Institutional Ownership Ishares Global Materials ETF (MXI)
This table provides information about the institutional ownership of Ishares Global Materials ETF (MXI). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 1.25 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
8,990
shares
|
$759,565
0.04% of portfolio
|
Q1 2024
Added 87.76%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
8,715
shares
|
$736,330
0.0% of portfolio
|
Q1 2024
Reduced 63.58%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
6,580
shares
|
$555,944
0.0% of portfolio
|
Q1 2024
Reduced 7.73%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
6,366
shares
|
$537,863
0.0% of portfolio
|
Q1 2024
Added 52.85%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,591
shares
|
$387,893
0.0% of portfolio
|
Q2 2023
Added 38.87%
|
|
First Bancorp, Inc
|
Apr 15, 2024 Q1 2024 |
4,530
shares
|
$382,739
0.31% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
4,503
shares
|
$380,458
0.01% of portfolio
|
Q1 2024
Reduced 6.77%
|
|
Slow Capital, Inc.
|
Apr 17, 2024 Q1 2024 |
4,485
shares
|
$378,937
0.06% of portfolio
|
Q1 2024
Reduced 39.9%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
4,261
shares
|
$360,011
0.01% of portfolio
|
Q1 2024
Reduced 6.43%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
4,250
shares
|
$359,082
0.01% of portfolio
|
Q1 2024
Reduced 90.21%
|
|
Viawealth, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
3,846
shares
|
$324,948
0.22% of portfolio
|
Q1 2024
New holding
|
|
Beam Wealth Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
3,257
shares
|
$275,183
0.18% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
3,195
shares
|
$269,945
0.0% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
3,101
shares
|
$262,003
0.01% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 10, 2024 Q1 2024 |
3,058
shares
|
$258,370
0.06% of portfolio
|
Q1 2024
Reduced 50.94%
|
|
Astoria Portfolio Advisors Llc.
|
Apr 16, 2024 Q1 2024 |
2,819
shares
|
$238,177
0.1% of portfolio
|
Q1 2024
Reduced 10.39%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,740
shares
|
$231,502
0.0% of portfolio
|
Q1 2024
Added 0.77%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
2,706
shares
|
$228,629
0.07% of portfolio
|
Q4 2023
Added 1.31%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,617
shares
|
$221,110
0.02% of portfolio
|
Q2 2023
Reduced 46.05%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
2,537
shares
|
$214,351
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
2,510
shares
|
$212,069
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,436
shares
|
$205,817
0.0% of portfolio
|
Q1 2024
Reduced 29.04%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
2,300
shares
|
$194,327
0.02% of portfolio
|
Q4 2023
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
2,278
shares
|
$192,468
0.0% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
1,548
shares
|
$130,790
0.0% of portfolio
|
Q1 2024
Reduced 69.43%
|