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Get Institutions for : 
iShares Trust S&P Glbl Hltcr (IXJ)  
$93.31 0.01 (0.01%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 246    20
Total shares held : 
 31,762,868  
% of shares held : 
 9.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -28  
Amount of shares held : 
 -1,751,727  
% of shares held change : 
   -0.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $82.10  
Last Quarter's Ending Price : 
 $86.72  
Last Quarter's Average Price : 
 $82.88  
Change from last quarter's     
avg. price to the last closing  : 
10.43 (12.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 76,555
 0.24%
 
Increased Positions :
69
 803,832
 2.53%
 
Unchanged Positions :
83
 1,658,579
 5.22%
 
Decreased Positions :
77
-2,470,539
-7.78%
 
Closed Positions :
37
-161,575
-0.51%
 
Guru Positions :
1
5,312,943
 16.73%
 
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. 490 - 2024-03-31 14,536,170 $1,354,044,000 -220,365
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 95 - 2024-03-31 5,312,943 $494,901,000 245,847
   BANK OF AMERICA CORP /DE/ 469 - 2024-03-31 3,264,343 $304,074,000 -220,502
   RICHARD BERNSTEIN ADVISORS LLC 10 - 2024-03-31 1,576,749 $146,874,000 -62,722
   Phoenix Holdings Ltd. 14 - 2024-03-31 1,258,456 $117,257,000 2,456
   J P MORGAN CHASE & CO 1108 - 2024-03-31 617,291 $57,501,000 -14,159
   MORGAN STANLEY 1711 - 2024-03-31 561,541 $52,308,000 -27,026
   Federation des caisses Desjardins du Quebec 83 - 2024-03-31 387,053 $36,054,000 0
   JANE STREET GROUP LLC 386 - 2024-03-31 291,452 $27,149,000 274,752
   UBS Group AG 1037 - 2024-03-31 288,891 $26,910,000 -4,896
   ENVESTNET ASSET MANAGEMENT INC 969 - 2024-03-31 276,584 $25,764,000 -8,790
   ROYAL BANK OF CANADA 1043 - 2024-03-31 257,803 $24,016,000 7,755
   WELLS FARGO & CO/MN 1162 - 2024-03-31 198,652 $18,504,000 28,754
   LPL FINANCIAL CORP 1194 - 2024-03-31 131,348 $12,235,000 13,700
   CITADEL ADVISORS LLC 1158 - 2024-03-31 122,307 $11,393,000 107,484
   BARCLAYS PLC 985 - 2024-03-31 115,760 $10,783,000 0
   NOTTINGHAM ADVISORS INC 24 - 2024-03-31 113,733 $10,594,000 -823
   HIGHTOWER ADVISORS, LLC 678 - 2024-03-31 110,888 $10,322,000 60,482
   BANK OF NEW YORK MELLON CORP 1941 - 2024-03-31 110,705 $10,312,000 -393,678
   BNP PARIBAS ARBITRAGE SA 740 - 2024-03-31 107,322 $9,997,000 105,111
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 882 - 2024-03-31 89,999 $8,383,000 717
   COMMONWEALTH EQUITY SERVICES LLC. 891 - 2024-03-31 86,649 $8,071,000 999
   Money Design Co.Ltd. 42 - 2024-03-31 85,580 $7,972,000 -9,724
   BANK OF MONTREAL /CAN/ 993 - 2024-03-31 64,317 $6,005,000 29,576
   Clarity Wealth Advisors LLC 17 - 2024-03-31 59,329 $5,527,000 -2,492
   CITIGROUP INC 1179 - 2024-03-31 58,283 $5,426,000 -2,795
   Advisor Group Holdings Inc. 984 - 2024-03-31 58,099 $5,413,000 -7,018
   RAYMOND JAMES & ASSOCIATES 1530 - 2024-03-31 57,155 $5,324,000 6,503
   GREENWOOD CAPITAL ASSOCIATES LLC 54 - 2024-03-31 52,612 $4,901,000 521
   FIL LTD 592 - 2024-03-31 51,857 $4,836,000 -2,804
   FCA CORP /TX 16 - 2024-03-31 51,566 $4,803,000 -86
   Eldridge Investment Advisors Inc. 21 - 2024-03-31 49,762 $4,635,000 18,240
   Equitable Holdings Inc. 259 - 2024-03-31 48,887 $4,554,000 33,772
   Apexium Financial LP 41 - 2024-03-31 42,498 $3,959,000 367
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 956 - 2024-03-31 42,000 $3,912,000 0
   JANNEY MONTGOMERY SCOTT LLC 848 - 2024-03-31 41,370 $3,854,000 -1,655
   Banco Santander S.A. 197 - 2024-03-31 40,985 $3,818,000 -721
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 661 - 2024-03-31 35,506 $3,307,000 13,896
   Rockefeller Capital Management L.P. 855 - 2024-03-31 31,797 $2,962,000 -7,232
   Arete Wealth Advisors LLC 93 - 2024-03-31 28,886 $2,691,000 197
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1150 - 2024-03-31 25,749 $2,399,000 699
   SCOTIA CAPITAL INC. 354 - 2024-03-31 25,439 $2,370,000 5,895
   Community Bank N.A. 81 - 2024-03-31 25,090 $2,337,000 -157
   FINANCIAL ARCHITECTS INC 60 - 2023-06-30 27,472 $2,335,000 31
