SecurityENZL / iShares MSCI New Zealand Capped ETF (464289123)
Institutional Owners49
Institutional Shares1,715,642
Institutional Value$ 66,813,000 USD

Institutional Stock Ownership and Shareholders()

ENZL / iShares MSCI New Zealand Capped ETF Institutional Ownership

iShares MSCI New Zealand Capped ETF (NASDAQ:ENZL) has 49 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,715,642 shares. Largest shareholders include Cornerstone Wealth Management, LLC, CIBC Asset Management Inc, Morgan Stanley, AMG National Trust Bank, UBS Group AG, Wells Fargo & Company/mn, Raymond James & Associates, Adviser Investments LLC, LPL Financial LLC, and Weatherly Asset Management L. P..
iShares MSCI New Zealand Capped ETF (NASDAQ:ENZL) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 3,996 31,905 698.42 195 1,543 691.28
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-08-08 13F-HR Crabel Capital Management, Llc 0 4,293 0 208
2018-07-10 13F-HR Shamrock Asset Management LLC 236 0 -100.00 11 0 -100.00
2018-07-03 13F-HR PRIVATE TRUST CO NA 12,907 12,907 0.00 629 624 -0.79
2018-08-14 13F-HR LPL Financial LLC 53,438 52,148 -2.41 2,608 2,521 -3.34
2018-07-31 13F-HR WEATHERLY ASSET MANAGEMENT L. P. 46,388 46,449 0.13 2,264 2,246 -0.80
2018-08-13 13F-HR Axa 32,800 27,700 -15.55 1,601 1,339 -16.36
2018-08-15 13F-HR/A TIEDEMANN WEALTH MANAGEMENT, LLC 13,267 13,267 0.00 647 641 -0.93
2018-08-06 13F-HR TORONTO DOMINION BANK 43,200 43,200 0.00 2,108 2,088 -0.95
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 0 247 0 12
2018-08-14 13F-HR MORGAN STANLEY 114,113 103,930 -8.92 5,569 5,025 -9.77
2018-08-14 13F-HR ROYAL BANK OF CANADA 5,364 5,081 -5.28 261 245 -6.13
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 5,200 0 -100.00 254 0 -100.00
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 173 173 0.00 8 8 0.00
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 9,654 0 -100.00 447 0 -100.00
2018-07-18 13F-HR AMG National Trust Bank 103,808 100,595 -3.10 5,066 4,864 -3.99
2018-08-08 13F-HR Financial Enhancement Group LLC 1 1 0.00 0 0
2018-07-13 13F-HR ATRIA INVESTMENTS LLC 4,747 0 -100.00 232 0 -100.00
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 12,058 11,986 -0.60 588 580 -1.36
2018-08-13 13F-HR Advisor Group, Inc. 1,635 1,553 -5.02 80 75 -6.25
2018-08-09 13F-HR CIBC Asset Management Inc 175,559 175,748 0.11 8,567 8,497 -0.82
2018-08-15 13F-HR JANE STREET GROUP, LLC 138,738 43,294 -68.79 6,770 2,093 -69.08
2018-08-06 13F-HR Tradewinds Capital Management, LLC 250 250 0.00 12 12 0.00
2018-07-24 13F-HR Water Oak Advisors LLC 5,312 5,155 -2.96 259 249 -3.86
2018-07-19 13F-HR JAMES INVESTMENT RESEARCH INC 1,200 1,200 0.00 59 58 -1.69
2018-08-14 13F-HR UBS Group AG 100,120 99,195 -0.92 4,886 4,796 -1.84
2018-08-08 13F-HR CIBC World Markets Inc. 0 7,040 0 340
2018-08-14 13F-HR Resources Investment Advisors, Inc. 506 397 -21.54 25 19 -24.00
2018-08-02 13F-HR Adviser Investments LLC 69,574 62,344 -10.39 3,395 3,014 -11.22
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,721 0 -100.00 523 0 -100.00
2018-04-02 13F-HR Hefty Wealth Partners 18,928 0 -100.00 899 0 -100.00
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 465 22
2018-07-25 13F-HR Transamerica Financial Advisors, Inc. 29 29 0.00 2 2 0.00
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 94,483 98,039 3.76 4,611 4,740 2.80
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 36,440 33,966 -6.79 1,766 1,643 -6.96
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 7,820 0 -100.00 382 0 -100.00
2018-08-07 13F-HR IFP Advisors, Inc 1,347 1,162 -13.73 66 56 -15.15
2018-07-09 13F-HR Fisher Asset Management, LLC 186,951 0 -100.00 9,123 0 -100.00
2018-05-11 13F-HR CITIGROUP INC 2,121 2,071 -2.36 101 101 0.00
2018-08-14 13F-HR AFAM CAPITAL, INC. 92,624 0 -100.00 4,520 0 -100.00
2018-08-14 13F-HR FIFTH THIRD BANCORP 290 290 0.00 14 14 0.00
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 1,000 1,000 0.00 48 48 0.00
2017-02-14 13F-HR Braver Wealth Management, LLC 87,660 0 -100.00 4,107 0 -100.00
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 1,886 1,886 0.00 92 92 0.00
2017-07-06 13F-HR Independent Portfolio Consultants, Inc. 210 0 -100.00 9 0 -100.00
2018-08-14 13F-HR STIFEL FINANCIAL CORP 5,148 5,148 0.00 249 244 -2.01
2018-08-13 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 63 63 0.00 3 3 0.00
2018-07-31 13F-HR CWM, LLC 51 2
2018-07-20 13F-HR SPC Financial, Inc. 6,600 6,600 0.00 322 319 -0.93
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 0 587,627 0 12,296
2018-05-15 13F-HR We Are One Seven, Llc 4,605 225
2018-08-13 13F-HR Global Retirement Partners, Llc 3,518 3,276 -6.88 172 158 -8.14
2018-08-10 13F-HR CITIGROUP INC 2,071 2,071 0.00 101 100 -0.99
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 112 0 -100.00 5 0 -100.00
2018-07-06 13F-HR Xr Securities Llc Put 40,000 44
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 0 8,712 0 420
2018-04-30 13F-HR Oak Point Wealth Management 5,486 0 -100.00 257 0 -100.00
2017-01-13 13F-HR MetLife Securities, Inc 1,070 2,028 89.53 50 81 62.00
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 86,978 87,256 0.32 4,245 4,219 -0.61
2018-07-19 13F-HR Ballentine Partners, LLC 8,100 8,100 0.00 395 392 -0.76
2018-07-24 13F-HR ACADIAN ASSET MANAGEMENT LLC 773 0 -100.00 37 0 -100.00
2018-08-13 13F-HR WEALTHSOURCE PARTNERS, LLC 6,365 6,638 4.29 311 321 3.22
2018-07-06 13F-HR Avondale Wealth Management 4,500 4,500 0.00 219 218 -0.46

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CUSIP: 464289123