Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Msci World (URTH)  
$141.78 1.70 (1.21%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 162    4
Total shares held : 
 9,047,953  
% of shares held : 
 8.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 78,801  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $119.51  
Last Quarter's Ending Price : 
 $133.02  
Last Quarter's Average Price : 
 $124.66  
Change from last quarter's     
avg. price to the last closing  : 
17.12 (13.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 201,766
 2.23%
 
Increased Positions :
59
 1,225,120
 13.54%
 
Unchanged Positions :
33
 159,801
 1.77%
 
Decreased Positions :
52
-635,422
-7.02%
 
Closed Positions :
14
-712,663
-7.88%
 
Guru Positions :
1
33,495
 0.37%
 
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
   EVENSKY & KATZ INC 14 *New 2024-03-31 275,621 $39,940,000 275,621
   Simplicity WealthLLC 99 *New 2024-03-31 58,304 $8,449,000 58,304
   Centerstone Investors LLC 4 *New 2023-12-31 50,843 $6,763,000 50,843
   LEUCADIA NATIONAL CORP -- Notable Guru -- 245 *New 2023-12-31 33,495 $4,456,000 33,495
   RAYMOND JAMES & ASSOCIATES 1928 *New 2024-03-31 19,771 $2,865,000 19,771
   Envestnet Portfolio Solutions Inc. 571 *New 2023-12-31 16,358 $2,176,000 16,358
   Naviter Wealth LLC 85 *New 2024-03-31 13,545 $1,963,000 13,545
   Proquility Private Wealth Partners LLC 59 *New 2023-12-31 9,999 $1,330,000 9,999
   DAVIDSON D A & CO 686 *New 2023-12-31 8,121 $1,080,000 8,121
   GREAT VALLEY ADVISOR GROUP INC. 344 *New 2023-12-31 7,436 $989,000 7,436
   LWM Advisory Services LLC 31 *New 2023-12-31 5,582 $743,000 5,582
   CREATIVE PLANNING 1481 *New 2023-12-31 5,100 $678,000 5,100
   Cetera Investment Advisers 1428 *New 2023-12-31 4,210 $560,000 4,210
   Atomi Financial Group Inc. 274 *New 2023-12-31 3,688 $491,000 3,688
   Eagle Strategies LLC 182 *New 2024-03-31 2,788 $404,000 2,788
   MERCER GLOBAL ADVISORS INC /ADV 1563 *New 2023-12-31 2,422 $322,000 2,422
   Cassaday & Co Wealth Management LLC 252 *New 2023-12-31 1,628 $217,000 1,628
   TAP Consulting LLC 150 *New 2024-03-31 1,428 $207,000 1,428
   CREDIT SUISSE/ 2864 *New 2023-12-31 1,528 $203,000 1,528
   LFA - Lugano Financial Advisors SA *New 2023-12-31 410 $55,000 410
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 826 *New 2023-12-31 410 $54,000 410
   Dunhill Financial LLC 92 *New 2023-12-31 408 $54,000 408
   WEBSTER BANK 369 *New 2024-03-31 300 $43,000 300
  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us