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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
   BANK OF AMERICA CORP /DE/ 809 - 2023-12-31 381,187 $109,111,000 -14,842
   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
   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
   Advisor Group Holdings Inc. 359 - 2023-12-31 100,735 $28,843,000 -33,795
   COMMONWEALTH EQUITY SERVICES LLC. 414 - 2023-12-31 80,291 $22,983,000 -8,481
   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
   California Capital Advisors Inc. 5 - 2023-12-31 40,552 $11,608,000 -2,082
   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
   First Citizens Financial Corp 3 - 2023-12-31 21,562 $6,172,000 -132
   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
   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
   PNC FINANCIAL SERVICES GROUP INC 693 - 2023-12-31 14,154 $4,051,000 -95
   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
   STIFEL FINANCIAL CORP 1327 - 2023-12-31 11,873 $3,399,000 -2,272
   HC Advisors LLC - 2023-12-31 10,753 $3,078,000 -5,064
   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
   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
   Integrated Wealth Concepts LLC 433 - 2023-12-31 7,840 $2,244,000 -3,305
   Baird Financial Group Inc. 898 - 2023-12-31 7,813 $2,236,000 -104
   Audent Global Asset Management LLC 15 - 2023-12-31 7,530 $2,155,000 -319
   Atria Wealth Solutions Inc. 580 - 2023-12-31 7,405 $2,120,000 -1,996
   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
   FMR LLC 2176 - 2023-12-31 6,465 $1,851,000 -86
   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
   Csenge Advisory Group 159 - 2023-12-31 5,940 $1,700,000 -1,493
   MERCER GLOBAL ADVISORS INC /ADV 795 - 2023-12-31 5,631 $1,612,000 -200
   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
   Goss Wealth Management LLC 787 - 2023-12-31 4,800 $1,392,000 -5,319
   VALMARK ADVISERS INC 199 - 2023-12-31 4,809 $1,377,000 -67
   WEALTHSOURCE PARTNERS LLC 165 - 2023-12-31 4,654 $1,332,000 -5,116
   CAPTRUST FINANCIAL ADVISORS 1099 - 2023-12-31 4,647 $1,330,000 -160
   COMMERCE BANK N A/MO 547 - 2023-12-31 4,520 $1,294,000 -10
   Laurel Wealth Advisors LLC 87 - 2023-12-31 4,436 $1,269,000 -49
   Rollins Financial 41 - 2023-12-31 4,153 $1,189,000 -439
   NORTHERN TRUST CORP 3254 - 2023-12-31 4,066 $1,164,000 -65
   F3Logic LLC 47 - 2022-12-31 3,898 $1,106,000 -151
   US BANCORP 1085 - 2023-12-31 3,614 $1,046,000 -32
   Sigma Planning Corp 258 - 2023-12-31 3,611 $1,034,000 -7,344
   SCOTIA CAPITAL INC. 448 - 2023-12-31 3,585 $1,026,000 -165
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 363 - 2023-12-31 3,401 $973,000 -115
   AFT, FORSYTH & COMPANY, INC. 43 - 2023-12-31 3,270 $936,000 -260
   Worth Financial Advisory Group LLC 35 - 2023-12-31 3,183 $911,000 -67
   Fort Point Capital Partners LLC 108 - 2023-12-31 3,156 $903,000 -154
   RSM US WEALTH MANAGEMENT LLC 290 - 2023-12-31 3,073 $880,000 -3,436
   We Are One Seven LLC 360 - 2023-12-31 2,946 $843,000 -1,772
   D L CARLSON INVESTMENT GROUP INC 98 - 2023-12-31 2,553 $777,000 -330
   WEDBUSH MORGAN SECURITIES INC 412 - 2023-12-31 2,620 $750,000 -3,355
   Beacon Pointe Advisors LLC 757 - 2023-12-31 2,489 $712,000 -1
   NATIONAL ASSET MANAGEMENT, INC. 692 - 2023-12-31 2,254 $645,000 -86
   GREAT VALLEY ADVISOR GROUP INC. 408 - 2023-12-31 2,253 $644,000 -231
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 327 - 2023-12-31 2,217 $635,000 -7
   U.S. Capital Wealth Advisors LLC 407 - 2023-12-31 2,209 $632,000 -213
   Waterloo Capital L.P. 180 - 2023-12-31 2,188 $626,000 -24
   Sanford Advisory Services LLC 73 - 2022-12-31 2,190 $621,000 -216
   Arkadios Wealth Advisors - 2023-12-31 2,159 $618,000 -80
   BLAIR WILLIAM & CO/IL 1016 - 2023-12-31 2,152 $616,000 -147
   Tranquility Partners LLC 105 - 2023-12-31 2,109 $604,000 -7
   Moors & Cabot Inc. 410 - 2023-12-31 2,078 $595,000 -4
   ANCORA ADVISORS, LLC 449 - 2023-12-31 2,063 $591,000 -114
   COMERICA BANK 1794 - 2023-12-31 2,061 $590,000 -2,025
   Blackston Financial Advisory Group LLC 38 - 2023-12-31 1,996 $571,000 -55
   NorthRock Partners LLC 165 - 2023-12-31 1,980 $567,000 -9
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3593 - 2023-12-31 1,967 $563,000 -7,064
   TD Waterhouse Canada Inc. 520 - 2023-12-31 1,774 $532,000 -25
   KM Capital Management Ltd. 32 - 2023-12-31 1,817 $520,000 -4,786
   Geneos Wealth Management Inc. - 2023-12-31 1,802 $516,000 -118
   Morris Retirement Advisors LLC 42 - 2023-12-31 1,804 $516,000 -9,829
   TELEMUS CAPITAL LLC 239 - 2023-12-31 1,751 $501,000 -449
   OPPENHEIMER & CO INC 979 - 2023-12-31 1,671 $478,000 -24
   Sargent Bickham Lagudis LLC 183 - 2022-12-31 1,661 $471,000 -81
   Moloney Securities Asset Management LLC 254 - 2023-12-31 1,607 $460,000 -979
   PROEQUITIES INC. 463 - 2023-12-31 1,547 $443,000 -917
   Summit X LLC 121 - 2023-12-31 1,774 $399,000 -1,032
   Cresset Asset Management LLC 1326 - 2023-12-31 1,377 $394,000 -3,480
   FIRST UNITED BANK TRUST/ 111 - 2023-12-31 1,359 $389,000 -49
   Eldridge Investment Advisors Inc. 110 - 2023-12-31 1,302 $373,000 -19
   HB Wealth Management LLC 546 - 2023-12-31 1,253 $359,000 -103
   Keebeck Wealth Management LLC 202 - 2023-12-31 1,255 $359,000 -661
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,226 $351,000 -150
   DAVIDSON D A & CO 1069 - 2023-12-31 1,218 $349,000 -1,699
   MODERA WEALTH MANAGEMENT, LLC 453 - 2023-12-31 1,163 $333,000 -66,285
  100 Records found
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