iShares Frontier and SelectFMETF
13F holders, Q2 2024 (June 30)91holders −12
6new positions
21sold out
2famous investors
$27.48avg. 13F price*
At the end of Q2 2024, 91 institutions reported holding iShares Frontier and Select (FM) in their 13F filings, down 12 from Q1 2024. 6 opened new positions and 21 sold out. The largest holders were Capital Analysts, LLC ($10.8M), Morgan Stanley ($10.8M) and Equita Financial Network, Inc. ($5.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Frontier and Select
- CUSIP
- 464286145
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.3M |
| Exits | 21 | $15.0M |
All 13F filers, Q1 2024 → Q2 2024: 114,640 shares bought and 1,702,587 shares sold, net −1,587,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Capital Analysts, LLC | 0.48% | Add +2.5% | 393,750 | $10.8M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 391,872 | $10.8M |
| Equita Financial Network, Inc. | 2.27% | Add +10.3% | 198,179 | $5.4M |
| STRS Ohio | 0.02% | No change | 192,000 | $5.3M |
| DHK Financial Advisors, Inc. | 3.30% | Add +2.3% | 172,374 | $4.7M |
| Man Group plc | 0.01% | Reduce -21.8% | 121,827 | $3.3M |
| Capasso Planning Partners LLC | 0.97% | Reduce -5.3% | 109,216 | $3.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -36.0% | 104,374 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -75.2% | 92,879 | $2.6M |
| Lake Street Advisors Group, LLC | 0.12% | No change | 92,331 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | — | 88,481 | $2.4M |
| City of London Investment Management Co. Ltd. | 0.20% | Reduce -11.3% | 86,000 | $2.4M |
| Gould Capital, LLC | 1.64% | Reduce -0.7% | 84,459 | $2.3M |
| Texas Yale Capital Corp. | 0.10% | Add +1.4% | 76,776 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +3.8% | 72,914 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +1.8% | 64,691 | $1.8M |
| Endowment Wealth Management, Inc. | 1.27% | Add +6.3% | 63,269 | $1.7M |
| Millburn Ridgefield LLC | 0.05% | Reduce -15.5% | 62,169 | $1.7M |
| Cahill Financial Advisors Inc. | 0.23% | Reduce -7.4% | 62,110 | $1.7M |
| CW Advisors, LLC | 0.03% | Reduce -0.7% | 61,335 | $1.7M |
| Regal Investment Advisors LLC | 0.11% | Add +0.3% | 60,718 | $1.7M |
| Blue Trust, Inc. | 0.02% | No change | 51,507 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +1.9% | 52,932 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.7% | 52,339 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.4% | 48,925 | $1.3M |
| Ariadne Wealth Management, LP | 0.72% | — | 33,244 | $913K |
| Avior Wealth Management, LLC | 0.04% | Reduce -5.9% | 33,230 | $912K |
| Urban Financial Advisory Corp | 0.55% | Add +0.0% | 32,649 | $897K |
| Heartwood Wealth Advisors LLC | 0.10% | Add +0.3% | 29,424 | $808K |
| State Street Corp. | 0.00% | Reduce -50.5% | 28,700 | $788K |
| Financial & Tax Architects, LLC | 0.21% | Add +52.8% | 27,999 | $769K |
| Jane Street Group, LLC | 0.00% | Reduce -95.8% | 27,027 | $742K |
| Creative Planning | 0.00% | Add +16.9% | 26,779 | $735K |
| Secure Asset Management, LLC | 0.14% | New | 26,572 | $730K |
| UBS Group AG | 0.00% | Reduce -28.5% | 23,279 | $639K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.3% | 20,810 | $571K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.5% | 20,196 | $555K |
| Citadel Advisors | 0.00% | New | 20,042 | $550K |
| Citizens Financial Group Inc. | 0.01% | No change | 19,976 | $549K |
| New England Private Wealth Advisors LLC | 0.10% | Add +2.3% | 19,842 | $545K |
| LPL Financial LLC | 0.00% | Add +10.7% | 19,180 | $527K |
| Ellevest, Inc. | 0.03% | No change | 18,552 | $509K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 17,325 | $476K |
| Geneos Wealth Management Inc. | 0.02% | Add +14.8% | 16,210 | $445K |
| Claro Advisors Inc. | 0.06% | Add +6.4% | 14,529 | $399K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 13,128 | $360K |
| Rockingstone Advisors LLC | 0.17% | Reduce -8.4% | 12,309 | $338K |
| Brighton Jones LLC | 0.01% | Add +2.3% | 12,253 | $336K |
| Destination Wealth Management | 0.01% | Add +7.8% | 11,506 | $316K |
| D. E. Shaw & Co. | 0.00% | Reduce -12.0% | 11,252 | $309K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -52.8% | 11,250 | $309K |
| Royal Bank of Canada | 0.00% | Add +110.1% | 10,309 | $283K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 9,844 | $270K |
| Wambolt & Associates, LLC | 0.08% | Reduce -25.6% | 9,325 | $258K |
| Scotia Capital Inc. | 0.00% | Reduce -6.8% | 8,440 | $232K |
| Aspect Partners, LLC | 0.12% | Reduce -5.4% | 7,316 | $201K |
| Bogart Wealth, LLC | 0.01% | No change | 4,292 | $118K |
| Comerica Bank | 0.00% | Reduce -11.7% | 4,158 | $114K |
| 4Thought Financial Group Inc. | 0.04% | Add +5.9% | 2,604 | $72K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 1,490 | $41K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,321 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.0% | 1,065 | $29K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 976 | $27K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -1.0% | 899 | $25K |
| NorthRock Partners, LLC | 0.00% | No change | 876 | $24K |
| Robinson Capital Management, LLC | 0.01% | No change | 700 | $19K |
| Arax Advisory Partners | 0.00% | No change | 694 | $19K |
| Global Trust Asset Management, LLC | 0.01% | New | 500 | $14K |
| Blair William & Co. | 0.00% | No change | 443 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -21.6% | 388 | $11K |
| Citigroup Inc. | 0.00% | No change | 315 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 226 | $6K |
| Bank of Montreal | 0.00% | No change | 185 | $5K |
| Nvwm, LLC | 0.00% | No change | 140 | $4K |
| Cwm, LLC | 0.00% | No change | 116 | $3K |
| Realta Investment Advisors | 0.00% | No change | 105 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 91 | $2K |
| WFA of San Diego, LLC | 0.00% | — | 90 | $2K |
| Gradient Investments LLC | 0.00% | New | 82 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 74 | $2K |
| Tsfg, LLC | 0.00% | No change | 88 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 60 | $2K |
| Assetmark, Inc. | 0.00% | New | 56 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 50 | $1K |
| Allworth Financial LP | 0.00% | No change | 45 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $686 |
| Clear Investment Research, LLC | 0.00% | No change | 10 | $297 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -20.0% | 8 | $220 |
| FMR LLC | 0.00% | New | 1 | $27 |
| Covestor Ltd | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is FM's weight in each manager's 13F, not the share of iShares Frontier and Select the manager owns.