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Get Institutions for : 
iShares S&P Global Consumer Staples Sector Index Fund (KXI)  
$61.23 0.63 (1.04%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 139    7
Total shares held : 
8,385,614  
% of shares held : 
9.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -27  
Amount of shares held : 
-724,097  
% of shares held change : 
  -0.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$56.51  
Last Quarter's Ending Price : 
$59.29  
Last Quarter's Average Price
$57.57  
Change from last quarter's     
avg. price to the last closing  : 
3.66 (6.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 22,969
 0.27%
 
Increased Positions :
30
 831,715
 9.92%
 
Unchanged Positions :
49
 157,825
 1.88%
 
Decreased Positions :
50
-1,336,480
-15.94%
 
Closed Positions :
17
-242,301
-2.89%
 
Guru Positions :
1
1,886,010
 22.49%
 
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
   Financial Advocates Investment Management 82 *New 2024-03-31 60,646 $5,121,000 60,646
   Integrated Wealth Concepts LLC 1232 *New 2023-12-31 5,270 $312,000 5,270
   DiMeo Schneider & Associates L.L.C. 112 *New 2024-03-31 4,348 $265,000 4,348
   CENTRAL VALLEY ADVISORS LLC 139 *New 2024-03-31 3,634 $222,000 3,634
   BigSur Wealth Management LLC 110 *New 2023-12-31 1,600 $95,000 1,600
   Cape Investment Advisory Inc. 625 *New 2023-12-31 200 $12,000 200
   Ahrens Investment Partners LLC 691 *New 2023-03-31 130 $8,000 130
   HOWE & RUSLING INC 344 *New 2023-12-31 80 $5,000 80
   MORRIS FINANCIAL CONCEPTS INC. 160 *New 2024-03-31 14 $1,000 14

  9 Records found
  1    
  Page 1 of 1
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