Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
iShares Msci India Small Cap Etf (SMIN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    32
Total shares held : 
4,928,969  
% of shares held : 
90.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  41  
Amount of shares held : 
837,007  
% of shares held change : 
  15.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 724,959
 14.71%
 
Increased Positions :
33
 495,841
 10.06%
 
Unchanged Positions :
18
 171,249
 3.47%
 
Decreased Positions :
24
-180,671
-3.67%
 
Closed Positions :
7
-203,122
-4.12%
 
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
   LEGAL & GENERAL GROUP PLC 564 - 2023-12-31 1,176,500 $81,426,000 -30,000
   GLOBEFLEX CAPITAL L P 1 - 2023-12-31 576,202 $40,213,000 27,799
   STATE OF NEW JERSEY COMMON PENSION FUND D 220 - 2023-12-31 354,436 $24,736,000 34,562
   BANK OF AMERICA CORP /DE/ 1790 - 2023-12-31 286,674 $20,007,000 77,472
   MORGAN STANLEY 2747 - 2023-12-31 266,628 $18,608,000 -16,485
   LPL FINANCIAL CORP 1059 - 2023-12-31 194,627 $13,583,000 71,126
   AMERICAN CENTURY COMPANIES INC 1070 - 2023-12-31 171,184 $11,947,000 56,104
   BT Investment Management Ltd 118 - 2022-12-31 197,157 $10,205,000 -18,496
   RANDOLPH CO INC 29 - 2024-03-31 138,366 $9,723,000 -75
   Perpetual Ltd 150 - 2024-03-31 109,270 $7,678,000 -23,710
   CAUSEWAY CAPITAL MANAGEMENT LLC 79 - 2023-12-31 88,992 $6,211,000 45,234
   Adams Wealth Management 15 *New 2023-12-31 86,323 $6,024,000 86,323
   ARDSLEY ADVISORY PARTNERS 23 *New 2023-12-31 85,000 $5,932,000 85,000
   OLD MISSION CAPITAL LLC 126 - 2023-12-31 72,956 $5,092,000 72,956
   STATE OF WISCONSIN INVESTMENT BOARD 967 *New 2023-12-31 72,000 $5,025,000 72,000
   SHELL ASSET MANAGEMENT CO 87 - 2023-12-31 71,614 $4,998,000 -1,837
   HIGHTOWER ADVISORS, LLC 982 - 2023-12-31 67,994 $4,756,000 42,455
   NEUBERGER BERMAN GROUP LLC 930 *New 2023-12-31 66,373 $4,631,000 66,373
   Crumly & Associates Inc. 24 *New 2023-12-31 62,174 $4,339,000 62,174
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 54,900 $3,831,000 1,300
   Main Management ETF Advisors LLC 39 - 2023-12-31 50,800 $3,545,000 3,300
   RAYMOND JAMES & ASSOCIATES 1797 - 2024-03-31 50,320 $3,536,000 26,461
   Mainsail Financial Group LLC 16 - 2024-03-31 48,536 $3,411,000 1,307
   WASATCH ADVISORS INC 219 - 2024-03-31 41,377 $2,908,000 0
   DRIEHAUS CAPITAL MANAGEMENT LLC 285 *New 2023-12-31 41,648 $2,907,000 41,648
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 333 *New 2023-12-31 37,676 $2,629,000 37,676
   Nipun Capital L.P. 4 - 2023-12-31 34,918 $2,437,000 0
   DEUTSCHE BANK AG 1586 - 2023-12-31 30,746 $2,146,000 0
   3EDGE Asset Management LP 22 *New 2023-12-31 30,378 $2,120,000 30,378
   JANE STREET GROUP LLC 2368 *New 2023-12-31 29,989 $2,093,000 29,989
   PROSPERA FINANCIAL SERVICES 297 *New 2023-12-31 29,423 $2,053,000 29,423
   UBS Group AG 2822 - 2023-12-31 29,016 $2,025,000 16,073
   ERn Financial LLC 62 - 2024-03-31 26,499 $1,862,000 768
   TAP Consulting LLC 78 *New 2024-03-31 24,399 $1,715,000 24,399
   Highland Financial Advisors LLC 23 *New 2023-12-31 22,824 $1,593,000 22,824
   Wealthfront Advisers LLC 531 - 2024-03-31 22,409 $1,575,000 14,314
   Leibman Financial Services Inc. 31 - 2024-03-31 22,051 $1,550,000 2,171
   CALAMOS WEALTH MANAGEMENT LLC 112 *New 2023-12-31 21,256 $1,483,000 21,256
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1819 - 2024-03-31 20,836 $1,464,000 2,757
   CHANNING GLOBAL ADVISORS LLC 24 - 2023-12-31 19,315 $1,348,000 13,560
   PHOENIX INVESTMENT COUNSEL INC 19 - 2023-12-31 17,522 $1,223,000 -1,886
   ENVESTNET ASSET MANAGEMENT INC 2815 - 2023-12-31 16,750 $1,169,000 6,463
   MML INVESTORS SERVICES LLC 1257 - 2023-12-31 16,743 $1,168,000 6,967
   Private Advisory Group LLC 94 *New 2023-12-31 15,799 $1,103,000 15,799
   BASSO CAPITAL MANAGEMENT LP 17 *New 2023-12-31 14,750 $1,029,000 14,750
