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Get Institutions for : 
iShares Tr S&P Glbl Info Tch (IXN)  
$77.89 0.74 (0.96%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 397    16
Total shares held : 
 29,129,167  
% of shares held : 
 32.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 114,725  
% of shares held change : 
   0.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $58.31  
Last Quarter's Ending Price : 
 $68.18  
Last Quarter's Average Price : 
 $62.89  
Change from last quarter's     
avg. price to the last closing  : 
15.00 (23.85%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 412,159
 1.41%
 
Increased Positions :
122
 1,584,025
 5.44%
 
Unchanged Positions :
105
 867,832
 2.98%
 
Decreased Positions :
129
-1,606,169
-5.51%
 
Closed Positions :
25
-275,290
-0.95%
 
Guru Positions :
1
6,151,272
 21.12%
 
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
   M&T BANK CORP 311 - 2024-03-31 129,098 $9,658,000 0
   COURIER CAPITAL CORP 77 - 2024-03-31 54,820 $4,101,000 0
   SP Asset Management LLC 54 - 2024-03-31 44,535 $3,332,000 0
   Marotta Asset Management 37 - 2024-03-31 41,210 $3,083,000 0
   PINNACLE ASSOCIATES LTD 344 - 2024-03-31 32,570 $2,437,000 0
   Arlington Trust Co LLC 24 - 2024-03-31 31,100 $2,327,000 0
   SUMMIT FINANCIAL GROUP INC 44 - 2024-03-31 24,528 $1,835,000 0
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 230 - 2024-03-31 22,876 $1,711,000 0
   SG AMERICAS SECURITIES LLC 887 - 2024-03-31 17,771 $1,329,000 0
   MARINO STRAM & ASSOCIATES LLC 53 - 2024-03-31 16,890 $1,264,000 0
   Narus Financial Partners LLC 45 - 2024-03-31 15,103 $1,130,000 0
   Brandywine Oak Private Wealth LLC 91 - 2024-03-31 14,872 $1,113,000 0
   Capital Advisors Ltd. LLC 94 - 2024-03-31 14,244 $1,066,000 0
   HILLTOP HOLDINGS INC. 220 - 2024-03-31 13,800 $1,032,000 0
   ESSEX FINANCIAL SERVICES INC 205 - 2024-03-31 13,695 $1,025,000 0
   James Hambro & Partners 34 - 2024-03-31 13,650 $1,020,000 0
   SALEM INVESTMENT COUNSELORS INC 201 - 2024-03-31 13,200 $987,000 0
   Mandatum Life Insurance Co Ltd 40 - 2024-03-31 13,077 $978,000 0
   Northeast Financial Consultants Inc 149 - 2024-03-31 12,794 $957,000 0
   Vickerman Investment Advisors Inc. 50 - 2024-03-31 12,265 $918,000 0
   WADE G W & INC 236 - 2023-12-31 13,182 $899,000 0
   AIRE ADVISORS LLC 78 - 2024-03-31 11,114 $831,000 0
   MMBG INVESTMENT ADVISORS CO. 99 - 2024-03-31 10,684 $799,000 0
   Stonebridge Financial Planning Group LLC 67 - 2024-03-31 10,610 $794,000 0
   Onyx Bridge Wealth Group LLC 115 - 2024-03-31 10,200 $732,000 0
   CYNOSURE MANAGEMENT LLC 87 - 2024-03-31 9,611 $719,000 0
   Miracle Mile Advisors LLC 319 - 2024-03-31 8,884 $665,000 0
   Sunflower Bank N.A. 56 - 2024-03-31 8,895 $665,000 0
   TOMPKINS FINANCIAL CORP 118 - 2024-03-31 8,160 $610,000 0
   CENTRAL VALLEY ADVISORS LLC 69 - 2024-03-31 8,026 $600,000 0
   MISSION WEALTH MANAGEMENT LLC 387 - 2024-03-31 7,578 $567,000 0
   EVERETT HARRIS & CO /CA/ 177 - 2024-03-31 7,136 $534,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 204 - 2024-03-31 6,968 $521,000 0
   GREAT VALLEY ADVISOR GROUP INC. 500 - 2024-03-31 6,505 $487,000 0
   WINDSOR CAPITAL MANAGEMENT, LLC 82 - 2024-03-31 6,300 $471,000 0
   Keeley-Teton Advisors LLC 289 - 2024-03-31 6,000 $449,000 0
   PRIVATE TRUST CO NA 424 - 2024-03-31 5,400 $404,000 0
   CONTINUUM WEALTH ADVISORS LLC 30 - 2023-12-31 5,760 $393,000 0
   TNB FINANCIAL 168 - 2024-03-31 5,081 $380,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 188 - 2024-03-31 4,952 $370,000 0
   Ropes Wealth Advisors LLC 195 - 2023-09-30 6,093 $352,000 0
   VISTA CAPITAL PARTNERS, INC. 63 - 2024-03-31 4,698 $351,000 0
   Sound View Wealth Advisors Group LLC 284 - 2024-03-31 4,500 $337,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 344 - 2024-03-31 4,414 $330,000 0
