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Get Institutions for : 
iShares FTSE EPRA/NAREIT Dev RE ex-US (IFGL)  
$20.05 0.04 (0.2%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    5
Total shares held : 
 2,613,022  
% of shares held : 
 26.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -87,246  
% of shares held change : 
   -0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $21.47  
Last Quarter's Ending Price : 
 $21.28  
Last Quarter's Average Price : 
 $20.64  
Change from last quarter's     
avg. price to the last closing  : 
0.59 (2.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 34,732
 1.33%
 
Increased Positions :
13
 314,091
 12.02%
 
Unchanged Positions :
15
 57,819
 2.21%
 
Decreased Positions :
23
-432,962
-16.57%
 
Closed Positions :
8
-3,107
-0.12%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HALBERT, HARGROVE/RUSSELL LLC 22 - 2024-03-31 342,651 $7,292,000 -19,465
   CREATIVE PLANNING 527 - 2024-03-31 308,701 $6,569,000 -250
   BANK OF AMERICA CORP /DE/ 3146 - 2024-03-31 181,929 $3,871,000 -15,763
   WELLS FARGO & CO/MN 2180 - 2024-03-31 168,569 $3,587,000 -13,242
   PICTET ASSET MANAGEMENT SA 894 - 2023-06-30 108,340 $2,151,000 -25,921
   Family Firm Inc. 46 - 2024-03-31 92,579 $1,970,000 -6,979
   AWM CAPITAL LLC 33 - 2024-03-31 71,499 $1,521,000 -4,342
   HPM Partners LLC 1187 - 2024-03-31 57,719 $1,228,000 -15,596
   MARYLAND CAPITAL ADVISORS INC. 35 - 2024-03-31 37,393 $796,000 -2,720
   INVESCO LTD 3012 - 2024-03-31 36,924 $786,000 -3,012
   ENVESTNET ASSET MANAGEMENT INC 3205 - 2024-03-31 33,816 $720,000 -4,377
   MERCER GLOBAL ADVISORS INC /ADV 1100 - 2024-03-31 33,459 $712,000 -1,653
   BANK OF NEW YORK MELLON CORP 3436 - 2024-03-31 24,550 $522,000 -10,137
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1289 - 2023-09-30 23,672 $449,000 -23,625
   Farther Finance Advisors LLC 430 - 2024-03-31 20,549 $434,000 -2,040
   UBS Group AG 4305 - 2024-03-31 16,711 $356,000 -890
   Upper Left Wealth Management LLC 54 - 2024-03-31 13,062 $278,000 -1,470
   Visionary Horizons LLC 70 - 2024-03-31 12,680 $258,000 -25
   Advisor Group Holdings Inc. 3930 - 2024-03-31 6,730 $143,000 -64
   COMERICA BANK 2428 - 2024-03-31 6,370 $136,000 -1,282
   Stone House Investment Management LLC 116 - 2024-03-31 2,612 $56,000 -20
   FMR LLC 3620 - 2024-03-31 1,572 $33,000 -762
   BLAIR WILLIAM & CO/IL 1640 - 2024-03-31 1,423 $30,000 -177
  23 Records found
  1    
  Page 1 of 1
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