iShares Global Consumer StapKXIETF

13F holders, Q3 2024 (September 30)
120holders −15
10new positions
23sold out
1famous investor
$65.71avg. 13F price*

At the end of Q3 2024, 120 institutions reported holding iShares Global Consumer Stap (KXI) in their 13F filings, down 15 from Q2 2024. 10 opened new positions and 23 sold out. The largest holders were Fisher Asset Management ($167.5M), BlackRock, Inc. ($100.1M) and Federation des caisses Desjardins du Quebec ($28.0M). One famous investor held it Ken Fisher (0.1% of Fisher Asset Management's portfolio).

Company
iShares Global Consumer Stap
CUSIP
464288737
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 135Q1 2024Q2 2024: 135Q2 2024Q3 2024: 120Q3 2024Q4 2024: 122Q4 2024Q1 2025: 122Q1 2025Q2 2025: 133Q2 2025Q3 2025: 130Q3 2025Q4 2025: 125Q4 2025Q1 2026: 128Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions10$4.7M
Exits23$11.0M

All 13F filers, Q2 2024 → Q3 2024: 421,090 shares bought and 3,000,695 shares sold, net −2,579,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 120 holders

Fisher Asset Management 0.07% Add +13.2% 2,546,939 $167.5M
BlackRock, Inc. 0.00% — 1,523,129 $100.1M
Federation des caisses Desjardins du Quebec 0.14% Reduce -0.5% 425,562 $28.0M
Morgan Stanley 0.00% Reduce -5.6% 305,444 $20.1M
Morningstar Investment Management LLC 1.13% No change 176,434 $11.4M
UBS Group AG 0.00% Add +14.7% 118,360 $7.8M
LPL Financial LLC 0.00% Reduce -2.3% 90,443 $5.9M
Money Design Co.,Ltd. 0.28% Reduce -8.8% 85,197 $5.6M
Envestnet Asset Management Inc. 0.00% Reduce -61.2% 66,304 $4.4M
Wells Fargo & Company 0.00% Reduce -8.1% 65,690 $4.3M
ICICI Prudential Asset Management Co Ltd 0.45% No change 64,610 $4.2M
Creative Planning 0.00% Reduce -5.2% 62,897 $4.1M
Bank of America Corp. 0.00% Reduce -95.6% 61,657 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -33.5% 60,471 $4.0M
Truist Financial Corp. 0.01% Add +11.5% 50,097 $3.3M
Ameriprise Financial Inc. 0.00% Reduce -86.7% 49,209 $3.2M
BNP Paribas Financial Markets 0.00% Add +43.5% 48,890 $3.2M
Jane Street Group, LLC 0.00% Reduce -44.8% 44,519 $2.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +4.7% 37,564 $2.5M
Royal Bank of Canada 0.00% Reduce -49.5% 36,006 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -8.4% 34,606 $2.3M
Goldman Sachs Group Inc. 0.00% Add +3.2% 31,341 $2.1M
Altfest L J & Co. Inc. 0.27% New 30,355 $2.0M
Cresset Asset Management, LLC 0.01% Reduce -25.4% 29,607 $1.9M
Axiom Advisory, LLC 0.02% Reduce -20.8% 29,504 $1.9M
Slow Capital, Inc. 0.29% Add +1.6% 28,408 $1.9M
Flow Traders U.S. LLC 0.09% Add +17.6% 28,311 $1.9M
Gladstone Institutional Advisory LLC 0.09% Reduce -4.1% 28,107 $1.8M
Independent Financial Group, LLC 0.07% Add +7.4% 27,184 $1.8M
Evermay Wealth Management LLC 0.26% Reduce -8.4% 24,221 $1.6M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -10.6% 21,180 $1.4M
Crescent Grove Advisors, LLC 0.14% No change 20,700 $1.4M
National Bank of Canada 0.00% Add +0.2% 19,397 $1.3M
MGB Wealth Management, LLC 0.46% Reduce -4.9% 19,208 $1.3M
Bessemer Group Inc. 0.00% No change 18,584 $1.2M
Signature Estate & Investment Advisors LLC 0.02% Add +0.4% 16,035 $1.1M
Patriot Investment Management Group, Inc. 0.07% Reduce -1.7% 14,931 $982K
Mirae Asset Global Investments Co., Ltd. 0.00% New 13,430 $885K
Atria Wealth Solutions, Inc. 0.01% Reduce -4.0% 11,372 $748K
WealthBridge Capital Management, LLC 0.21% Add +1.0% 11,175 $735K
Osaic Holdings, Inc. 0.00% Reduce -2.3% 10,040 $660K
Cetera Investment Advisers 0.00% Reduce -60.1% 7,832 $515K
SOA Wealth Advisors, LLC. 0.09% Reduce -0.7% 7,417 $488K
Arrien Investments, Inc. 0.35% Reduce -1.9% 7,357 $484K
HighTower Advisors, LLC 0.00% Add +4.0% 7,065 $471K
Equitable Holdings, Inc. 0.00% Reduce -13.3% 6,712 $441K
Focus Financial Network, Inc. 0.02% No change 6,226 $409K
Intelligent Financial Strategies 0.21% No change 5,670 $373K
Barclays PLC 0.00% No change 5,200 $342K
