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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
   MEITAV DASH INVESTMENTS LTD 11 - 2023-12-31 3,068,436 $165,507,000 436,752
   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
   ROYAL BANK OF CANADA 651 - 2023-12-31 1,068,999 $57,695,000 259,155
   J P MORGAN CHASE & CO 1345 - 2023-12-31 553,752 $29,886,000 175,143
   J Arnold Wealth Management Co 4 - 2023-12-31 544,644 $29,395,000 34,560
   Flaharty Asset Management LLC 14 - 2023-12-31 378,432 $20,424,000 1,935
   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
   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
   ALLIANCEBERNSTEIN L.P. 1086 - 2023-12-31 210,401 $11,355,000 64,340
   Financial Partners Group Inc 18 - 2023-12-31 206,832 $11,163,000 13,431
   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
   JANE STREET GROUP LLC 1034 - 2023-12-31 158,981 $8,580,000 129,031
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 868 - 2023-12-31 134,394 $7,253,000 116,728
   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
   Fifth Third Securities Inc. 41 - 2024-03-31 113,286 $6,637,000 18,767
   CUMBERLAND ADVISORS INC 11 - 2024-03-31 106,770 $6,256,000 106,770
   SEGMENT WEALTH MANAGEMENT, LLC 64 - 2024-03-31 104,518 $6,124,000 1,417
   Safeguard Investment Advisory Group LLC - 2023-12-31 104,851 $5,659,000 3,483
   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
   Moors & Cabot Inc. 66 - 2023-12-31 100,080 $5,401,000 324
   Atria Wealth Solutions Inc. 309 - 2023-12-31 92,340 $4,984,000 969
   HRT FINANCIAL LLC 296 - 2023-12-31 89,172 $4,812,000 89,172
   ALTFEST L J & CO INC 32 - 2024-03-31 78,763 $4,615,000 1,383
   Mason & Associates Inc 20 - 2024-03-31 72,538 $4,250,000 4,933
   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
   Snider Financial Group - 2023-12-31 71,276 $3,847,000 4,155
   Mutual Advisors LLC 166 - 2023-12-31 66,095 $3,567,000 36,544
   TOWER RESEARCH CAPITAL LLC 341 - 2023-12-31 65,809 $3,552,000 53,242
   TRANSCEND WEALTH COLLECTIVE LLC 80 - 2023-12-31 62,467 $3,371,000 14,522
   CREATIVE FINANCIAL DESIGNS INC /ADV 65 - 2023-12-31 60,232 $3,251,000 7,733
   Penserra Capital Management LLC 208 - 2023-12-31 58,140 $3,137,000 49,980
   HALLMARK CAPITAL MANAGEMENT INC 99 - 2023-12-31 57,605 $3,109,000 21,956
   Prestige Wealth Management Group LLC 32 - 2024-03-31 52,585 $3,081,000 577
   Geneos Wealth Management Inc. - 2023-12-31 55,560 $2,999,000 9,090
   KESTRA PRIVATE WEALTH SERVICES LLC 282 - 2023-12-31 52,094 $2,812,000 214
   HPM Partners LLC - 2023-12-31 50,284 $2,714,000 5,559
   ORLEANS CAPITAL MANAGEMENT CORP/LA 21 - 2023-12-31 47,660 $2,572,000 140
   Global Assets Advisory LLC 138 - 2024-03-31 145,160 $2,509,000 133,533
   Stratos Wealth Partners LTD. 386 - 2024-03-31 41,941 $2,457,000 8,467
   SCOTIA CAPITAL INC. 328 - 2023-12-31 45,029 $2,430,000 1,119
   VIRTU FINANCIAL LLC 75 - 2023-12-31 44,662 $2,410,000 20,955
   Cetera Investment Advisers 726 - 2023-12-31 43,681 $2,357,000 77
   WESPAC ADVISORS, LLC 14 - 2024-03-31 39,866 $2,336,000 6,544
