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Get Institutions for : 
iShares S&P Global Industrials Sector Index Fund (EXI)  
$136.03 1.13 (0.84%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    4
Total shares held : 
 2,923,223  
% of shares held : 
 95.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 164,121  
% of shares held change : 
   5.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $111.72  
Last Quarter's Ending Price : 
 $127.43  
Last Quarter's Average Price : 
 $116.73  
Change from last quarter's     
avg. price to the last closing  : 
19.30 (16.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 7,697
 0.26%
 
Increased Positions :
23
 388,253
 13.28%
 
Unchanged Positions :
24
 130,203
 4.45%
 
Decreased Positions :
21
-82,630
-2.83%
 
Closed Positions :
9
-149,199
-5.1%
 
Guru Positions :
1
1,075,176
 36.78%
 
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
   WHARTON BUSINESS GROUP, LLC 40 - 2023-12-31 84,935 $10,823,000 0
   SENTINEL TRUST CO LBA 44 - 2023-12-31 18,800 $2,396,000 0
   NTV ASSET MANAGEMENT LLC 96 - 2023-12-31 9,400 $1,198,000 0
   Sunflower Bank N.A. 57 - 2024-03-31 4,600 $643,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 4,206 $588,000 0
   MARINER WEALTH ADVISORS, LLC 2133 - 2023-12-31 3,019 $385,000 0
   GLENMEDE TRUST CO NA 1159 - 2023-12-31 1,390 $177,000 0
   FIFTH THIRD BANCORP 1082 - 2024-03-31 860 $120,000 0
   US BANCORP 2353 - 2023-12-31 760 $97,000 0
   Nalls Sherbakoff Group LLC 126 - 2023-12-31 666 $85,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1139 - 2023-12-31 420 $54,000 0
   NATIONAL BANK OF CANADA /FI/ 1578 - 2023-12-31 425 $53,000 0
   Spire Wealth Management 1277 - 2024-03-31 300 $42,000 0
   OPTIMUM INVESTMENT ADVISORS 411 - 2024-03-31 217 $30,000 0
   Hartland & Co. LLC 891 - 2023-12-31 200 $25,000 0
   Venturi Wealth Management LLC 689 - 2024-03-31 175 $24,000 0
   SRS Capital Advisors Inc. 632 - 2023-12-31 175 $22,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2374 - 2023-12-31 149 $19,000 0
   NBC SECURITIES INC. 1485 - 2024-03-31 135 $18,000 0
   Global Retirement Partners LLC 1953 - 2024-03-31 100 $14,000 0
   WETZEL INVESTMENT ADVISORS INC. 452 - 2024-03-31 100 $13,000 0
   Impact Partnership Wealth LLC 471 - 2023-12-31 100 $13,000 0
   Castleview Partners LLC 519 - 2023-12-31 73 $9,000 0
   Financial Gravity Wealth Inc. 574 - 2023-12-31 5 $1,000 0
   PNC FINANCIAL SERVICES GROUP INC 4311 *New 2023-12-31 0 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
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