KXI — ISHARES TR

Ownership history in Capital Analysts, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in ISHARES TR (KXI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 220 +136 +161.9% 0.00% $14K $63.61
2024 Q1 INITIATED 84 — — 0.00% $5K —
% of Fund (quarterly)    KXI price (monthly, adj. close)

Other funds also holding KXI

As of 2025 Q4 — sorted by position size

Morningstar Investment Management LLC 3Y 7Y 1.12% ICICI Prudential Asset Management Co Ltd 3Y 7Y 0.49% MGB Wealth Management, LLC 0.32% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.17% WealthBridge Capital Management, LLC 3Y 7Y 0.15% Fisher Asset Management, LLC 3Y 7Y 0.13% Crescent Grove Advisors, LLC 3Y 7Y 0.12% Intelligent Financial Strategies 3Y 0.12% LOM Asset Management Ltd 0.11% CALTON & ASSOCIATES, INC. 3Y 7Y 0.11%
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