Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Msci Usa Index Fund (EUSA)  
$88.48 0.64 (0.73%) as of 4:30 Wed 6/5


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    11
Total shares held : 
 4,287,987  
% of shares held : 
 47.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 731,167  
% of shares held change : 
   8.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $84.11  
Last Quarter's Ending Price : 
 $90.99  
Last Quarter's Average Price : 
 $86.08  
Change from last quarter's     
avg. price to the last closing  : 
2.40 (2.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 696,788
 16.25%
 
Increased Positions :
32
 386,064
 9%
 
Unchanged Positions :
15
 154,064
 3.59%
 
Decreased Positions :
21
-231,621
-5.4%
 
Closed Positions :
5
-120,064
-2.8%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   BESSEMER GROUP INC 551 - 2024-03-31 19,400 $1,765,000 0
   Sharkey Howes & Javer 59 - 2024-03-31 15,545 $1,414,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 280 - 2024-03-31 9,500 $864,000 0
   McLean Asset Management Corp 50 - 2024-03-31 9,095 $819,000 0
   Capital Analysts Inc. 279 - 2024-03-31 8,086 $736,000 0
   YHB INVESTMENT ADVISORS, INC. 165 - 2024-03-31 7,700 $701,000 0
   CITIGROUP INC 2650 - 2024-03-31 6,332 $576,000 0
   Sontag Advisory LLC 416 - 2024-03-31 5,789 $527,000 0
   PRUDENTIAL CORP PLC 644 - 2024-03-31 4,000 $364,000 0
   CREATIVE PLANNING 2142 - 2024-03-31 3,690 $336,000 0
   Regal Wealth Group Inc. 36 - 2023-12-31 3,572 $295,000 0
   OAK HARBOR WEALTH PARTNERS LLC 148 - 2024-03-31 2,830 $258,000 0
   Kathleen S. Wright Associates Inc. 98 - 2024-03-31 2,580 $235,000 0
   Financial Advisory Service Inc. 301 - 2024-03-31 1,800 $164,000 0
   Concord Wealth Partners 244 - 2024-03-31 1,500 $136,000 0
   PROEQUITIES INC. 1152 - 2024-03-31 596 $54,000 0
   NBC SECURITIES INC. 1191 - 2024-03-31 445 $41,000 0
   WFA of San Diego LLC 270 - 2023-09-30 165 $12,000 0
   Cape Investment Advisory Inc. 727 - 2023-12-31 83 $7,000 0
   HANSON MCCLAIN, INC. 2759 - 2024-03-31 26 $2,000 0
   Glassman Wealth Services 185 - 2024-03-31 18 $2,000 0
  21 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