Institutional Ownership Ishares Inc Msci Global Energy (FILL)
This table provides information about the institutional ownership of Ishares Inc Msci Global Energy (FILL). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 1.16 Million shares, which have been reported (via 13F filing form) to have a value of $25.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
4,862
shares
|
$108,228
0.04% of portfolio
|
Q4 2024
Added 28.45%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,687
shares
|
$82,072
0.0% of portfolio
|
Q4 2024
Added 57.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$44,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,176
shares
|
$26,177
0.0% of portfolio
|
Q1 2018
Reduced 58.08%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
819
shares
|
$18,230
0.01% of portfolio
|
Q1 2024
Reduced 33.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
599
shares
|
$13,333
0.0% of portfolio
|
Q4 2023
Reduced 77.39%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
480
shares
|
$10,684
0.0% of portfolio
|
Q4 2020
Closed
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
450
shares
|
$10,017
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
448
shares
|
$9,972
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
230
shares
|
$5,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
133
shares
|
$2,960
0.0% of portfolio
|
Q1 2024
Added 15.65%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
109
shares
|
$2,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
73
shares
|
$1,624
0.0% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
59
shares
|
$1,313
0.0% of portfolio
|
Q1 2023
Reduced 45.87%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
15
shares
|
$333
0.0% of portfolio
|
Q3 2023
Added 440.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
9
shares
|
$200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|