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Get Institutions for : 
Ishares Global Reit (REET)  
$22.80 0.06 (0.26%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 254    2
Total shares held : 
 73,889,680  
% of shares held : 
 74.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 4,013,746  
% of shares held change : 
   4.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.73  
Last Quarter's Ending Price : 
 $24.18  
Last Quarter's Average Price : 
 $21.87  
Change from last quarter's     
avg. price to the last closing  : 
0.93 (4.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 1,565,170
 2.12%
 
Increased Positions :
95
 8,298,757
 11.23%
 
Unchanged Positions :
41
 6,057,014
 8.2%
 
Decreased Positions :
93
-5,650,058
-7.65%
 
Closed Positions :
23
-200,123
-0.27%
 
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
   BLACKROCK INC. 1909 - 2024-03-31 5,337,564 $126,394,000 -495,056
   MORGAN STANLEY 1278 - 2024-03-31 3,773,643 $89,360,000 -508,851
   OXFORD FINANCIAL GROUP LTD 7 - 2024-03-31 2,555,594 $60,516,000 -4,214
   SAVANT CAPITAL MANAGEMENT INC 25 - 2024-03-31 2,519,478 $59,661,000 -86,052
   PARTNERS CAPITAL INVESTMENT GROUP LLP 20 - 2024-03-31 1,662,205 $39,361,000 -667,679
   GOLDMAN SACHS GROUP INC/ 1230 - 2024-03-31 1,379,940 $32,677,000 -216,334
   One Capital Management LLC 27 - 2024-03-31 1,334,866 $31,610,000 -16,803
   MODERA WEALTH MANAGEMENT, LLC 67 - 2024-03-31 965,467 $22,862,000 -60,797
   Capstone Financial Advisors Inc. 15 - 2024-03-31 893,173 $21,150,000 -20,170
   WELLS FARGO & CO/MN 1199 - 2024-03-31 732,476 $17,345,000 -83,205
   Waldron LP 34 - 2024-03-31 533,642 $12,637,000 -9,577
   BP WEALTH MANAGEMENT LLC 97 - 2024-03-31 502,125 $11,890,000 -140,670
   Wilshire Associates Inc 5 - 2024-03-31 480,114 $11,369,000 -6,916
   CI Private Wealth LLC 519 - 2024-03-31 423,380 $10,026,000 -930
   BIP Wealth LLC 24 - 2024-03-31 369,055 $8,739,000 -1,647
   Lester Murray Antman dba SimplyRich 10 - 2024-03-31 310,925 $7,363,000 -12,563
   CREATIVE PLANNING 510 - 2024-03-31 296,083 $7,011,000 -36,178
   Alhambra Investment Partners LLC 8 - 2024-03-31 198,715 $4,706,000 -147
   MERCER GLOBAL ADVISORS INC /ADV 482 - 2024-03-31 193,231 $4,576,000 -16,507
   Corrigan Financial Inc. 19 - 2024-03-31 190,696 $4,516,000 -4,339
   WAYNE HUMMER ASSET MANAGEMENT CO 345 - 2024-03-31 188,164 $4,456,000 -21,360
   NATIONAL BANK OF CANADA /FI/ 710 - 2024-03-31 189,830 $4,364,000 -727
   RWM Asset Management LLC 47 - 2024-03-31 184,157 $4,361,000 -24,203
   SOL CAPITAL MANAGEMENT CO 54 - 2024-03-31 168,710 $3,995,000 -5,675
   UBS Group AG 2394 - 2024-03-31 165,669 $3,923,000 -5,602
   AMERIPRISE FINANCIAL INC 2520 - 2024-03-31 146,844 $3,473,000 -13,650
   RS CRUM INC. 15 - 2024-03-31 144,075 $3,412,000 -7,075
   Capasso Planning Partners LLC 14 - 2024-03-31 141,426 $3,349,000 -16,960
   Archetype Wealth Partners LLC 23 - 2024-03-31 121,797 $2,884,000 -1,625
   SC&H Financial Advisors Inc. 23 - 2024-03-31 114,413 $2,709,000 -593
   COLLECTIVE FAMILY OFFICE LLC 43 - 2024-03-31 81,063 $1,920,000 -5,386
   JFS WEALTH ADVISORS, LLC 81 - 2024-03-31 80,740 $1,912,000 -2,700
   Financial Advisory Service Inc. 116 - 2024-03-31 77,548 $1,836,000 -32,220
   SUMITOMO MITSUI FINANCIAL GROUP INC. 77 - 2024-03-31 71,786 $1,700,000 -1,327
   BURNS WEALTH MANAGEMENT, INC. 229 - 2024-03-31 66,933 $1,585,000 -1,347
   Advisor Group Holdings Inc. 1944 - 2024-03-31 61,960 $1,467,000 -3,367
   KOCHIS FITZ/QUINTILE LLC 115 - 2024-03-31 61,246 $1,450,000 -13,913
   PATHSTONE FAMILY OFFICE, LLC 598 - 2023-09-30 64,025 $1,355,000 -9,099
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 765 - 2024-03-31 57,221 $1,355,000 -34,105
   Larson Financial Group LLC 153 - 2024-03-31 56,978 $1,349,000 -560,209
   Foundation Wealth Management LLC 20 - 2024-03-31 55,894 $1,324,000 -1,103
   MORRIS FINANCIAL CONCEPTS INC. 28 - 2024-03-31 54,861 $1,299,000 -1,189
