iShares Global Industrials EEXIETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 101 institutions reported holding iShares Global Industrials E (EXI) in their 13F filings, up 12 from Q3 2024. 11 opened new positions and 8 sold out. The largest holders were Fisher Asset Management ($252.9M), Bank of America Corp. ($164.6M) and Richard Bernstein Advisors LLC ($91.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 8 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 554,287 shares bought and 84,034 shares sold, net +470,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Fisher Asset Management | 0.10% | Add +10.6% | 1,790,393 | $252.9M |
| Bank of America Corp. | 0.02% | Reduce -2.4% | 1,165,666 | $164.6M |
| Richard Bernstein Advisors LLC | 2.08% | Reduce -1.7% | 649,102 | $91.7M |
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 456,942 | $64.5M |
| Assetmark, Inc. | 0.09% | Add +44352.2% | 245,376 | $34.7M |
| Envestnet Asset Management Inc. | 0.00% | No change | 99,683 | $14.1M |
| Wharton Business Group, LLC | 0.54% | No change | 84,695 | $12.0M |
| Cambria Investment Management, L.P. | 0.52% | Reduce -6.0% | 60,561 | $8.6M |
| Morgan Stanley | 0.00% | Add +1.6% | 48,198 | $6.8M |
| PGIM Custom Harvest LLC | 0.13% | Add +23.1% | 47,829 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 35,455 | $5.0M |
| National Bank of Canada | 0.01% | Add +5688.2% | 33,861 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +919.9% | 33,585 | $4.7M |
| Aveo Capital Partners, LLC | 0.40% | Reduce -0.4% | 25,710 | $3.6M |
| Jane Street Group, LLC | 0.01% | Add +238.8% | 23,899 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 20,905 | $3.0M |
| Slow Capital, Inc. | 0.37% | Reduce -1.6% | 18,526 | $2.6M |
| UBS Group AG | 0.00% | Reduce -6.1% | 18,169 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +40.4% | 16,661 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | New | 15,885 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.4% | 14,509 | $2.2M |
| LPL Financial LLC | 0.00% | Add +3.1% | 13,976 | $2.0M |
| Quantinno Capital Management LP | 0.01% | Add +27.6% | 10,813 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -1.8% | 10,540 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +15.4% | 10,499 | $1.5M |
| NTV Asset Management LLC | 0.17% | Reduce -3.2% | 9,100 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -36.8% | 8,439 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +27.4% | 8,356 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -7.5% | 7,703 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.9% | 6,957 | $982K |
| Baker Avenue Asset Management, LP | 0.03% | Add +1.9% | 6,933 | $979K |
| Cibc World Market Inc. | 0.00% | Add +2.0% | 6,623 | $935K |
| Csenge Advisory Group | 0.05% | Reduce -0.9% | 6,567 | $927K |
| Cerity Partners LLC | 0.00% | Reduce -3.8% | 5,699 | $805K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -3.1% | 5,645 | $797K |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 5,226 | $738K |
| Total Clarity Wealth Management, Inc. | 0.23% | Reduce -41.8% | 5,068 | $716K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +45.7% | 5,044 | $712K |
| HighTower Advisors, LLC | 0.00% | Add +61.0% | 5,023 | $709K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.0% | 4,784 | $676K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.3% | 4,746 | $670K |
| Comerica Bank | 0.00% | Reduce -3.5% | 4,650 | $657K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 4,483 | $633K |
