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Get Institutions for : 
iShares Dow Jones US Medical Devices (IHI)  
$55.02 0.01 (0.02%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 531    20
Total shares held : 
 39,363,276  
% of shares held : 
 29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -108  
Amount of shares held : 
 -1,543,362  
% of shares held change : 
   -1.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.27  
Last Quarter's Ending Price : 
 $53.97  
Last Quarter's Average Price : 
 $48.85  
Change from last quarter's     
avg. price to the last closing  : 
6.17 (12.63%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,379,508
 3.5%
 
Increased Positions :
148
 2,814,204
 7.15%
 
Unchanged Positions :
111
 1,980,668
 5.03%
 
Decreased Positions :
236
-4,040,844
-10.27%
 
Closed Positions :
56
-1,696,230
-4.31%
 
Guru Positions :
2
2,103,245
 5.34%
 
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 829 - 2023-12-31 3,299,667 $178,083,000 -45,915
   MEITAV DASH INVESTMENTS LTD 11 - 2023-12-31 3,068,436 $165,507,000 436,752
   BANK OF AMERICA CORP /DE/ 739 - 2023-12-31 2,347,120 $126,674,000 -514,453
   LPL FINANCIAL CORP 231 - 2023-12-31 2,297,409 $123,991,000 -492,153
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 161 - 2023-12-31 2,075,745 $112,028,000 -110,248
   WELLS FARGO & CO/MN 551 - 2023-12-31 1,328,701 $71,710,000 70,238
   UBS Group AG 534 - 2023-12-31 1,324,308 $71,473,000 80,033
   ENVESTNET ASSET MANAGEMENT INC 525 - 2023-12-31 1,170,966 $63,197,000 -7,251
   ROYAL BANK OF CANADA 651 - 2023-12-31 1,068,999 $57,695,000 259,155
   Harel Insurance Investments & Financial Services L 39 - 2023-12-31 723,996 $39,074,000 -26,450
   J P MORGAN CHASE & CO 1345 - 2023-12-31 553,752 $29,886,000 175,143
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 552,661 $29,802,000 0
   J Arnold Wealth Management Co 4 - 2023-12-31 544,644 $29,395,000 34,560
   AMERIPRISE FINANCIAL INC 1066 - 2023-12-31 527,979 $28,489,000 -74,496
   GOLDMAN SACHS GROUP INC/ 1358 - 2023-12-31 493,031 $26,609,000 -11,733
   Advisor Group Holdings Inc. 432 - 2023-12-31 429,277 $23,175,000 -292,551
   RAYMOND JAMES & ASSOCIATES 735 - 2024-03-31 373,951 $21,910,000 -8,254
   Mivtachim The Workers Social Insurance Fund Ltd. ( *New 2023-12-31 385,600 $20,811,000 385,600
   COMMONWEALTH EQUITY SERVICES LLC. 453 - 2023-12-31 379,679 $20,491,000 -95,963
   Flaharty Asset Management LLC 14 - 2023-12-31 378,432 $20,424,000 1,935
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 501 - 2024-03-31 345,215 $20,226,000 -22,597
   Migdal Insurance & Financial Holdings Ltd. 57 - 2023-12-31 356,326 $19,231,000 350,000
   MARSHALL WACE LLP 420 - 2023-12-31 328,634 $17,736,000 328,634
   Nan Shan Life Insurance Co. Ltd. 69 - 2023-12-31 280,711 $15,150,000 0
   BANK HAPOALIM BM - 2023-12-31 272,492 $14,709,000 -5,748
   MACKENZIE FINANCIAL CORP 384 - 2023-12-31 269,360 $14,537,000 -655
   Gerber Kawasaki Wealth & Investment Management 33 - 2023-12-31 242,802 $13,104,000 -66,744
   RIVERFRONT INVESTMENT GROUP, LLC 47 - 2023-12-31 242,241 $13,073,000 11,763
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 402 - 2024-03-31 222,625 $13,044,000 1,103
   AE Wealth Management LLC 333 - 2023-12-31 236,109 $13,014,000 -13,146
   Baltimore-Washington Financial Advisors Inc. 42 - 2023-12-31 233,413 $12,597,000 -163,530
   WHARTON BUSINESS GROUP, LLC 34 - 2023-12-31 233,385 $12,596,000 -26,131
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 375 - 2024-03-31 209,673 $12,285,000 -8,462
   ALLIANCEBERNSTEIN L.P. 1086 - 2023-12-31 210,401 $11,355,000 64,340
   Northeast Financial Consultants Inc 27 - 2023-12-31 208,726 $11,265,000 -21,450
   Financial Partners Group Inc 18 - 2023-12-31 206,832 $11,163,000 13,431
   MML INVESTORS SERVICES LLC 352 - 2023-12-31 202,398 $10,923,000 -149,944
   MERCER GLOBAL ADVISORS INC /ADV 294 - 2023-12-31 202,055 $10,905,000 6,187
   Equitable Holdings Inc. 132 - 2023-12-31 197,140 $10,640,000 27,864
   ARKANSAS FINANCIAL GROUP INC. 12 - 2024-03-31 179,247 $10,502,000 3,573
   MEANS INVESTMENT CO. INC. 16 - 2024-03-31 177,544 $10,402,000 -22,313
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 192,789 $10,396,000 0
