Institutional Ownership Ishares Tr (RXI)
This table provides information about the institutional ownership of Ishares Tr (RXI). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 856,957 shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,302
shares
|
$246,911
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,257
shares
|
$238,377
0.0% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
1,226
shares
|
$232,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
1,214
shares
|
$230,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,172
shares
|
$222,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,169
shares
|
$221,689
0.16% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
933
shares
|
$176,934
0.0% of portfolio
|
Q4 2024
Added 309.21%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$161,573
0.0% of portfolio
|
Q4 2023
Reduced 50.03%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
650
shares
|
$123,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
622
shares
|
$117,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
570
shares
|
$108,094
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
436
shares
|
$82,683
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
425
shares
|
$80,597
0.0% of portfolio
|
Q3 2023
Added 26.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
390
shares
|
$73,959
0.0% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
344
shares
|
$65,236
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
340
shares
|
$64,477
0.0% of portfolio
|
Q2 2023
Reduced 11.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
213
shares
|
$40,393
0.0% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
182
shares
|
$34,514
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
145
shares
|
$27,497
0.0% of portfolio
|
Q1 2022
Added 9.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
131
shares
|
$24,842
0.0% of portfolio
|
Q4 2024
Reduced 95.63%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
118
shares
|
$22,377
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
100
shares
|
$18,964
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
100
shares
|
$18,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
97
shares
|
$18,395
0.0% of portfolio
|
Q3 2024
Reduced 43.93%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
81
shares
|
$15,360
0.0% of portfolio
|
Q4 2024
New holding
|