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Get Institutions for : 
Ishares Global Reit (REET)  
$23.07 0.08 (0.35%) as of 4:30 Mon 5/13


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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  : 
1.20 (5.49%)  




 
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
   M&T BANK CORP 52 - 2024-03-31 5,194,744 $123,011,000 71,333
   VALMARK ADVISERS INC 14 - 2024-03-31 5,155,831 $122,090,000 231,636
   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
   GOLDMAN SACHS GROUP INC/ 1131 - 2023-12-31 1,596,274 $38,598,000 131,423
   LPL FINANCIAL CORP 676 - 2024-03-31 1,497,443 $35,459,000 99,730
   HIGHTOWER ADVISORS, LLC 328 - 2024-03-31 1,491,312 $35,303,000 82,050
   Heritage Investment Group Inc. 6 - 2024-03-31 1,427,235 $33,797,000 43,479
   PDS Planning Inc 10 - 2024-03-31 1,138,555 $26,961,000 43,459
   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
   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
   Klaas Financial Asset Advisors LLC 10 - 2024-03-31 673,111 $15,939,000 9,111
   Diversified Portfolios Inc. 12 - 2024-03-31 652,063 $15,441,000 37,413
   Boston Standard Wealth Management LLC 11 - 2024-03-31 533,991 $12,645,000 42,788
   DIAM CO. LTD 373 - 2024-03-31 511,000 $12,100,000 41,000
   Quent Capital LLC 16 - 2024-03-31 497,390 $11,778,000 8,956
   Wilshire Associates Inc 5 - 2023-12-31 487,030 $11,776,000 17,576
   VIEWPOINT INVESTMENT PARTNERS CORP 4 - 2024-03-31 453,300 $10,734,000 167,300
   Brandywine Oak Private Wealth LLC 19 - 2024-03-31 444,346 $10,522,000 11,496
   COOPER/HAIMS ADVISORS LLC 5 - 2024-03-31 441,246 $10,449,000 44,901
   ERn Financial LLC 16 - 2024-03-31 397,624 $9,416,000 55,571
   Leading Edge Financial Planning LLC 9 - 2024-03-31 354,576 $8,396,000 68,313
   Morton Brown Family Wealth LLC 10 - 2024-03-31 348,957 $8,263,000 15,856
   BAILARD BIEHL & KAISER INC 109 - 2024-03-31 299,710 $7,097,000 6,633
   Waterford Advisors LLC 13 - 2023-12-31 239,987 $5,803,000 10,860
   Money Design Co.Ltd. 51 - 2024-03-31 210,304 $4,980,000 71,141
   Kooman & Associates 10 - 2023-12-31 200,314 $4,844,000 7,779
   NAPLES GLOBAL ADVISORS LLC 62 - 2024-03-31 201,114 $4,762,000 9,703
   BNP PARIBAS ARBITRAGE SA 994 - 2024-03-31 200,839 $4,756,000 100,001
   Sontag Advisory LLC 117 - 2024-03-31 193,962 $4,593,000 2,378
   GP Brinson Investments LLC 9 - 2024-03-31 186,339 $4,413,000 29,546
   UBS Group AG 2161 - 2023-12-31 171,271 $4,141,000 63,801
   RFP Financial Group LLC 12 - 2024-03-31 166,014 $3,931,000 5,247
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 462 - 2024-03-31 164,515 $3,896,000 77,500
   Brooklyn FI LLC 22 - 2024-03-31 144,668 $3,426,000 33,214
   Archetype Wealth Partners LLC 23 - 2023-12-31 123,422 $2,984,000 3,730
   HANCOCK HOLDING CO 160 - 2023-12-31 117,474 $2,841,000 91,327
   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
   Arete Wealth Advisors LLC 103 - 2023-12-31 110,028 $2,660,000 8,690
   Callan Family Office LLC 30 - 2024-03-31 102,310 $2,423,000 20,235
   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
   SUMITOMO MITSUI FINANCIAL GROUP INC. 75 - 2023-12-31 73,113 $1,768,000 8,713
   COMMONWEALTH EQUITY SERVICES LLC. 1878 - 2024-03-31 70,151 $1,661,000 11,019
   Emerald Advisors LLC 20 - 2024-03-31 62,771 $1,486,000 16,026
   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
   PEAPACK GLADSTONE FINANCIAL CORP 365 - 2024-03-31 58,704 $1,390,000 1,272
