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Get Institutions for : 
iShares S&P Global Utilities Index Fund (JXI)  
$60.46 0.61 (1.02%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    5
Total shares held : 
478,162  
% of shares held : 
19.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
-346,527  
% of shares held change : 
  -14.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$51.72  
Last Quarter's Ending Price : 
$58.45  
Last Quarter's Average Price
$56.23  
Change from last quarter's     
avg. price to the last closing  : 
4.23 (7.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 7,436
 1.56%
 
Increased Positions :
9
 24,724
 5.17%
 
Unchanged Positions :
20
 30,200
 6.32%
 
Decreased Positions :
22
-308,741
-64.57%
 
Closed Positions :
7
-69,946
-14.63%
 
Guru Positions :
0
 0%
 
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
   Family Firm Inc. 100 - 2024-03-31 10,313 $609,000 0
   GOLDMAN SACHS GROUP INC/ 4070 - 2023-12-31 5,000 $292,000 0
   NTV ASSET MANAGEMENT LLC 215 - 2024-03-31 4,700 $278,000 0
   PICTET ASSET MANAGEMENT SA 1546 - 2023-06-30 4,650 $278,000 0
   BANGOR SAVINGS BANK 252 - 2024-03-31 1,495 $88,000 0
   Parallel Advisors LLC 1365 - 2024-03-31 1,100 $65,000 0
   ATTICUS WEALTH MANAGEMENT LLC 227 - 2024-03-31 1,000 $59,000 0
   Newbridge Financial Services Group Inc. 420 - 2024-03-31 750 $44,000 0
   COMERICA BANK 2759 - 2023-12-31 698 $41,000 0
   FIFTH THIRD BANCORP 1513 - 2024-03-31 562 $33,000 0
   TD Waterhouse Canada Inc. 1145 - 2024-03-31 567 $33,000 0
   CWM LLC 2934 - 2024-03-31 306 $18,000 0
   TOMPKINS FINANCIAL CORP 461 - 2024-03-31 250 $15,000 0
   Legacy Bridge LLC 253 - 2024-03-31 233 $14,000 0
   Impact Partnership Wealth LLC 504 - 2023-12-31 174 $10,000 0
   Castleview Partners LLC 597 - 2024-03-31 108 $6,000 0
   PROEQUITIES INC. 1848 - 2024-03-31 100 $6,000 0
   NATIONAL BANK OF CANADA /FI/ 2098 - 2023-12-31 100 $6,000 0

  18 Records found
  1    
  Page 1 of 1
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