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Get Institutions for : 
iShares Tr S&P Glbl Fncl Sct (IXG)  
$87.89 0.62 (0.7%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 118    6
Total shares held : 
 1,780,341  
% of shares held : 
 4.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -23  
Amount of shares held : 
 -298,981  
% of shares held change : 
   -0.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $69.64  
Last Quarter's Ending Price : 
 $78.58  
Last Quarter's Average Price : 
 $73.00  
Change from last quarter's     
avg. price to the last closing  : 
14.89 (20.4%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 85,241
 4.79%
 
Increased Positions :
18
 51,540
 2.89%
 
Unchanged Positions :
40
 582,739
 32.73%
 
Decreased Positions :
47
-369,718
-20.77%
 
Closed Positions :
7
-66,044
-3.71%
 
Guru Positions :
1
5,478
 0.31%
 
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
   BANK OF AMERICA CORP /DE/ 2113 - 2024-03-31 179,814 $15,580,000 -432
   Salomon & Ludwin LLC 40 - 2024-03-31 79,348 $6,875,000 -3,431
   BFT FINANCIAL GROUP LLC 24 - 2023-06-30 83,631 $5,977,000 -2,243
   RICHARD BERNSTEIN ADVISORS LLC 67 - 2024-03-31 61,213 $5,304,000 -2,815
   Money Design Co.Ltd. 53 - 2024-03-31 50,607 $4,385,000 -10,952
   LPL FINANCIAL CORP 2290 - 2024-03-31 29,484 $2,555,000 -2,598
   Advisor Group Holdings Inc. 1671 - 2024-03-31 23,716 $2,057,000 -1,466
   AMERIPRISE FINANCIAL INC 2789 - 2024-03-31 23,579 $2,043,000 -3,485
   ROYAL BANK OF CANADA 2577 - 2024-03-31 20,929 $1,813,000 -914
   ENVESTNET ASSET MANAGEMENT INC 2624 - 2024-03-31 20,802 $1,802,000 -3,525
   UBS Group AG 3184 - 2024-03-31 17,864 $1,548,000 -1,339
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2595 - 2024-03-31 11,213 $972,000 -8,395
   Qube Research & Technologies Ltd 1950 - 2024-03-31 8,983 $778,000 -14
   WELLS FARGO & CO/MN 3213 - 2024-03-31 7,753 $672,000 -1,108
   ICICI Prudential Asset Management Co Ltd 120 - 2024-03-31 7,050 $611,000 -2,010
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 779 - 2024-03-31 5,478 $475,000 -231
   COMMONWEALTH EQUITY SERVICES LLC. 2841 - 2024-03-31 5,379 $466,000 -1,038
   Private Advisor Group LLC 1567 - 2024-03-31 5,314 $460,000 -458
   DAVIDSON D A & CO 1041 - 2024-03-31 4,845 $420,000 -1,038
   HIGHTOWER ADVISORS, LLC 2360 - 2024-03-31 4,809 $419,000 -14
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2416 - 2024-03-31 4,822 $418,000 -422
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 465 - 2024-03-31 4,128 $355,000 -450
   CLIENT 1ST ADVISORY GROUP LLC 85 - 2024-03-31 3,517 $305,000 -260
   Sunflower Bank N.A. 91 - 2024-03-31 3,480 $302,000 -3,690
   Spire Wealth Management 678 - 2024-03-31 3,261 $283,000 -3,172
   McIlrath & Eck LLC 103 - 2024-03-31 2,817 $244,000 -1,016
   Cedar Brook Financial Partners LLC 379 - 2024-03-31 2,651 $230,000 -183
   CWM LLC 1439 - 2024-03-31 2,621 $227,000 -257
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3006 - 2024-03-31 2,591 $225,000 -784
   Northwest Capital Management Inc 141 - 2024-03-31 1,918 $166,000 -21
   COMERICA BANK 2398 - 2024-03-31 1,764 $153,000 -1
   Rosenberg Matthew Hamilton 274 - 2024-03-31 1,461 $126,000 -9
   City State Bank 240 - 2024-03-31 1,225 $106,000 -300
   Goss Wealth Management LLC 2172 - 2024-03-31 795 $69,000 -211
   VIGILANT CAPITAL MANAGEMENT LLC 248 - 2023-06-30 915 $65,000 -20
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2018 - 2024-03-31 621 $54,000 -58
   FMR LLC 3516 - 2024-03-31 463 $40,000 -14
   Global Retirement Partners LLC 1686 - 2024-03-31 305 $26,000 -19
   PROVENCE WEALTH MANAGEMENT GROUP 270 - 2023-12-31 266 $21,000 -37
   Farther Finance Advisors LLC 1466 - 2024-03-31 248 $21,000 -69
   ANCORA ADVISORS, LLC 1364 - 2024-03-31 54 $5,000 -19
   Concord Wealth Partners 712 - 2024-03-31 31 $3,000 -206
   BLACKROCK INC. 4852 - 2024-03-31 24 $2,000 -966
   Ronald Blue Trust Inc. 2149 - 2024-03-31 0 $0 -113
   Parallel Advisors LLC 3191 - 2024-03-31 1 $0 -26
  45 Records found
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