Fund shareholders of Phoenix Financial Ltd
ISIN IL0007670123 · Israel
- Fund shareholders
- 209
- Of which ETFs
- 61 148 other funds
- Value held
- 1.2B $ 239.6M SEK
209 funds hold this company. This table lists the 208 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS | 3,351,557 | 201.7M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS | 2,218,545 | 118.5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Core MSCI EAFE ETF iShares Trust | 1,607,066 | 96.7M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity International Index Fund Fidelity Concord Street Trust | 834,482 | 42.6M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares MSCI EAFE ETF iShares Trust | 789,689 | 47.5M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor International Capital Appreciation Fund Fidelity Advisor Series VIII | 776,985 | 46.7M $ | 0.29 % | as of Apr 30, 2026 ↗ |
| Lazard International Strategic Equity Portfolio LAZARD FUNDS INC | 603,568 | 32.1M $ | 2.31 % | as of Mar 31, 2026 ↗ |
| iShares MSCI EAFE Value ETF iShares Trust | 593,266 | 35.7M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 531,678 | 32M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares MSCI Israel ETF iShares, Inc. | 494,046 | 25.3M $ | 2.98 % | as of Feb 28, 2026 ↗ |
| Schwab International Equity ETF SCHWAB STRATEGIC TRUST | 474,350 | 24.2M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 457,803 | 27.5M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Global ex U.S. Index Fund Fidelity Salem Street Trust | 433,607 | 26.1M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares MSCI Intl Quality Factor ETF iShares Trust | 388,328 | 23.4M $ | 0.18 % | as of Apr 30, 2026 ↗ |
| Nuveen International Equity Index Fund TIAA-CREF Funds | 357,138 | 21.5M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| iShares Core MSCI Total International Stock ETF iShares Trust | 355,344 | 21.4M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 324,888 | 162.7M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis International Small Cap Value ETF American Century ETF Trust | 317,013 | 16.2M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETF SPDR INDEX SHARES FUNDS | 267,840 | 14.1M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 249,117 | 15M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| iShares Core MSCI International Developed Markets ETF iShares Trust | 227,735 | 13.7M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Dimensional International High Profitability ETF Dimensional ETF Trust | 205,487 | 12.3M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| AB International Low Volatility Equity ETF AB Active ETFs, Inc. | 200,286 | 10.2M $ | 0.59 % | as of Feb 28, 2026 ↗ |
| Timothy Plan Israel Common Values Fund TIMOTHY PLAN | 199,400 | 10.5M $ | 5.56 % | as of Mar 31, 2026 ↗ |
| Invesco S&P International Developed Momentum ETF Invesco Exchange-Traded Fund Trust II | 199,148 | 12M $ | 0.33 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 186,254 | 11.2M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional International Core Equity 2 ETF Dimensional ETF Trust | 175,823 | 10.6M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Avantis International Equity ETF American Century ETF Trust | 165,743 | 8.5M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Dimensional International Core Equity Market ETF Dimensional ETF Trust | 161,543 | 9.7M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| iShares MSCI EAFE International Index Fund BlackRock Index Funds, Inc. | 148,328 | 7.9M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab International Index Fund SCHWAB CAPITAL TRUST | 147,170 | 8.9M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Handelsbanken Global Momentum Handelsbanken Fonder AB | 140,262 | 70.2M SEK | 2.17 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 138,729 | 7.4M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Developed Markets ex-US AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund II | 136,643 | 7.3M $ | 0.67 % | as of Mar 31, 2026 ↗ |
| iShares MSCI Intl Momentum Factor ETF iShares Trust | 125,856 | 7.6M $ | 0.20 % | as of Apr 30, 2026 ↗ |
