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 135 institutions that hold shares in the stock, with a total of 9.11 Million shares, which have been reported (via 13F filing form) to have a value of $572 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
3,368
shares
|
$211,274
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,322
shares
|
$208,389
0.0% of portfolio
|
Q3 2024
Reduced 46.46%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
3,307
shares
|
$207,448
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
3,168
shares
|
$198,728
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
2,383
shares
|
$149,485
0.05% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,174
shares
|
$136,375
0.0% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
2,150
shares
|
$134,869
0.02% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,086
shares
|
$130,854
0.0% of portfolio
|
Q2 2024
Reduced 13.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,620
shares
|
$101,622
0.0% of portfolio
|
Q2 2024
Reduced 73.48%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
1,600
shares
|
$100,368
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,548
shares
|
$97,106
0.0% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
1,465
shares
|
$91,899
0.01% of portfolio
|
Q1 2016
Reduced 95.56%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,088
shares
|
$68,250
0.0% of portfolio
|
Q1 2024
Reduced 6.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,000
shares
|
$62,730
0.0% of portfolio
|
Q3 2024
Added 146.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
925
shares
|
$58,025
0.0% of portfolio
|
Q2 2024
Added 6.32%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
884
shares
|
$55,453
0.0% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
832
shares
|
$52,191
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
703
shares
|
$44,099
0.0% of portfolio
|
Q4 2023
Reduced 8.46%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
700
shares
|
$43,911
0.01% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
664
shares
|
$41,652
0.0% of portfolio
|
Q2 2024
Reduced 28.45%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
663
shares
|
$41,589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
650
shares
|
$40,774
0.02% of portfolio
|
Q3 2023
Added 85.71%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
632
shares
|
$39,645
0.01% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
620
shares
|
$38,892
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
615
shares
|
$38,578
0.0% of portfolio
|
Q2 2023
Reduced 4.65%
|