Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Dow Jones US Healthcare (IYH)  
$58.61 0.07 (0.12%) as of 4:30 Fri 4/26


Download
     
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  : 
213.56 (78.47%)  




 
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
   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
   GOLDMAN SACHS GROUP INC/ 955 - 2023-12-31 185,810 $53,186,000 6,073
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 386 - 2024-03-31 472,310 $29,236,000 403,631
   RAYMOND JAMES & ASSOCIATES 607 - 2024-03-31 467,475 $28,937,000 377,802
   Oakworth Capital Inc. 17 - 2024-03-31 392,480 $24,295,000 314,745
   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
   Royal Fund Management LLC 15 - 2024-03-31 176,180 $10,912,000 143,546
   Resources Investment Advisors Inc. 118 - 2023-12-31 35,714 $10,223,000 1,853
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 475 - 2024-03-31 153,480 $9,500,000 125,089
   EP WEALTH ADVISORS, INC. 119 - 2023-12-31 28,742 $8,227,000 25,804
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 558 - 2024-03-31 117,499 $7,273,000 94,910
   BANK OF MONTREAL /CAN/ 957 - 2023-12-31 24,252 $6,955,000 8,520
   STILLWATER CAPITAL ADVISORS, LLC 33 - 2024-03-31 100,941 $6,248,000 80,554
   SP Asset Management LLC 39 - 2023-12-31 20,448 $5,853,000 45
   Capital Investment Advisors LLC 128 - 2024-03-31 79,700 $4,933,000 63,276
   ARKANSAS FINANCIAL GROUP INC. 30 - 2024-03-31 69,961 $4,331,000 56,080
   ADVISORY SERVICES NETWORK, LLC 234 - 2023-12-31 14,075 $4,029,000 2,745
   Congress Wealth Management LLC / DE / 253 - 2024-03-31 61,021 $3,777,000 48,852
   CITIGROUP INC 1256 - 2023-12-31 12,820 $3,670,000 296
   MARINER WEALTH ADVISORS, LLC 825 - 2023-12-31 11,925 $3,414,000 6,382
   NATIONAL BANK OF CANADA /FI/ 774 - 2023-12-31 11,366 $3,301,000 890
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 19 - 2024-03-31 48,170 $2,980,000 38,984
   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
   CREATIVE PLANNING 796 - 2023-12-31 9,125 $2,612,000 948
   Vishria Bird Financial Group LLC 22 - 2024-03-31 40,590 $2,513,000 32,671
   JANNEY MONTGOMERY SCOTT LLC 1003 - 2023-12-31 8,718 $2,496,000 854
   IFG Advisory LLC 154 - 2023-12-31 8,171 $2,339,000 866
   Oxinas Partners Wealth Management LLC 25 - 2024-03-31 36,934 $2,286,000 29,782
   Lido Advisors LLC 354 - 2023-12-31 7,853 $2,248,000 32
   PARK AVENUE SECURITIES LLC 378 - 2024-03-31 36,251 $2,244,000 29,347
   PLANNING DIRECTIONS INC 13 - 2023-12-31 7,536 $2,157,000 329
   Glenview Trust Co 188 - 2023-12-31 7,518 $2,152,000 4,552
   GSA CAPITAL PARTNERS LLP 133 - 2023-12-31 6,631 $1,898,000 4,635
   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
   PROSPERA FINANCIAL SERVICES 355 - 2023-12-31 5,664 $1,621,000 162
   Icon Wealth Partners LLC 95 - 2023-09-30 5,777 $1,560,000 30
   Wealthstar Advisors LLC 27 - 2024-03-31 25,136 $1,556,000 20,185
   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
   My Personal CFO LLC 32 - 2024-03-31 24,750 $1,532,000 19,800
   Patriot Investment Management Inc. 77 - 2024-03-31 24,136 $1,494,000 19,309
   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
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 76 - 2023-12-31 4,892 $1,401,000 97
   J.W. COLE ADVISORS INC. 246 - 2023-12-31 4,837 $1,385,000 3,935