| LARGE CAP INTERNATIONAL PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 125,395 | 7.5M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Fidelity Total International Index Fund Fidelity Salem Street Trust | 125,175 | 7.5M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| SIIT WORLD EQUITY EX-US FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 120,834 | 6.2M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Fidelity Global ex U.S. Index Fund Fidelity Salem Street Trust | 116,086 | 7M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers International Fund Fidelity Rutland Square Trust II | 108,183 | 5.5M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity International Capital Appreciation K6 Fund Fidelity Investment Trust | 107,919 | 6.5M $ | 0.29 % | as of Apr 30, 2026 ↗ |
| International Opportunities Fund American Century World Mutual Funds, Inc. | 105,155 | 5.4M $ | 0.92 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) International Equity ETF Goldman Sachs ETF Trust | 103,256 | 5.3M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Fidelity SAI International Index Fund Fidelity Salem Street Trust | 92,291 | 5.6M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| International Small-Mid Cap Fund American Century World Mutual Funds, Inc. | 89,254 | 4.6M $ | 0.92 % | as of Feb 28, 2026 ↗ |
| Dimensional World ex. U.S. Core Equity 2 ETF Dimensional ETF Trust | 88,692 | 5.3M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Hartford Multifactor Developed Markets (ex-US) ETF Lattice Strategies Trust | 87,719 | 5.3M $ | 0.36 % | as of Apr 30, 2026 ↗ |
| VanEck Israel ETF VanEck ETF Trust | 86,997 | 4.6M $ | 3.37 % | as of Mar 31, 2026 ↗ |
| Xtrackers MSCI EAFE Hedged Equity ETF DBX ETF Trust | 84,652 | 4.3M $ | 0.05 % | as of Feb 27, 2026 ↗ |
| iMGP International Fund LITMAN GREGORY FUNDS TRUST | 83,503 | 4.4M $ | 3.84 % | as of Mar 31, 2026 ↗ |
| International Small Company Fund Principal Funds, Inc | 80,118 | 4.1M $ | 0.89 % | as of Feb 28, 2026 ↗ |
| International Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 78,881 | 4.7M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental International Small Equity ETF SCHWAB STRATEGIC TRUST | 78,817 | 4M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| iShares MSCI ACWI ex U.S. ETF iShares Trust | 69,455 | 4.2M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Invesco International Developed Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 67,606 | 3.5M $ | 0.35 % | as of Feb 28, 2026 ↗ |
| International Equity Index Fund Northern Funds | 67,299 | 3.6M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| VIP International Capital Appreciation Portfolio Variable Insurance Products Fund II | 65,691 | 3.5M $ | 0.40 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO International Index Fund Fidelity Concord Street Trust | 63,425 | 3.8M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| State Street Global All Cap Equity ex-U.S. Index Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 62,055 | 3.3M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 60,099 | 3.6M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Enhanced International ETF Fidelity Covington Trust | 57,872 | 3.1M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD INTERNATIONAL EXPLORER FUND VANGUARD WHITEHALL FUNDS | 55,183 | 3.3M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| International Vector Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 52,640 | 3.2M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Avantis International Small Cap Value Fund American Century ETF Trust | 51,902 | 2.7M $ | 0.41 % | as of Feb 28, 2026 ↗ |
| International High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 47,121 | 2.8M $ | 0.16 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG INTERNATIONAL STOCK ETF VANGUARD WORLD FUND | 45,905 | 2.3M $ | 0.04 % | as of Feb 28, 2026 ↗ |
| THE DFA INTERNATIONAL VALUE SERIES DFA INVESTMENT TRUST CO | 45,853 | 2.8M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| State Street International Developed Equity Index Portfolio STATE STREET MASTER FUNDS | 44,223 | 2.4M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| World ex U.S. Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 43,541 | 2.6M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| SIT International Equity Fund SEI INSTITUTIONAL INTERNATIONAL TRUST | 40,202 | 2.1M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab International Opportunities Fund SCHWAB CAPITAL TRUST | 38,993 | 2.3M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| Empower International Index Fund EMPOWER FUNDS, INC. | 35,355 | 1.9M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Avantis International Large Cap Value ETF American Century ETF Trust | 33,645 | 1.7M $ | 0.14 % | as of Feb 28, 2026 ↗ |
