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Get Institutions for : 
iShares Dow Jones US Healthcare (IYH)  
$58.20 0.20 (0.34%) as of 4:30 Mon 4/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 442    23
Total shares held : 
 5,007,065  
% of shares held : 
 49.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -90  
Amount of shares held : 
 -763,409  
% of shares held change : 
   -7.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $269.59  
Last Quarter's Ending Price : 
 $286.24  
Last Quarter's Average Price : 
 $272.17  
Change from last quarter's     
avg. price to the last closing  : 
213.97 (78.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 94,762
 1.89%
 
Increased Positions :
105
 375,454
 7.5%
 
Unchanged Positions :
137
 176,057
 3.52%
 
Decreased Positions :
172
-1,038,123
-20.73%
 
Closed Positions :
51
-195,502
-3.9%
 
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
   MORGAN STANLEY 812 - 2023-12-31 642,054 $183,782,000 159,004
   BANK OF AMERICA CORP /DE/ 809 - 2023-12-31 381,187 $109,111,000 -14,842
   UBS Group AG 462 - 2023-12-31 304,294 $87,101,000 14,471
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 101 - 2023-12-31 296,128 $84,767,000 75,229
   LPL FINANCIAL CORP 360 - 2023-12-31 271,779 $77,794,000 -121,381
   WELLS FARGO & CO/MN 606 - 2023-12-31 213,492 $61,110,000 -444
   GOLDMAN SACHS GROUP INC/ 955 - 2023-12-31 185,810 $53,186,000 6,073
   ROYAL BANK OF CANADA 704 - 2023-12-31 171,495 $49,088,000 -7,012
   Granite Bay Wealth Management LLC 38 - 2023-12-31 132,133 $35,857,000 -232,118
   Bellwether Advisors LLC 2 - 2023-12-31 122,429 $35,044,000 27,449
   Green Harvest Asset Management LLC 23 - 2023-12-31 106,212 $30,402,000 3,866
   Advisor Group Holdings Inc. 359 - 2023-12-31 100,735 $28,843,000 -33,795
   RAYMOND JAMES & ASSOCIATES 631 - 2023-12-31 89,673 $25,668,000 -8,381
   COMMONWEALTH EQUITY SERVICES LLC. 414 - 2023-12-31 80,291 $22,983,000 -8,481
   Oakworth Capital Inc. 16 - 2023-12-31 77,735 $22,251,000 -1,045
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 490 - 2023-12-31 68,679 $19,659,000 -34,835
   HIGHTOWER ADVISORS, LLC 484 - 2023-12-31 64,769 $18,526,000 2,777
   Kestra Advisory Services LLC 140 - 2023-12-31 62,510 $17,893,000 20,738
   AMERIPRISE FINANCIAL INC 1330 - 2023-12-31 61,997 $17,745,000 -9,490
   J P MORGAN CHASE & CO 1916 - 2023-12-31 41,062 $11,754,000 -62,247
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 252 - 2023-12-31 41,000 $11,736,000 0
   California Capital Advisors Inc. 5 - 2023-12-31 40,552 $11,608,000 -2,082
   Royal Fund Management LLC 15 - 2024-03-31 176,180 $10,912,000 143,546
   Connectus Wealth LLC 101 *New 2023-12-31 37,308 $10,694,000 37,308
   Resources Investment Advisors Inc. 118 - 2023-12-31 35,714 $10,223,000 1,853
   Sowa Financial Group Inc. - 2023-12-31 30,714 $8,792,000 -3,690
   EP WEALTH ADVISORS, INC. 119 - 2023-12-31 28,742 $8,227,000 25,804
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 483 - 2023-12-31 28,391 $8,127,000 -12,028
   PEAPACK GLADSTONE FINANCIAL CORP 164 - 2023-12-31 28,384 $8,125,000 -497
   THRIVENT FINANCIAL FOR LUTHERANS 668 - 2023-12-31 27,404 $7,845,000 -2,022
   WAYNE HUMMER ASSET MANAGEMENT CO 234 - 2023-12-31 25,937 $7,424,000 -797
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 235 - 2023-12-31 24,828 $7,107,000 -17,615
   ENVESTNET ASSET MANAGEMENT INC 1662 - 2023-12-31 24,318 $6,961,000 -197,498
   BANK OF MONTREAL /CAN/ 957 - 2023-12-31 24,252 $6,955,000 8,520
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 537 - 2023-12-31 22,589 $6,466,000 2,030
   First Citizens Financial Corp 3 - 2023-12-31 21,562 $6,172,000 -132
   SP Asset Management LLC 39 - 2023-12-31 20,448 $5,853,000 45
   STILLWATER CAPITAL ADVISORS, LLC 34 - 2023-12-31 20,387 $5,836,000 137
   AE Wealth Management LLC 556 - 2023-12-31 19,022 $5,557,000 -3,413
   ETFIDEA LLC - 2023-12-31 19,204 $5,497,000 -973
   CWA Asset Management Group LLC 67 *New 2023-12-31 18,678 $5,346,000 18,678
   MML INVESTORS SERVICES LLC 585 - 2023-12-31 17,797 $5,094,000 -16,648
