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Get Institutions for : 
iShares MSCI EAFE Growth ETF (EFG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 787    10
Total shares held : 
 96,527,176  
% of shares held : 
 9.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -149  
Amount of shares held : 
 -21,527,108  
% of shares held change : 
   -2.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 1,487,954
 1.54%
 
Increased Positions :
228
 3,059,947
 3.17%
 
Unchanged Positions :
150
 2,043,493
 2.12%
 
Decreased Positions :
367
-24,859,625
-25.75%
 
Closed Positions :
52
-1,215,384
-1.26%
 
Guru Positions :
1
3,254
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CSM Advisors LLC 30 *New 2024-03-31 128,100 $13,295,000 128,100
   NSI Retail Advisors LLC 14 *New 2024-03-31 128,100 $13,295,000 128,100
   CFO4Life L.P. 18 *New 2022-12-31 75,557 $6,329,000 75,557
   Edge Capital Group LLC 85 *New 2024-03-31 47,504 $4,930,000 47,504
   Cobblestone Asset Management LLC 11 *New 2024-03-31 46,873 $4,865,000 46,873
   Dynasty Wealth Management LLC 48 *New 2024-03-31 42,086 $4,368,000 42,086
   Avestar Capital LLC 48 *New 2024-03-31 35,694 $3,705,000 35,694
   Eagle Strategies LLC 36 *New 2024-03-31 28,281 $2,935,000 28,281
   Scissortail Wealth Management LLC 43 *New 2024-03-31 27,013 $2,804,000 27,013
   Portfolio Strategies Inc. 38 *New 2024-03-31 13,470 $1,398,000 13,470
   RENAISSANCE TECHNOLOGIES LLC 2458 *New 2024-03-31 10,100 $1,048,000 10,100
   Canopy Partners LLC 41 *New 2024-03-31 9,806 $1,018,000 9,806
   BARCLAYS PLC 2367 *New 2024-03-31 9,260 $961,000 9,260
   Green Square Asset Management LLC 76 *New 2024-03-31 8,790 $905,000 8,790
   Braun-Bostich & Associates Inc. 44 *New 2024-03-31 8,112 $842,000 8,112
   Kovitz Investment Group Partners LLC 433 *New 2024-03-31 7,890 $819,000 7,890
   DGS Capital Management LLC 86 *New 2024-03-31 7,414 $769,000 7,414
   Lifeworks Advisors LLC 111 *New 2024-03-31 6,509 $676,000 6,509
   DIVERSIFIED TRUST CO 477 *New 2024-03-31 5,366 $557,000 5,366
   Wescott Financial Advisory Group LLC 105 *New 2024-03-31 5,298 $550,000 5,298
   Addison Capital Co 73 *New 2024-03-31 5,197 $539,000 5,197
   Canvas Wealth Advisors LLC 72 *New 2024-03-31 5,425 $532,000 5,425
   Strategic Equity Management 23 *New 2024-03-31 4,761 $494,000 4,761
   INTEGRAL INVESTMENT ADVISORS INC. 87 *New 2024-03-31 4,605 $479,000 4,605
   Modern Wealth Management LLC 197 *New 2024-03-31 4,439 $457,000 4,439
   Resonant Capital Advisors LLC 211 *New 2024-03-31 4,305 $447,000 4,305
   WILEY BROS.-AINTREE CAPITAL LLC 304 *New 2024-03-31 4,069 $422,000 4,069
   Buckingham Strategic Partners 407 *New 2024-03-31 3,822 $397,000 3,822
   MONEYWISE INC. 48 *New 2024-03-31 3,369 $350,000 3,369
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 119 *New 2024-03-31 3,312 $344,000 3,312
   DRW SECURITIES, LLC 182 *New 2024-03-31 3,298 $342,000 3,298
   Gerber Kawasaki Wealth & Investment Management 221 *New 2024-03-31 2,993 $311,000 2,993
   QRG CAPITAL MANAGEMENT INC. 894 *New 2024-03-31 2,871 $298,000 2,871
   Lokken Investment Group LLC 104 *New 2024-03-31 2,841 $295,000 2,841
   Coppell Advisory Solutions Corp. 212 *New 2024-03-31 2,522 $262,000 2,522
   Synergy Financial Group LTD 68 *New 2024-03-31 2,473 $257,000 2,473
   Northwest Financial Advisors 105 *New 2024-03-31 2,454 $255,000 2,454
   TCG Advisory Services LLC 395 *New 2024-03-31 2,217 $230,000 2,217
   EQIS CAPITAL MANAGEMENT, INC. 700 *New 2024-03-31 2,197 $228,000 2,197
   FREESTONE CAPITAL HOLDINGS, LLC 407 *New 2024-03-31 2,171 $225,000 2,171
   Delta Investment Management LLC 196 *New 2024-03-31 2,160 $224,000 2,160
   Summit Financial LLC 360 *New 2024-03-31 2,127 $221,000 2,127
   FSA Advisors Inc. 125 *New 2024-03-31 2,074 $215,000 2,074
   Pointe Capital Management LLC 152 *New 2024-03-31 2,020 $210,000 2,020
   Sargent Bickham Lagudis LLC 411 *New 2022-12-31 682 $57,000 682
   JJJ Advisors Inc. 444 *New 2024-03-31 382 $40,000 382
   Sugarloaf Wealth Management LLC 350 *New 2024-03-31 297 $31,000 297
   LifeSteps Financial Inc. 198 *New 2024-03-31 256 $27,000 256
   MCMILLION CAPITAL MANAGEMENT INC 120 *New 2023-06-30 270 $26,000 270
   KESSLER INVESTMENT GROUP, LLC 100 *New 2024-03-31 250 $26,000 250
   SJS Investment Consulting Inc. 387 *New 2024-03-31 73 $8,000 73
   ESL Trust Services LLC 116 *New 2024-03-31 77 $8,000 77
   CALDWELL SUTTER CAPITAL INC. 660 *New 2024-03-31 35 $4,000 35
   Crewe Advisors LLC 762 *New 2024-03-31 34 $4,000 34
   CLEAN YIELD GROUP 353 *New 2024-03-31 28 $3,000 28
   Steward Financial Group LLC 1005 *New 2023-09-30 28 $2,000 28
   Russell Investments Group Ltd. 3050 *New 2024-03-31 6 $1,000 6
  57 Records found
  1    
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