| International Strategic Equity Allocation Fund John Hancock Funds II | 33,160 | 1.7M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| International Social Core Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 29,640 | 1.8M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA International Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 29,372 | 1.6M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| International Equity Index Fund GuideStone Funds | 28,653 | 1.5M $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST | 26,844 | 1.4M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price International Equity Index Fund T. ROWE PRICE INTERNATIONAL INDEX FUND, INC. | 24,377 | 1.5M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex International Index Fund Fidelity Salem Street Trust | 23,435 | 1.4M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| AMG GW&K International Small Cap Fund AMG Funds III | 22,646 | 1.2M $ | 2.38 % | as of Feb 27, 2026 ↗ |
| Voya VACS Index Series I Portfolio Voya VARIABLE PORTFOLIOS INC | 22,447 | 1.2M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| International Equities Index Fund VALIC Co I | 22,223 | 1.1M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| GuideMark World ex-US Fund GPS Funds I | 21,574 | 1.2M $ | 0.64 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 21,276 | 1.1M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| International Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,069 | 1.1M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 18,432 | 940.6K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| EQ/International Managed Volatility Portfolio EQ Advisors Trust | 18,358 | 975.2K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 18,018 | 921.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares International Equity Factor Rotation Active ETF BlackRock ETF Trust | 17,569 | 1.1M $ | 0.98 % | as of Apr 30, 2026 ↗ |
| NYLI FTSE International Equity Currency Neutral ETF New York Life Investments ETF Trust | 17,397 | 1M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 16,825 | 898.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental International Small Equity Index Fund SCHWAB CAPITAL TRUST | 16,781 | 1M $ | 0.14 % | as of Apr 30, 2026 ↗ |
| Nationwide International Small Cap Fund Nationwide Mutual Funds | 16,301 | 982.8K $ | 0.34 % | as of Apr 30, 2026 ↗ |
| MetLife MSCI EAFE Index Portfolio Brighthouse Funds Trust II | 16,194 | 856.6K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| International Equity Index Fund Principal Funds, Inc | 15,979 | 817K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares ESG Advanced MSCI EAFE ETF iShares Trust | 15,548 | 794.9K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 15,000 | 800.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional International Sustainability Core 1 ETF Dimensional ETF Trust | 14,843 | 891.4K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 14,250 | 760.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Timothy Plan Israel Common Values Fund TIMOTHY PLAN | 5.56 % | as of Mar 31, 2026 ↗ |
| iMGP International Fund LITMAN GREGORY FUNDS TRUST | 3.84 % | as of Mar 31, 2026 ↗ |
| VanEck Israel ETF VanEck ETF Trust | 3.37 % | as of Mar 31, 2026 ↗ |
| iShares MSCI Israel ETF iShares, Inc. | 2.98 % | as of Feb 28, 2026 ↗ |
| AMG GW&K International Small Cap Fund AMG Funds III | 2.38 % | as of Feb 27, 2026 ↗ |
| Lazard International Strategic Equity Portfolio LAZARD FUNDS INC | 2.31 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Momentum Handelsbanken Fonder AB | 2.17 % | as of Mar 31, 2026 ↗ |
| iShares International Equity Factor Rotation Active ETF BlackRock ETF Trust | 0.98 % | as of Apr 30, 2026 ↗ |
| International Opportunities Fund American Century World Mutual Funds, Inc. | 0.92 % | as of Feb 28, 2026 ↗ |
| International Small-Mid Cap Fund American Century World Mutual Funds, Inc. | 0.92 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 200 | +14 | 21,374,262 | +8.2 % |
| 2026Q1 | 186 | +19 | 19,756,509 | +0.7 % |
| 2025Q4 | 167 | +78 | 19,612,369 | +16.7 % |
| 2025Q3 | 89 | +13 | 16,805,473 | +1.2 % |
| 2025Q2 | 76 | +7 | 16,600,485 | +9.0 % |
| 2025Q1 | 69 | +3 | 15,231,447 | +2.3 % |
| 2024Q4 | 66 | +2 | 14,886,108 | +40.4 % |
| 2024Q3 | 64 | -1 | 10,602,148 | +0.9 % |
| 2024Q2 | 65 | +6 | 10,506,699 | +34.4 % |
| 2024Q1 | 59 | -6 | 7,817,461 | -29.2 % |
| 2023Q4 | 65 | 11,036,124 |
Cite this page
Titelia. "Fund shareholders of Phoenix Financial Ltd". https://titelia.com/en/stocks/phoenix-financial-ltd-IL0007670123