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Get Institutions for : 
iShares Trust S&P Glbl Hltcr (IXJ)  
$93.31 0.01 (0.01%) as of 4:30 Fri 5/17


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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  : 
10.43 (12.58%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 95 - 2024-03-31 5,312,943 $494,901,000 245,847
   Phoenix Holdings Ltd. 14 - 2024-03-31 1,258,456 $117,257,000 2,456
   JANE STREET GROUP LLC 386 - 2024-03-31 291,452 $27,149,000 274,752
   ROYAL BANK OF CANADA 1043 - 2024-03-31 257,803 $24,016,000 7,755
   WELLS FARGO & CO/MN 1162 - 2024-03-31 198,652 $18,504,000 28,754
   LPL FINANCIAL CORP 1194 - 2024-03-31 131,348 $12,235,000 13,700
   CITADEL ADVISORS LLC 1158 - 2024-03-31 122,307 $11,393,000 107,484
   HIGHTOWER ADVISORS, LLC 678 - 2024-03-31 110,888 $10,322,000 60,482
   BNP PARIBAS ARBITRAGE SA 740 - 2024-03-31 107,322 $9,997,000 105,111
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 882 - 2024-03-31 89,999 $8,383,000 717
   COMMONWEALTH EQUITY SERVICES LLC. 891 - 2024-03-31 86,649 $8,071,000 999
   BANK OF MONTREAL /CAN/ 993 - 2024-03-31 64,317 $6,005,000 29,576
   RAYMOND JAMES & ASSOCIATES 1530 - 2024-03-31 57,155 $5,324,000 6,503
   GREENWOOD CAPITAL ASSOCIATES LLC 54 - 2024-03-31 52,612 $4,901,000 521
   Eldridge Investment Advisors Inc. 21 - 2024-03-31 49,762 $4,635,000 18,240
   Equitable Holdings Inc. 259 - 2024-03-31 48,887 $4,554,000 33,772
   Apexium Financial LP 41 - 2024-03-31 42,498 $3,959,000 367
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 661 - 2024-03-31 35,506 $3,307,000 13,896
   Arete Wealth Advisors LLC 93 - 2024-03-31 28,886 $2,691,000 197
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1150 - 2024-03-31 25,749 $2,399,000 699
   SCOTIA CAPITAL INC. 354 - 2024-03-31 25,439 $2,370,000 5,895
   FINANCIAL ARCHITECTS INC 60 - 2023-06-30 27,472 $2,335,000 31
   Spire Wealth Management 229 - 2024-03-31 24,297 $2,263,000 150
   Atria Wealth Solutions Inc. 610 - 2024-03-31 23,022 $2,145,000 4,425
   MML INVESTORS SERVICES LLC 1041 - 2024-03-31 21,635 $2,015,000 9,939
   GSA CAPITAL PARTNERS LLP 117 - 2024-03-31 20,997 $1,956,000 5,000
   Financial Advocates Investment Management 188 - 2024-03-31 11,738 $1,929,000 6,432
   New Insight Wealth Advisors 23 - 2024-03-31 20,499 $1,910,000 358
   Cedar Brook Financial Partners LLC 60 - 2024-03-31 20,092 $1,872,000 169
   Ayalon Holdings Ltd. 47 - 2024-03-31 19,109 $1,780,000 714
   WCG Wealth Advisors LLC 133 - 2024-03-31 18,961 $1,766,000 6,952
   MERCER GLOBAL ADVISORS INC /ADV 765 - 2024-03-31 18,496 $1,723,000 769
   Brookstone Capital Management 377 - 2024-03-31 18,154 $1,691,000 834
   Crestone Asset Management LLC 45 - 2024-03-31 15,192 $1,415,000 77
   CIBC WORLD MARKETS INC. 667 - 2024-03-31 15,076 $1,404,000 1,898
   CREATIVE PLANNING 1136 - 2024-03-31 14,850 $1,383,000 164
