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Get Institutions for : 
Ishares Trust Ishares Msci Global Impact (MPCT)  
$81.76 0.60 (0.74%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 116    2
Total shares held : 
 1,877,459  
% of shares held : 
 28.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 7,983  
% of shares held change : 
   0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $73.35  
Last Quarter's Ending Price : 
 $81.05  
Last Quarter's Average Price : 
 $75.45  
Change from last quarter's     
avg. price to the last closing  : 
6.31 (8.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 99,432
 5.3%
 
Increased Positions :
33
 144,881
 7.72%
 
Unchanged Positions :
28
 158,424
 8.44%
 
Decreased Positions :
44
-189,668
-10.1%
 
Closed Positions :
9
-46,662
-2.49%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CWM LLC 143 - 2024-03-31 379,511 $29,871,000 -25,825
   BANK OF AMERICA CORP /DE/ 2908 - 2023-12-31 57,850 $4,689,000 -2,802
   ROYAL BANK OF CANADA 2122 - 2023-12-31 44,001 $3,566,000 -28,850
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1353 - 2024-03-31 38,712 $3,047,000 -17,402
   CITADEL ADVISORS LLC 2093 - 2023-12-31 32,568 $2,640,000 -725
   COMMONWEALTH EQUITY SERVICES LLC. 1725 - 2024-03-31 27,113 $2,134,000 -23,546
   KOCHIS FITZ/QUINTILE LLC 99 - 2024-03-31 23,305 $1,834,000 -12,000
   LPL FINANCIAL CORP 2626 - 2024-03-31 21,852 $1,720,000 -3,688
   UBS Group AG 3038 - 2023-12-31 19,351 $1,568,000 -1,004
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 874 - 2023-12-31 16,568 $1,343,000 -22,838
   REGATTA CAPITAL GROUP LLC 68 - 2024-03-31 14,418 $1,135,000 -887
   ENVESTNET ASSET MANAGEMENT INC 2878 - 2023-12-31 13,225 $1,072,000 -1,553
   MARINER WEALTH ADVISORS, LLC 1378 - 2023-12-31 13,165 $1,067,000 -778
   Bond & Devick Financial Network Inc. 34 - 2024-03-31 12,772 $1,005,000 -1,378
   MORGAN STANLEY 4785 - 2023-12-31 12,170 $986,000 -163
   Money Design Co.Ltd. 73 - 2024-03-31 12,334 $971,000 -216
   AMERIPRISE FINANCIAL INC 3146 - 2023-12-31 11,167 $905,000 -64,520
   Claro Advisors LLC 156 - 2024-03-31 10,932 $860,000 -82
   Leonard Rickey Investment Advisors P.L.L.C. 43 - 2024-03-31 9,561 $753,000 -4
   HARVEST GROUP WEALTH MANAGEMENT LLC 31 - 2023-03-31 8,812 $698,000 -530
   PNC FINANCIAL SERVICES GROUP INC 1375 - 2024-03-31 8,208 $646,000 -406
   CREATIVE PLANNING 1614 - 2023-12-31 7,034 $570,000 -642
   WFA Asset Management Corp 30 - 2024-03-31 7,242 $570,000 -2,915
   Whelan Financial 21 - 2024-03-31 7,155 $563,000 -519
   Ausdal Financial Partners Inc. 266 - 2024-03-31 6,520 $513,000 -3,922
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2372 - 2024-03-31 5,524 $435,000 -46
   US BANCORP 1581 - 2024-03-31 5,465 $430,000 -165
   FINANCIAL NETWORK 2027 - 2023-12-31 5,101 $413,000 -5,484
   Warren Street Wealth Advisors LLC 62 - 2024-03-31 4,963 $391,000 -163
   Brio Consultants LLC 77 - 2024-03-31 4,914 $387,000 -24
   JANNEY MONTGOMERY SCOTT LLC 2200 - 2024-03-31 4,589 $361,000 -5,877
   Stratos Wealth Partners LTD. 1044 - 2024-03-31 4,242 $334,000 -62
   KilterHowling LLC 32 - 2024-03-31 4,164 $328,000 -7
   RSM US WEALTH MANAGEMENT LLC 527 - 2024-03-31 3,880 $305,000 -399
   RATHBONE BROTHERS PLC 473 - 2023-12-31 3,769 $305,000 -1,253
   Integrated Wealth Concepts LLC 1262 - 2023-12-31 3,660 $297,000 -57
   Kestra Advisory Services LLC 1894 - 2023-12-31 3,384 $274,000 -67
   One Capital Management LLC 275 - 2024-03-31 3,144 $247,000 -313
   Private Advisor Group LLC 1975 - 2024-03-31 3,100 $244,000 -82
   OPPENHEIMER ASSET MANAGEMENT INC 1006 - 2024-03-31 3,065 $241,000 -209
   FIRST HEARTLAND CONSULTANTS INC 399 - 2024-03-31 2,702 $213,000 -678
   PFG Advisors 625 - 2024-03-31 2,623 $206,000 -98
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1032 - 2024-03-31 1,593 $125,000 -3,354
   4Thought Financial Group Inc. 65 - 2024-03-31 238 $19,000 -42
   Mascoma Wealth Management LLC 261 - 2024-03-31 237 $19,000 -89
   Geneos Wealth Management Inc. 1894 - 2024-03-31 25 $2,000 -215
   First Command Advisory Services Inc. 455 - 2024-03-31 21 $2,000 -1
   Global Retirement Partners LLC 3470 - 2024-03-31 4 $0 -15
  48 Records found
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