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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
   BARCLAYS PLC 985 - 2024-03-31 115,760 $10,783,000 0
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 956 - 2024-03-31 42,000 $3,912,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 314 - 2024-03-31 14,300 $1,332,000 0
   Sequoia Financial Advisors LLC 482 - 2024-03-31 10,466 $975,000 0
   Maltin Wealth Management Inc. 56 - 2024-03-31 9,120 $850,000 0
   CWM LLC 1005 - 2024-03-31 7,225 $673,000 0
   Stonebridge Financial Planning Group LLC 84 - 2024-03-31 6,735 $627,000 0
   KISTLERTIFFANY COMPANIES, LLC 185 - 2023-06-30 6,197 $527,000 0
   Bond & Devick Financial Network Inc. 71 - 2024-03-31 5,547 $517,000 0
   NWAM LLC 329 - 2024-03-31 5,590 $508,000 0
   EVERETT HARRIS & CO /CA/ 193 - 2024-03-31 4,630 $431,000 0
   OHE FINANCIAL INC 186 - 2024-03-31 4,626 $431,000 0
   East Coast Asset Management LLC. 49 - 2024-03-31 4,471 $417,000 0
   CONTINUUM WEALTH ADVISORS LLC 28 - 2023-12-31 4,698 $407,000 0
   MATHES COMPANY INC 103 - 2024-03-31 3,950 $368,000 0
   Western Wealth Management LLC 442 - 2024-03-31 3,950 $368,000 0
   MMBG INVESTMENT ADVISORS CO. 131 - 2024-03-31 3,900 $363,000 0
   BRADLEY FOSTER & SARGENT INC/CT 379 - 2024-03-31 3,847 $358,000 0
   COURIER CAPITAL CORP 279 - 2024-03-31 3,792 $353,000 0
   Carmichael Hill & Associates Inc. 122 - 2024-03-31 3,497 $326,000 0
   SOL CAPITAL MANAGEMENT CO 256 - 2024-03-31 3,400 $317,000 0
   HAZLETT BURT & WATSON INC. 122 - 2024-03-31 3,329 $310,000 0
   CHEVY CHASE TRUST HOLDINGS, INC. 590 - 2024-03-31 3,300 $307,000 0
   VISTA CAPITAL PARTNERS, INC. 76 - 2024-03-31 2,956 $275,000 0
   TOMPKINS FINANCIAL CORP 171 - 2024-03-31 2,900 $270,000 0
   BALLENTINE FINN & COMPANY INC 577 - 2024-03-31 2,880 $268,000 0
   COURAGE MILLER PARTNERS, LLC 84 - 2024-03-31 2,510 $234,000 0
   WHARTON BUSINESS GROUP, LLC 128 - 2024-03-31 2,396 $223,000 0
   Moors & Cabot Inc. 789 - 2024-03-31 2,324 $217,000 0
   Williams & Novak LLC 78 - 2024-03-31 2,415 $209,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 320 - 2024-03-31 2,000 $186,000 0
   Glass Jacobson Investment Advisors llc 234 - 2024-03-31 1,654 $154,000 0
   BROWN BROTHERS HARRIMAN & CO 595 - 2024-03-31 1,473 $137,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 1,458 $136,000 0
   SALEM INVESTMENT COUNSELORS INC 414 - 2024-03-31 1,400 $130,000 0
   Tanglewood Legacy Advisors LLC 108 - 2024-03-31 1,277 $119,000 0
   FTB Advisors Inc. 660 - 2024-03-31 1,200 $112,000 0
   Parallel Advisors LLC 1244 - 2024-03-31 900 $84,000 0
   SITTNER & NELSON LLC 192 - 2024-03-31 690 $64,000 0
   BALDWIN BROTHERS INC/MA 343 - 2024-03-31 649 $60,000 0
   HANSON MCCLAIN, INC. 1235 - 2024-03-31 619 $58,000 0
   TCTC HOLDINGS, LLC 298 - 2024-03-31 567 $53,000 0
   Tyler-Stone Wealth Management 351 - 2024-03-31 563 $52,000 0
   FIRST MANHATTAN CO 898 - 2024-03-31 513 $48,000 0
   SYM FINANCIAL CORPORATION 133 - 2024-03-31 484 $45,000 0
   SANDY SPRING BANK 612 - 2024-03-31 450 $42,000 0
   FinTrust Capital Advisors LLC 560 - 2024-03-31 449 $42,000 0
   ALPHAMARK ADVISORS LLC 361 - 2024-03-31 445 $41,000 0
   Paladin Advisory Group LLC 156 - 2024-03-31 420 $39,000 0
   Oakworth Capital Inc. 351 - 2024-03-31 400 $37,000 0
   ATLAS CAPITAL ADVISORS LLC 573 - 2024-03-31 351 $33,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 531 - 2024-03-31 358 $33,000 0
   COUNTRY TRUST BANK 188 - 2024-03-31 350 $33,000 0
   HOLLENCREST SECURITIES LLC 569 - 2024-03-31 315 $29,000 0
   Pacifica Partners Inc. 272 - 2024-03-31 300 $27,000 0
   WHITTIER TRUST CO 1058 - 2024-03-31 285 $27,000 0
   WHITTIER TRUST CO OF NEVADA INC 830 - 2024-03-31 251 $23,000 0
   COCONUT GROVE BANK 446 - 2024-03-31 212 $20,000 0
   FRANKLIN RESOURCES INC 2680 - 2024-03-31 200 $19,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 776 - 2024-03-31 175 $16,000 0
   NBC SECURITIES INC. 1598 - 2024-03-31 130 $12,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1100 - 2024-03-31 117 $11,000 0
   Optiver Holding B.V. 296 - 2024-03-31 97 $9,000 0
   EPG Wealth Management LLC 394 - 2024-03-31 100 $9,000 0
   MONTAG A & ASSOCIATES INC 776 - 2024-03-31 89 $8,000 0
   Founders Capital Management 299 - 2024-03-31 76 $7,000 0
   Pflug Koory LLC 362 - 2024-03-31 58 $5,000 0
   TUCKER ASSET MANAGEMENT LLC 638 - 2023-12-31 44 $4,000 0
   Sutton Wealth Advisors Inc. 630 - 2023-09-30 46 $4,000 0
   ARMSTRONG ADVISORY GROUP INC 696 - 2024-03-31 30 $3,000 0
   Element Wealth LLC 246 - 2024-03-31 30 $3,000 0
   Castleview Partners LLC 713 - 2024-03-31 36 $3,000 0
   Key Financial Inc 1108 - 2024-03-31 20 $2,000 0
  73 Records found
  1    
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