   Qube Research & Technologies Ltd 1680 - 2024-03-31 14,244 $1,327,000 14,244
   ATRIA INVESTMENTS LLC 772 - 2023-12-31 15,272 $1,324,000 1,003
   DAVIDSON D A & CO 649 - 2024-03-31 13,919 $1,297,000 10
   FMR LLC 2335 - 2024-03-31 11,125 $1,037,000 2,268
   BB&T CORP 1580 - 2024-03-31 11,039 $1,028,000 361
   MULTIFINANCIAL SECURITIES CORP 1195 - 2024-03-31 9,981 $930,000 3,792
   ELCO Management Co. LLC 49 - 2024-03-31 8,358 $779,000 100
   EHRLICH FINANCIAL GROUP 35 - 2024-03-31 7,647 $712,000 366
   Newbridge Financial Services Group Inc. 77 - 2024-03-31 7,423 $691,000 3,002
   Aptus Capital Advisors LLC 443 - 2024-03-31 7,018 $654,000 6,577
   Interchange Capital Partners LLC 66 - 2024-03-31 5,952 $570,000 376
   COOKSON PEIRCE & CO INC 145 - 2024-03-31 6,097 $568,000 5
   MCCORMACK ADVISORS INTERNATIONAL 675 - 2024-03-31 5,996 $559,000 99
   RESOLUTE FINANCIAL LLC 53 - 2022-12-31 6,300 $535,000 15
   DAVENPORT & CO LLC 783 - 2024-03-31 5,440 $507,000 240
   Barry Investment Advisors LLC 70 - 2024-03-31 5,429 $506,000 1,042
   HSBC HOLDINGS PLC 1725 - 2024-03-31 5,275 $491,000 104
   Steward Partners Investment Advisory LLC 1065 - 2024-03-31 5,128 $478,000 218
   ADVISORY SERVICES NETWORK, LLC 979 - 2024-03-31 5,077 $473,000 4,062
   BURNS WEALTH MANAGEMENT, INC. 360 - 2024-03-31 5,070 $472,000 67
   HB Wealth Management LLC 587 - 2024-03-31 3,925 $366,000 313
   BLAIR WILLIAM & CO/IL 1209 - 2024-03-31 3,610 $336,000 128
   PROSPERA FINANCIAL SERVICES 808 - 2023-12-31 3,770 $327,000 30
   Front Row Advisors LLC 95 - 2024-03-31 3,484 $325,000 440
   WEBSTER BANK 180 - 2024-03-31 3,335 $311,000 3,085
   US BANCORP 1853 - 2024-03-31 2,849 $265,000 902
   SAVANT CAPITAL MANAGEMENT INC 945 - 2024-03-31 2,788 $260,000 74
   Sonoma Private Wealth LLC 80 - 2024-03-31 2,553 $238,000 84
   H D Vest Advisory Services 1474 - 2024-03-31 2,388 $222,000 2,388
   Stratos Wealth Advisors LLC 634 - 2024-03-31 2,169 $202,000 2,169
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 484 - 2024-03-31 2,150 $200,000 2,150
   Venturi Wealth Management LLC 398 - 2024-03-31 1,301 $121,000 7
   Princeton Global Asset Management LLC 220 - 2024-03-31 868 $81,000 765
   Farther Finance Advisors LLC 1046 - 2024-03-31 797 $74,000 124
   Ronald Blue Trust Inc. 816 - 2024-03-31 732 $68,000 201
   PRINCIPAL SECURITIES INC. 1567 - 2024-03-31 526 $49,000 31
   Financial Gravity Wealth Inc. 227 - 2024-03-31 499 $46,000 491
   JONES FINANCIAL COMPANIES LLLP 784 - 2024-03-31 400 $37,000 350
   Psagot Value Holdings Ltd. / (Israel) 41 - 2024-03-31 295 $27,000 6
   IFP Advisors Inc 1799 - 2023-12-31 283 $25,000 27
   Y.D. More Investments Ltd 293 - 2024-03-31 196 $18,000 62
   Goss Wealth Management LLC 2831 - 2024-03-31 115 $11,000 115
   Geneos Wealth Management Inc. 1538 - 2024-03-31 105 $10,000 60
  79 Records found
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