $2,936,000 44,218
   Edge Capital Group LLC 111 - 2024-03-31 67,079 $2,910,000 16,649
   Kingsview Wealth Management LLC 285 - 2024-03-31 58,423 $2,534,000 27,257
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1593 - 2024-03-31 53,160 $2,306,000 18,118
   KCM INVESTMENT ADVISORS LLC 148 - 2024-03-31 48,929 $2,123,000 1,475
   JANE STREET GROUP LLC 2353 - 2024-03-31 42,300 $1,835,000 28,093
   D E SHAW & CO INC 1739 - 2024-03-31 38,296 $1,661,000 26,196
   MidWestOne Financial Group Inc. 102 - 2024-03-31 34,509 $1,497,000 4,471
   MULTIFINANCIAL SECURITIES CORP 1202 - 2024-03-31 21,242 $921,000 4,313
   JONES FINANCIAL COMPANIES LLLP 293 - 2024-03-31 17,436 $756,000 9,631
   Rockefeller Capital Management L.P. 1353 - 2024-03-31 16,896 $733,000 945
   THRIVENT FINANCIAL FOR LUTHERANS 2035 - 2024-03-31 15,139 $657,000 728
   STIFEL FINANCIAL CORP 2511 - 2024-03-31 13,368 $580,000 1,330
   Wealth Management Partners LLC 66 - 2024-03-31 12,875 $559,000 80
   TOWER RESEARCH CAPITAL LLC 942 - 2024-03-31 10,018 $435,000 7,375
   SAGE FINANCIAL GROUP INC 76 - 2024-03-31 9,702 $421,000 59
   Snowden Capital Advisors LLC 870 - 2024-03-31 8,542 $371,000 3,088
   Bare Financial Services Inc 25 - 2024-03-31 8,680 $355,000 5,654
   Lakeview Capital Partners LLC 308 - 2024-03-31 7,794 $338,000 1,783
   Qube Research & Technologies Ltd 2399 - 2024-03-31 6,848 $297,000 6,848
   ETFIDEA LLC 99 - 2024-03-31 6,270 $272,000 1,344
   Larson Financial Group LLC 377 - 2024-03-31 5,145 $223,000 334
   One Capital Management LLC 285 - 2024-03-31 5,076 $220,000 135
   Game Plan Financial Advisors LLC 79 - 2024-03-31 4,950 $215,000 950
   Chicago Partners Investment Group LLC 682 - 2024-03-31 5,013 $210,000 36
   Global Retirement Partners LLC 858 - 2024-03-31 3,751 $163,000 2,920
   Financial Freedom LLC 123 - 2024-03-31 2,888 $125,000 20
   CITIGROUP INC 3314 - 2024-03-31 2,836 $123,000 2,638
   BDO Wealth Advisors LLC 328 - 2023-06-30 3,301 $112,000 1,006
   CWM LLC 1820 - 2024-03-31 2,458 $107,000 405
   CARDIFF PARK ADVISORS LLC 288 - 2024-03-31 2,308 $100,000 16
   BENJAMIN F. EDWARDS & COMPANY INC. 1093 - 2024-03-31 2,281 $99,000 2
   AdvisorNet Financial Inc 705 - 2024-03-31 1,675 $73,000 1,175
   PRINCIPAL SECURITIES INC. 1396 - 2024-03-31 1,629 $71,000 48
   Householder Group Estate & Retirement Specialist L 418 - 2024-03-31 1,607 $70,000 12
   Transcendent Capital Group LLC 176 - 2024-03-31 1,331 $58,000 9
   BARRETT & COMPANY INC. 277 - 2024-03-31 1,043 $45,000 7
   FMR LLC 3648 - 2024-03-31 708 $31,000 661
   Founders Financial Alliance LLC 433 - 2024-03-31 519 $23,000 2
   BURKETT FINANCIAL SERVICES LLC 122 - 2024-03-31 339 $15,000 3
   Spire Wealth Management 1814 - 2024-03-31 167 $7,000 2
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1829 - 2024-03-31 53 $2,000 5
  49 Records found
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