Institutional Ownership Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI). We have compiled data on the 130 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,871
shares
|
$352,494
0.3% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
5,670
shares
|
$340,426
0.21% of portfolio
|
Q4 2023
Reduced 7.2%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
5,500
shares
|
$330,220
0.04% of portfolio
|
Q2 2022
Reduced 14.53%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
5,200
shares
|
$312,208
0.0% of portfolio
|
Q4 2021
Reduced 82.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,055
shares
|
$303,502
0.0% of portfolio
|
Q2 2024
Reduced 35.27%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
5,023
shares
|
$301,580
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
4,981
shares
|
$299,059
0.08% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4,700
shares
|
$282,188
0.05% of portfolio
|
Q1 2022
Added 2932.26%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,654
shares
|
$279,426
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
4,625
shares
|
$277,685
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,560
shares
|
$273,782
0.0% of portfolio
|
Q2 2024
Reduced 54.4%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
4,547
shares
|
$273,001
0.01% of portfolio
|
Q3 2024
Reduced 99.46%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,483
shares
|
$269,159
0.06% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,369
shares
|
$262,314
0.0% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
4,155
shares
|
$249,466
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,112
shares
|
$246,884
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,100
shares
|
$246,164
0.0% of portfolio
|
Q3 2024
Added 153.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,024
shares
|
$241,600
0.0% of portfolio
|
Q3 2024
Reduced 62.85%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
4,000
shares
|
$240,160
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
3,900
shares
|
$234,156
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
3,641
shares
|
$218,605
0.0% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3,525
shares
|
$211,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
3,368
shares
|
$202,214
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,332
shares
|
$200,053
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,322
shares
|
$199,452
0.0% of portfolio
|
Q3 2024
Reduced 46.46%
|