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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
   BLACKROCK INC. 490 - 2024-03-31 14,536,170 $1,354,044,000 -220,365
   BANK OF AMERICA CORP /DE/ 469 - 2024-03-31 3,264,343 $304,074,000 -220,502
   RICHARD BERNSTEIN ADVISORS LLC 10 - 2024-03-31 1,576,749 $146,874,000 -62,722
   J P MORGAN CHASE & CO 1108 - 2024-03-31 617,291 $57,501,000 -14,159
   MORGAN STANLEY 1711 - 2024-03-31 561,541 $52,308,000 -27,026
   UBS Group AG 1037 - 2024-03-31 288,891 $26,910,000 -4,896
   ENVESTNET ASSET MANAGEMENT INC 969 - 2024-03-31 276,584 $25,764,000 -8,790
   NOTTINGHAM ADVISORS INC 24 - 2024-03-31 113,733 $10,594,000 -823
   BANK OF NEW YORK MELLON CORP 1941 - 2024-03-31 110,705 $10,312,000 -393,678
   Money Design Co.Ltd. 42 - 2024-03-31 85,580 $7,972,000 -9,724
   Clarity Wealth Advisors LLC 17 - 2024-03-31 59,329 $5,527,000 -2,492
   CITIGROUP INC 1179 - 2024-03-31 58,283 $5,426,000 -2,795
   Advisor Group Holdings Inc. 984 - 2024-03-31 58,099 $5,413,000 -7,018
   FIL LTD 592 - 2024-03-31 51,857 $4,836,000 -2,804
   FCA CORP /TX 16 - 2024-03-31 51,566 $4,803,000 -86
   JANNEY MONTGOMERY SCOTT LLC 848 - 2024-03-31 41,370 $3,854,000 -1,655
   Banco Santander S.A. 197 - 2024-03-31 40,985 $3,818,000 -721
   Rockefeller Capital Management L.P. 855 - 2024-03-31 31,797 $2,962,000 -7,232
   Community Bank N.A. 81 - 2024-03-31 25,090 $2,337,000 -157
   TRANSCEND WEALTH COLLECTIVE LLC 126 - 2024-03-31 24,701 $2,301,000 -1,045
   Marotta Asset Management 39 - 2024-03-31 24,597 $2,291,000 -82
   GOLDMAN SACHS GROUP INC/ 3093 - 2024-03-31 24,546 $2,286,000 -1,624
   TRANSATLANTIQUE PRIVATE WEALTH LLC 22 - 2024-03-31 23,916 $2,228,000 -3,119
   AMERIPRISE FINANCIAL INC 2759 - 2024-03-31 22,968 $2,139,000 -2,352
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1694 - 2024-03-31 22,710 $2,115,000 -72,983
   Integrated Wealth Concepts LLC 504 - 2024-03-31 22,229 $2,070,000 -129
   TD Waterhouse Canada Inc. 391 - 2024-03-31 17,492 $1,987,000 -869
   RENAISSANCE TECHNOLOGIES LLC 2043 - 2024-03-31 21,036 $1,960,000 -64
   White Lighthouse Investment Management Inc. 42 - 2024-03-31 20,675 $1,926,000 -122
   Resources Investment Advisors Inc. 360 - 2024-03-31 19,384 $1,806,000 -849
   STIFEL FINANCIAL CORP 1891 - 2024-03-31 16,926 $1,577,000 -536
   Family Firm Inc. 55 - 2024-03-31 16,464 $1,534,000 -198
   Slow Capital Inc. 96 - 2024-03-31 16,365 $1,524,000 -10,895
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 833 - 2023-09-30 18,274 $1,506,000 -1,152
   Crescent Grove Advisors LLC 87 - 2024-03-31 15,940 $1,485,000 -60
   NATIONAL BANK OF CANADA /FI/ 928 - 2024-03-31 15,396 $1,410,000 -144
   PICTET ASSET MANAGEMENT SA 946 - 2023-06-30 16,390 $1,393,000 -3,212
   FINANCIAL NETWORK 1289 - 2024-03-31 13,832 $1,288,000 -924
   Cetera Investment Advisers 825 - 2024-03-31 12,939 $1,205,000 -2,762
   Global Retirement Partners LLC 327 - 2024-03-31 12,772 $1,190,000 -590
   ICICI Prudential Asset Management Co Ltd 96 - 2024-03-31 12,675 $1,181,000 -7,100
   CAPTRUST FINANCIAL ADVISORS 1053 - 2024-03-31 12,283 $1,144,000 -1,408
   MERIDIAN INVESTMENT COUNSEL INC. 73 - 2024-03-31 12,025 $1,120,000 -231
   Streettalk Advisors LLC 156 - 2024-03-31 10,695 $996,000 -839
