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Get Institutions for : 
iShares FTSE Dev Sm Cap ex-North Amer (IFSM)  
$59.98 0.33 (0.55%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    2
Total shares held : 
 1,189,049  
% of shares held : 
 1.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 136,863  
% of shares held change : 
   0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.32  
Last Quarter's Ending Price : 
 $56.20  
Last Quarter's Average Price : 
 $50.64  
Change from last quarter's     
avg. price to the last closing  : 
9.34 (18.44%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 27,629
 2.32%
 
Increased Positions :
14
 186,000
 15.64%
 
Unchanged Positions :
17
 52,057
 4.38%
 
Decreased Positions :
14
-53,080
-4.46%
 
Closed Positions :
4
-23,686
-1.99%
 
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
   Full Sail Capital LLC 99 - 2024-03-31 14,200 $804,000 0
   ATLAS CAPITAL ADVISORS LLC 171 - 2024-03-31 11,628 $659,000 0
   Sweet Financial Partners LLC 118 - 2024-03-31 9,755 $553,000 0
   Allie Family Office LLC 58 - 2024-03-31 5,520 $316,000 0
   GHP INVESTMENT ADVISORS INC 341 - 2024-03-31 5,157 $292,000 0
   Financial Alternatives Inc 69 - 2024-03-31 4,360 $247,000 0
   Silvant Capital Management LLC 190 - 2024-03-31 2,753 $156,000 0
   Steward Partners Investment Advisory LLC 1846 - 2024-03-31 1,476 $84,000 0
   BARCLAYS PLC 3583 - 2024-03-31 1,320 $75,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 519 - 2024-03-31 650 $37,000 0
   Frazier Financial Advisors LLC 257 - 2024-03-31 376 $21,000 0
   Kozak & Associates Inc. 178 - 2024-03-31 342 $20,000 0
   COMERICA BANK 3060 - 2024-03-31 280 $16,000 0
   AMUNDI 1811 - 2024-03-31 188 $10,000 0
   Dunhill Financial LLC 283 - 2024-03-31 125 $7,000 0
   JDM Financial Group LLC 169 - 2024-03-31 108 $6,000 0
   Farther Finance Advisors LLC 2065 - 2024-03-31 89 $5,000 0
   PROEQUITIES INC. 6898 - 2024-03-31 0 $0 0
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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