   Steward Partners Investment Advisory LLC 285 - 2023-12-31 17,388 $4,977,000 -5,517
   Private Advisor Group LLC 432 - 2023-12-31 17,192 $4,921,000 -6,819
   PETTYJOHN CO 31 - 2023-12-31 16,729 $4,789,000 -425
   Capital Investment Advisors LLC 121 - 2023-12-31 16,424 $4,701,000 -425
   PNC FINANCIAL SERVICES GROUP INC 693 - 2023-12-31 14,154 $4,051,000 -95
   ADVISORY SERVICES NETWORK, LLC 234 - 2023-12-31 14,075 $4,029,000 2,745
   ARKANSAS FINANCIAL GROUP INC. 30 - 2023-12-31 13,881 $3,973,000 885
   FINANCIAL NETWORK 684 - 2023-12-31 13,755 $3,937,000 -5,951
   BB&T CORP 948 - 2023-12-31 13,708 $3,924,000 -2,032
   Cetera Investment Advisers 534 - 2023-12-31 13,306 $3,809,000 -15,167
   CITIGROUP INC 1256 - 2023-12-31 12,820 $3,670,000 296
   Congress Wealth Management LLC / DE / 256 - 2023-12-31 12,169 $3,483,000 284
   MARINER WEALTH ADVISORS, LLC 825 - 2023-12-31 11,925 $3,414,000 6,382
   STIFEL FINANCIAL CORP 1327 - 2023-12-31 11,873 $3,399,000 -2,272
   NATIONAL BANK OF CANADA /FI/ 774 - 2023-12-31 11,366 $3,301,000 890
   HC Advisors LLC - 2023-12-31 10,753 $3,078,000 -5,064
   Mine & Arao Wealth Creation & Management LLC. 12 - 2023-12-31 9,654 $2,763,000 51
   Equitable Holdings Inc. 333 - 2023-12-31 9,535 $2,729,000 2,321
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 19 - 2023-12-31 9,186 $2,629,000 1,381
   CREATIVE PLANNING 796 - 2023-12-31 9,125 $2,612,000 948
   JANNEY MONTGOMERY SCOTT LLC 1003 - 2023-12-31 8,718 $2,496,000 854
   Conservest Capital Advisors Inc. 35 - 2023-12-31 8,252 $2,362,000 -469
   Perigon Wealth Management LLC 211 - 2023-12-31 8,202 $2,348,000 -8,747
   IFG Advisory LLC 154 - 2023-12-31 8,171 $2,339,000 866
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 687 - 2023-09-30 8,610 $2,325,000 -779
   MULTIFINANCIAL SECURITIES CORP 457 - 2023-12-31 7,934 $2,271,000 -12
   Vishria Bird Financial Group LLC - 2023-12-31 7,919 $2,267,000 -8
   Lido Advisors LLC 354 - 2023-12-31 7,853 $2,248,000 32
   Integrated Wealth Concepts LLC 433 - 2023-12-31 7,840 $2,244,000 -3,305
   PARK AVENUE SECURITIES LLC 378 - 2024-03-31 36,251 $2,244,000 29,347
   Baird Financial Group Inc. 898 - 2023-12-31 7,813 $2,236,000 -104
   PLANNING DIRECTIONS INC 13 - 2023-12-31 7,536 $2,157,000 329
   Audent Global Asset Management LLC 15 - 2023-12-31 7,530 $2,155,000 -319
   Glenview Trust Co 188 - 2023-12-31 7,518 $2,152,000 4,552
   Atria Wealth Solutions Inc. 580 - 2023-12-31 7,405 $2,120,000 -1,996
   Oxinas Partners Wealth Management LLC - 2023-12-31 7,152 $2,047,000 87
   H D Vest Advisory Services 493 - 2023-12-31 7,087 $2,028,000 -642
   JOHNSON INVESTMENT COUNSEL INC 253 - 2023-12-31 6,955 $1,991,000 -25
   Essex LLC 56 - 2023-12-31 6,826 $1,954,000 -1,806
   GSA CAPITAL PARTNERS LLP 133 - 2023-12-31 6,631 $1,898,000 4,635
   FMR LLC 2176 - 2023-12-31 6,465 $1,851,000 -86
   AUA CAPITAL MANAGEMENT LLC 23 - 2024-03-31 29,785 $1,844,000 23,309
   CIBC WORLD MARKETS INC. 566 - 2023-12-31 6,091 $1,743,000 137
   LINCOLN NATIONAL CORP 318 - 2023-12-31 6,077 $1,739,000 -251
   Mandatum Life Insurance Co Ltd 29 - 2023-12-31 6,072 $1,738,000 -119
   Creekmur Asset Management LLC - 2023-12-31 6,060 $1,735,000 0
   Csenge Advisory Group 159 - 2023-12-31 5,940 $1,700,000 -1,493
   MMBG INVESTMENT ADVISORS CO. 69 - 2023-12-31 5,825 $1,667,000 0
   Northeast Financial Consultants Inc 110 - 2023-12-31 5,745 $1,644,000 0
   PROSPERA FINANCIAL SERVICES 355 - 2023-12-31 5,664 $1,621,000 162
   MERCER GLOBAL ADVISORS INC /ADV 795 - 2023-12-31 5,631 $1,612,000 -200
   Icon Wealth Partners LLC 95 - 2023-09-30 5,777 $1,560,000 30
   CI Private Wealth LLC 1111 - 2023-12-31 5,433 $1,555,000 616
   Kalos Management Inc. 7 - 2023-06-30 5,491 $1,539,000 177
   CWM LLC 702 - 2024-03-31 23,970 $1,484,000 19,665
   SOA Wealth Advisors LLC. 57 - 2024-03-31 23,502 $1,455,000 18,757
   MONEY CONCEPTS CAPITAL CORP 174 - 2023-12-31 5,075 $1,453,000 -320
   Gladstone Institutional Advisory LLC 242 - 2023-12-31 5,067 $1,450,000 -108
  100 Records found
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