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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Sharper & Granite LLC 100 *Closed 2024-03-31 0 $0 -1,013
   TOWNSQUARE CAPITAL LLC 1134 *Closed 2023-12-31 0 $0 -1,083
   Envestnet Portfolio Solutions Inc. 1535 *Closed 2023-12-31 0 $0 -25,846
   Slocum Gordon & Co LLP 145 *Closed 2023-12-31 0 $0 -15
   Flaharty Asset Management LLC 175 *Closed 2023-12-31 0 $0 -155
   AVALON ADVISORS L P 313 *Closed 2023-03-31 0 $0 -711
   Game Plan Financial Advisors LLC 336 *Closed 2024-03-31 0 $0 -1
   Virtue Capital Management LLC 384 *Closed 2023-12-31 0 $0 -7,744
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 729 *Closed 2023-12-31 0 $0 -10
   TOMPKINS FINANCIAL CORP 660 *Closed 2024-03-31 0 $0 -16
   WADE G W & INC 420 *Closed 2023-12-31 0 $0 -941
   Aptus Capital Advisors LLC 909 *Closed 2023-12-31 0 $0 -750
   TCWP LLC 80 *Closed 2023-12-31 0 $0 -3,567
   VALLEY NATIONAL ADVISERS INC 1229 *Closed 2024-03-31 0 $0 -654
   MARSHALL WACE LLP 2000 *Closed 2023-12-31 0 $0 -1,654
   CoreCap Advisors LLC 619 *Closed 2023-12-31 0 $0 -2,573
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 94 *Closed 2023-12-31 0 $0 -6,366
   NVWM LLC 423 *Closed 2023-12-31 0 $0 -2
   Outlook Wealth Advisors LLC 266 *Closed 2024-03-31 0 $0 -705
   Koshinski Asset Management Inc. 543 *Closed 2023-12-31 0 $0 -1,684
   LGT Financial Advisors LLC 910 *Closed 2023-12-31 0 $0 -213
   OXFORD FINANCIAL GROUP LTD 302 *Closed 2023-12-31 0 $0 -78
   W ADVISORS LLC 111 *Closed 2024-03-31 0 $0 -999
   TOTH FINANCIAL ADVISORY CORP 738 *Closed 2024-03-31 0 $0 -13
   Fountainhead AM LLC 121 *Closed 2023-12-31 0 $0 -812
   Iron Horse Wealth Management LLC 475 *Closed 2024-03-31 0 $0 -23
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -27
   WFA of San Diego LLC 401 *Closed 2023-09-30 0 $0 -50
   MCMORGAN & CO LLC 56 *Closed 2023-12-31 0 $0 -24,162
   Orion Portfolio Solutions LLC 1705 *Closed 2023-12-31 0 $0 -1,918
   Coppell Advisory Solutions LLC 1793 *Closed 2023-12-31 0 $0 -50
   PRUDENTIAL FINANCIAL INC 2748 *Closed 2023-12-31 0 $0 -2,888
   FIFTH THIRD BANCORP 2460 *Closed 2024-03-31 0 $0 -40
   VERITABLE LP 650 *Closed 2023-09-30 0 $0 -1,736
   CITADEL ADVISORS LLC 6251 *Closed 2023-12-31 0 $0 -39,704
   Wealth Alliance 523 *Closed 2023-12-31 0 $0 -885
   Whitaker-Myers Wealth Managers LTD. 107 *Closed 2024-03-31 0 $0 -3,813
   High Falls Advisors Inc 116 *Closed 2023-12-31 0 $0 -1,539
   BUCKINGHAM ASSET MANAGEMENT, LLC 738 *Closed 2023-12-31 0 $0 -776
   V Wealth ManagementLLC 364 *Closed 2023-09-30 0 $0 -2,754
   LIBERTY WEALTH MANAGEMENT LLC 183 *Closed 2023-12-31 0 $0 -1,154
   Williams Financial LLC 41 *Closed 2024-03-31 0 $0 -2,005
   Argent Trust Co 620 *Closed 2023-12-31 0 $0 -3,223
   Emerald Investment Partners LLC *Closed 2023-12-31 0 $0 -1,195
   Financial Advocates Investment Management 770 *Closed 2023-12-31 0 $0 -38,786
   Icon Wealth Advisors LLC 475 *Closed 2023-12-31 0 $0 -5,752
   Cedar Wealth Management LLC 304 *Closed 2023-12-31 0 $0 -96
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2028 *Closed 2023-12-31 0 $0 -1,385
   SeaCrest Wealth Management LLC 640 *Closed 2024-03-31 0 $0 -784

  49 Records found
  1    
  Page 1 of 1
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