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Get Institutions for : 
iShares Dow Jones U.S. Health Care Providers Index Fund (IHF)  
$51.48 0.00 (0.00%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 207    4
Total shares held : 
 1,657,160  
% of shares held : 
 34.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -302,164  
% of shares held change : 
   -6.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $247.59  
Last Quarter's Ending Price : 
 $262.55  
Last Quarter's Average Price : 
 $253.41  
Change from last quarter's     
avg. price to the last closing  : 
201.93 (79.69%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 26,414
 1.59%
 
Increased Positions :
48
 250,174
 15.1%
 
Unchanged Positions :
71
 136,208
 8.22%
 
Decreased Positions :
68
-150,701
-9.09%
 
Closed Positions :
16
-428,051
-25.83%
 
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 1853 - 2023-12-31 167,459 $43,967,000 -13,450
   MERCER GLOBAL ADVISORS INC /ADV 118 - 2023-12-31 155,320 $40,779,000 113,889
   LPL FINANCIAL CORP 629 - 2023-12-31 132,199 $34,709,000 58,149
   GOLDMAN SACHS GROUP INC/ 1237 - 2023-12-31 121,616 $31,930,000 -5,529
   BANK OF AMERICA CORP /DE/ 1487 - 2023-12-31 115,453 $30,312,000 23,713
   WHARTON BUSINESS GROUP, LLC 28 - 2023-12-31 67,110 $17,620,000 0
   UBS Group AG 1188 - 2023-12-31 63,022 $16,546,000 -14,196
   WELLS FARGO & CO/MN 1194 - 2023-12-31 62,032 $16,287,000 -15,877
   ENVESTNET ASSET MANAGEMENT INC 1215 - 2023-12-31 55,263 $14,509,000 -1,147
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 629 - 2023-12-31 42,631 $11,193,000 36,335
   ROYAL BANK OF CANADA 1479 - 2023-12-31 36,089 $9,475,000 -531
   Prostatis Group LLC 8 *New 2023-03-31 34,177 $8,626,000 34,177
   AMERIPRISE FINANCIAL INC 1868 - 2023-12-31 32,401 $8,503,000 -6,475
   Advisor Group Holdings Inc. 906 - 2023-12-31 30,949 $8,126,000 -11,506
   NEW YORK STATE COMMON RETIREMENT FUND 1058 - 2023-12-31 20,884 $5,483,000 -1,818
   WELLINGTON MANAGEMENT CO LLP 1234 - 2023-12-31 20,884 $5,483,000 -1,818
   BANK HAPOALIM BM - 2023-12-31 20,261 $5,320,000 0
   MARTIN & CO INC /TN/ 26 - 2023-12-31 18,018 $4,731,000 -767
   MEITAV DASH INVESTMENTS LTD 116 - 2023-12-31 17,775 $4,667,000 5
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 563 - 2023-12-31 16,939 $4,448,000 -1,780
   COMMONWEALTH EQUITY SERVICES LLC. 1165 - 2023-12-31 16,635 $4,368,000 606
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1143 - 2023-12-31 16,627 $4,365,000 -117
   HIGHTOWER ADVISORS, LLC 1046 - 2023-12-31 15,896 $4,176,000 579
   MULTIFINANCIAL SECURITIES CORP 327 - 2023-12-31 15,520 $4,075,000 -42
   Mason & Associates Inc 13 - 2023-12-31 14,319 $3,759,000 96
   PEAPACK GLADSTONE FINANCIAL CORP 240 - 2023-12-31 14,201 $3,728,000 -370
   J P MORGAN CHASE & CO 2627 - 2023-12-31 13,872 $3,642,000 -374
   Phoenix Holdings Ltd. 144 - 2023-12-31 13,657 $3,586,000 -5,313
   H D Vest Advisory Services 348 - 2023-12-31 13,421 $3,524,000 -3,492
   MARINER WEALTH ADVISORS, LLC 909 - 2023-12-31 10,761 $2,825,000 1,761
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 105 - 2023-12-31 10,699 $2,809,000 923
   CONDOR CAPITAL MANAGEMENT 88 - 2023-12-31 9,445 $2,480,000 102
   AE Wealth Management LLC 859 - 2023-12-31 8,698 $2,237,000 114
   BB&T CORP 1230 - 2023-12-31 7,749 $2,034,000 134
   HILLSTRUST 79 - 2023-12-31 7,588 $1,992,000 -73
   COLONY GROUP, LLC 369 - 2023-12-31 6,766 $1,776,000 -32,824
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 783 - 2023-09-30 7,173 $1,765,000 -177
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1283 - 2023-12-31 6,576 $1,727,000 -6
   Thrive Capital Management LLC 40 - 2023-12-31 6,192 $1,626,000 -350
   WEDBUSH MORGAN SECURITIES INC 206 - 2023-12-31 6,181 $1,623,000 -328
   Koshinski Asset Management Inc. 115 - 2023-12-31 5,922 $1,555,000 2,267
   CREATIVE PLANNING 1026 - 2023-12-31 5,839 $1,533,000 24
