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Get Institutions for : 
iShares Dow Jones U.S. Pharmaceuticals Index Fund (IHE)  
$63.10 0.22 (0.35%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    2
Total shares held : 
 2,076,638  
% of shares held : 
 96.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 1,413,362  
% of shares held change : 
   65.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $175.97  
Last Quarter's Ending Price : 
 $185.40  
Last Quarter's Average Price : 
 $176.32  
Change from last quarter's     
avg. price to the last closing  : 
113.22 (64.21%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 32,213
 1.55%
 
Increased Positions :
47
 1,464,913
 70.54%
 
Unchanged Positions :
42
 49,416
 2.38%
 
Decreased Positions :
24
-43,722
-2.11%
 
Closed Positions :
14
-40,042
-1.93%
 
Guru Positions :
1
3,535,859
 170.27%
 
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
   Accurate Wealth Management LLC 5 *New 2024-03-31 116,854 $7,364,000 116,854
   SOUTHERN CAPITAL ADVISORS LLC 19 *New 2024-03-31 38,884 $2,640,000 38,884
   Kraft Davis & Associates LLC 34 *New 2023-12-31 11,206 $2,144,000 11,206
   CAPTRUST FINANCIAL ADVISORS 1980 *New 2023-12-31 1,940 $360,000 1,940
   Wealthcare Advisory Partners LLC 700 *New 2024-03-31 3,902 $265,000 3,902
   AXXCESS WEALTH MANAGEMENT LLC 771 *New 2023-12-31 1,116 $207,000 1,116
   Capital Analysts Inc. 425 *New 2023-12-31 1,069 $198,000 1,069
   BAYSTATE WEALTH MANAGEMENT LLC 675 *New 2023-12-31 67 $12,000 67
   JONES FINANCIAL COMPANIES LLLP 688 *New 2023-12-31 50 $9,000 50
   Farther Finance Advisors LLC 1723 *New 2023-12-31 42 $8,000 42
   Addison Advisors LLC 581 *New 2024-03-31 63 $4,000 63
   Running Point Capital Advisors LLC 145 *New 2023-12-31 15 $3,000 15
   YHB INVESTMENT ADVISORS, INC. 872 *New 2024-03-31 9 $1,000 9
  13 Records found
  1    
  Page 1 of 1
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