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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
   Morningstar Investment Management LLC 13 - 2024-03-31 168,014 $10,254,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 138 - 2024-03-31 23,679 $1,445,000 0
   Crescent Grove Advisors LLC 104 - 2024-03-31 20,700 $1,263,000 0
   MGB Wealth Management LLC 50 - 2024-03-31 20,373 $1,243,000 0
   M&T BANK CORP 1063 - 2024-03-31 10,000 $610,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 470 - 2024-03-31 7,809 $477,000 0
   SOA Wealth Advisors LLC. 113 - 2024-03-31 7,765 $474,000 0
   CREDIT SUISSE/ 2631 - 2024-03-31 7,000 $427,000 0
   Intelligent Financial Strategies 32 - 2024-03-31 5,670 $346,000 0
   BARCLAYS PLC 2983 - 2024-03-31 5,200 $317,000 0
   Affiance Financial LLC 82 - 2024-03-31 4,981 $304,000 0
   Glassman Wealth Services 56 - 2024-03-31 4,700 $287,000 0
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 97 - 2024-03-31 4,000 $237,000 0
   Front Row Advisors LLC 134 - 2024-03-31 2,797 $171,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 371 - 2024-03-31 2,150 $131,000 0
   Steward Partners Investment Advisory LLC 1630 - 2024-03-31 2,131 $130,000 0
   FIFTH THIRD BANCORP 1141 - 2024-03-31 1,548 $94,000 0
   Anchor Investment Management LLC 459 - 2024-03-31 1,465 $89,000 0
   HANSON MCCLAIN, INC. 1213 - 2024-03-31 992 $61,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2027 - 2024-03-31 870 $53,000 0
   Carmichael Hill & Associates Inc. 317 - 2024-03-31 700 $43,000 0
   Venturi Wealth Management LLC 536 - 2024-03-31 703 $43,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 650 $39,000 0
   Compass Wealth Management LLC 271 - 2024-03-31 620 $38,000 0
   Oakworth Capital Inc. 403 - 2024-03-31 400 $24,000 0
   PRIVATE TRUST CO NA 1375 - 2024-03-31 393 $24,000 0
   Global Trust Asset Management LLC 312 - 2024-03-31 345 $21,000 0
   TCTC HOLDINGS, LLC 389 - 2024-03-31 312 $19,000 0
   Archer Investment Corp 526 - 2024-03-31 304 $19,000 0
   PRINCIPAL SECURITIES INC. 2036 - 2024-03-31 300 $18,000 0
   Cornerstone Planning Group LLC 318 - 2024-03-31 270 $16,000 0
   IFP Advisors Inc 1981 - 2023-12-31 266 $16,000 0
   Rise Advisors LLC 930 - 2024-03-31 211 $13,000 0
   Y.D. More Investments Ltd 302 - 2024-03-31 211 $13,000 0
   WHITTIER TRUST CO 1233 - 2024-03-31 200 $12,000 0
   Spire Wealth Management 1668 - 2024-03-31 200 $12,000 0
   Tyler-Stone Wealth Management 606 - 2024-03-31 201 $12,000 0
   HARBOUR INVESTMENTS INC. 2120 - 2023-12-31 163 $10,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 619 - 2024-03-31 142 $9,000 0
   Balentine LLC 565 - 2024-03-31 117 $7,000 0
   Castleview Partners LLC 591 - 2024-03-31 104 $6,000 0
   Farther Finance Advisors LLC 1976 - 2024-03-31 105 $6,000 0
   Laurel Wealth Advisors LLC 500 - 2024-03-31 60 $4,000 0
   Newbridge Financial Services Group Inc. 1010 - 2024-03-31 34 $2,000 0
   PROEQUITIES INC. 9783 - 2024-03-31 0 $0 0

  45 Records found
  1    
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