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Get Institutions for : 
iShares S&P Global 100 Index (IOO)  
$89.42 0.56 (0.63%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 241    8
Total shares held : 
42,093,143  
% of shares held : 
87.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  27  
Amount of shares held : 
1,534,936  
% of shares held change : 
  3.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$73.45  
Last Quarter's Ending Price : 
$80.52  
Last Quarter's Average Price
$76.49  
Change from last quarter's     
avg. price to the last closing  : 
12.93 (16.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 116,217
 0.28%
 
Increased Positions :
92
 2,023,873
 4.81%
 
Unchanged Positions :
49
 416,489
 0.99%
 
Decreased Positions :
73
-476,114
-1.13%
 
Closed Positions :
19
-129,040
-0.31%
 
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
   BLACKROCK INC. 337 - 2023-12-31 24,932,243 $2,007,544,000 198,391
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43 - 2023-12-31 3,228,764 $259,980,000 229,905
   OLD NATIONAL BANCORP /IN/ 5 - 2023-12-31 1,312,094 $105,650,000 87,100
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 55 - 2023-12-31 1,284,812 $103,453,000 -98,642
   Amplius Wealth Advisors LLC 1 - 2023-12-31 724,233 $58,313,000 141,995
   MORGAN STANLEY 1625 - 2023-12-31 684,819 $55,142,000 32,256
   BANK OF AMERICA CORP /DE/ 1113 - 2023-12-31 680,593 $54,801,000 34,536
   WADDELL & ASSOCIATES LLC 5 - 2023-12-31 648,182 $52,191,000 256,363
   LPL FINANCIAL CORP 630 - 2023-12-31 431,020 $34,706,000 34,360
   UBS Group AG 870 - 2023-12-31 402,426 $32,403,000 12,290
   Advisor Group Holdings Inc. 368 - 2023-12-31 350,543 $28,064,000 50,629
   Beaumont Financial Advisors LLC 7 - 2023-12-31 325,404 $26,202,000 -70,629
   STEPHENS INC /AR/ 56 - 2023-12-31 307,460 $24,757,000 -1,835
   ROYAL BANK OF CANADA 1077 - 2023-12-31 278,873 $22,455,000 -4,809
   AMERIPRISE FINANCIAL INC 1236 - 2023-12-31 260,827 $21,000,000 167,094
   RAYMOND JAMES & ASSOCIATES 735 - 2023-12-31 251,733 $20,270,000 55,353
   ENVESTNET ASSET MANAGEMENT INC 1085 - 2023-12-31 227,274 $18,300,000 -19,078
   Connectus Wealth LLC 73 - 2023-12-31 211,198 $17,006,000 199,297
   WELLS FARGO & CO/MN 1229 - 2023-12-31 188,796 $15,202,000 51,705
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 586 - 2023-12-31 184,203 $14,832,000 13,105
   Per Stirling Capital Management LLC. 6 - 2023-12-31 183,161 $14,748,000 3,164
   Kaye Capital Management 6 - 2023-12-31 167,111 $13,800,000 -4,067
   COMMONWEALTH EQUITY SERVICES LLC. 600 - 2023-12-31 165,445 $13,322,000 8,948
   H D Vest Advisory Services 127 - 2023-12-31 160,002 $12,883,000 37,562
   Asset Allocation Strategies LLC 4 - 2023-12-31 159,406 $12,835,000 25,369
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 386 - 2023-12-31 151,320 $12,184,000 -5,405
   Drake & Associates LLC 9 - 2023-12-31 151,096 $12,166,000 1,299
   SCOTIA CAPITAL INC. 146 - 2023-12-31 150,618 $12,126,000 -2,755
   Tower Wealth Partners Inc. - 2023-12-31 123,475 $9,942,000 -3,363
   CITIGROUP INC 868 - 2023-12-31 114,688 $9,235,000 1,132
   Flagship Private Wealth LLC 3 - 2023-12-31 113,689 $9,154,000 5,330
   MML INVESTORS SERVICES LLC 406 - 2023-12-31 110,408 $8,890,000 -49,297
   CENTAURUS FINANCIAL INC. 31 - 2023-12-31 108,838 $8,764,000 1,434
   KESTRA PRIVATE WEALTH SERVICES LLC 118 - 2023-12-31 103,204 $8,310,000 11,072
   Ameritas Advisory Services LLC 50 - 2023-12-31 100,399 $8,230,000 -8,176
   BANK OF MONTREAL /CAN/ 923 - 2023-12-31 101,330 $8,182,000 -721
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC - 2023-12-31 99,776 $8,034,000 9,053
   Connecticut Wealth Management LLC 39 - 2023-12-31 95,840 $7,717,000 0
   SILVER OAK SECURITIES Inc 24 - 2023-12-31 86,160 $6,938,000 28,762
   Modern Wealth Management LLC 21 - 2023-12-31 85,866 $6,914,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 557 - 2023-12-31 85,817 $6,910,000 -1,768
   THOROUGHBRED FINANCIAL SERVICES LLC 40 - 2023-12-31 84,159 $6,776,000 9,512
   Bluesphere Advisors LLC 5 - 2023-12-31 82,868 $6,673,000 -16
   Sigma Planning Corp 31 - 2023-12-31 74,456 $5,995,000 49,485