| Laidlaw Wealth Management LLC | 0.27% | No change | 4,445 | $628K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 4,206 | $594K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.0% | 4,095 | $578K |
| Sigma Planning Corp | 0.02% | Reduce -16.3% | 3,993 | $564K |
| Raymond James Financial Inc. | 0.00% | — | 3,780 | $534K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.5% | 3,616 | $511K |
| PKS Advisory Services, LLC | 0.12% | — | 3,333 | $471K |
| GTS Securities LLC | 0.02% | New | 3,061 | $432K |
| Advisors Preferred, LLC | 0.07% | New | 2,963 | $417K |
| Ehrlich Financial Group | 0.30% | Add +0.2% | 2,951 | $417K |
| Interchange Capital Partners, LLC | 0.15% | Reduce -6.4% | 2,843 | $402K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.7% | 2,811 | $397K |
| Mariner, LLC | 0.00% | Add +3.5% | 2,772 | $391K |
| Purkiss Capital Advisors LLC | 0.33% | — | 2,728 | $385K |
| MML Investors Services, LLC | 0.00% | Reduce -17.7% | 2,578 | $364K |
| Bessemer Group Inc. | 0.00% | No change | 2,549 | $360K |
| Citadel Advisors | 0.00% | Reduce -29.9% | 2,516 | $355K |
| Sunflower Bank, N.A. | 0.09% | Reduce -48.4% | 2,375 | $335K |
| Veltria Advisors Corp. | 0.14% | No change | 2,364 | $334K |
| VestGen Investment Management | 0.08% | Add +7.9% | 2,128 | $301K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.2% | 2,124 | $300K |
| Algorithmic Investment Models, LLC | 0.22% | Reduce -1.6% | 2,054 | $290K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +44.2% | 2,016 | $285K |
| Wealth Management Partners, LLC | 0.12% | No change | 1,984 | $280K |
| Plancorp, LLC | 0.01% | No change | 1,760 | $249K |
| Patron Partners, LLC | 0.12% | Reduce -0.6% | 1,605 | $227K |
| Front Row Advisors LLC | 0.08% | Add +0.6% | 1,578 | $223K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | — | 1,546 | $218K |
| Astoria Portfolio Advisors LLC. | 0.07% | Reduce -25.9% | 1,447 | $205K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,390 | $196K |
| Cwm, LLC | 0.00% | New | 1,185 | $167K |
| Jones Financial Companies LLLP | 0.00% | Add +82.8% | 1,018 | $144K |
| Fifth Third Bancorp | 0.00% | No change | 860 | $121K |
| FMR LLC | 0.00% | Reduce -0.3% | 847 | $120K |
| US Bancorp \de | 0.00% | Add +11.2% | 845 | $119K |
| Blue Trust, Inc. | 0.00% | Add +184.9% | 718 | $101K |
| Hopwood Financial Services, Inc. | 0.03% | — | 325 | $46K |
| Spire Wealth Management | 0.00% | No change | 300 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -47.5% | 269 | $38K |
| NewEdge Advisors, LLC | 0.00% | Add +36.4% | 251 | $35K |
| Capital Investment Counsel, Inc | 0.01% | New | 247 | $35K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -31.3% | 211 | $30K |
| Principal Securities, Inc. | 0.00% | New | 202 | $29K |
| Clearstead Advisors, LLC | 0.00% | Reduce -96.0% | 200 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Add +87.0% | 187 | $27K |
| Arax Advisory Partners | 0.00% | No change | 175 | $25K |
| Dogwood Wealth Management LLC | 0.01% | No change | 141 | $20K |
| SBI Securities Co., Ltd. | 0.00% | — | 110 | $16K |
| NFSG Corp | 0.00% | New | 86 | $12K |
| TCTC Holdings, LLC | 0.00% | No change | 86 | $12K |
| Synergy Asset Management, LLC | 0.00% | New | 77 | $11K |
| TruNorth Capital Management, LLC | 0.00% | No change | 73 | $10K |
| Castleview Partners, LLC | 0.01% | No change | 73 | $10K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 64 | $9K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 17 | $2K |
| Signaturefd, LLC | 0.00% | No change | 16 | $2K |
| AE Wealth Management LLC | 0.00% | New | 11 | $2K |
"% of holder's portfolio" is EXI's weight in each manager's 13F, not the share of iShares Global Industrials E the manager owns.