Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Msci Emerging Markets Ex China (EMXC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 618    144
Total shares held : 
 139,176,178  
% of shares held : 
 15.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   308  
Amount of shares held : 
 46,465,937  
% of shares held change : 
   5.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
181
 10,428,959
 7.49%
 
Increased Positions :
260
 39,340,760
 28.27%
 
Unchanged Positions :
81
 2,600,021
 1.87%
 
Decreased Positions :
96
-2,333,349
-1.68%
 
Closed Positions :
37
-970,433
-0.7%
 
Guru Positions :
2
655,692
 0.47%
 
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
   TEMASEK HOLDINGS (PRIVATE) LTD 38 *New 2024-03-31 1,376,700 $79,257,000 1,376,700
   Dynasty Wealth Management LLC 24 *New 2024-03-31 551,307 $31,739,000 551,307
   WEALTHSOURCE PARTNERS LLC 7 *New 2023-12-31 547,060 $30,313,000 547,060
   RMB CAPITAL MANAGEMENT LLC 55 *New 2024-03-31 401,982 $23,142,000 401,982
   London & Capital Asset Management Ltd 27 *New 2024-03-31 395,848 $22,789,000 395,848
   SENTINEL TRUST CO LBA 9 *New 2024-03-31 253,700 $14,606,000 253,700
   Tradition Wealth Management LLC 19 *New 2024-03-31 238,626 $13,738,000 238,626
   Compton Financial Group LLC 8 *New 2024-03-31 233,235 $13,427,000 233,235
   Carr Financial Group Corp 5 *New 2024-03-31 207,966 $11,973,000 207,966
   Advance Capital Management Inc. 15 *New 2024-03-31 156,189 $8,992,000 156,189
   Monterey Private Wealth Inc. 11 *New 2024-03-31 107,821 $6,207,000 107,821
   TIAA FSB 206 *New 2023-06-30 99,607 $5,178,000 99,607
   Eley Financial Management Inc 21 *New 2024-03-31 70,167 $4,040,000 70,167
   SMI Advisory Services LLC 26 *New 2024-03-31 68,042 $3,986,000 68,042
   SlateStone Wealth LLC 71 *New 2024-03-31 63,205 $3,639,000 63,205
   BCGM Wealth Management LLC 20 *New 2024-03-31 60,521 $3,484,000 60,521
   5th Street Advisors LLC 16 *New 2024-03-31 60,241 $3,468,000 60,241
   Intelligence Driven Advisers LLC 22 *New 2024-03-31 60,085 $3,459,000 60,085
   Dynamic Wealth Strategies LLC 10 *New 2024-03-31 58,214 $3,351,000 58,214
   Invst LLC 46 *New 2023-12-31 59,525 $3,295,000 59,525
   Brookstone Capital Management 286 *New 2024-03-31 54,998 $3,166,000 54,998
   SOL CAPITAL MANAGEMENT CO 75 *New 2024-03-31 53,965 $3,107,000 53,965
   Sentinus LLC 23 *New 2024-03-31 53,760 $3,095,000 53,760
   NorthCrest Asset Manangement LLC 172 *New 2024-03-31 51,556 $2,968,000 51,556
   Banco BTG Pactual S.A. 36 *New 2024-03-31 48,000 $2,763,000 48,000
   MEITAV DASH INVESTMENTS LTD 105 *New 2024-03-31 45,083 $2,595,000 45,083
   Keystone Financial Services 16 *New 2023-12-31 42,887 $2,376,000 42,887
   GREENWOOD CAPITAL ASSOCIATES LLC 84 *New 2024-03-31 37,804 $2,176,000 37,804
   WAYNE HUMMER INVESTMENTS L.L.C. 109 *New 2024-03-31 37,611 $2,165,000 37,611
   Ullmann Financial Group Inc. 36 *New 2024-03-31 35,156 $2,024,000 35,156
   Kades & Cheifetz LLC 24 *New 2024-03-31 32,774 $1,887,000 32,774
   RAFFERTY ASSET MANAGEMENT LLC 706 *New 2024-03-31 31,785 $1,830,000 31,785
   TAP Consulting LLC 74 *New 2024-03-31 30,634 $1,764,000 30,634
   Stratos Wealth Partners LTD. 486 *New 2024-03-31 28,283 $1,628,000 28,283
   SPRINGBOK CAPITAL MANAGEMENT LLC 261 *New 2024-03-31 27,500 $1,583,000 27,500
   PROSPERA FINANCIAL SERVICES 367 *New 2023-12-31 27,085 $1,501,000 27,085
   WCG Wealth Advisors LLC 159 *New 2024-03-31 22,950 $1,321,000 22,950
   Strategic Equity Management 18 *New 2024-03-31 17,631 $1,015,000 17,631
   FLAGSHIP HARBOR ADVISORS LLC 251 *New 2024-03-31 17,300 $996,000 17,300
   Nipun Capital L.P. 7 *New 2024-03-31 16,500 $950,000 16,500
   Braun-Bostich & Associates Inc. 43 *New 2024-03-31 14,928 $859,000 14,928
   SYNOVUS FINANCIAL CORP 493 *New 2024-03-31 14,551 $838,000 14,551
   Spectrum Planning & Advisory Services Inc. 23 *New 2023-12-31 12,503 $693,000 12,503
   BOOTHBAY FUND MANAGEMENT LLC 719 *New 2024-03-31 11,000 $633,000 11,000
   Lansing Street Advisors 56 *New 2024-03-31 10,983 $632,000 10,983
