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Get Institutions for : 
iShares S&P Global 100 Index (IOO)  
$88.61 1.51 (1.73%) as of 4:30 Fri 4/26


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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  : 
12.12 (15.85%)  




 
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
   Simplicity WealthLLC 264 *New 2024-03-31 34,763 $3,108,000 34,763
   AE Wealth Management LLC 839 *New 2023-12-31 28,701 $2,393,000 28,701
   WEDBUSH MORGAN SECURITIES INC 397 *New 2023-12-31 9,783 $788,000 9,783
   Main Street Financial Solutions LLC 242 *New 2024-03-31 8,282 $740,000 8,282
   New Millennium Group LLC 49 *New 2023-12-31 6,303 $507,000 6,303
   Bradley & Co. Private Wealth Management LLC 24 *New 2023-12-31 5,205 $419,000 5,205
   FISCHER INVESTMENT STRATEGIES LLC 18 *New 2023-12-31 4,325 $348,000 4,325
   Fifth Third Securities Inc. 213 *New 2024-03-31 3,635 $325,000 3,635
   EUDAIMONIA ADVISORS LLC 144 *New 2024-03-31 2,777 $248,000 2,777
   PATHSTONE FAMILY OFFICE, LLC 1424 *New 2023-09-30 3,153 $231,000 3,153
   Future Financial Wealth Managment LLC 101 *New 2024-03-31 2,452 $219,000 2,452
   Affiance Financial LLC 91 *New 2024-03-31 2,441 $218,000 2,441
   SILVERCREST ASSET MANAGEMENT GROUP LLC 792 *New 2023-12-31 2,570 $207,000 2,570
   ADVISORY SERVICES NETWORK, LLC 1501 *New 2023-12-31 1,526 $123,000 1,526
   SIGNATUREFD, LLC 1095 *New 2023-12-31 1,260 $101,000 1,260
   Scarborough Advisors LLC 136 *New 2023-12-31 903 $73,000 903
   TD CAPITAL MANAGEMENT LLC 170 *New 2023-12-31 684 $55,000 684
   Richardson Capital Management LLC 83 *New 2024-03-31 338 $30,000 338
   BESSEMER GROUP INC 1724 *New 2023-12-31 74 $6,000 74
   NBC SECURITIES INC. 1820 *New 2024-03-31 63 $5,000 63
   WESTEND ADVISORS LLC 73 *New 2023-12-31 65 $5,000 65
   MayTech Global Investments LLC 30 *New 2023-12-31 54 $4,000 54
   Dunhill Financial LLC 316 *New 2023-12-31 48 $4,000 48
   HOWE & RUSLING INC 367 *New 2023-12-31 27 $2,000 27

  24 Records found
  1    
  Page 1 of 1
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