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 142 institutions that hold shares in the stock, with a total of 9.16 Million shares, which have been reported (via 13F filing form) to have a value of $599 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
3,927
shares
|
$254,783
0.02% of portfolio
|
Q2 2024
New holding
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 09, 2024 Q2 2024 |
3,900
shares
|
$253,031
0.18% of portfolio
|
Q2 2024
New holding
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 12, 2024 Q2 2024 |
3,713
shares
|
$240,899
0.18% of portfolio
|
Q2 2024
Reduced 38.23%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,377
shares
|
$219,099
0.0% of portfolio
|
Q2 2024
New holding
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
3,368
shares
|
$218,515
0.01% of portfolio
|
Q4 2023
New holding
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
3,270
shares
|
$212,157
0.02% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
2,383
shares
|
$154,609
0.05% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,174
shares
|
$141,049
0.0% of portfolio
|
Q2 2024
Added 2.02%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
2,150
shares
|
$139,492
0.02% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
2,086
shares
|
$135,339
0.0% of portfolio
|
Q2 2024
Reduced 13.44%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
1,970
shares
|
$127,813
0.07% of portfolio
|
Q1 2024
Added 3.25%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,620
shares
|
$105,105
0.0% of portfolio
|
Q2 2024
Reduced 73.48%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
1,548
shares
|
$100,434
0.0% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
1,465
shares
|
$95,049
0.01% of portfolio
|
Q1 2016
Reduced 95.56%
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
1,300
shares
|
$84,344
0.01% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,088
shares
|
$70,589
0.0% of portfolio
|
Q1 2024
Reduced 6.77%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
992
shares
|
$64,360
0.0% of portfolio
|
Q3 2021
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
925
shares
|
$60,013
0.0% of portfolio
|
Q2 2024
Added 6.32%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
832
shares
|
$53,980
0.04% of portfolio
|
Q4 2023
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
703
shares
|
$45,610
0.0% of portfolio
|
Q4 2023
Reduced 8.46%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
700
shares
|
$45,416
0.01% of portfolio
|
Q2 2024
Added 4.48%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
664
shares
|
$43,080
0.0% of portfolio
|
Q2 2024
Reduced 28.45%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
663
shares
|
$43,015
0.0% of portfolio
|
Q2 2024
New holding
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
650
shares
|
$42,172
0.02% of portfolio
|
Q3 2023
Added 85.71%
|
|
Compass Wealth Management LLC
Guilford, CT |
Jul 16, 2024 Q2 2024 |
620
shares
|
$40,225
0.01% of portfolio
|
Q4 2022
New holding
|