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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
   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
   BANK OF AMERICA CORP /DE/ 1487 - 2023-12-31 115,453 $30,312,000 23,713
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 629 - 2023-12-31 42,631 $11,193,000 36,335
   MEITAV DASH INVESTMENTS LTD 116 - 2023-12-31 17,775 $4,667,000 5
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1185 - 2024-03-31 82,591 $4,505,000 65,964
   COMMONWEALTH EQUITY SERVICES LLC. 1165 - 2023-12-31 16,635 $4,368,000 606
   HIGHTOWER ADVISORS, LLC 1046 - 2023-12-31 15,896 $4,176,000 579
   Mason & Associates Inc 21 - 2024-03-31 76,227 $4,157,000 61,908
   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
   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
   Terra Nova Asset Management LLC 38 - 2024-03-31 25,925 $1,414,000 20,841
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1518 - 2024-03-31 24,694 $1,347,000 18,118
   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
   MML INVESTORS SERVICES LLC 1259 - 2023-12-31 4,432 $1,164,000 449
   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
   FINANCIAL NETWORK 1398 - 2023-12-31 3,662 $961,000 127
   RAYMOND JAMES & ASSOCIATES 2613 - 2024-03-31 17,225 $939,000 13,912
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 95 - 2024-03-31 16,401 $895,000 13,075
   Financial Freedom LLC 39 - 2024-03-31 16,109 $879,000 12,398
   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
   BANK OF MONTREAL /CAN/ 1884 - 2023-12-31 2,391 $630,000 10
   DRIVE WEALTH MANAGEMENT LLC 108 - 2024-03-31 11,026 $601,000 8,821
   TRITONPOINT WEALTH LLC 192 - 2024-03-31 8,050 $551,000 5,703
   IOWA STATE BANK 92 - 2024-03-31 10,000 $545,000 8,000
   Private Advisor Group LLC 1430 - 2023-12-31 2,022 $531,000 937
   FTB Advisors Inc. 330 - 2024-03-31 9,146 $499,000 7,328
   PFG Investments LLC 569 - 2024-03-31 8,314 $453,000 7,087
   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
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 467 - 2024-03-31 7,537 $411,000 6,055
   Kraft Davis & Associates LLC 81 - 2023-12-31 1,579 $406,000 375
   KCM INVESTMENT ADVISORS LLC 278 - 2023-12-31 1,485 $390,000 7
   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
   Sebold Capital Management Inc. 49 - 2024-03-31 7,030 $383,000 5,624
   CAPTRUST FINANCIAL ADVISORS 1946 - 2023-12-31 1,435 $377,000 193
   NBC SECURITIES INC. 540 - 2024-03-31 6,603 $361,000 5,265
   BANK OF NEW YORK MELLON CORP 3626 - 2024-03-31 6,241 $340,000 5,150
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1814 - 2024-03-31 6,235 $340,000 4,756
   Valeo Financial Advisors LLC 461 - 2024-03-31 6,490 $339,000 5,192
   Qube Research & Technologies Ltd 2173 - 2023-12-31 1,285 $337,000 101
   MARSHALL WACE LLP 1548 - 2023-12-31 1,192 $313,000 168
   BFT FINANCIAL GROUP LLC 239 - 2023-06-30 1,101 $282,000 91
   Coastal Investment Advisors Inc. 330 - 2024-03-31 5,075 $277,000 4,056
   Krasney Financial LLC 244 - 2024-03-31 4,920 $268,000 3,902
   CWM LLC 1372 - 2024-03-31 4,877 $266,000 3,902
   Future Financial Wealth Managment LLC 95 - 2024-03-31 4,500 $245,000 3,600
   Bouchey Financial Group Ltd 120 - 2024-03-31 4,500 $245,000 3,600
   AVIANCE CAPITAL PARTNERS, LLC 287 - 2024-03-31 4,250 $232,000 3,400
   Bristlecone Advisors LLC 264 - 2024-03-31 4,140 $226,000 3,312
   WESPAC ADVISORS, LLC 152 - 2024-03-31 4,080 $223,000 3,264
   Global Retirement Partners LLC 924 - 2024-03-31 2,589 $141,000 2,052
   TOTH FINANCIAL ADVISORY CORP 219 - 2024-03-31 2,350 $128,000 1,880
   HARBOR INVESTMENT ADVISORY LLC 409 - 2024-03-31 2,200 $120,000 1,760
   TSFG LLC 188 - 2024-03-31 2,053 $112,000 411
   Powell Investment Advisors LLC 130 - 2024-03-31 1,745 $95,000 1,396
   SALEM INVESTMENT COUNSELORS INC 453 - 2024-03-31 1,750 $95,000 1,450
   HARBOUR INVESTMENTS INC. 1171 - 2023-12-31 345 $90,000 46
   Spire Wealth Management 1058 - 2024-03-31 1,471 $80,000 1,177
   NATIONAL BANK OF CANADA /FI/ 1514 - 2023-12-31 244 $65,000 100
   PRIVATE TRUST CO NA 1027 - 2024-03-31 1,140 $62,000 1,037
   HighMark Wealth Management LLC - 2023-12-31 199 $52,000 10
   FIFTH THIRD BANCORP 1419 - 2024-03-31 750 $41,000 600
   IAG Wealth Partners LLC 191 - 2024-03-31 640 $35,000 512
   SOA Wealth Advisors LLC. 394 - 2024-03-31 500 $27,000 400
   JFS WEALTH ADVISORS, LLC 531 - 2023-12-31 99 $26,000 2
   Register Financial Advisors LLC 425 - 2024-03-31 455 $25,000 364
   City State Bank 399 - 2024-03-31 425 $23,000 340
   Piscataqua Savings Bank 226 - 2024-03-31 400 $22,000 320
   HANSON MCCLAIN, INC. 2175 - 2024-03-31 145 $8,000 116
   M&R CAPITAL MANAGEMENT INC 510 - 2024-03-31 25 $1,000 20
   Newbridge Financial Services Group Inc. 1170 - 2024-03-31 5 $0 4
  81 Records found
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