   Certified Advisory Corp 27 - 2023-12-31 71,596 $5,765,000 3,398
   Equitable Holdings Inc. 208 - 2023-12-31 67,148 $5,407,000 5,201
   CIBC WORLD MARKETS INC. 339 - 2023-12-31 66,237 $5,333,000 -190
   Cetera Investment Advisers 453 - 2023-12-31 58,921 $4,744,000 5,442
   Private Advisor Group LLC 464 - 2023-12-31 56,461 $4,546,000 453
   MARINER WEALTH ADVISORS, LLC 729 - 2023-12-31 54,386 $4,379,000 5,353
   ATRIA INVESTMENTS LLC 341 - 2023-12-31 52,345 $4,215,000 -18,239
   Capital Advisors Ltd. LLC 33 - 2023-12-31 52,325 $4,213,000 -1,920
   HUDOCK MOYER WEALTH RESOURCES, LLC - 2023-12-31 50,047 $4,030,000 1,057
   USAdvisors Wealth Management LLC 22 - 2023-12-31 49,735 $4,004,000 -14,588
   180 WEALTH ADVISORS LLC - 2023-12-31 50,120 $4,000,000 -1,970
   HARBOUR INVESTMENTS INC. 115 - 2023-12-31 49,088 $3,953,000 12,777
   Barber Financial Group Inc. 22 - 2023-03-31 56,308 $3,945,000 -5,160
   CREATIVE PLANNING 648 - 2023-12-31 47,665 $3,838,000 498
   FAGAN ASSOCIATES INC. 36 - 2023-12-31 45,264 $3,645,000 -1,201
   Aveo Capital Partners LLC 68 - 2023-12-31 44,769 $3,605,000 -1,934
   Cedar Brook Financial Partners LLC 27 - 2023-12-31 42,468 $3,436,000 2,172
   JANNEY MONTGOMERY SCOTT LLC 876 - 2023-12-31 41,995 $3,381,000 573
   KINGSWOOD WEALTH ADVISORS LLC 58 - 2023-12-31 40,490 $3,260,000 33,500
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 19 - 2023-12-31 40,330 $3,247,000 0
   Whelan Financial 10 - 2023-12-31 39,349 $3,168,000 6,052
   Clear Perspectives Financial Planning LLC 15 - 2023-03-31 43,702 $3,062,000 38,196
   Kestra Advisory Services LLC 642 - 2023-12-31 36,715 $2,956,000 -4,232
   Bleakley Financial Group LLC - 2023-12-31 35,127 $2,828,000 -1,132
   Sawtooth Asset Management Inc. 233 - 2023-12-31 35,127 $2,828,000 -1,132
   J P MORGAN CHASE & CO 2765 - 2023-12-31 35,074 $2,824,000 31,426
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 647 - 2023-09-30 37,023 $2,712,000 -261
   TD Waterhouse Canada Inc. 290 - 2023-12-31 31,175 $2,586,000 2,685
   FINANCIAL NETWORK 863 - 2023-12-31 31,198 $2,512,000 -1,285
   AE Wealth Management LLC 839 *New 2023-12-31 28,701 $2,393,000 28,701
   RAYMOND JAMES TRUST CO 267 - 2023-12-31 29,159 $2,348,000 9,593
   Baird Financial Group Inc. 887 - 2023-12-31 29,057 $2,340,000 -341
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 421 - 2023-12-31 28,759 $2,319,000 16,205
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1757 - 2023-12-31 28,431 $2,289,000 22,707
   GLOBALT Investments LLC / GA 112 - 2023-12-31 26,818 $2,159,000 0
   IEQ CAPITAL LLC 278 - 2023-12-31 26,782 $2,157,000 -1,103
   RATHBONE BROTHERS PLC 252 - 2023-12-31 26,106 $2,102,000 -1,447
   RDA Financial Network 37 - 2023-12-31 25,312 $2,038,000 -1,293
   FOCUS FINANCIAL NETWORK INC /ADV 220 - 2023-12-31 23,531 $1,895,000 0
   Qube Research & Technologies Ltd 1330 - 2023-12-31 23,229 $1,870,000 23,229
   Csenge Advisory Group 156 - 2023-12-31 22,095 $1,779,000 -1,037
   Meridian Wealth Management LLC 182 *New 2023-12-31 21,551 $1,735,000 21,551
   LWM Advisory Services LLC 15 - 2023-12-31 20,577 $1,657,000 20,019
   Vickerman Investment Advisors Inc. 47 - 2023-12-31 20,198 $1,626,000 1,416
   Curbstone Financial Management Corp 72 - 2023-12-31 20,080 $1,617,000 0
   Atria Wealth Solutions Inc. 671 - 2023-12-31 19,888 $1,601,000 3,822
   Steward Partners Investment Advisory LLC 579 - 2023-12-31 18,992 $1,529,000 83
   MULTIFINANCIAL SECURITIES CORP 608 - 2023-12-31 18,747 $1,510,000 1,386
   BAYSTATE WEALTH MANAGEMENT LLC 76 - 2023-12-31 17,940 $1,445,000 97
   GAMCO INVESTORS INC ET AL 542 - 2023-12-31 16,800 $1,353,000 0
   Chicago Partners Investment Group LLC 258 - 2023-12-31 16,011 $1,329,000 -566
   Integrated Wealth Concepts LLC 630 - 2023-12-31 15,626 $1,258,000 1,017
   FMR LLC 2282 - 2023-12-31 14,506 $1,168,000 2,611
   MERCER GLOBAL ADVISORS INC /ADV 922 - 2023-12-31 14,166 $1,141,000 482
   STIFEL FINANCIAL CORP 2057 - 2023-12-31 14,166 $1,141,000 7,152
   CAPE COD FIVE CENTS SAVINGS BANK 103 - 2023-12-31 14,004 $1,128,000 -15,128

  100 Records found
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