   CITADEL ADVISORS LLC 2597 - 2023-12-31 5,507 $1,446,000 -4,714
   Cetera Investment Advisers 937 - 2023-12-31 5,301 $1,392,000 -355
   FIRST NATIONAL CORP /MA/ /ADV 65 - 2024-03-31 5,215 $1,369,000 -12
   Beacon Pointe Advisors LLC 573 - 2023-12-31 5,158 $1,354,000 -172
   Terra Nova Asset Management LLC 40 - 2023-12-31 5,084 $1,335,000 25
   TRUST CO OF TOLEDO NA /OH/ 108 - 2024-03-31 24,365 $1,329,000 19,674
   JANNEY MONTGOMERY SCOTT LLC 1324 - 2023-12-31 4,706 $1,236,000 14
   CAPROCK Group Inc. 216 - 2023-12-31 4,460 $1,171,000 -199
   MML INVESTORS SERVICES LLC 1259 - 2023-12-31 4,432 $1,164,000 449
   BerganKDV Wealth Management LLC 126 - 2023-06-30 4,361 $1,116,000 0
   Kingsview Wealth Management LLC 442 - 2023-12-31 4,237 $1,112,000 1,218
   FIRST HEARTLAND CONSULTANTS INC 137 - 2023-12-31 4,017 $1,055,000 18
   TWO SIGMA INVESTMENTS LLC 1960 - 2023-12-31 3,755 $986,000 -2,645
   MCCORMACK ADVISORS INTERNATIONAL 426 *New 2023-12-31 3,726 $978,000 3,726
   Financial Freedom LLC - 2023-12-31 3,711 $974,000 9
   FINANCIAL NETWORK 1398 - 2023-12-31 3,662 $961,000 127
   Certified Advisory Corp 133 - 2023-12-31 3,464 $909,000 -673
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 95 - 2024-03-31 16,401 $895,000 13,075
   SCOTIA CAPITAL INC. 472 - 2023-12-31 3,351 $880,000 0
   RAYMOND JAMES & ASSOCIATES 2574 - 2023-12-31 3,313 $870,000 -179
   Goss Wealth Management LLC 1009 - 2023-12-31 3,219 $845,000 -1,395
   Carl P. Sherr & Co. LLC 49 - 2023-12-31 3,191 $838,000 -190
   EQIS CAPITAL MANAGEMENT, INC. 334 - 2023-12-31 2,883 $757,000 -146
   Kestra Advisory Services LLC 1267 - 2023-12-31 2,838 $745,000 -271
   MILLENNIUM MANAGEMENT LLC 2900 - 2023-12-31 2,735 $718,000 2,735
   Evanson Asset Management LLC 148 - 2024-03-31 12,125 $661,000 9,703
   Merit Financial Group LLC 424 - 2023-12-31 2,485 $652,000 -6,185
   Equitable Holdings Inc. 695 - 2023-12-31 2,427 $637,000 -1,004
   Steward Partners Investment Advisory LLC 890 - 2023-12-31 2,417 $635,000 -121
   BANK OF MONTREAL /CAN/ 1884 - 2023-12-31 2,391 $630,000 10
   TRITONPOINT WEALTH LLC - 2023-12-31 2,347 $616,000 0
   GARRISON POINT ADVISORS LLC 74 - 2023-12-31 2,342 $615,000 -65
   FMR LLC 2468 - 2023-12-31 2,327 $611,000 -24
   HBK SORCE ADVISORY LLC - 2023-12-31 2,325 $610,000 -144
   STIFEL FINANCIAL CORP 2464 - 2023-12-31 2,265 $595,000 -3
   DRIVE WEALTH MANAGEMENT LLC - 2023-12-31 2,205 $579,000 0
   TOWER RESEARCH CAPITAL LLC 1259 - 2023-12-31 2,176 $571,000 -5,604
   IEQ CAPITAL LLC 553 - 2023-12-31 2,109 $554,000 -201
   Private Advisor Group LLC 1430 - 2023-12-31 2,022 $531,000 937
   THRIVENT FINANCIAL FOR LUTHERANS 2121 - 2023-12-31 2,014 $529,000 -12
   IOWA STATE BANK - 2023-12-31 2,000 $525,000 0
   U.S. Capital Wealth Advisors LLC 453 - 2023-12-31 1,930 $507,000 -51
   ADVISORY SERVICES NETWORK, LLC 895 - 2023-12-31 1,912 $502,000 -4
   CREDIT SUISSE/ 2632 *New 2023-12-31 1,900 $499,000 1,900
   FTB Advisors Inc. 332 - 2023-12-31 1,818 $477,000 0
   PATHSTONE FAMILY OFFICE, LLC 1067 *New 2023-09-30 1,900 $468,000 1,900
   PRINCIPAL SECURITIES INC. 630 - 2023-12-31 1,704 $447,000 0
   Bensler LLC - 2023-12-31 1,612 $423,000 0
   Baird Financial Group Inc. 1410 - 2023-12-31 1,608 $422,000 379
   Perigon Wealth Management LLC 555 - 2023-12-31 1,577 $414,000 206
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 245 - 2023-12-31 1,570 $412,000 -56
   Kraft Davis & Associates LLC 81 - 2023-12-31 1,579 $406,000 375
   KWB Wealth 95 *New 2024-03-31 7,170 $391,000 7,170
   KCM INVESTMENT ADVISORS LLC 278 - 2023-12-31 1,485 $390,000 7
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 453 - 2023-12-31 1,482 $389,000 -56
   Integrated Wealth Concepts LLC 1100 - 2023-12-31 1,478 $388,000 503
   Sunbelt Securities Inc. 371 - 2024-03-31 7,113 $388,000 5,691
   HAVERFORD TRUST CO 302 - 2023-12-31 1,473 $387,000 0
  100 Records found
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