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Get Institutions for : 
Ishares Global Reit (REET)  
$22.26 0.05 (0.23%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 254    2
Total shares held : 
 73,889,680  
% of shares held : 
 74.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 4,013,746  
% of shares held change : 
   4.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.73  
Last Quarter's Ending Price : 
 $24.18  
Last Quarter's Average Price : 
 $21.87  
Change from last quarter's     
avg. price to the last closing  : 
0.39 (1.78%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 1,565,170
 2.12%
 
Increased Positions :
95
 8,298,757
 11.23%
 
Unchanged Positions :
41
 6,057,014
 8.2%
 
Decreased Positions :
93
-5,650,058
-7.65%
 
Closed Positions :
23
-200,123
-0.27%
 
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
   BLACKROCK INC. 1855 - 2023-12-31 5,832,620 $141,033,000 -1,569,943
   M&T BANK CORP 48 - 2023-12-31 5,123,411 $123,884,000 585,433
   VALMARK ADVISERS INC 14 - 2023-12-31 4,924,195 $119,067,000 -3,926
   MORGAN STANLEY 1129 - 2023-12-31 4,282,494 $103,551,000 -336,518
   HSBC HOLDINGS PLC 217 - 2023-12-31 4,201,861 $101,601,000 0
   BANK OF MONTREAL /CAN/ 349 - 2023-12-31 2,714,077 $66,386,000 -20,419
   SAVANT CAPITAL MANAGEMENT INC 24 - 2023-12-31 2,605,530 $63,002,000 -77,318
   OXFORD FINANCIAL GROUP LTD 7 - 2023-12-31 2,559,808 $61,896,000 2,297,209
   PARTNERS CAPITAL INVESTMENT GROUP LLP 17 - 2023-12-31 2,329,884 $56,337,000 19,244
   SageView Advisory Group LLC 6 - 2023-12-31 2,378,756 $55,449,000 716,890
   GOLDMAN SACHS GROUP INC/ 1131 - 2023-12-31 1,596,274 $38,598,000 131,423
   HIGHTOWER ADVISORS, LLC 328 - 2023-12-31 1,409,262 $34,075,000 -82,174
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 230 - 2023-12-31 1,405,417 $33,983,000 -116,596
   LPL FINANCIAL CORP 642 - 2023-12-31 1,397,713 $33,797,000 -21,240
   Heritage Investment Group Inc. 6 - 2023-12-31 1,383,756 $33,459,000 1,296,406
   One Capital Management LLC 24 - 2023-12-31 1,351,669 $32,683,000 -140,974
   Pictet Asset Management Holding SA 409 *New 2023-12-31 1,106,000 $26,743,000 1,106,000
   PDS Planning Inc 9 - 2023-12-31 1,095,096 $26,479,000 152,929
   BANK OF AMERICA CORP /DE/ 1595 - 2023-12-31 1,074,684 $25,986,000 1,341
   MODERA WEALTH MANAGEMENT, LLC 59 - 2023-12-31 1,026,264 $24,815,000 1,026,264
   Capstone Financial Advisors Inc. 15 - 2023-12-31 913,343 $22,085,000 -367,684
   WELLS FARGO & CO/MN 1094 - 2023-12-31 815,681 $19,723,000 -71,552
   NEPC LLC 16 - 2023-12-31 773,143 $18,695,000 141,243
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 341 - 2024-03-31 767,016 $18,163,000 371,334
   ROYAL BANK OF CANADA 1183 - 2023-12-31 693,402 $16,766,000 -7,820
   ENVESTNET ASSET MANAGEMENT INC 1161 - 2023-12-31 664,793 $16,075,000 -390,935
   Adroit Compliance LLC 8 - 2023-12-31 664,000 $16,056,000 0
   Klaas Financial Asset Advisors LLC 10 - 2024-03-31 673,111 $15,939,000 9,111
   BP WEALTH MANAGEMENT LLC 67 - 2023-12-31 642,795 $15,543,000 -60,275
   MANUFACTURERES LIFE INSURANCE CO 685 - 2023-12-31 632,823 $15,302,000 -12,549
   Larson Financial Group LLC 16 - 2023-12-31 617,187 $14,924,000 6,154
   Diversified Portfolios Inc. 12 - 2023-12-31 614,650 $14,862,000 16,372
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 120 - 2023-12-31 564,588 $13,652,000 -10,772
   Waldron LP 31 - 2023-12-31 543,219 $13,135,000 -14,502
   Boston Standard Wealth Management LLC 11 - 2024-03-31 533,991 $12,645,000 42,788
   Quent Capital LLC 11 - 2023-12-31 488,434 $11,810,000 226,377
   Wilshire Associates Inc 5 - 2023-12-31 487,030 $11,776,000 17,576
   DIAM CO. LTD - 2023-12-31 470,000 $11,365,000 81,000
   VIEWPOINT INVESTMENT PARTNERS CORP 4 - 2024-03-31 453,300 $10,734,000 167,300
   Brandywine Oak Private Wealth LLC 17 - 2023-12-31 432,850 $10,466,000 -20,714
   JANE STREET GROUP LLC 895 - 2023-12-31 427,002 $10,325,000 -713,410
   CI Private Wealth LLC 511 - 2023-12-31 424,310 $10,260,000 253,597
   COOPER/HAIMS ADVISORS LLC 8 - 2023-12-31 396,345 $9,584,000 -43,976
   ERn Financial LLC 16 - 2024-03-31 397,624 $9,416,000 55,571
