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Get Institutions for : 
iShares Core MSCI Europe (IEUR)  
$59.67 0.50 (0.83%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 287    2
Total shares held : 
51,748,347  
% of shares held : 
67.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -31  
Amount of shares held : 
-6,206,559  
% of shares held change : 
  -8.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$48.82  
Last Quarter's Ending Price : 
$55.02  
Last Quarter's Average Price
$51.22  
Change from last quarter's     
avg. price to the last closing  : 
8.45 (16.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 280,755
 0.54%
 
Increased Positions :
86
 3,027,248
 5.85%
 
Unchanged Positions :
64
 3,283,638
 6.35%
 
Decreased Positions :
115
-8,751,151
-16.91%
 
Closed Positions :
24
-763,411
-1.48%
 
Guru Positions :
1
709,500
 1.37%
 
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
   SageView Advisory Group LLC 60 *New 2024-03-31 40,378 $4,450,000 40,378
   AXXCESS WEALTH MANAGEMENT LLC 190 *New 2024-03-31 50,665 $2,931,000 50,665
   Private Wealth Advisors LLC 30 *New 2024-03-31 44,091 $2,551,000 44,091
   Kraft Davis & Associates LLC 38 *New 2024-03-31 34,305 $2,042,000 34,305
   SPRINGBOK CAPITAL MANAGEMENT LLC 523 *New 2024-03-31 9,750 $564,000 9,750
   Beacon Pointe Advisors LLC 930 *New 2024-03-31 7,880 $456,000 7,880
   Perigon Wealth Management LLC 581 *New 2024-03-31 7,229 $418,000 7,229
   Simplicity WealthLLC 836 *New 2024-03-31 6,552 $379,000 6,552
   HANSON MCCLAIN, INC. 648 *New 2024-03-31 5,493 $318,000 5,493
   Cassaday & Co Wealth Management LLC 223 *New 2024-03-31 5,348 $309,000 5,348
   DAVIDSON D A & CO 1236 *New 2024-03-31 4,283 $248,000 4,283
   Belpointe Asset Management LLC 672 *New 2024-03-31 4,242 $245,000 4,242
   Phillips Wealth Planners LLC 161 *New 2024-03-31 3,912 $217,000 3,912
   Integrated Wealth Concepts LLC 1489 *New 2024-03-31 3,541 $205,000 3,541
   WARREN AVERETT ASSET MANAGEMENT, LLC 662 *New 2024-03-31 2,859 $165,000 2,859
   Nelson Van Denburg & Campbell Wealth Management Gr 1181 *New 2024-03-31 1,014 $59,000 1,014
   Continuum Advisory LLC 602 *New 2024-03-31 830 $49,000 830
   Western Pacific Wealth Management LP 168 *New 2024-03-31 436 $25,000 436
   Aptus Capital Advisors LLC 955 *New 2024-03-31 342 $20,000 342
   Provident Wealth Management LLC 95 *New 2024-03-31 249 $14,000 249
   Fernwood Investment Management LLC 534 *New 2024-03-31 200 $12,000 200
   Sage Mountain Advisors LLC 393 *New 2024-03-31 155 $9,000 155
   JONES FINANCIAL COMPANIES LLLP 1113 *New 2024-03-31 134 $8,000 134
   First PREMIER Bank 370 *New 2024-03-31 91 $5,000 91
   Cassady Schiller Wealth Management LLC 368 *New 2024-03-31 81 $5,000 81
   THOMPSON INVESTMENT MANAGEMENT INC 404 *New 2024-03-31 43 $2,000 43
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 775 *New 2024-03-31 27 $2,000 27

  27 Records found
  1    
  Page 1 of 1
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