   WESPAC ADVISORS, LLC 36 - 2024-03-31 22,005 $1,362,000 17,592
   Dentgroup LLC 25 - 2024-03-31 20,723 $1,283,000 16,486
   PINNACLE ASSOCIATES LTD 443 - 2024-03-31 20,600 $1,275,000 16,480
   DAVENPORT & CO LLC - 2023-12-31 4,324 $1,238,000 356
   CITIZENS FINANCIAL GROUP INC/RI 206 - 2023-12-31 3,977 $1,138,000 18
   American Financial Advisors LLC 57 - 2024-03-31 18,203 $1,127,000 14,517
   Vivaldi Capital Management LLC 82 - 2023-12-31 3,636 $1,089,000 1,354
   KMG FIDUCIARY PARTNERS LLC 140 - 2024-03-31 17,075 $1,057,000 13,765
   Qube Research & Technologies Ltd 1618 - 2023-12-31 3,634 $1,040,000 146
   Glass Jacobson Investment Advisors llc 77 - 2024-03-31 16,803 $1,040,000 13,512
   Sunbelt Securities Inc. 178 - 2024-03-31 16,375 $1,014,000 14,251
   Bond & Devick Financial Network Inc. 33 - 2024-03-31 16,255 $1,006,000 13,049
   BARTLETT & CO. LLC 272 - 2023-12-31 3,425 $981,000 142
   BARTLETT & CO. WEALTH MANAGEMENT LLC 272 - 2023-12-31 3,425 $981,000 142
   MCCORMACK ADVISORS INTERNATIONAL 431 - 2023-12-31 3,358 $961,000 626
   REGAL INVESTMENT ADVISORS, LLC 233 - 2023-12-31 3,331 $953,000 207
   HUDOCK MOYER WEALTH RESOURCES, LLC - 2023-12-31 3,296 $943,000 659
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 30 - 2024-03-31 15,800 $940,000 12,640
   TRITONPOINT WEALTH LLC 152 - 2024-03-31 15,185 $896,000 11,676
   Prime Capital Investment Advisors LLC - 2023-12-31 3,056 $875,000 123
   Ameritas Advisory Services LLC 329 - 2023-12-31 2,743 $825,000 455
   HAVERFORD TRUST CO 232 - 2023-12-31 2,854 $817,000 38
   Kovack Advisors Inc. 174 - 2024-03-31 12,912 $799,000 10,330
   Snowden Capital Advisors LLC 500 - 2023-12-31 2,694 $771,000 431
   Shira Ridge Wealth Management 40 - 2024-03-31 12,099 $749,000 9,594
   Cedar Brook Financial Partners LLC 158 - 2024-03-31 12,081 $748,000 10,146
   HFG Advisors Inc. 41 - 2024-03-31 12,075 $747,000 9,660
   Apexium Financial LP 114 - 2024-03-31 11,390 $705,000 9,101
   STEPHENS INC /AR/ 629 - 2023-12-31 2,453 $702,000 12
   Heritage Wealth Advisors 112 - 2023-12-31 2,440 $698,000 380
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 121 - 2024-03-31 11,115 $688,000 8,892
   COZAD ASSET MANAGEMENT INC 216 - 2023-12-31 2,380 $681,000 2
   CENTRAL VALLEY ADVISORS LLC 66 - 2024-03-31 10,588 $655,000 9,062
   WESBANCO BANK INC 373 - 2024-03-31 10,470 $648,000 8,376
   Mutual Advisors LLC 578 - 2023-12-31 2,252 $644,000 37
   Gray Wealth Management Inc. 56 - 2023-12-31 2,251 $644,000 4
   Carnick & Kubik Group LLC 135 - 2024-03-31 10,317 $639,000 6,146
   Laidlaw Wealth Management LLC 110 - 2023-12-31 2,189 $627,000 530
   CFM WEALTH PARTNERS LLC 97 - 2024-03-31 10,060 $623,000 8,048
   Kellett Schaffner Wealth Advisors LLC 38 - 2024-03-31 10,069 $623,000 8,121
   Armor Investment Advisors LLC 65 - 2024-03-31 9,990 $618,000 7,698
   Adviser Investments LLC 358 - 2023-12-31 2,107 $603,000 966
   CX Institutional 350 - 2024-03-31 9,370 $580,000 9,370
   RAYMOND JAMES TRUST CO 658 - 2024-03-31 9,305 $576,000 7,506
   Sontag Advisory LLC 402 - 2023-12-31 1,932 $553,000 8
   Stratos Wealth Partners LTD. 843 - 2024-03-31 8,830 $547,000 7,228
   Atlantic Trust Group LLC 778 - 2023-12-31 1,894 $542,000 296
   Round Rock Advisors LLC 115 - 2024-03-31 8,661 $536,000 6,929
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us