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Get Institutions for : 
iShares FTSE Dev Sm Cap ex-North Amer (IFSM)  
$58.02 0.17 (0.29%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    2
Total shares held : 
 1,189,049  
% of shares held : 
 1.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 136,863  
% of shares held change : 
   0.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $48.32  
Last Quarter's Ending Price : 
 $56.20  
Last Quarter's Average Price : 
 $50.64  
Change from last quarter's     
avg. price to the last closing  : 
7.38 (14.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 27,629
 2.32%
 
Increased Positions :
14
 186,000
 15.64%
 
Unchanged Positions :
17
 52,057
 4.38%
 
Decreased Positions :
14
-53,080
-4.46%
 
Closed Positions :
4
-23,686
-1.99%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Full Sail Capital LLC 97 - 2023-12-31 14,200 $798,000 0
   ATLAS CAPITAL ADVISORS LLC 171 - 2024-03-31 11,628 $659,000 0
   Sweet Financial Partners LLC 118 - 2024-03-31 9,755 $553,000 0
   Allie Family Office LLC 53 - 2023-12-31 5,520 $311,000 0
   GHP INVESTMENT ADVISORS INC 341 - 2024-03-31 5,157 $292,000 0
   Cedar Wealth Management LLC 90 - 2023-12-31 4,763 $268,000 0
   CITIZENS FINANCIAL GROUP INC/RI 353 - 2024-03-31 4,565 $257,000 0
   Financial Alternatives Inc 69 - 2024-03-31 4,360 $247,000 0
   Silvant Capital Management LLC 190 - 2024-03-31 2,753 $156,000 0
   Steward Partners Investment Advisory LLC 1760 - 2023-12-31 1,476 $83,000 0
   BARCLAYS PLC 3632 - 2023-12-31 1,320 $74,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 519 - 2024-03-31 650 $37,000 0
   AMUNDI 1853 - 2023-12-31 188 $10,000 0
   JDM Financial Group LLC 169 - 2024-03-31 108 $6,000 0
   Farther Finance Advisors LLC 1978 - 2023-12-31 89 $5,000 0
   Goss Wealth Management LLC 3381 - 2023-12-31 23 $1,000 0
   PROEQUITIES INC. 6898 - 2024-03-31 0 $0 0
  17 Records found
  1    
  Page 1 of 1
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