   FINANCIAL NETWORK 341 - 2023-12-31 189,115 $10,207,000 -22,875
   FWL INVESTMENT MANAGEMENT LLC 3 *New 2023-12-31 178,205 $9,618,000 178,205
   EP WEALTH ADVISORS, INC. 116 - 2023-12-31 162,223 $8,755,000 -2,985
   JANE STREET GROUP LLC 1034 - 2023-12-31 158,981 $8,580,000 129,031
   Hamilton Wealth LLC 12 - 2023-12-31 158,378 $8,548,000 -23,424
   BB&T CORP 673 - 2023-12-31 156,010 $8,420,000 1,582
   BAKER AVENUE ASSET MANAGEMENT, LP 63 - 2023-12-31 150,287 $8,111,000 8,130
   Oakmont Partners LLC 111 - 2024-03-31 131,218 $7,688,000 31,139
   Certified Advisory Corp 21 - 2023-12-31 137,302 $7,410,000 -716
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 868 - 2023-12-31 134,394 $7,253,000 116,728
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 426 - 2023-09-30 149,476 $7,250,000 -13,452
   NATIONAL ASSET MANAGEMENT, INC. 122 - 2023-12-31 127,745 $6,894,000 13,602
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 471 - 2023-12-31 126,469 $6,826,000 2,472
   Goss Wealth Management LLC 282 - 2023-12-31 120,972 $6,644,000 -31,586
   Fifth Third Securities Inc. 41 - 2024-03-31 113,286 $6,637,000 18,767
   JANNEY MONTGOMERY SCOTT LLC 648 - 2023-12-31 117,671 $6,351,000 -53,396
   Lehman & Derafelo Financial Resources LLC 11 - 2022-12-31 119,317 $6,272,000 -2,067
   CUMBERLAND ADVISORS INC 11 - 2024-03-31 106,770 $6,256,000 106,770
   Yarbrough Capital LLC 40 - 2024-03-31 104,660 $6,132,000 0
   SEGMENT WEALTH MANAGEMENT, LLC 64 - 2024-03-31 104,518 $6,124,000 1,417
   PEAPACK GLADSTONE FINANCIAL CORP 186 - 2023-12-31 112,165 $6,054,000 -1,478
   Capital Analysts Inc. 76 - 2023-12-31 111,965 $6,043,000 -1,617
   Eagle Strategies LLC 15 *New 2024-03-31 100,890 $5,911,000 100,890
   Baird Financial Group Inc. 623 - 2023-12-31 106,733 $5,760,000 -1,031
   FinDec Wealth Services Inc. 12 - 2023-12-31 105,791 $5,710,000 -23,323
   Safeguard Investment Advisory Group LLC - 2023-12-31 104,851 $5,659,000 3,483
   Ahrens Investment Partners LLC 6 - 2023-03-31 104,322 $5,631,000 -24,054
   CENTAURUS FINANCIAL INC. 54 - 2023-12-31 103,092 $5,564,000 27,958
   MANCHESTER FINANCIAL INC 12 - 2024-03-31 93,759 $5,493,000 444
   BLAIR WILLIAM & CO/IL 441 - 2023-12-31 101,043 $5,453,000 7,206
   MARINER WEALTH ADVISORS, LLC 658 - 2023-12-31 100,473 $5,423,000 -15,621
   Hall Private Wealth Advisors 11 - 2023-09-30 111,453 $5,405,000 -80,943
   Moors & Cabot Inc. 66 - 2023-12-31 100,080 $5,401,000 324
   STIFEL FINANCIAL CORP 1065 - 2023-12-31 99,483 $5,369,000 -4,348
   CMH Wealth Management LLC 36 - 2024-03-31 90,414 $5,297,000 -9,622
   Dynamic Advisors Solutions LLC 160 - 2024-03-31 87,471 $5,125,000 -8,711
   Atria Wealth Solutions Inc. 309 - 2023-12-31 92,340 $4,984,000 969
   LM Advisors LLC 18 - 2023-12-31 90,673 $4,894,000 0
   HRT FINANCIAL LLC 296 - 2023-12-31 89,172 $4,812,000 89,172
   H D Vest Advisory Services 290 - 2023-12-31 88,559 $4,780,000 -23,896
   ALTFEST L J & CO INC 32 - 2024-03-31 78,763 $4,615,000 1,383
   Charter Oak Capital Management LLC 23 - 2024-03-31 77,220 $4,524,000 -1,312
   PRINCIPAL SECURITIES INC. 122 - 2023-12-31 82,693 $4,463,000 0
   Money Design Co.Ltd. 54 - 2024-03-31 74,708 $4,377,000 -14,706
   COLONY GROUP, LLC 248 *New 2023-12-31 80,153 $4,326,000 80,153
   Kestra Advisory Services LLC 508 - 2023-12-31 79,359 $4,283,000 -1,265
   Mason & Associates Inc 20 - 2024-03-31 72,538 $4,250,000 4,933
   HIGHTOWER ADVISORS, LLC 1036 - 2023-12-31 78,635 $4,244,000 -5,937
   PNC FINANCIAL SERVICES GROUP INC 683 - 2023-12-31 78,601 $4,242,000 -2,994
   JMAC ENTERPRISES LLC - 2023-12-31 76,850 $4,148,000 9,089
   Private Advisor Group LLC 499 - 2023-12-31 76,659 $4,138,000 4,114
   Capital Asset Advisory Services LLC 52 - 2024-03-31 72,038 $4,128,000 2,506
   AXXCESS WEALTH MANAGEMENT LLC 146 - 2023-12-31 74,117 $4,000,000 7,808
   WAGONHOUND INVESTMENTS LP 71 *New 2023-12-31 74,009 $3,994,000 74,009
   NORTHSTAR ASSET MANAGEMENT LLC 26 - 2024-03-31 68,000 $3,984,000 -2,002
   Apollon Financial LLC 20 - 2023-12-31 73,616 $3,973,000 0
   Snider Financial Group - 2023-12-31 71,276 $3,847,000 4,155
   Adviser Investments LLC 158 *New 2023-12-31 66,978 $3,615,000 66,978
  100 Records found
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