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Get Institutions for : 
iShares Dow Jones US Medical Devices (IHI)  
$55.01 0.82 (1.47%) as of 4:30 Tue 4/30


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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  : 
6.16 (12.61%)  




 
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
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 552,661 $29,802,000 0
   Nan Shan Life Insurance Co. Ltd. 69 - 2023-12-31 280,711 $15,150,000 0
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 192,789 $10,396,000 0
   Yarbrough Capital LLC 40 - 2024-03-31 104,660 $6,132,000 0
   MATHES COMPANY INC 34 - 2023-12-31 50,700 $2,736,000 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 32,000 $1,727,000 0
   TRIANGLE SECURITIES WEALTH MANAGEMENT 108 - 2024-03-31 15,447 $905,000 0
   Summit Trail Advisors LLC 235 - 2024-03-31 14,866 $871,000 0
   COMMERCE BANK N A/MO 703 - 2023-12-31 13,657 $737,000 0
   Venture Visionary Partners LLC 288 - 2023-12-31 13,625 $735,000 0
   SPINNAKER TRUST 162 - 2023-12-31 12,862 $694,000 0
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 48 - 2023-12-31 12,300 $664,000 0
   Phraction Management LLC 39 - 2023-12-31 10,016 $541,000 0
   BLB&B ADVISORS LLC 177 - 2024-03-31 8,346 $489,000 0
   Houlihan Financial Resource Group Ltd. 64 - 2023-12-31 8,700 $470,000 0
   Wedmont Private Capital 348 - 2024-03-31 7,741 $447,000 0
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 132 - 2023-12-31 8,184 $442,000 0
   HARBOR INVESTMENT ADVISORY LLC 244 - 2024-03-31 7,356 $431,000 0
   KCM INVESTMENT ADVISORS LLC 271 - 2023-12-31 7,566 $408,000 0
   DELTA ASSET MANAGEMENT LLC/TN 100 - 2023-12-31 7,200 $389,000 0
   WELCH GROUP, LLC 148 - 2024-03-31 6,630 $388,000 0
   Moloney Securities Asset Management LLC 291 - 2023-12-31 7,100 $383,000 0
   Chicago Partners Investment Group LLC 513 - 2024-03-31 6,688 $371,000 0
   FINANCIAL ADVISORY PARTNERS LLC 57 - 2024-03-31 6,300 $369,000 0
   HFR Wealth Management LLC 48 - 2023-12-31 6,000 $324,000 0
   PATTEN & PATTEN INC/TN - 2023-12-31 5,980 $323,000 0
   Forza Wealth Management LLC 142 - 2024-03-31 5,100 $299,000 0
   SeaCrest Wealth Management LLC 462 - 2024-03-31 4,792 $281,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 192 - 2024-03-31 4,800 $281,000 0
   MMBG INVESTMENT ADVISORS CO. 149 - 2023-12-31 5,100 $275,000 0
   DHK Financial Advisors Inc. 66 - 2023-12-31 4,620 $249,000 0
   Prosperity Financial Group Inc. 109 - 2023-12-31 4,410 $238,000 0
   JACKSON SQUARE CAPITAL LLC 127 - 2024-03-31 3,792 $222,000 0
   Atlantic Trust LLC 160 - 2023-12-31 3,400 $183,000 0
   Rosenberg Matthew Hamilton 213 - 2024-03-31 2,918 $169,000 0
   Biltmore Family Office LLC 188 - 2023-12-31 2,700 $146,000 0
   GLENMEDE TRUST CO NA 1171 - 2023-12-31 2,585 $140,000 0
   Transcendent Capital Group LLC 98 - 2024-03-31 2,202 $119,000 0
   WHITTIER TRUST CO 773 - 2023-12-31 1,806 $97,000 0
   Register Financial Advisors LLC 275 - 2024-03-31 1,585 $93,000 0
   Financial Perspectives Inc 220 - 2024-03-31 1,444 $85,000 0
   BALDWIN BROTHERS INC/MA 313 - 2024-03-31 1,172 $69,000 0
   FRANKLIN RESOURCES INC 2432 - 2023-12-31 1,220 $66,000 0
   Avalon Trust Co 189 - 2023-12-31 1,200 $65,000 0
   ATLAS CAPITAL ADVISORS LLC 504 - 2024-03-31 1,072 $63,000 0
   OPTIMUM INVESTMENT ADVISORS 334 - 2024-03-31 1,068 $63,000 0