   Eaton Financial Holdings Company LLC 24 - 2024-03-31 36,491 $2,138,000 1,235
   WCG Wealth Advisors LLC 145 - 2023-12-31 34,515 $1,863,000 4,590
   Cedar Brook Financial Partners LLC 62 - 2024-03-31 31,427 $1,841,000 744
   GARRISON POINT ADVISORS LLC 21 - 2023-12-31 33,081 $1,785,000 200
   YCMNET ADVISORS INC 109 - 2023-12-31 32,479 $1,753,000 255
   ADVISORY SERVICES NETWORK, LLC 475 - 2023-12-31 31,392 $1,694,000 257
   Ausdal Financial Partners Inc. 118 - 2024-03-31 28,589 $1,675,000 14
   WP Advisors LLC 36 - 2023-12-31 29,702 $1,603,000 10,158
   Milestone Advisory Partners 23 - 2023-09-30 32,791 $1,590,000 3,516
   Belpointe Asset Management LLC 151 - 2023-12-31 28,214 $1,523,000 5,024
   Vontobel Holding Ltd. 552 - 2023-12-31 28,172 $1,520,000 1,192
   Kingsview Wealth Management LLC 347 - 2023-12-31 28,126 $1,518,000 4,414
   SUMITOMO MITSUI FINANCIAL GROUP INC. 85 - 2023-12-31 23,754 $1,282,000 388
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 86 - 2023-12-31 23,495 $1,268,000 1,539
   JAFFETILCHIN INVESTMENT PARTNERS LLC 113 - 2023-12-31 23,329 $1,259,000 2,093
   Strategic Financial Group LLC - 2023-12-31 23,127 $1,248,000 4,626
   BENJAMIN F. EDWARDS & COMPANY INC. 438 - 2023-12-31 22,554 $1,217,000 740
   Brick & Kyle Associates 41 - 2023-12-31 57,012 $1,192,000 34,919
   FMR LLC 2278 - 2023-12-31 21,810 $1,177,000 222
   Pacific Center for Financial Services 23 - 2023-12-31 21,531 $1,162,000 89
   Stratos Wealth Advisors LLC 304 - 2024-03-31 19,603 $1,149,000 1,686
   SMITH MOORE & CO. 141 - 2023-12-31 21,069 $1,137,000 126
   Clear Creek Financial Management LLC 138 - 2024-03-31 18,360 $1,076,000 188
   Retirement Planning Co of New England Inc. 65 - 2023-12-31 18,636 $1,006,000 1,769
   USAdvisors Wealth Management LLC 57 - 2023-12-31 18,177 $981,000 641
   WILEY BROS.-AINTREE CAPITAL LLC 158 - 2024-03-31 16,324 $956,000 444
   WealthSpring Partners LLC 23 - 2023-09-30 19,512 $946,000 348
   Coastal Investment Advisors Inc. 126 - 2024-03-31 15,904 $932,000 10,176
   TOWNSQUARE CAPITAL LLC 620 - 2023-12-31 16,973 $916,000 201
   We Are One Seven LLC 350 - 2023-12-31 16,281 $879,000 4,049
   RFG Advisory Group LLC 384 - 2024-03-31 14,360 $841,000 362
   Spire Wealth Management 413 - 2024-03-31 14,332 $840,000 109
   GSA CAPITAL PARTNERS LLP 523 - 2023-12-31 14,502 $783,000 14,502
   Y.D. More Investments Ltd 92 - 2023-12-31 13,372 $721,000 2,110
   COMERICA BANK 1727 - 2023-12-31 12,448 $672,000 937
   Cornerstone Wealth Management LLC 274 - 2024-03-31 11,451 $671,000 1,252
   Watchman Group Inc. 57 - 2023-12-31 12,233 $660,000 53
   Kovack Advisors Inc. 214 - 2024-03-31 11,072 $649,000 49
   Main Street Financial Solutions LLC 265 - 2024-03-31 10,570 $619,000 187
   Sterling Investment Counsel LLC 70 - 2024-03-31 10,067 $590,000 1,735
   Gladstone Institutional Advisory LLC 390 - 2023-12-31 10,589 $572,000 84
   Wealthfront Advisers LLC 724 - 2024-03-31 9,220 $540,000 1,017
   FINANCIAL ARCHITECTS INC 202 - 2023-06-30 9,383 $530,000 279
  100 Records found
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