Financial & Tax Architects, LLC 0.08% New 5,023 $330K
Affiance Financial, LLC 0.08% No change 4,981 $328K
Focus Partners Wealth 0.00% New 4,975 $327K
Glassman Wealth Services 0.05% No change 4,700 $309K
Private Advisor Group, LLC 0.00% Add +6.0% 4,654 $306K
Peapack Gladstone Financial Corp. 0.00% Reduce -1.7% 4,625 $304K
M&T Bank Corp 0.00% No change 4,560 $300K
Richard Bernstein Advisors LLC 0.01% Reduce -99.5% 4,547 $299K
Ellis Investment Partners, LLC 0.06% No change 4,483 $295K
MML Investors Services, LLC 0.00% Reduce -49.4% 4,369 $287K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -6.7% 4,155 $273K
Cibc World Market Inc. 0.00% Reduce -1.7% 4,112 $270K
JPMorgan Chase & Co. 0.00% Add +153.1% 4,100 $270K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -62.9% 4,024 $265K
Silvia McColl Wealth Management, LLC 0.20% No change 4,000 $263K
Financial Symmetry Inc 0.18% No change 3,900 $256K
Integrated Wealth Concepts LLC 0.00% Reduce -10.5% 3,641 $239K
FMR LLC 0.00% Reduce -18.3% 3,600 $237K
Citigroup Inc. 0.00% New 3,525 $232K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 3,368 $221K
Gsa Capital Partners LLP 0.02% New 3,332 $219K
Janney Montgomery Scott LLC 0.00% Reduce -46.5% 3,322 $218K
Central Valley Advisors, LLC 0.12% New 3,307 $217K
Jones Financial Companies LLLP 0.00% Add +387.8% 3,234 $213K
MAI Capital Management 0.00% New 3,178 $209K
Madden Advisory Services, Inc. 0.10% New 3,168 $208K
Front Row Advisors LLC 0.06% No change 2,383 $157K
Manchester Capital Management LLC 0.02% No change 2,150 $141K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.4% 2,143 $141K
Comerica Bank 0.00% Reduce -46.4% 2,128 $140K
Cwm, LLC 0.00% No change 2,086 $137K
BigSur Wealth Management LLC 0.03% New 1,600 $105K
Fifth Third Bancorp 0.00% No change 1,548 $102K
Anchor Investment Management, LLC 0.01% No change 1,465 $96K
Northwestern Mutual Wealth Management Co. 0.00% Add +28.4% 1,188 $78K
Blue Trust, Inc. 0.00% Add +146.9% 1,000 $60K
Geneos Wealth Management Inc. 0.00% Reduce -18.4% 888 $58K
Allworth Financial LP 0.00% Reduce -10.9% 884 $58K
Bank of Montreal 0.00% Reduce -97.3% 800 $53K
Caitlin John, LLC 0.03% No change 832 $52K
Glen Eagle Advisors, LLC 0.01% No change 700 $46K
Aptus Capital Advisors, LLC 0.00% No change 664 $44K
Carmichael Hill & Associates, Inc. 0.02% Add +14.9% 632 $42K
Compass Wealth Management LLC 0.01% No change 620 $41K
Oakworth Capital, Inc. 0.00% No change 400 $26K
Private Trust Co. NA 0.00% No change 393 $26K
PNC Financial Services Group, Inc. 0.00% No change 362 $24K
Global Trust Asset Management, LLC 0.01% No change 345 $23K
Sunbelt Securities, Inc. 0.00% Add +236.0% 336 $22K
Lanark Financial, Inc. 0.00% Reduce -4.7% 322 $21K
TCTC Holdings, LLC 0.00% No change 312 $21K
Archer Investment Corp 0.01% No change 307 $20K
Principal Securities, Inc. 0.00% Reduce -11.7% 265 $17K
Cornerstone Planning Group LLC 0.00% No change 273 $17K
IFP Advisors, Inc 0.00% No change 226 $15K
Y.D. More Investments Ltd 0.00% No change 211 $14K
Spire Wealth Management 0.00% No change 200 $13K
Whittier Trust Co. 0.00% No change 200 $13K
Harbour Investments, Inc. 0.00% No change 179 $12K
Kimelman & Baird, LLC 0.00% No change 161 $11K
International Assets Investment Management, LLC 0.00% No change 160 $11K
Plante Moran Financial Advisors, LLC 0.00% No change 142 $9K
Blair William & Co. 0.00% Add +9.3% 129 $8K
Balentine LLC 0.00% No change 117 $8K
Farther Finance Advisors, LLC 0.00% No change 105 $7K
FAS Wealth Partners, Inc. 0.00% No change 100 $7K
Simplex Trading, LLC 0.00% Reduce -5.0% 95 $6K
US Bancorp \de 0.00% No change 76 $5K
Laurel Wealth Advisors LLC 0.00% No change 60 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -10.3% 26 $2K
O'shaughnessy Asset Management, LLC 0.00% Add +233.3% 10 $646

"% of holder's portfolio" is KXI's weight in each manager's 13F, not the share of iShares Global Consumer Stap the manager owns.