   FRANKLIN RESOURCES INC 1473 - 2023-12-31 56,051 $1,355,000 10,403
   Wealth Alliance 123 - 2024-03-31 55,884 $1,323,000 42,532
   Treynor Bancshares Inc. 40 - 2023-12-31 47,256 $1,143,000 922
   J P MORGAN CHASE & CO 3341 - 2024-03-31 44,305 $1,049,000 21,089
   CAPITAL PERFORMANCE ADVISORS LLP 31 - 2024-03-31 43,079 $1,020,000 2,185
   MML INVESTORS SERVICES LLC 1349 - 2023-12-31 41,966 $1,015,000 842
   RATHBONE BROTHERS PLC 315 - 2023-12-31 41,336 $1,000,000 6,038
   Robertson Stephens Wealth Management LLC 225 - 2023-12-31 39,567 $957,000 323
   Buckingham Strategic Partners 176 - 2023-12-31 38,778 $938,000 13,382
   Cardinal Point Wealth Management Partners LLC 35 - 2023-03-31 36,625 $840,000 750
   MidWestOne Financial Group Inc. 155 - 2023-12-31 33,921 $820,000 6,139
   FIRST NATIONAL BANK OF OMAHA 224 - 2024-03-31 33,065 $783,000 793
   BUCKINGHAM ASSET MANAGEMENT, LLC 379 - 2024-03-31 32,859 $778,000 5,156
   Harbor Group Inc. 39 - 2024-03-31 29,682 $703,000 2,019
   Capital Analysts Inc. 275 - 2023-12-31 29,077 $703,000 9,772
   180 WEALTH ADVISORS LLC 163 - 2024-03-31 29,092 $689,000 712
   Gryphon Financial Partners LLC 129 - 2024-03-31 26,624 $630,000 1,382
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1795 - 2024-03-31 105,181 $626,000 54,093
   Cetera Investment Advisers 1383 - 2023-12-31 25,397 $614,000 1,752
   Integrated Wealth Concepts LLC 917 - 2023-12-31 24,457 $591,000 115
   INSIGNEO ADVISORY SERVICES LLC 232 - 2023-12-31 21,983 $532,000 3,326
   MISSION WEALTH MANAGEMENT LLC 406 - 2024-03-31 21,705 $514,000 4,627
   Chicago Partners Investment Group LLC 438 - 2024-03-31 22,734 $509,000 62
   McLean Asset Management Corp 72 - 2024-03-31 20,922 $493,000 9,616
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2285 - 2024-03-31 20,569 $487,000 2,592
   Abel Hall LLC 43 - 2024-03-31 20,418 $484,000 60
   CLS INVESTMENT FIRM LLC 1002 - 2022-12-31 20,833 $473,000 515
   Personal Capital Advisors Corp 319 - 2022-12-31 20,000 $454,000 20,000
   Seaside Wealth Management Inc. 32 - 2024-03-31 18,981 $449,000 5
   Comprehensive Wealth Management LLC 26 - 2024-03-31 18,823 $446,000 2,061
   DGS Capital Management LLC 164 - 2024-03-31 16,520 $391,000 1,987
   Kingsview Wealth Management LLC 741 - 2024-03-31 15,636 $370,000 83
   Forefront Analytics LLC 49 - 2023-12-31 15,169 $367,000 341
   CWM LLC 1253 - 2024-03-31 14,821 $351,000 11,360
   First Ascent Asset Management LLC 50 - 2023-12-31 12,557 $304,000 581
   Financial Advocates Investment Management 604 - 2024-03-31 12,105 $287,000 12,105
   Global Retirement Partners LLC 673 - 2024-03-31 11,824 $280,000 47
   DELAP WEALTH ADVISORY LLC 74 - 2023-12-31 11,112 $269,000 11,112
   NATIONAL ASSET MANAGEMENT, INC. 1110 - 2023-12-31 10,904 $264,000 198
   SCOTIA CAPITAL INC. 691 - 2023-12-31 10,360 $251,000 93
   Aptus Capital Advisors LLC 491 - 2023-12-31 10,315 $249,000 3,025
   GUARDIAN WEALTH ADVISORS LLC / NC 211 - 2023-12-31 10,315 $249,000 3,025
   Private Ocean LLC 131 - 2024-03-31 9,786 $232,000 795
   Cedar Brook Financial Partners LLC 394 - 2024-03-31 9,356 $222,000 53
   UMB BANK N A/MO 622 - 2024-03-31 6,387 $151,000 3,927
   ZRC WEALTH MANAGEMENT LLC 183 - 2024-03-31 3,332 $79,000 93
   AdvisorNet Financial Inc 701 - 2024-03-31 3,162 $75,000 323
   ELEVATE WEALTH ADVISORY INC 77 - 2024-03-31 2,707 $64,000 8
   PRINCIPAL SECURITIES INC. 1455 - 2024-03-31 2,639 $62,000 728
  100 Records found
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