   ARVEST INVESTMENTS INC. 123 - 2024-03-31 959 $56,000 0
   GHP INVESTMENT ADVISORS INC 489 - 2024-03-31 933 $55,000 0
   TSFG LLC 265 - 2024-03-31 900 $53,000 0
   Nalls Sherbakoff Group LLC 164 - 2023-12-31 918 $50,000 0
   AMUNDI 1781 - 2023-12-31 890 $49,000 0
   Truvestments Capital LLC 326 - 2023-12-31 900 $49,000 0
   Canton Hathaway LLC 168 - 2023-12-31 828 $45,000 0
   AMERICAN NATIONAL BANK 331 - 2024-03-31 750 $44,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 616 - 2023-12-31 760 $41,000 0
   AllSquare Wealth Management LLC 234 - 2023-12-31 696 $38,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 91 - 2023-12-31 666 $36,000 0
   Glassman Wealth Services 566 - 2023-12-31 603 $33,000 0
   FinTrust Capital Advisors LLC 578 - 2023-12-31 600 $32,000 0
   MONTAG A & ASSOCIATES INC 634 - 2023-12-31 600 $32,000 0
   Princeton Global Asset Management LLC - 2023-12-31 600 $32,000 0
   Financial Freedom LLC 188 - 2024-03-31 539 $32,000 0
   Rice Partnership LLC 113 - 2023-12-31 563 $30,000 0
   Cedar Mountain Advisors LLC 117 - 2024-03-31 450 $26,000 0
   NBT BANK N A /NY 431 - 2024-03-31 420 $25,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 212 - 2023-12-31 450 $24,000 0
   UNION SAVINGS BANK 246 - 2023-12-31 450 $24,000 0
   Annapolis Financial Services LLC 213 - 2024-03-31 366 $21,000 0
   Westside Investment Management Inc. 490 - 2024-03-31 330 $19,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 436 - 2023-06-30 336 $19,000 0
   Tyler-Stone Wealth Management 501 - 2023-12-31 354 $19,000 0
   Archer Investment Corp 526 - 2023-12-31 336 $18,000 0
   Pinnacle Bank 580 - 2024-03-31 288 $17,000 0
   HWG Holdings LP 80 - 2023-12-31 315 $17,000 0
   GAMMA Investing LLC 1769 - 2024-03-31 270 $16,000 0
   DHJJ Financial Advisors Ltd. 394 - 2024-03-31 264 $15,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 996 - 2024-03-31 261 $15,000 0
   TUCKER ASSET MANAGEMENT LLC 425 - 2023-12-31 264 $14,000 0
   ALBION FINANCIAL GROUP /UT 298 - 2024-03-31 240 $14,000 0
   Ronald Blue Trust Inc. 1556 - 2023-12-31 234 $11,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 205 - 2023-09-30 200 $10,000 0
   Rise Advisors LLC 1052 - 2024-03-31 153 $9,000 0
   PSI Advisors LLC 500 - 2024-03-31 153 $9,000 0
   Global Trust Asset Management LLC 363 - 2024-03-31 150 $9,000 0
   Cypress Capital Management LLC (WY) 118 - 2023-12-31 150 $8,000 0
   WOLFF WIESE MAGANA LLC 350 - 2024-03-31 120 $7,000 0
   Moisand Fitzgerald Tamayo LLC 366 - 2024-03-31 102 $6,000 0
   CHILTON CAPITAL MANAGEMENT LLC 495 - 2023-12-31 120 $6,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1504 - 2023-12-31 100 $5,000 0
   WETZEL INVESTMENT ADVISORS INC. 675 - 2024-03-31 96 $5,000 0
   FTB Advisors Inc. 1845 - 2024-03-31 60 $4,000 0
   CVA Family Office LLC 854 - 2024-03-31 66 $4,000 0
   TD CAPITAL MANAGEMENT LLC 334 - 2023-12-31 81 $4,000 0
   Beacon Capital Management LLC 686 - 2023-12-31 90 $4,000 0
   Efficient Wealth Management LLC - 2023-12-31 65 $4,000 0
   PFG Private Wealth Management LLC 177 - 2024-03-31 48 $3,000 0
   SIGNATUREFD, LLC 2694 - 2023-12-31 47 $3,000 0
   Lee Financial CORP 716 - 2023-12-31 40 $2,000 0
   Laurel Wealth Advisors LLC 505 - 2023-12-31 36 $2,000 0
   Red Tortoise LLC 512 - 2024-03-31 30 $2,000 0
  100 Records found
  1    
  Page 1 of 1
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