   TRANSCEND WEALTH COLLECTIVE LLC 126 - 2024-03-31 24,701 $2,301,000 -1,045
   Marotta Asset Management 39 - 2024-03-31 24,597 $2,291,000 -82
   GOLDMAN SACHS GROUP INC/ 3093 - 2024-03-31 24,546 $2,286,000 -1,624
   Spire Wealth Management 229 - 2024-03-31 24,297 $2,263,000 150
   TRANSATLANTIQUE PRIVATE WEALTH LLC 22 - 2024-03-31 23,916 $2,228,000 -3,119
   Atria Wealth Solutions Inc. 610 - 2024-03-31 23,022 $2,145,000 4,425
   AMERIPRISE FINANCIAL INC 2759 - 2024-03-31 22,968 $2,139,000 -2,352
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1694 - 2024-03-31 22,710 $2,115,000 -72,983
   Integrated Wealth Concepts LLC 504 - 2024-03-31 22,229 $2,070,000 -129
   MML INVESTORS SERVICES LLC 1041 - 2024-03-31 21,635 $2,015,000 9,939
   TD Waterhouse Canada Inc. 391 - 2024-03-31 17,492 $1,987,000 -869
   RENAISSANCE TECHNOLOGIES LLC 2043 - 2024-03-31 21,036 $1,960,000 -64
   GSA CAPITAL PARTNERS LLP 117 - 2024-03-31 20,997 $1,956,000 5,000
   Financial Advocates Investment Management 188 - 2024-03-31 11,738 $1,929,000 6,432
   White Lighthouse Investment Management Inc. 42 - 2024-03-31 20,675 $1,926,000 -122
   New Insight Wealth Advisors 23 - 2024-03-31 20,499 $1,910,000 358
   Cedar Brook Financial Partners LLC 60 - 2024-03-31 20,092 $1,872,000 169
   Resources Investment Advisors Inc. 360 - 2024-03-31 19,384 $1,806,000 -849
   Ayalon Holdings Ltd. 47 - 2024-03-31 19,109 $1,780,000 714
   WCG Wealth Advisors LLC 133 - 2024-03-31 18,961 $1,766,000 6,952
   MERCER GLOBAL ADVISORS INC /ADV 765 - 2024-03-31 18,496 $1,723,000 769
   Brookstone Capital Management 377 - 2024-03-31 18,154 $1,691,000 834
   STIFEL FINANCIAL CORP 1891 - 2024-03-31 16,926 $1,577,000 -536
   Anfield Capital Management LLC 26 *New 2024-03-31 16,612 $1,547,000 16,612
   Family Firm Inc. 55 - 2024-03-31 16,464 $1,534,000 -198
   Slow Capital Inc. 96 - 2024-03-31 16,365 $1,524,000 -10,895
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 833 - 2023-09-30 18,274 $1,506,000 -1,152
   Crescent Grove Advisors LLC 87 - 2024-03-31 15,940 $1,485,000 -60
   Snowden Capital Advisors LLC 393 *New 2024-03-31 15,716 $1,464,000 15,716
   Crestone Asset Management LLC 45 - 2024-03-31 15,192 $1,415,000 77
   NATIONAL BANK OF CANADA /FI/ 928 - 2024-03-31 15,396 $1,410,000 -144
   CIBC WORLD MARKETS INC. 667 - 2024-03-31 15,076 $1,404,000 1,898
   PICTET ASSET MANAGEMENT SA 946 - 2023-06-30 16,390 $1,393,000 -3,212
   CREATIVE PLANNING 1136 - 2024-03-31 14,850 $1,383,000 164
   TOCQUEVILLE ASSET MANAGEMENT LP 314 - 2024-03-31 14,300 $1,332,000 0
   Qube Research & Technologies Ltd 1680 - 2024-03-31 14,244 $1,327,000 14,244
   ATRIA INVESTMENTS LLC 772 - 2023-12-31 15,272 $1,324,000 1,003
   DAVIDSON D A & CO 649 - 2024-03-31 13,919 $1,297,000 10
   FINANCIAL NETWORK 1289 - 2024-03-31 13,832 $1,288,000 -924
   Cetera Investment Advisers 825 - 2024-03-31 12,939 $1,205,000 -2,762
   Global Retirement Partners LLC 327 - 2024-03-31 12,772 $1,190,000 -590
   ICICI Prudential Asset Management Co Ltd 96 - 2024-03-31 12,675 $1,181,000 -7,100
   CAPTRUST FINANCIAL ADVISORS 1053 - 2024-03-31 12,283 $1,144,000 -1,408
   MERIDIAN INVESTMENT COUNSEL INC. 73 - 2024-03-31 12,025 $1,120,000 -231
   FMR LLC 2335 - 2024-03-31 11,125 $1,037,000 2,268
   BB&T CORP 1580 - 2024-03-31 11,039 $1,028,000 361
   Streettalk Advisors LLC 156 - 2024-03-31 10,695 $996,000 -839
   Sequoia Financial Advisors LLC 482 - 2024-03-31 10,466 $975,000 0
   PNC FINANCIAL SERVICES GROUP INC 1179 - 2024-03-31 10,183 $949,000 -100
   MULTIFINANCIAL SECURITIES CORP 1195 - 2024-03-31 9,981 $930,000 3,792
   Maltin Wealth Management Inc. 56 - 2024-03-31 9,120 $850,000 0
   Bulltick Wealth Management LLC 68 - 2024-03-31 8,830 $823,000 -3,544
   Private Advisor Group LLC 1266 - 2024-03-31 8,559 $797,000 -2,164
   ELCO Management Co. LLC 49 - 2024-03-31 8,358 $779,000 100
   Anchor Investment Management LLC 204 - 2024-03-31 8,112 $756,000 -151
   EHRLICH FINANCIAL GROUP 35 - 2024-03-31 7,647 $712,000 366
  100 Records found
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