iShares Global Industrials EEXIETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 89 institutions reported holding iShares Global Industrials E (EXI) in their 13F filings, up 8 from Q2 2024. 15 opened new positions and 7 sold out. The largest holders were Fisher Asset Management ($240.7M), Bank of America Corp. ($177.6M) and Richard Bernstein Advisors LLC ($98.2M). 2 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Global Industrials E
- CUSIP
- 464288729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.2M |
| Exits | 7 | $2.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,471,506 shares bought and 141,263 shares sold, net +1,330,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Fisher Asset Management | 0.10% | Add +10.3% | 1,618,437 | $240.7M |
| Bank of America Corp. | 0.02% | Add +144.7% | 1,194,105 | $177.6M |
| Richard Bernstein Advisors LLC | 2.11% | Add +220.1% | 660,177 | $98.2M |
| BlackRock, Inc. | 0.00% | — | 464,200 | $69.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +204.1% | 89,607 | $13.3M |
| Wharton Business Group, LLC | 0.57% | No change | 84,695 | $12.6M |
| Cambria Investment Management, L.P. | 0.58% | Reduce -16.1% | 64,455 | $9.6M |
| Morgan Stanley | 0.00% | Reduce -14.1% | 47,440 | $7.1M |
| PGIM Custom Harvest LLC | 0.12% | Reduce -5.0% | 38,853 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +99.5% | 33,251 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 20,691 | $3.1M |
| UBS Group AG | 0.00% | Add +18.0% | 19,357 | $2.9M |
| Slow Capital, Inc. | 0.43% | Add +0.5% | 18,835 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +184.3% | 14,713 | $2.2M |
| LPL Financial LLC | 0.00% | Add +7.9% | 13,561 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -17.2% | 13,351 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.6% | 11,871 | $1.8M |
| Transcend Capital Advisors, LLC | 0.11% | Add +218.7% | 10,732 | $1.6M |
| NTV Asset Management LLC | 0.19% | No change | 9,400 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +182.5% | 9,029 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.42% | Add +10.4% | 8,701 | $1.3M |
| Quantinno Capital Management LP | 0.02% | Add +12.8% | 8,474 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -91.3% | 7,054 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +232.7% | 7,050 | $1.0M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -4.6% | 6,801 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +199.6% | 6,743 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +31.1% | 6,560 | $976K |
| Cibc World Market Inc. | 0.00% | Add +1.0% | 6,492 | $966K |
| Cerity Partners LLC | 0.00% | Reduce -7.4% | 5,922 | $881K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -3.9% | 5,823 | $866K |
| Stifel Financial Corp. | 0.00% | Add +185.2% | 5,338 | $794K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +123.1% | 5,121 | $762K |
| Clearstead Advisors, LLC | 0.01% | Add +2411.0% | 5,022 | $747K |
| Comerica Bank | 0.00% | Add +15.3% | 4,820 | $717K |
| Sigma Planning Corp | 0.02% | Add +0.1% | 4,768 | $709K |
| Sunflower Bank, N.A. | 0.19% | No change | 4,600 | $684K |
| Laidlaw Wealth Management LLC | 0.33% | No change | 4,445 | $661K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.5% | 4,220 | $628K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 4,206 | $626K |
| Equitable Holdings, Inc. | 0.01% | Add +4.5% | 3,785 | $563K |
| Citadel Advisors | 0.00% | New | 3,588 | $534K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +49.2% | 3,462 | $515K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.8% | 3,293 | $490K |
| MML Investors Services, LLC | 0.00% | New | 3,132 | $466K |
| HighTower Advisors, LLC | 0.00% | Add +17.3% | 3,120 | $461K |
| Raymond James & Associates | 0.00% | Add +34.5% | 3,088 | $459K |
| Interchange Capital Partners, LLC | 0.16% | New | 3,038 | $452K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.3% | 2,949 | $439K |
| Alpha Financial Partners LLC | 0.31% | New | 2,944 | $438K |
| Ehrlich Financial Group | 0.31% | New | 2,944 | $438K |
| Mariner, LLC | 0.00% | No change | 2,679 | $398K |
| Bessemer Group Inc. | 0.00% | Reduce -13.0% | 2,549 | $379K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,420 | $360K |
| Veltria Advisors Corp. | 0.14% | New | 2,364 | $352K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,013 | $299K |
| Wealth Management Partners, LLC | 0.14% | Reduce -8.5% | 1,984 | $295K |
| Astoria Portfolio Advisors LLC. | 0.10% | Add +1.1% | 1,953 | $292K |
| Plancorp, LLC | 0.01% | No change | 1,760 | $262K |
| Patron Partners, LLC | 0.13% | New | 1,615 | $240K |
| Front Row Advisors LLC | 0.08% | Reduce -9.3% | 1,568 | $233K |
| Private Advisor Group, LLC | 0.00% | New | 1,502 | $223K |
| TrinityPoint Wealth, LLC | 0.03% | New | 1,415 | $210K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,390 | $207K |
| Toronto Dominion Bank | 0.00% | New | 1,149 | $171K |
| Fifth Third Bancorp | 0.00% | No change | 860 | $128K |
| FMR LLC | 0.00% | Add +33.6% | 850 | $126K |
| US Bancorp \de | 0.00% | No change | 760 | $113K |
| National Bank of Canada | 0.00% | No change | 585 | $87K |
| Jones Financial Companies LLLP | 0.00% | Add +68.8% | 557 | $83K |
| Assetmark, Inc. | 0.00% | Add +13.6% | 552 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +282.8% | 490 | $73K |
| Venturi Wealth Management, LLC | 0.00% | Add +75.4% | 307 | $46K |
| Spire Wealth Management | 0.00% | No change | 300 | $45K |
| Blue Trust, Inc. | 0.00% | Add +135.5% | 252 | $34K |
| Optimum Investment Advisors | 0.01% | No change | 217 | $32K |
| NewEdge Advisors, LLC | 0.00% | No change | 184 | $27K |
| Arax Advisory Partners | 0.00% | No change | 175 | $26K |
| Lanark Financial, Inc. | 0.00% | Add +7.4% | 145 | $21K |
| Dogwood Wealth Management LLC | 0.01% | New | 141 | $21K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 124 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $15K |
| TCTC Holdings, LLC | 0.00% | No change | 86 | $13K |
| Castleview Partners, LLC | 0.01% | No change | 73 | $11K |
| TruNorth Capital Management, LLC | 0.00% | No change | 73 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +441.7% | 65 | $10K |
| Tower View Wealth Management LLC | 0.00% | New | 32 | $5K |
| SYSTM Wealth Solutions LLC | 0.10% | — | 22 | $3K |
| Signaturefd, LLC | 0.00% | Add +220.0% | 16 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 8 | $1K |
"% of holder's portfolio" is EXI's weight in each manager's 13F, not the share of iShares Global Industrials E the manager owns.