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 50 institutions that hold shares in the stock, with a total of 1.15 Million shares, which have been reported (via 13F filing form) to have a value of $28.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
9,002
shares
|
$223,879
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
8,491
shares
|
$211,171
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,779
shares
|
$168,593
0.0% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
6,469
shares
|
$160,884
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5,016
shares
|
$124,747
0.04% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,085
shares
|
$101,593
0.0% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,883
shares
|
$96,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$49,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,899
shares
|
$47,228
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,176
shares
|
$29,247
0.0% of portfolio
|
Q1 2018
Reduced 58.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
599
shares
|
$14,897
0.0% of portfolio
|
Q4 2023
Reduced 77.39%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
480
shares
|
$11,937
0.0% of portfolio
|
Q4 2020
Closed
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
478
shares
|
$11,887
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$11,191
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
230
shares
|
$5,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
230
shares
|
$5,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
127
shares
|
$3,158
0.0% of portfolio
|
Q2 2025
Reduced 88.31%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
74
shares
|
$1,840
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
59
shares
|
$1,467
0.0% of portfolio
|
Q1 2023
Reduced 45.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
52
shares
|
$1,293
0.0% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
15
shares
|
$373
0.0% of portfolio
|
Q3 2023
Added 440.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
11
shares
|
$273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10
shares
|
$248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|