Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
iShares Tr S&P Glbl Fncl Sct (IXG)  
$87.28 0.60 (0.69%) as of 4:30 Fri 5/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 118    6
Total shares held : 
1,780,341  
% of shares held : 
4.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -23  
Amount of shares held : 
-298,981  
% of shares held change : 
  -0.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$69.64  
Last Quarter's Ending Price : 
$78.58  
Last Quarter's Average Price
$73.00  
Change from last quarter's     
avg. price to the last closing  : 
14.28 (19.55%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 85,241
 4.79%
 
Increased Positions :
18
 51,540
 2.89%
 
Unchanged Positions :
40
 582,739
 32.73%
 
Decreased Positions :
47
-369,718
-20.77%
 
Closed Positions :
7
-66,044
-3.71%
 
Guru Positions :
2
11,187
 0.63%
 
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
   BANK OF AMERICA CORP /DE/ 2060 - 2023-12-31 180,246 $14,163,000 3,713
   Ayalon Holdings Ltd. 17 - 2024-03-31 58,355 $5,056,000 8,322
   Arete Wealth Advisors LLC 92 - 2023-12-31 36,007 $2,829,000 1,067
   AMERIPRISE FINANCIAL INC 2765 - 2023-12-31 27,064 $2,132,000 13,033
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2189 - 2023-12-31 19,608 $1,541,000 19,608
   UBS Group AG 3073 - 2023-12-31 19,203 $1,509,000 2,189
   MML INVESTORS SERVICES LLC 1610 - 2023-12-31 8,147 $640,000 667
   JANNEY MONTGOMERY SCOTT LLC 1878 - 2024-03-31 6,609 $573,000 217
   RAYMOND JAMES & ASSOCIATES 3118 - 2024-03-31 4,900 $425,000 82
   BESSEMER GROUP INC 889 - 2023-12-31 4,940 $388,000 4,140
   HIGHTOWER ADVISORS, LLC 2468 - 2023-12-31 4,823 $380,000 1,512
   NATIONAL BANK OF CANADA /FI/ 1190 - 2023-12-31 4,049 $317,000 153
   CREATIVE PLANNING 2363 - 2023-12-31 2,703 $212,000 2,703
   Steward Partners Investment Advisory LLC 2036 - 2023-12-31 571 $45,000 315
   FMR LLC 3494 - 2023-12-31 477 $37,000 101
   SANDY SPRING BANK - 2023-12-31 387 $30,000 5
   Coppell Advisory Solutions LLC 731 - 2023-12-31 252 $20,000 252
   PRINCIPAL SECURITIES INC. 2566 - 2024-03-31 57 $5,000 2

  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results