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Get Institutions for : 
Ishares Msci Usa Index Fund (EUSA)  
$88.48 0.64 (0.73%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    11
Total shares held : 
 4,287,987  
% of shares held : 
 47.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 731,167  
% of shares held change : 
   8.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $84.11  
Last Quarter's Ending Price : 
 $90.99  
Last Quarter's Average Price : 
 $86.08  
Change from last quarter's     
avg. price to the last closing  : 
2.40 (2.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 696,788
 16.25%
 
Increased Positions :
32
 386,064
 9%
 
Unchanged Positions :
15
 154,064
 3.59%
 
Decreased Positions :
21
-231,621
-5.4%
 
Closed Positions :
5
-120,064
-2.8%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SCHRODER INVESTMENT MANAGEMENT GROUP 286 - 2024-03-31 547,877 $49,851,000 51,024
   ENVESTNET ASSET MANAGEMENT INC 824 - 2024-03-31 380,381 $34,611,000 21,997
   DAVIDSON D A & CO 61 - 2024-03-31 357,303 $32,511,000 20,583
   Arkadios Wealth Advisors 7 - 2024-03-31 300,878 $27,377,000 6,679
   DAVIDSON INVESTMENT ADVISORS 17 - 2024-03-31 295,363 $26,875,000 25,761
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 4 - 2024-03-31 121,718 $11,075,000 7,946
   AVAII WEALTH MANAGEMENT LLC 2 - 2024-03-31 114,768 $10,443,000 111,892
   WELLS FARGO & CO/MN 1516 - 2024-03-31 113,359 $10,314,000 22,807
   BLACKROCK INC. 3301 - 2024-03-31 92,598 $8,425,000 69,174
   Financial Architects LLC 8 - 2024-03-31 84,409 $7,680,000 2,800
   NORTHERN TRUST CORP 2480 - 2024-03-31 52,409 $4,769,000 553
   RAYMOND JAMES & ASSOCIATES 1649 - 2024-03-31 50,108 $4,559,000 11,118
   COMMONWEALTH EQUITY SERVICES LLC. 1386 - 2024-03-31 38,710 $3,522,000 37
   BB&T CORP 1031 - 2024-03-31 37,563 $3,418,000 824
   GOLDMAN SACHS GROUP INC/ 3044 - 2024-03-31 26,887 $2,446,000 2,266
   Norway Savings Bank 42 - 2024-03-31 22,296 $2,029,000 230
   Elmwood Wealth Management Inc. 44 - 2024-03-31 21,545 $1,960,000 15,636
   SHUFRO ROSE & CO LLC 81 - 2024-03-31 19,420 $1,767,000 772
   Cetera Investment Advisers 1732 - 2024-03-31 17,138 $1,559,000 14,755
   Farther Finance Advisors LLC 189 - 2024-03-31 16,159 $1,461,000 2,673
   FMR LLC 2266 - 2024-03-31 15,265 $1,389,000 275
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1100 - 2024-03-31 14,769 $1,344,000 767
   CITADEL ADVISORS LLC 2822 - 2024-03-31 14,019 $1,276,000 14,019
   Parallel Advisors LLC 337 - 2024-03-31 12,088 $1,100,000 33
   DRIVE WEALTH MANAGEMENT LLC 69 - 2024-03-31 11,592 $1,055,000 7,312
   BANGOR SAVINGS BANK 110 - 2024-03-31 11,431 $1,040,000 5,540
   Advisor Group Holdings Inc. 2457 - 2024-03-31 9,638 $877,000 5,437
   Global Retirement Partners LLC 448 - 2024-03-31 7,568 $689,000 8
   BLAIR WILLIAM & CO/IL 1017 - 2024-03-31 7,064 $643,000 10
   GSG Advisors LLC 54 - 2024-03-31 6,921 $621,000 892
   STIFEL FINANCIAL CORP 2486 - 2024-03-31 6,654 $605,000 1,700
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1187 - 2024-03-31 6,302 $573,000 519
   TOWER RESEARCH CAPITAL LLC 887 - 2024-03-31 5,317 $484,000 3,866
   Goss Wealth Management LLC 1400 - 2024-03-31 4,881 $444,000 4,881
   CUBIC ASSET MANAGEMENT LLC 148 - 2024-03-31 4,720 $429,000 2,320
   CWM LLC 1213 - 2024-03-31 4,252 $387,000 1,327
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1432 - 2023-09-30 4,351 $327,000 4,351
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2671 - 2024-03-31 3,377 $307,000 259
   TRANSCEND WEALTH COLLECTIVE LLC 433 - 2024-03-31 2,971 $270,000 385
   Column Capital Advisors LLC 135 - 2023-09-30 2,999 $226,000 506
   Cassady Schiller Wealth Management LLC 123 - 2024-03-31 2,020 $184,000 600
   COMERICA BANK 2443 - 2024-03-31 1,467 $133,000 626
  42 Records found
  1    
  Page 1 of 1
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