Institutional Ownership Ishares Global Comm Services E (IXP)
This table provides information about the institutional ownership of Ishares Global Comm Services E (IXP). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
20,022
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
19,790
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
17,000
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
16,218
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2024
Added 3.95%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
16,184
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2024
Added 0.19%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
14,859
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,561
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2024
Reduced 20.88%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
13,342
shares
|
$1.26 Million
0.69% of portfolio
|
Q2 2024
Reduced 11.17%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
12,487
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
12,461
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2024
Added 20.61%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,204
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
11,992
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,565
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
11,421
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
10,740
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Added 498.0%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,256
shares
|
$777,797
0.04% of portfolio
|
Q2 2024
Added 204.2%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
8,189
shares
|
$771,485
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
8,059
shares
|
$759,238
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
7,805
shares
|
$735,309
0.0% of portfolio
|
Q2 2024
Added 3.31%
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 19, 2024 Q2 2024 |
7,100
shares
|
$668,891
0.2% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
7,060
shares
|
$665,122
0.01% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
6,539
shares
|
$616,039
0.03% of portfolio
|
Q1 2024
New holding
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
6,250
shares
|
$588,812
0.01% of portfolio
|
Q2 2023
Reduced 7.41%
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
6,189
shares
|
$583,065
0.06% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
5,986
shares
|
$563,941
0.0% of portfolio
|
Q2 2024
Added 12.22%
|