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Get Institutions for : 
iShares Dow Jones US Healthcare (IYH)  
$58.61 0.07 (0.12%) as of 4:30 Fri 4/26


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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  : 
213.56 (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
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 252 - 2023-12-31 41,000 $11,736,000 0
   Sowa Financial Group Inc. 4 - 2024-03-31 30,714 $8,792,000 0
   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
   Simmons Bank 159 - 2023-12-31 4,679 $1,339,000 0
   IWAMOTO KONG & CO INC 68 - 2023-12-31 4,029 $1,153,000 0
   Mill Creek Capital Advisors LLC 122 - 2023-12-31 2,589 $741,000 0
   LLBH Private Wealth Management LLC 76 - 2023-12-31 2,509 $718,000 0
   Archer Investment Corp 117 - 2023-12-31 2,007 $574,000 0
   MONTAG A & ASSOCIATES INC 283 - 2023-12-31 2,000 $572,000 0
   Visionary Wealth Advisors 315 - 2023-12-31 1,709 $489,000 0
   WHITTIER TRUST CO OF NEVADA INC 353 - 2023-12-31 1,575 $451,000 0
   LCNB CORP 112 - 2023-12-31 1,525 $437,000 0
   Graves-Light Private Wealth Management Inc. 117 - 2023-12-31 1,463 $419,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 1,415 $405,000 0
   Actinver Wealth Management Inc. 51 - 2023-12-31 1,411 $404,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 198 - 2023-12-31 1,401 $401,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 349 - 2023-12-31 1,400 $401,000 0
   CONTINUUM WEALTH ADVISORS LLC 31 - 2023-12-31 1,332 $381,000 0
   Athena Investment Management 94 - 2023-12-31 1,310 $375,000 0
   BAKER AVENUE ASSET MANAGEMENT, LP 283 - 2023-12-31 1,273 $364,000 0
   Badgley Phelps Wealth Managers LLC 206 - 2023-12-31 1,175 $336,000 0
   SANDY SPRING BANK - 2023-12-31 1,117 $320,000 0
   IEQ CAPITAL LLC 717 - 2023-12-31 1,092 $313,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 1,080 $309,000 0
   Gryphon Financial Partners LLC 187 - 2023-12-31 1,076 $308,000 0
   LeJeune Puetz Investment Counsel LLC 131 - 2023-03-31 1,121 $306,000 0
   MERIDIAN MANAGEMENT CO 79 - 2023-12-31 1,000 $302,000 0
   GARRISON POINT ADVISORS LLC 117 - 2023-12-31 1,040 $298,000 0
   ROOF EIDAM & MAYCOCK/ADV 103 - 2023-12-31 1,000 $286,000 0
   BANQUE PICTET & CIE SA 301 - 2023-12-31 1,000 $286,000 0
   KISTLERTIFFANY COMPANIES, LLC 282 - 2023-06-30 1,002 $281,000 0
   M&T BANK CORP 1371 - 2023-12-31 934 $267,000 0
   Ropes Wealth Advisors LLC 226 - 2023-09-30 975 $263,000 0
   Buckingham Strategic Partners 348 - 2023-12-31 910 $260,000 0
   SONATA CAPITAL GROUP INC 97 - 2023-12-31 900 $258,000 0
   CASCADE INVESTMENT GROUP INC. 110 - 2023-12-31 900 $258,000 0
   PATTEN & PATTEN INC/TN - 2023-12-31 840 $240,000 0
   KCM INVESTMENT ADVISORS LLC 349 - 2023-12-31 767 $220,000 0
   Summit Financial Strategies Inc. 131 - 2023-12-31 764 $219,000 0
   Column Capital Advisors LLC 148 - 2023-09-30 711 $192,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 174 - 2023-12-31 667 $191,000 0
   BDO Wealth Advisors LLC 274 - 2023-06-30 644 $180,000 0
   Front Row Advisors LLC 109 - 2023-12-31 614 $176,000 0
   GPS Wealth Strategies Group LLC 310 - 2023-12-31 443 $127,000 0
   Tradition Wealth Management LLC 470 - 2023-12-31 350 $100,000 0
   SIGNATUREFD, LLC 1120 - 2023-12-31 341 $98,000 0
   AlphaCore Capital LLC 262 - 2023-12-31 250 $72,000 0
   PERRITT CAPITAL MANAGEMENT INC 213 - 2023-12-31 200 $57,000 0
   Resurgent Financial Advisors LLC 310 - 2023-12-31 200 $57,000 0
   Transcendent Capital Group LLC 136 - 2024-03-31 200 $57,000 0
   Salomon & Ludwin LLC 300 - 2023-12-31 200 $54,000 0
   HHM Wealth Advisors LLC 280 - 2023-12-31 178 $51,000 0
   EverSource Wealth Advisors LLC 917 - 2023-12-31 167 $48,000 0
   FAMILY MANAGEMENT CORP 151 - 2023-12-31 150 $43,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 117 $33,000 0
   OLD SECOND NATIONAL BANK OF AURORA 228 - 2023-12-31 109 $31,000 0
   Truvestments Capital LLC 385 - 2023-12-31 100 $29,000 0
   Compagnie Lombard Odier SCA 455 - 2023-12-31 81 $23,000 0
   Cherry Tree Wealth Management LLC 295 - 2023-12-31 75 $21,000 0
   Financial Advisory Service Inc. - 2023-12-31 70 $20,000 0
   GLENMEDE TRUST CO NA 1259 - 2023-12-31 69 $20,000 0
   Founders Financial Alliance LLC 403 - 2023-12-31 65 $19,000 0
   AYRSHIRE ASSOCIATES INC 392 - 2023-12-31 66 $19,000 0
   JFS WEALTH ADVISORS, LLC 600 - 2023-12-31 68 $19,000 0
   Missouri Trust & Investment Co 269 - 2023-12-31 60 $17,000 0
   HOLLENCREST SECURITIES LLC 662 - 2023-12-31 61 $17,000 0
   EPG Wealth Management LLC 356 - 2023-12-31 55 $16,000 0
   Aberdeen Wealth Management LLC 154 - 2023-12-31 50 $14,000 0
   WHITTIER TRUST CO 1185 - 2023-12-31 44 $13,000 0
   COLONIAL ASSET MANAGEMENT, INC. 492 - 2023-12-31 37 $11,000 0
   Capital Analysts Inc. 893 - 2023-12-31 30 $9,000 0
   Beacon Capital Management LLC 554 - 2023-12-31 33 $9,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 333 - 2023-12-31 26 $7,000 0
   SCBT FINANCIAL CORP 485 - 2023-12-31 23 $7,000 0
   BESSEMER GROUP INC 1783 - 2023-12-31 18 $5,000 0
   Cassady Schiller Wealth Management LLC 372 - 2023-12-31 10 $3,000 0
   Mascoma Wealth Management LLC - 2023-12-31 11 $3,000 0
   Nalls Sherbakoff Group LLC 337 - 2023-12-31 12 $3,000 0
   Raleigh Capital Management Inc. 831 - 2023-12-31 11 $3,000 0
   Larson Financial Group LLC 1329 - 2023-12-31 9 $2,000 0
   GRADIENT INVESTMENTS LLC 1307 *New 2024-03-31 0 $0 0
  82 Records found
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