   PNC FINANCIAL SERVICES GROUP INC 1179 - 2024-03-31 10,183 $949,000 -100
   Bulltick Wealth Management LLC 68 - 2024-03-31 8,830 $823,000 -3,544
   Private Advisor Group LLC 1266 - 2024-03-31 8,559 $797,000 -2,164
   Anchor Investment Management LLC 204 - 2024-03-31 8,112 $756,000 -151
   COMERICA BANK 1752 - 2024-03-31 6,983 $650,000 -576
   AE Wealth Management LLC 752 - 2024-03-31 6,921 $645,000 -1,535
   NATIONAL ASSET MANAGEMENT, INC. 726 - 2024-03-31 6,952 $573,000 -238
   ELEMENT POINTE ADVISORS LLC 42 - 2024-03-31 6,031 $562,000 -20,598
   PATRON PARTNERS ADVISORS LLC 93 - 2024-03-31 5,736 $534,000 -467
   CI Private Wealth LLC 1591 - 2024-03-31 5,690 $530,000 -4
   Patriot Investment Management Inc. 162 - 2024-03-31 5,168 $481,000 -1,160
   Envestnet Portfolio Solutions Inc. 1168 - 2024-03-31 4,846 $451,000 -120
   Lakeview Capital Partners LLC 278 - 2024-03-31 4,294 $400,000 -340
   EP WEALTH ADVISORS, INC. 569 - 2024-03-31 4,137 $385,000 -258
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 162 - 2024-03-31 4,089 $381,000 -23
   Strategic Blueprint LLC 435 - 2024-03-31 3,994 $372,000 -69
   Sweet Financial Partners LLC 146 - 2024-03-31 3,980 $371,000 -33
   Beacon Pointe Advisors LLC 1016 - 2024-03-31 3,917 $365,000 -378
   CREDIT SUISSE/ 2700 - 2024-03-31 3,750 $349,000 -11,303
   ShoreHaven Wealth Partners LLC 63 - 2024-03-31 3,701 $345,000 -1,770
   Beacon Financial Advisory LLC 162 - 2024-03-31 3,705 $345,000 -40
   BP WEALTH MANAGEMENT LLC 583 - 2024-03-31 3,681 $343,000 -3,667
   RATHBONE BROTHERS PLC 467 - 2024-03-31 3,657 $341,000 -151
   ASB Consultores LLC 212 - 2024-03-31 3,308 $308,000 -5
   TrinityPoint Wealth LLC 248 - 2024-03-31 3,179 $296,000 -202
   LM Advisors LLC 172 - 2024-03-31 4,806 $295,000 -3,107
   Dynamic Advisors Solutions LLC 781 - 2024-03-31 2,967 $276,000 -68
   Wealthstar Advisors LLC 112 - 2024-03-31 2,926 $273,000 -631
   LaSalle St. Investment Advisors LLC 108 - 2024-03-31 2,957 $264,000 -78
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1992 - 2024-03-31 2,766 $258,000 -151
   BESSEMER GROUP INC 959 - 2024-03-31 2,748 $256,000 -1,382
   KCS Wealth Advisory 122 - 2023-09-30 3,051 $251,000 -3,067
   PACIFIC SUN FINANCIAL CORP 157 - 2024-03-31 2,661 $248,000 -200
   VIGILANT CAPITAL MANAGEMENT LLC 138 - 2023-06-30 2,660 $226,000 -40
   MARINER WEALTH ADVISORS, LLC 2663 - 2024-03-31 2,409 $224,000 -1,242
   WEALTHSOURCE PARTNERS LLC 475 - 2023-12-31 2,318 $201,000 -7,636
   FIFTH THIRD BANCORP 1019 - 2024-03-31 1,689 $157,000 -60
   PROEQUITIES INC. 895 - 2024-03-31 1,130 $105,000 -386
   WASHINGTON TRUST CO 520 - 2024-03-31 315 $29,000 -20
   Creekmur Asset Management LLC 331 - 2024-03-31 309 $29,000 -1,022
   Sound Income Strategies LLC 603 - 2024-03-31 208 $19,000 -60
   Capital Investment Advisory Services LLC 817 - 2024-03-31 104 $10,000 -206
   SYSTM Wealth Solutions LLC 812 - 2024-03-31 60 $6,000 -373
   Cape Investment Advisory Inc. 750 - 2023-12-31 67 $6,000 -556
   SIGNATUREFD, LLC 2672 - 2024-03-31 34 $3,000 -111
   PFS Partners LLC 410 - 2024-03-31 23 $2,000 -211
   Advanced Asset Management Advisors Inc 93 - 2024-03-31 11 $1,000 -1
  91 Records found
  1    
  Page 1 of 1
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