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IFGL Institutional Ownership

iShares International Developed Real Estate ETF
1W: -2.8% 1M: -7.3% 3M: -9.7% YTD: -11.6% 1Y: -10.3% 3Y: +18.8% 5Y: -18.7%
$20.44
-0.07 (-0.32%)
 
Weekly Expected Move ±1.3%
$20 $20 $20 $21 $21
ETF NASDAQ · AUM $73.4M

Institutional Ownership — IFGL

56
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
31M
Total Invested
7
New Positions
18
Increased
22
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (58 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COURIER CAPITAL LLC 187,055 $4M +18,737 +11.1% 71Q SEC ↗
2 BANK OF AMERICA CORP /DE 185,107 $4M +7,795 +4.4% 15Q SEC ↗
3 MORGAN STANLEY 127,974 $3M -571 -0.4% 60Q SEC ↗
4 Cerity Partners LLC 98,070 $2M -5,617 -5.4% 11Q SEC ↗
5 Payne Capital Management, LLC 77,709 $2M +2,149 +2.8% 7Q SEC ↗
6 Gallagher Fiduciary Advisors, LLC 62,316 $1M -1,247,264 -95.2% 3Q SEC ↗
7 Old Port Advisors 52,151 $1M -2,405 -4.4% 12Q SEC ↗
8 Beacon Pointe Advisors, LLC 50,859 $1M -17,698 -25.8% 3Q SEC ↗
9 Lido Advisors, LLC 46,220 $945K +1,428 +3.2% 13Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,047 $921K +4,547 +11.2% 15Q SEC ↗
11 AE Wealth Management LLC 42,851 $876K +18,806 +78.2% 7Q SEC ↗
12 OSAIC HOLDINGS, INC. 40,069 $819K +24,319 +154.4% 26Q SEC ↗
13 WELLS FARGO & COMPANY/MN 32,940 $673K -38,806 -54.1% 71Q SEC ↗
14 Wealthfront Advisers LLC 26,645 $545K -25,381 -48.8% 7Q SEC ↗
15 Dunhill Financial, LLC 24,349 $498K -11,256 -31.6% 4Q SEC ↗
16 MARYLAND CAPITAL ADVISORS INC. NEW 21,556 $441K — +0.0% 1Q SEC ↗
17 CITADEL ADVISORS LLC 20,113 $411K -4,081 -16.9% 4Q SEC ↗
18 Creative Planning 18,534 $379K +2,504 +15.6% 44Q SEC ↗
19 LPL Financial LLC 17,011 $348K -514 -2.9% 61Q SEC ↗
20 Invesco Ltd. 16,900 $345K -662 -3.8% 23Q SEC ↗
21 JANE STREET GROUP, LLC 16,139 $330K -22,624 -58.4% 4Q SEC ↗
22 Financial Alternatives, Inc 15,510 $317K +146 +1.0% 15Q SEC ↗
23 NATIXIS ADVISORS, LLC 15,452 $316K +3,168 +25.8% 2Q SEC ↗
24 Prosperity Planning, Inc. 14,344 $293K -1,519 -9.6% 15Q SEC ↗
25 AWM CAPITAL, LLC 14,299 $292K +3,619 +33.9% 17Q SEC ↗
26 Bank of New York Mellon Corp 13,611 $278K — +0.0% 42Q SEC ↗
27 Ariadne Wealth Management, LP 13,040 $267K — +0.0% 9Q SEC ↗
28 WESTBOURNE INVESTMENTS, INC. 12,197 $249K -1,686 -12.1% 3Q SEC ↗
29 SBI Securities Co., Ltd. 11,956 $244K -133 -1.1% 7Q SEC ↗
30 Upper Left Wealth Management, LLC 10,983 $224K +194 +1.8% 2Q SEC ↗
31 Savvy Advisors, Inc. 10,241 $209K — +0.0% 7Q SEC ↗
32 Integras Partners LLC NEW 9,772 $200K — +0.0% 1Q SEC ↗
33 MERCER GLOBAL ADVISORS INC /ADV 9,515 $194K +275 +3.0% 30Q SEC ↗
34 JONES FINANCIAL COMPANIES LLLP 9,280 $190K +4,624 +99.3% 2Q SEC ↗
