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Get Institutions for : 
iShares Trust S&P Glbl Hltcr (IXJ)  
$93.30 0.14 (0.15%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 246    20
Total shares held : 
 31,762,868  
% of shares held : 
 9.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -28  
Amount of shares held : 
 -1,751,727  
% of shares held change : 
   -0.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $82.10  
Last Quarter's Ending Price : 
 $86.72  
Last Quarter's Average Price : 
 $82.88  
Change from last quarter's     
avg. price to the last closing  : 
10.42 (12.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 76,555
 0.24%
 
Increased Positions :
69
 803,832
 2.53%
 
Unchanged Positions :
83
 1,658,579
 5.22%
 
Decreased Positions :
77
-2,470,539
-7.78%
 
Closed Positions :
37
-161,575
-0.51%
 
Guru Positions :
1
5,312,943
 16.73%
 
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
   ELEMENT POINTE ADVISORS LLC 23 *New 2023-12-31 26,629 $2,309,000 26,629
   Anfield Capital Management LLC 26 *New 2024-03-31 16,612 $1,547,000 16,612
   WCG Wealth Advisors LLC 201 *New 2023-12-31 12,009 $1,041,000 12,009
   HSBC HOLDINGS PLC 1665 *New 2023-12-31 5,171 $448,000 5,171
   Kingsview Wealth Management LLC 690 *New 2024-03-31 4,764 $444,000 4,764
   All Season Financial Advisors Inc. 78 *New 2024-03-31 4,301 $401,000 4,301
   Salomon & Ludwin LLC 140 *New 2024-03-31 4,117 $383,000 4,117
   Whalen Wealth Management Inc. 81 *New 2024-03-31 2,700 $252,000 2,700
   Trexquant Investment LP 1326 *New 2023-12-31 2,409 $209,000 2,409
   Perigon Wealth Management LLC 805 *New 2024-03-31 2,160 $201,000 2,160
   Global Assets Advisory LLC 488 *New 2024-03-31 11,258 $122,000 11,258
   Ahrens Investment Partners LLC 454 *New 2023-03-31 258 $22,000 258
   CX Institutional 543 *New 2024-03-31 225 $21,000 225
   JONES FINANCIAL COMPANIES LLLP 797 *New 2023-12-31 50 $4,000 50
   HILLSDALE INVESTMENT MANAGEMENT INC. 576 *New 2024-03-31 35 $3,000 35
   MORRIS FINANCIAL CONCEPTS INC. 158 *New 2024-03-31 25 $2,000 25
   Coastal Capital Group Inc. 517 *New 2023-06-30 18 $2,000 18
   Addison Advisors LLC 625 *New 2024-03-31 18 $2,000 18
   Sunbelt Securities Inc. 1668 *New 2024-03-31 5 $0 5
   WOODMONT INVESTMENT COUNSEL LLC 371 *New 2024-03-31 1 $0 1
  20 Records found
  1    
  Page 1 of 1
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