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1720 - 2024-03-31 14,252 $1,001,000 7,244
   Atria Wealth Solutions Inc. 863 *New 2023-12-31 14,036 $980,000 14,036
   Goss Wealth Management LLC 938 - 2023-12-31 13,558 $951,000 -1,117
   Ellis Investment Partners LLC 93 - 2024-03-31 13,226 $929,000 9,971
   Orion Portfolio Solutions LLC 1028 *New 2023-12-31 11,494 $822,000 11,494
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 45 *New 2024-03-31 10,910 $767,000 10,910
   WSFS CAPITAL MANAGEMENT LLC 249 - 2023-12-31 9,950 $694,000 -155
   CENTAURUS FINANCIAL INC. 312 - 2023-12-31 9,374 $654,000 -46
   GOLDMAN SACHS GROUP INC/ 3727 *New 2023-12-31 9,000 $628,000 9,000
   ADVISORS MANAGEMENT GROUP INC /ADV 93 - 2024-03-31 8,528 $599,000 4,615
   Kestra Advisory Services LLC 1403 - 2023-12-31 8,572 $598,000 1,033
   AMERIPRISE FINANCIAL INC 3323 *New 2023-12-31 8,273 $578,000 8,273
   Belpointe Asset Management LLC 338 - 2023-12-31 7,970 $556,000 -253
   Advisor Group Holdings Inc. 3134 - 2023-12-31 7,345 $513,000 2,240
   Pathstone Holdings LLC 1494 - 2023-12-31 7,328 $511,000 0
   CITIGROUP INC 2612 - 2023-12-31 6,674 $466,000 994
   GSB Wealth Management LLC 138 - 2023-12-31 6,551 $457,000 25
   626 Financial LLC 64 - 2024-03-31 6,414 $451,000 46
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 444 *New 2024-03-31 6,200 $436,000 6,200
   BANK OF MONTREAL /CAN/ 2145 - 2023-12-31 6,003 $421,000 -63,797
   JANNEY MONTGOMERY SCOTT LLC 2034 - 2023-12-31 5,775 $403,000 -5,831
   MARINER WEALTH ADVISORS, LLC 2102 *New 2023-12-31 5,730 $400,000 5,730
   CITADEL ADVISORS LLC 3824 - 2023-12-31 5,651 $394,000 3,258
   GHP INVESTMENT ADVISORS INC 322 - 2024-03-31 5,565 $391,000 0
   Wedmont Private Capital 391 - 2024-03-31 4,996 $370,000 445
   CAPITAL MANAGEMENT CORP /VA 53 - 2023-12-31 5,200 $363,000 0
   GOULD ASSET MANAGEMENT LLC /CA/ 108 - 2023-12-31 5,140 $359,000 -370
   Equitable Holdings Inc. 877 - 2023-12-31 5,136 $358,000 -237
   LAKE STREET FINANCIAL LLC 246 *New 2024-03-31 5,041 $354,000 5,041
   Knollwood Investment Advisory LLC 163 - 2023-12-31 5,000 $349,000 0
   Stratos Wealth Advisors LLC 536 *New 2024-03-31 4,842 $340,000 4,842
   BARD ASSOCIATES INC 135 - 2023-12-31 4,825 $337,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3063 - 2023-12-31 4,489 $313,000 -42
   PNC FINANCIAL SERVICES GROUP INC 1843 - 2023-12-31 4,377 $305,000 0
   HARBOR INVESTMENT ADVISORY LLC 285 - 2024-03-31 4,083 $287,000 0
   Calton & Associates Inc. 139 *New 2024-03-31 4,075 $286,000 4,075
   SEI INVESTMENTS CO 2311 - 2023-12-31 3,789 $265,000 3,789
   Walleye Trading Advisors LLC 1308 *New 2023-12-31 3,728 $260,000 3,728
   Perigon Wealth Management LLC 703 *New 2023-12-31 3,678 $257,000 3,678
   GELLER FAMILY OFFICE SERVICES LLC 227 *New 2023-12-31 3,610 $252,000 3,610
   AXS Investments LLC 267 - 2023-12-31 3,600 $251,000 -400
   H D Vest Advisory Services 1356 - 2023-12-31 3,417 $238,000 -39
   FINANCIAL NETWORK 2437 *New 2023-12-31 3,247 $227,000 3,247
   PANAGORA ASSET MANAGEMENT INC 1158 - 2023-12-31 3,193 $223,000 0
   OPPENHEIMER & CO INC 1281 *New 2023-12-31 2,939 $205,000 2,939
   ROYAL BANK OF CANADA 4697 - 2023-12-31 2,098 $147,000 -24,435
   Spire Wealth Management 886 - 2024-03-31 2,001 $141,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 182 - 2024-03-31 2,003 $141,000 0
   CLARIVEST ASSET MANAGEMENT LLC 379 - 2023-12-31 1,346 $94,000 0
   FMR LLC 3107 - 2023-12-31 1,262 $88,000 -10,450
   Parallel Advisors LLC 1297 - 2023-12-31 950 $66,000 175
   Column Capital Advisors LLC 280 - 2023-09-30 1,036 $65,000 0
   Qube Research & Technologies Ltd 2864 - 2023-12-31 809 $56,000 -1,079
   BARCLAYS PLC 3678 *New 2023-12-31 800 $56,000 800
   Larson Financial Group LLC 621 *New 2023-12-31 785 $55,000 785

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results