   FFT WEALTH MANAGEMENT LLC 68 *New 2024-03-31 10,773 $620,000 10,773
   Day & Ennis LLC 70 *New 2023-12-31 10,722 $594,000 10,722
   Eaton Financial Holdings Company LLC 42 *New 2024-03-31 10,151 $584,000 10,151
   SUTTON PLACE INVESTORS LLC 98 *New 2024-03-31 9,826 $566,000 9,826
   Bigelow Investment Advisors LLC 103 *New 2024-03-31 9,481 $546,000 9,481
   Claro Advisors LLC 232 *New 2024-03-31 8,860 $510,000 8,860
   Keystone Financial Group 179 *New 2024-03-31 8,677 $500,000 8,677
   DENVER WEALTH MANAGEMENT INC. 48 *New 2024-03-31 8,582 $494,000 8,582
   BCU Wealth Advisors LLC 30 *New 2024-03-31 8,380 $482,000 8,380
   Dentgroup LLC 55 *New 2024-03-31 8,178 $471,000 8,178
   Patriot Financial Group Insurance Agency LLC 280 *New 2024-03-31 8,060 $464,000 8,060
   KEYBANK NATIONAL ASSOCIATION/OH 778 *New 2024-03-31 7,862 $453,000 7,862
   Redwood Investment Management LLC 283 *New 2024-03-31 7,737 $445,000 7,737
   EQ LLC 44 *New 2024-03-31 7,630 $439,000 7,630
   MONEYWISE INC. 43 *New 2024-03-31 7,465 $430,000 7,465
   FIDUCIARY TRUST CO 485 *New 2024-03-31 7,261 $418,000 7,261
   Objective Capital Management LLC 69 *New 2023-12-31 7,522 $417,000 7,522
   Aspire Wealth Management Corp 67 *New 2024-03-31 7,001 $403,000 7,001
   WESPAC ADVISORS, LLC 121 *New 2024-03-31 6,802 $392,000 6,802
   Gallagher Fiduciary Advisors LLC 127 *New 2024-03-31 6,481 $373,000 6,481
   Absolute Capital Management LLC 75 *New 2024-03-31 6,334 $365,000 6,334
   Buckingham Strategic Partners 423 *New 2024-03-31 6,246 $360,000 6,246
   MILESTONE ASSET MANAGEMENT LLC 126 *New 2024-03-31 6,170 $355,000 6,170
   HANLON INVESTMENT MANAGEMENT, INC. 108 *New 2024-03-31 6,039 $348,000 6,039
   CITIZENS FINANCIAL GROUP INC/RI 322 *New 2024-03-31 5,900 $340,000 5,900
   Lifeworks Advisors LLC 166 *New 2024-03-31 5,637 $325,000 5,637
   Hutchens & Kramer Investment Management Group LLC 92 *New 2024-03-31 5,444 $313,000 5,444
   Stonebridge Financial Planning Group LLC 127 *New 2024-03-31 5,375 $309,000 5,375
   HARTLINE INVESTMENT CORP/ 285 *New 2024-03-31 5,328 $307,000 5,328
   DANA INVESTMENT ADVISORS INC 487 *New 2024-03-31 4,999 $288,000 4,999
   MISSION WEALTH MANAGEMENT LLC 535 *New 2024-03-31 4,999 $288,000 4,999
   MODERA WEALTH MANAGEMENT, LLC 503 *New 2024-03-31 4,551 $262,000 4,551
   Verdence Capital Advisors LLC 516 *New 2024-03-31 4,536 $261,000 4,536
   Allie Family Office LLC 65 *New 2024-03-31 4,542 $261,000 4,542
   Northwest Financial Advisors 107 *New 2024-03-31 4,284 $247,000 4,284
   Clearview Wealth Advisors LLC 94 *New 2024-03-31 4,265 $246,000 4,265
   Moors & Cabot Inc. 741 *New 2024-03-31 4,274 $246,000 4,274
   Truadvice LLC 200 *New 2023-09-30 4,815 $245,000 4,815
   Brandywine Oak Private Wealth LLC 216 *New 2024-03-31 4,156 $239,000 4,156
   Inscription Capital LLC 157 *New 2024-03-31 4,050 $237,000 4,050
   Accel Wealth Management 190 *New 2024-03-31 4,022 $232,000 4,022
   Modern Wealth Management LLC 295 *New 2024-03-31 4,035 $232,000 4,035
   Western Wealth Management LLC 584 *New 2024-03-31 4,007 $231,000 4,007
   Alera Investment Advisors LLC 152 *New 2024-03-31 3,989 $230,000 3,989
   Jackson Creek Investment Advisors LLC 290 *New 2024-03-31 3,971 $229,000 3,971
   Phraction Management LLC 60 *New 2024-03-31 3,960 $228,000 3,960
   Beverly Hills Private Wealth LLC 328 *New 2024-03-31 3,811 $219,000 3,811
   LEE MUNDER CAPITAL GROUP, LLC 286 *New 2024-03-31 3,808 $219,000 3,808
   GOTHAM ASSET MANAGEMENT, LLC 1276 *New 2024-03-31 3,772 $217,000 3,772
   J.W. COLE ADVISORS INC. 802 *New 2024-03-31 3,776 $217,000 3,776
   JOURNEY STRATEGIC WEALTH LLC 275 *New 2024-03-31 3,678 $212,000 3,678
   Catalina Capital Group LLC 251 *New 2024-03-31 3,574 $206,000 3,574
   HOWARD FINANCIAL SERVICES LTD. 149 *New 2024-03-31 3,563 $205,000 3,563
   Lantern Wealth Advisors LLC 123 *New 2024-03-31 3,565 $205,000 3,565
   BROWN BROTHERS HARRIMAN & CO 527 *New 2024-03-31 3,348 $193,000 3,348
  100 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