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 | |
|---|---|---|---|---|
| The ESG Growth Portfolio HC Capital Trust | 279 | 14.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 227 | 12.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Active Core International Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 183 | 11K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 165 | 8.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Enhanced International Active ETF BlackRock ETF Trust | 164 | 9.9K $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 130 | 6.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 70 | 35.1K SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Global Strategy Fund VALIC Co I | 5 | 255.4 $ | 0.00 % | as of Feb 28, 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