   BIP Wealth LLC 22 - 2023-12-31 370,702 $8,964,000 -48,755
   Morton Brown Family Wealth LLC 10 - 2024-03-31 348,957 $8,263,000 15,856
   CREATIVE PLANNING 431 - 2023-12-31 332,261 $8,034,000 -8,040
   Lester Murray Antman dba SimplyRich - 2023-12-31 323,488 $7,822,000 323,488
   HPM Partners LLC - 2023-12-31 294,066 $7,111,000 -46,531
   BAILARD BIEHL & KAISER INC 108 - 2023-12-31 293,077 $7,087,000 9,600
   Leading Edge Financial Planning LLC 9 - 2023-12-31 286,263 $6,922,000 96,856
   ING INVESTMENT MANAGEMENT LLC 763 - 2023-12-31 267,078 $6,458,000 -243,691
   Waterford Advisors LLC 13 - 2023-12-31 239,987 $5,803,000 10,860
   MERCER GLOBAL ADVISORS INC /ADV 468 - 2023-12-31 209,738 $5,071,000 -12,245
   WAYNE HUMMER ASSET MANAGEMENT CO 301 - 2023-12-31 209,524 $5,066,000 41,130
   Money Design Co.Ltd. 51 - 2024-03-31 210,304 $4,980,000 71,141
   FINANCIAL NETWORK 579 - 2023-12-31 204,202 $4,938,000 -247,725
   Kooman & Associates 10 - 2023-12-31 200,314 $4,844,000 7,779
   Alhambra Investment Partners LLC 8 - 2024-03-31 198,715 $4,706,000 -147
   NATIONAL BANK OF CANADA /FI/ 686 - 2023-12-31 190,557 $4,634,000 -85
   Sontag Advisory LLC 116 - 2023-12-31 191,584 $4,632,000 2,154
   NAPLES GLOBAL ADVISORS LLC 56 - 2023-12-31 191,411 $4,628,000 19,122
   Corrigan Financial Inc. 19 - 2024-03-31 190,696 $4,516,000 -4,339
   GP Brinson Investments LLC 9 - 2024-03-31 186,339 $4,413,000 29,546
   RWM Asset Management LLC 47 - 2024-03-31 184,157 $4,361,000 -24,203
   UBS Group AG 2161 - 2023-12-31 171,271 $4,141,000 63,801
   SOL CAPITAL MANAGEMENT CO 54 - 2024-03-31 168,710 $3,995,000 -5,675
   RFP Financial Group LLC 12 - 2023-12-31 160,767 $3,887,000 -19,775
   AMERIPRISE FINANCIAL INC 2462 - 2023-12-31 160,494 $3,881,000 -182,585
   RS CRUM INC. 15 - 2023-12-31 151,150 $3,655,000 -29,420
   JANNEY MONTGOMERY SCOTT LLC 843 - 2023-12-31 150,533 $3,640,000 131,806
   GUNMA BANK,LTD. 18 - 2024-03-31 150,000 $3,552,000 0
   AE Wealth Management LLC 706 - 2023-12-31 148,660 $3,467,000 -15,575
   Brooklyn FI LLC 22 - 2024-03-31 144,668 $3,426,000 33,214
   Capasso Planning Partners LLC 14 - 2024-03-31 141,426 $3,349,000 -16,960
   Archetype Wealth Partners LLC 23 - 2023-12-31 123,422 $2,984,000 3,730
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1539 *New 2023-12-31 118,760 $2,872,000 118,760
   HANCOCK HOLDING CO 160 - 2023-12-31 117,474 $2,841,000 91,327
   SC&H Financial Advisors Inc. 22 - 2023-12-31 115,006 $2,781,000 17,837
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1459 - 2024-03-31 117,138 $2,774,000 13,733
   MERRIMAN WEALTH MANAGEMENT, LLC 64 - 2023-12-31 114,601 $2,771,000 84,578
   ING GROEP NV 370 - 2023-12-31 111,500 $2,696,000 0
   Arete Wealth Advisors LLC 103 - 2023-12-31 110,028 $2,660,000 8,690
   Financial Advisory Service Inc. - 2023-12-31 109,768 $2,654,000 6,316
   Foster Group Inc. 52 *New 2024-03-31 104,252 $2,469,000 104,252
   BNP PARIBAS ARBITRAGE SA 1234 - 2023-12-31 100,838 $2,438,000 -29,837
   BAKER AVENUE ASSET MANAGEMENT, LP 142 - 2023-12-31 99,137 $2,397,000 9,810
   North Ridge Wealth Advisors Inc. 14 - 2024-03-31 92,589 $2,193,000 587
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 717 - 2023-12-31 91,326 $2,179,000 -3,296
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 614 *New 2023-12-31 87,015 $2,104,000 87,015
   JFS WEALTH ADVISORS, LLC 76 - 2023-12-31 83,440 $2,018,000 -1,530
   Callan Family Office LLC 32 - 2023-12-31 82,075 $1,985,000 4,902
   COLLECTIVE FAMILY OFFICE LLC 43 - 2024-03-31 81,063 $1,920,000 -5,386
   SUMITOMO MITSUI FINANCIAL GROUP INC. 75 - 2023-12-31 73,113 $1,768,000 8,713
   BURNS WEALTH MANAGEMENT, INC. 214 - 2023-12-31 68,280 $1,651,000 5,379
   Advisor Group Holdings Inc. 2051 - 2023-12-31 65,327 $1,580,000 -45,564
   Emerald Advisors LLC 20 - 2024-03-31 62,771 $1,486,000 16,026
   KOCHIS FITZ/QUINTILE LLC 115 - 2024-03-31 61,246 $1,450,000 -13,913
   Traveka Wealth LLC 32 - 2024-03-31 60,857 $1,441,000 5,492
   TPG Financial Advisors LLC 27 - 2023-12-31 59,762 $1,440,000 59,762
  100 Records found
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