Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
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


Download
     
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
   WHARTON BUSINESS GROUP, LLC 28 - 2023-12-31 67,110 $17,620,000 0
   BANK HAPOALIM BM - 2023-12-31 20,261 $5,320,000 0
   BerganKDV Wealth Management LLC 126 - 2023-06-30 4,361 $1,116,000 0
   SCOTIA CAPITAL INC. 472 - 2023-12-31 3,351 $880,000 0
   Bensler LLC - 2023-12-31 1,612 $423,000 0
   HAVERFORD TRUST CO 302 - 2023-12-31 1,473 $387,000 0
   Clal Insurance Enterprises Holdings Ltd 106 - 2023-12-31 1,127 $296,000 0
   Crescent Grove Advisors LLC 232 - 2023-12-31 1,106 $290,000 0
   PRIMORIS WEALTH ADVISORS LLC 74 - 2023-12-31 1,100 $289,000 0
   COMMERCE BANK N A/MO 1024 - 2023-12-31 1,090 $286,000 0
   Cresset Asset Management LLC 1534 - 2023-12-31 995 $261,000 0
   PNC FINANCIAL SERVICES GROUP INC 1972 - 2023-12-31 988 $259,000 0
   STEPHENS INC /AR/ 999 - 2023-12-31 955 $251,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 274 - 2023-12-31 800 $210,000 0
   Lion Street Advisors LLC 243 - 2024-03-31 772 $202,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 126 - 2023-12-31 695 $182,000 0
   BARCLAYS PLC 3541 - 2023-12-31 445 $117,000 0
   COMERICA BANK 2455 - 2023-12-31 430 $113,000 0
   Balentine LLC 511 - 2023-12-31 360 $95,000 0
   Y.D. More Investments Ltd 218 - 2023-12-31 298 $78,000 0
   BDO Wealth Advisors LLC 374 - 2023-06-30 290 $74,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 280 $74,000 0
   Founders Financial Alliance LLC 328 - 2023-12-31 223 $58,000 0
   DEUTSCHE BANK AG 3313 - 2023-12-31 205 $54,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 224 - 2023-12-31 180 $47,000 0
   Nalls Sherbakoff Group LLC 172 - 2023-12-31 173 $46,000 0
   IFP Advisors Inc 1565 - 2023-12-31 163 $43,000 0
   BLAIR WILLIAM & CO/IL 1592 - 2023-12-31 158 $41,000 0
   Cape Investment Advisory Inc. 400 - 2023-12-31 143 $38,000 0
   CNB Bank 284 - 2023-12-31 122 $32,000 0
   SRS Capital Advisors Inc. 560 - 2023-12-31 120 $32,000 0
   Cypress Capital Management LLC (WY) 92 - 2023-12-31 110 $29,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 875 - 2023-12-31 80 $21,000 0
   CHILTON CAPITAL MANAGEMENT LLC 431 - 2023-12-31 72 $19,000 0
   FinTrust Capital Advisors LLC 695 - 2023-12-31 64 $17,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1632 - 2023-12-31 50 $13,000 0
   Geneos Wealth Management Inc. - 2023-12-31 37 $10,000 0
   Truvestments Capital LLC 543 - 2023-12-31 25 $7,000 0
   HOLLENCREST SECURITIES LLC 763 - 2023-12-31 27 $7,000 0
   Lumature Wealth Partners LLC 332 - 2023-06-30 27 $7,000 0
   Aspire Wealth Management Corp - 2023-12-31 22 $6,000 0
   Salomon & Ludwin LLC 604 - 2023-12-31 16 $4,000 0
   Covestor Ltd 1882 - 2023-12-31 8 $2,000 0
   Retirement Group LLC 745 - 2023-12-31 5 $1,000 0
   FIRST MANHATTAN CO 1400 *Closed 2023-12-31 0 $0 0
   Ten Capital Wealth Advisors LLC 354 *Closed 2023-06-30 0 $0 0
   CFG ASSET MANAGEMENT LLC 588 *Closed 2023-12-31 0 $0 0

  47 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results