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 $404 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
3,307
shares
|
$201,793
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,234
shares
|
$197,338
0.0% of portfolio
|
Q3 2024
Added 387.78%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
3,178
shares
|
$193,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
3,168
shares
|
$193,311
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,383
shares
|
$145,410
0.06% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2,150
shares
|
$131,193
0.02% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,143
shares
|
$130,765
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,128
shares
|
$129,850
0.0% of portfolio
|
Q3 2024
Reduced 46.42%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,086
shares
|
$127,287
0.0% of portfolio
|
Q2 2024
Reduced 13.44%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
1,600
shares
|
$97,632
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,548
shares
|
$94,458
0.0% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,465
shares
|
$89,394
0.01% of portfolio
|
Q1 2016
Reduced 95.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,188
shares
|
$72,491
0.0% of portfolio
|
Q3 2024
Added 28.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,000
shares
|
$61,020
0.0% of portfolio
|
Q3 2024
Added 146.91%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
888
shares
|
$54,185
0.0% of portfolio
|
Q3 2024
Reduced 18.38%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
884
shares
|
$53,941
0.0% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
832
shares
|
$50,768
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
800
shares
|
$48,816
0.0% of portfolio
|
Q3 2024
Reduced 97.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
700
shares
|
$42,714
0.01% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
664
shares
|
$40,517
0.0% of portfolio
|
Q2 2024
Reduced 28.45%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
650
shares
|
$39,663
0.02% of portfolio
|
Q3 2023
Added 85.71%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
632
shares
|
$38,564
0.01% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
620
shares
|
$37,832
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
615
shares
|
$37,527
0.0% of portfolio
|
Q2 2023
Reduced 4.65%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
611
shares
|
$37,283
0.02% of portfolio
|
Q2 2022
Reduced 85.69%
|