Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Core MSCI Pacific ETF (IPAC)  
$62.63 0.24 (0.38%) as of 4:30 Tue 5/21


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    6
Total shares held : 
 24,977,869  
% of shares held : 
 27.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 2,448,104  
% of shares held change : 
   2.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $55.04  
Last Quarter's Ending Price : 
 $59.51  
Last Quarter's Average Price : 
 $56.39  
Change from last quarter's     
avg. price to the last closing  : 
6.24 (11.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 230,744
 0.92%
 
Increased Positions :
50
 2,941,542
 11.78%
 
Unchanged Positions :
31
 5,245,266
 21%
 
Decreased Positions :
39
-636,775
-2.55%
 
Closed Positions :
15
-87,407
-0.35%
 
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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 88 - 2024-03-31 1,183,352 $74,918,000 -3,037
   ENVESTNET ASSET MANAGEMENT INC 655 - 2024-03-31 823,995 $52,167,000 -51,959
   MATHER GROUP, INC. 25 - 2024-03-31 619,909 $36,891,000 -3,180
   SMITHFIELD TRUST CO 19 - 2024-03-31 313,029 $19,814,000 -4,316
   Cetera Investment Advisers 94 - 2024-03-31 299,637 $18,970,000 -81,586
   BANK OF AMERICA CORP /DE/ 2213 - 2024-03-31 216,186 $13,687,000 -34,614
   Advisor Group Holdings Inc. 695 - 2024-03-31 155,859 $9,867,000 -255,053
   FINANCIAL NETWORK 556 - 2024-03-31 95,607 $6,053,000 -6,788
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 252 - 2024-03-31 94,452 $5,980,000 -7,978
   Integris Wealth Management LLC 19 - 2024-03-31 86,669 $5,487,000 -1,967
   UBS Group AG 2147 - 2024-03-31 81,700 $5,172,000 -2,610
   Prime Capital Investment Advisors LLC 196 - 2024-03-31 80,387 $5,089,000 -5,869
   FDX ADVISORS, INC. - 2024-03-31 64,903 $4,109,000 -4,188
   HALLMARK CAPITAL MANAGEMENT INC 74 - 2024-03-31 64,851 $4,106,000 -3,198
   PRESILIUM PRIVATE WEALTH LLC 17 - 2024-03-31 63,222 $4,003,000 -1,251
   Financial Gravity Wealth Inc. 31 - 2024-03-31 49,070 $3,107,000 -509,280
   BB&T CORP 1137 - 2024-03-31 42,664 $2,701,000 -841
   LVZ Advisors Inc. 30 - 2024-03-31 35,671 $2,258,000 -1,950
   PAX Financial Group LLC 54 - 2024-03-31 33,968 $2,150,000 -2,571
   OLD MISSION CAPITAL LLC 220 - 2024-03-31 33,783 $2,139,000 -5,754
   Willis Johnson & Associates Inc. 50 - 2024-03-31 33,014 $2,090,000 -1,160
   Vontobel Holding Ltd. 458 - 2024-03-31 27,987 $1,772,000 -288
   RICHARDSON FINANCIAL SERVICES INC. 19 - 2024-03-31 23,376 $1,480,000 -943
   John W. Brooker & Co. CPAs 47 - 2024-03-31 12,663 $802,000 -462
   Dynamic Advisors Solutions LLC 490 - 2024-03-31 12,364 $783,000 -790
   AMERIPRISE FINANCIAL INC 3197 - 2024-03-31 12,197 $772,000 -1,085
   HIGHTOWER ADVISORS, LLC 2027 - 2024-03-31 10,703 $677,000 -574
   Csenge Advisory Group 350 - 2024-03-31 10,668 $675,000 -478
   Robertson Stephens Wealth Management LLC 298 - 2024-03-31 9,890 $626,000 -255
   Element Wealth LLC 53 - 2024-03-31 9,540 $604,000 -130
   Brandywine Oak Private Wealth LLC 136 - 2024-03-31 9,446 $598,000 -290
   US BANCORP 1410 - 2024-03-31 9,093 $576,000 -447
   INVESCO LTD 3226 - 2024-03-31 7,981 $505,000 -5,900
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2584 - 2024-03-31 6,956 $440,000 -8,121
   Walkner Condon Financial Advisors LLC 170 - 2024-03-31 6,810 $431,000 -360
   Sequoia Financial Advisors LLC 741 - 2024-03-31 6,605 $418,000 -3,715
   Stratos Wealth Partners LTD. 967 - 2024-03-31 6,321 $400,000 -685
   Aveo Capital Partners LLC 262 - 2024-03-31 6,023 $375,000 -424
   Barber Financial Group Inc. 107 - 2023-03-31 5,044 $285,000 -78
   Southland Equity Partners LLC 179 - 2024-03-31 4,257 $270,000 -5
   CAPTRUST FINANCIAL ADVISORS 1830 - 2024-03-31 4,236 $268,000 -882
   Modern Wealth Management LLC 281 - 2024-03-31 4,179 $258,000 -445
   APCM Wealth Management for Individuals 60 - 2024-03-31 3,971 $251,000 -86
   Addison Advisors LLC 240 - 2024-03-31 2,320 $147,000 -45
   AdvisorNet Financial Inc 774 - 2024-03-31 862 $55,000 -172
   HARBOUR INVESTMENTS INC. 1595 - 2023-12-31 603 $36,000 -968
   BLAIR WILLIAM & CO/IL 1663 - 2024-03-31 340 $22,000 -357
   Steward Partners Investment Advisory LLC 2502 - 2024-03-31 316 $20,000 -5
   Arlington Trust Co LLC 394 - 2024-03-31 119 $8,000 -924
  49 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