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 136 institutions that hold shares in the stock, with a total of 6.99 Million shares, which have been reported (via 13F filing form) to have a value of $443 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
464
shares
|
$29,403
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
461
shares
|
$29,213
0.0% of portfolio
|
Q3 2018
Added 229.29%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
425
shares
|
$26,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
400
shares
|
$25,348
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
393
shares
|
$24,904
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
364
shares
|
$23,066
0.0% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
336
shares
|
$21,292
0.0% of portfolio
|
Q3 2024
Added 236.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
317
shares
|
$20,088
0.0% of portfolio
|
Q4 2024
Reduced 98.69%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
312
shares
|
$19,771
0.01% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
312
shares
|
$19,771
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
277
shares
|
$17,553
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
275
shares
|
$17,426
0.01% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$12,674
0.0% of portfolio
|
Q1 2022
Reduced 46.81%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$12,674
0.0% of portfolio
|
Q1 2022
Reduced 13.04%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
200
shares
|
$12,674
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
182
shares
|
$11,533
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
172
shares
|
$10,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
161
shares
|
$10,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
142
shares
|
$8,998
0.0% of portfolio
|
Q4 2023
Reduced 44.96%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
130
shares
|
$8,238
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
123
shares
|
$7,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
117
shares
|
$7,414
0.0% of portfolio
|
Q4 2022
Reduced 25.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
105
shares
|
$6,653
0.0% of portfolio
|
Q2 2023
Reduced 83.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
105
shares
|
$6,653
0.0% of portfolio
|
Q4 2024
Reduced 60.38%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
100
shares
|
$6,337
0.0% of portfolio
|
Q1 2024
Reduced 13.79%
|