   Level Financial Advisors Inc. 33 - 2024-03-31 53,551 $1,268,000 -1,825
   HANCOCK HOLDING CO 281 - 2024-03-31 48,452 $1,147,000 -69,022
   Treynor Bancshares Inc. 38 - 2024-03-31 46,960 $1,112,000 -296
   FRANKLIN RESOURCES INC 1800 - 2024-03-31 45,648 $1,081,000 -10,403
   Greenspring Advisors LLC 26 - 2024-03-31 43,189 $1,023,000 -8,315
   MB Generational Wealth LLC 19 - 2024-03-31 12,249 $1,022,000 -30,908
   TD Waterhouse Canada Inc. 495 - 2024-03-31 38,004 $985,000 -3,223
   Sterling Wealth Management Inc. 33 - 2024-03-31 41,278 $977,000 -828
   Private Wealth Management Group LLC 32 - 2024-03-31 39,823 $943,000 -18,954
   Pathstone Holdings LLC 1368 - 2024-03-31 36,251 $858,000 -11,354
   MML INVESTORS SERVICES LLC 1504 - 2024-03-31 35,433 $839,000 -6,533
   EFG Asset Management (Americas) Corp. 96 - 2024-03-31 35,335 $837,000 -3,588
   JANE STREET GROUP LLC 3312 - 2024-03-31 34,008 $805,000 -392,994
   AE Wealth Management LLC 698 - 2024-03-31 33,659 $797,000 -115,001
   RAYMOND JAMES & ASSOCIATES 2763 - 2024-03-31 31,321 $742,000 -1,991
   COURIER CAPITAL CORP 212 - 2024-03-31 30,111 $713,000 -1,149
   Orion Portfolio Solutions LLC 1129 - 2024-03-31 29,935 $709,000 -8,964
   US BANCORP 1295 - 2024-03-31 29,143 $690,000 -1,522
   Beacon Pointe Advisors LLC 808 - 2024-03-31 27,444 $650,000 -3,853
   Feltz Wealth PLAN Inc. 182 - 2024-03-31 25,704 $609,000 -26
   Twelve Points Wealth Management LLC 110 - 2024-03-31 22,283 $528,000 -1,014
   49 WEALTH MANAGEMENT LLC 58 - 2024-03-31 20,958 $490,000 -305
   Leo Wealth LLC 215 - 2024-03-31 20,249 $479,000 -13
   Resources Investment Advisors Inc. 758 - 2024-03-31 19,481 $461,000 -1,158
   BFT FINANCIAL GROUP LLC 187 - 2023-06-30 20,080 $461,000 -4,101
   Integrated Wealth Concepts LLC 1090 - 2024-03-31 18,793 $445,000 -5,664
   PNC FINANCIAL SERVICES GROUP INC 1684 - 2024-03-31 16,626 $394,000 -15,676
   Connecticut Wealth Management LLC 241 - 2024-03-31 16,634 $394,000 -682
   HPM Partners LLC 1769 - 2024-03-31 15,025 $356,000 -279,041
   IFP Advisors Inc 697 - 2023-12-31 14,175 $343,000 -48
   Apella Capital LLC 230 - 2024-03-31 14,431 $340,000 -1,276
   Cypress Point Wealth Management LLC 58 - 2024-03-31 14,269 $338,000 -1,947
   Ten Capital Wealth Advisors LLC 94 - 2023-06-30 13,743 $315,000 -1,124
   Prime Capital Investment Advisors LLC 779 - 2024-03-31 12,349 $292,000 -27
   Compagnie Lombard Odier SCA 232 - 2024-03-31 11,096 $263,000 -230
   Claro Advisors LLC 346 - 2024-03-31 10,933 $259,000 -1,075
   Mutual Advisors LLC 924 - 2024-03-31 10,790 $256,000 -236
   Forum Financial Management LP 588 - 2024-03-31 10,535 $249,000 -880
   SCOTIA CAPITAL INC. 725 - 2024-03-31 10,270 $243,000 -90
   FINANCIAL MANAGEMENT NETWORK INC 141 - 2024-03-31 10,210 $234,000 -6,636
   JANNEY MONTGOMERY SCOTT LLC 2469 - 2024-03-31 9,817 $232,000 -140,716
   NATIONAL ASSET MANAGEMENT, INC. 1187 - 2024-03-31 10,706 $230,000 -198
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 487 - 2024-03-31 9,684 $229,000 -559
   STIFEL FINANCIAL CORP 3027 - 2024-03-31 9,559 $226,000 -465
   Cardinal Point Capital Management ULC 69 - 2024-03-31 9,525 $226,000 -9,830
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 321 - 2024-03-31 9,254 $219,000 -234
   BALLENTINE FINN & COMPANY INC 639 - 2024-03-31 9,210 $218,000 -1,190
   Orion Capital Management LLC 141 - 2024-03-31 6,021 $143,000 -79
   GRADIENT INVESTMENTS LLC 342 - 2024-03-31 4,619 $109,000 -103
   CITIGROUP INC 3388 - 2024-03-31 4,267 $101,000 -552
   Rosenberg Matthew Hamilton 411 - 2024-03-31 2,461 $57,000 -543
   Spire Wealth Management 1710 - 2024-03-31 426 $10,000 -142
   Goss Wealth Management LLC 3099 - 2024-03-31 218 $5,000 -82
   NBC SECURITIES INC. 1854 - 2024-03-31 173 $4,000 -88
   Davis Capital Management 288 - 2024-03-31 1 $0 -1
   Creekmur Asset Management LLC 879 - 2024-03-31 1 $0 -1
  98 Records found
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