   Sontag Advisory LLC 509 - 2024-03-31 4,264 $319,000 0
   Empower Advisory Group LLC 398 - 2024-03-31 4,170 $312,000 0
   REDW Stanley Financial Advisors LLC 112 - 2024-03-31 4,170 $312,000 0
   Arcadia Wealth Management LLC 49 - 2024-03-31 3,982 $298,000 0
   TIAA TRUST NATIONAL ASSOCIATION 523 - 2024-03-31 3,972 $297,000 0
   CoreCap Advisors LLC 463 - 2023-12-31 4,318 $294,000 0
   YALE CAPITAL CORP 381 - 2024-03-31 3,908 $292,000 0
   EP WEALTH ADVISORS, INC. 638 - 2024-03-31 3,847 $288,000 0
   Gallagher Fiduciary Advisors LLC 158 - 2024-03-31 3,720 $278,000 0
   BOSTON RESEARCH & MANAGEMENT INC 104 - 2024-03-31 3,600 $269,000 0
   Zullo Investment Group Inc. 132 - 2024-03-31 3,471 $260,000 0
   Badgley Phelps Wealth Managers LLC 226 - 2024-03-31 3,460 $259,000 0
   PDS Planning Inc 298 - 2024-03-31 3,426 $256,000 0
   GLENMEDE TRUST CO NA 1107 - 2024-03-31 3,300 $247,000 0
   HB Wealth Management LLC 731 - 2024-03-31 3,210 $240,000 0
   MAIRS & POWER INC 206 - 2024-03-31 3,150 $236,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 150 - 2024-03-31 3,143 $235,000 0
   Goodwin Investment Advisory 30 - 2024-03-31 3,135 $235,000 0
   Sequoia Financial Advisors LLC 977 - 2024-03-31 3,108 $233,000 0
   Peak Asset Management LLC 132 - 2024-03-31 3,076 $230,000 0
   Concurrent Investment Advisors LLC 747 - 2024-03-31 3,043 $228,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 283 - 2024-03-31 3,009 $225,000 0
   JANNEY CAPITAL MANAGEMENT LLC 226 - 2024-03-31 3,000 $224,000 0
   Searle & Co. 153 - 2024-03-31 3,000 $224,000 0
   L & S ADVISORS INC 212 - 2024-03-31 3,000 $224,000 0
   Mill Creek Capital Advisors LLC 217 - 2024-03-31 3,000 $224,000 0
   Bank Julius Baer & Co. Ltd Zurich 387 - 2024-03-31 3,000 $224,000 0
   swisspartners Ltd. 60 - 2022-12-31 5,000 $224,000 0
   Graves-Light Private Wealth Management Inc. 167 - 2024-03-31 3,000 $224,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1492 - 2024-03-31 2,762 $207,000 0
   UMB BANK N A/MO 598 - 2024-03-31 2,317 $173,000 0
   Key Financial Inc 247 - 2024-03-31 2,272 $170,000 0
   Addison Advisors LLC 211 - 2024-03-31 2,253 $169,000 0
   Signature Resources Capital Management LLC 53 - 2024-03-31 2,016 $137,000 0
   Retirement Group LLC 150 - 2024-03-31 1,586 $119,000 0
   ANGELES WEALTH MANAGEMENT LLC 238 - 2024-03-31 1,420 $106,000 0
   Hartland & Co. LLC 600 - 2024-03-31 1,400 $104,000 0
   Cape Investment Advisory Inc. 256 - 2023-12-31 1,272 $87,000 0
   EverSource Wealth Advisors LLC 693 - 2024-03-31 1,265 $86,000 0
   Compass Wealth Management LLC 205 - 2024-03-31 1,146 $86,000 0
   M&R CAPITAL MANAGEMENT INC 187 - 2024-03-31 1,092 $82,000 0
   JJJ Advisors Inc. 364 - 2024-03-31 905 $68,000 0
   LFA - Lugano Financial Advisors SA 118 - 2024-03-31 900 $67,000 0
   McIlrath & Eck LLC 235 - 2024-03-31 876 $66,000 0
   Northwest Capital Management Inc 214 - 2024-03-31 750 $56,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 700 - 2024-03-31 750 $56,000 0
   CAPITAL INVESTMENT COUNSEL INC 201 - 2024-03-31 575 $43,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 383 - 2024-03-31 550 $41,000 0
   AdvisorNet Financial Inc 889 - 2024-03-31 509 $38,000 0
   Bay Harbor Wealth Management LLC 110 - 2024-03-31 498 $37,000 0
   HOLLENCREST SECURITIES LLC 545 - 2024-03-31 450 $34,000 0
   Cornerstone Planning Group LLC 229 - 2024-03-31 446 $32,000 0
   Founders Financial Alliance LLC 412 - 2024-03-31 417 $31,000 0
   Aspire Private Capital LLC 282 - 2024-03-31 377 $28,000 0
   Impact Partnership Wealth LLC 364 - 2024-03-31 366 $27,000 0
   FinTrust Capital Advisors LLC 675 - 2024-03-31 330 $25,000 0
  100 Records found
  1    
  Page 1 of 1
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