Institutional Ownership Ishares Tr (RXI)
This table provides information about the institutional ownership of Ishares Tr (RXI). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 922,510 shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
1,226
shares
|
$219,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
1,214
shares
|
$216,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,205
shares
|
$215,249
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,172
shares
|
$209,354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,161
shares
|
$207,389
0.0% of portfolio
|
Q3 2024
Reduced 25.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,046
shares
|
$186,846
0.0% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
852
shares
|
$152,192
0.0% of portfolio
|
Q4 2023
Reduced 50.03%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
555
shares
|
$99,139
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
544
shares
|
$97,174
0.02% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
440
shares
|
$78,597
0.0% of portfolio
|
Q3 2024
Reduced 51.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
434
shares
|
$77,525
0.01% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
425
shares
|
$75,917
0.0% of portfolio
|
Q3 2023
Added 26.87%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
344
shares
|
$61,448
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
340
shares
|
$60,734
0.0% of portfolio
|
Q2 2023
Reduced 11.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
228
shares
|
$40,727
0.0% of portfolio
|
Q4 2022
Reduced 30.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
213
shares
|
$38,048
0.0% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
182
shares
|
$32,510
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
145
shares
|
$25,901
0.0% of portfolio
|
Q1 2022
Added 9.85%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
133
shares
|
$23,757
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
118
shares
|
$21,078
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$17,863
0.01% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
100
shares
|
$17,863
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
97
shares
|
$17,327
0.0% of portfolio
|
Q3 2024
Reduced 38.22%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
97
shares
|
$17,327
0.0% of portfolio
|
Q3 2024
Reduced 43.93%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
45
shares
|
$8,038
0.01% of portfolio
|
Q2 2024
New holding
|