35 Private Wealth Management Group, LLC 6,179 $126K — +0.0% 11Q SEC ↗
36 UBS Group AG 4,349 $89K +229 +5.6% 47Q SEC ↗
37 Parkside Financial Bank & Trust 2,909 $59K +26 +0.9% 59Q SEC ↗
38 Stone House Investment Management, LLC 2,204 $45K +16 +0.7% 6Q SEC ↗
39 HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,592 $33K -1,813 -53.2% 7Q SEC ↗
40 Virginia Estate & Retirement Planning NEW 1,276 $26K — +0.0% 1Q SEC ↗
41 IFP Advisors, Inc 1,009 $21K — +0.0% 28Q SEC ↗
42 Strategic Investment Solutions, Inc. / NEW 1,000 $20K — +0.0% 1Q SEC ↗
43 BLAIR WILLIAM & CO/IL 923 $19K — +0.0% 25Q SEC ↗
44 CITIGROUP INC 882 $18K — +0.0% 4Q SEC ↗
45 FMR LLC 563 $12K -118 -17.3% 42Q SEC ↗
46 FIFTH THIRD BANCORP 446 $9K — +0.0% 2Q SEC ↗
47 Arax Advisory Partners NEW 444 $9K — +0.0% 1Q SEC ↗
48 HARBOUR INVESTMENTS, INC. NEW 284 $6K — +0.0% 1Q SEC ↗
49 EverSource Wealth Advisors, LLC 275 $6K — +0.0% 15Q SEC ↗
50 JPMORGAN CHASE & CO 172 $4K +117 +212.7% 2Q SEC ↗
Biggest Increases (18)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +24,319 +154.4% 40,069
AE Wealth Management LLC +18,806 +78.2% 42,851
COURIER CAPITAL LLC +18,737 +11.1% 187,055
BANK OF AMERICA CORP /DE +7,795 +4.4% 185,107
JONES FINANCIAL COMPANIES LLLP +4,624 +99.3% 9,280
SUSQUEHANNA INTERNATIONAL GROUP, LL +4,547 +11.2% 45,047
AWM CAPITAL, LLC +3,619 +33.9% 14,299
NATIXIS ADVISORS, LLC +3,168 +25.8% 15,452
Creative Planning +2,504 +15.6% 18,534
Payne Capital Management, LLC +2,149 +2.8% 77,709
Lido Advisors, LLC +1,428 +3.2% 46,220
MERCER GLOBAL ADVISORS INC /ADV +275 +3.0% 9,515
UBS Group AG +229 +5.6% 4,349
Upper Left Wealth Management, LLC +194 +1.8% 10,983
Financial Alternatives, Inc +146 +1.0% 15,510
JPMORGAN CHASE & CO +117 +212.7% 172
Parkside Financial Bank & Trust +26 +0.9% 2,909
Stone House Investment Management, +16 +0.7% 2,204
Biggest Decreases (17)
HolderReducedChange %Total Shares
Gallagher Fiduciary Advisors, LLC -1,247,264 -95.2% 62,316
WELLS FARGO & COMPANY/MN -38,806 -54.1% 32,940
Wealthfront Advisers LLC -25,381 -48.8% 26,645
JANE STREET GROUP, LLC -22,624 -58.4% 16,139
Beacon Pointe Advisors, LLC -17,698 -25.8% 50,859
Dunhill Financial, LLC -11,256 -31.6% 24,349
Cerity Partners LLC -5,617 -5.4% 98,070
CITADEL ADVISORS LLC -4,081 -16.9% 20,113
Old Port Advisors -2,405 -4.4% 52,151
HALBERT HARGROVE GLOBAL ADVISORS, L -1,813 -53.2% 1,592
WESTBOURNE INVESTMENTS, INC. -1,686 -12.1% 12,197
Prosperity Planning, Inc. -1,519 -9.6% 14,344
Invesco Ltd. -662 -3.8% 16,900
MORGAN STANLEY -571 -0.4% 127,974
LPL Financial LLC -514 -2.9% 17,011
SBI Securities Co., Ltd. -133 -1.1% 11,956
FMR LLC -118 -17.3% 563

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms