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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Prostatis Group LLC 8 *New 2023-03-31 34,177 $8,626,000 34,177
   MCCORMACK ADVISORS INTERNATIONAL 426 *New 2023-12-31 3,726 $978,000 3,726
   Eagle Strategies LLC 135 *New 2024-03-31 13,233 $722,000 13,233
   CREDIT SUISSE/ 2632 *New 2023-12-31 1,900 $499,000 1,900
   PATHSTONE FAMILY OFFICE, LLC 1067 *New 2023-09-30 1,900 $468,000 1,900
   KWB Wealth 95 *New 2024-03-31 7,170 $391,000 7,170
   GTS SECURITIES LLC 1013 *New 2023-12-31 1,438 $378,000 1,438
   IFG Advisory LLC 423 *New 2023-12-31 1,423 $374,000 1,423
   JONES FINANCIAL COMPANIES LLLP 271 *New 2023-12-31 1,239 $325,000 1,239
   Cooper Financial Group 277 *New 2024-03-31 5,837 $318,000 5,837
   Oakmont Partners LLC 578 *New 2024-03-31 5,625 $307,000 5,625
   NEUBERGER BERMAN GROUP LLC 1709 *New 2023-12-31 852 $224,000 852
   BAKER AVENUE ASSET MANAGEMENT, LP 332 *New 2023-12-31 853 $224,000 853
   BP WEALTH MANAGEMENT LLC 748 *New 2023-12-31 808 $212,000 808
   TLWM 71 *New 2024-03-31 3,780 $206,000 3,780
   Capital Analysts Inc. 503 *New 2023-12-31 458 $120,000 458
   Aptus Capital Advisors LLC 742 *New 2023-12-31 73 $19,000 73
   FRANKLIN RESOURCES INC 2531 *New 2023-12-31 33 $9,000 33
   Coppell Advisory Solutions LLC 1042 *New 2023-12-31 28 $7,000 28
   HANSON INVESTMENT MANAGEMENT 443 *New 2024-03-31 65 $4,000 65
   ICA Group Wealth Management LLC 1258 *New 2023-12-31 4 $1,000 4
   WFA of San Diego LLC 375 *New 2023-09-30 5 $1,000 5
   Tyler-Stone Wealth Management 825 *New 2023-12-31 4 $1,000 4
  23 Records found
  1    
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