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 140 institutions that hold shares in the stock, with a total of 6.74 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
3,307
shares
|
$218,625
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,168
shares
|
$209,436
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,135
shares
|
$207,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,664
shares
|
$176,117
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,487
shares
|
$164,415
0.01% of portfolio
|
Q4 2024
Added 1000.44%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,333
shares
|
$154,234
0.05% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,300
shares
|
$152,053
0.0% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,150
shares
|
$142,136
0.02% of portfolio
|
Q3 2020
Reduced 50.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,117
shares
|
$139,954
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,067
shares
|
$136,649
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
2,030
shares
|
$134,203
0.0% of portfolio
|
Q1 2025
Reduced 54.88%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
1,600
shares
|
$105,776
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,548
shares
|
$102,338
0.0% of portfolio
|
Q4 2023
Reduced 50.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,435
shares
|
$94,867
0.01% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,019
shares
|
$67,366
0.0% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
884
shares
|
$58,441
0.0% of portfolio
|
Q3 2024
Reduced 10.89%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
832
shares
|
$55,003
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
800
shares
|
$52,888
0.0% of portfolio
|
Q3 2024
Reduced 97.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
700
shares
|
$46,277
0.01% of portfolio
|
Q2 2024
Added 4.48%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
664
shares
|
$43,897
0.0% of portfolio
|
Q2 2024
Reduced 28.45%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
650
shares
|
$42,971
0.02% of portfolio
|
Q3 2023
Added 85.71%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
633
shares
|
$41,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
632
shares
|
$41,781
0.01% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
620
shares
|
$40,988
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
615
shares
|
$40,657
0.0% of portfolio
|
Q2 2023
Reduced 4.65%
|