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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   OAK HILL INVESTMENT MANAGEMENT, L.P. 45 - 2024-03-31 59,403 $6,165,000 0
   DORSEY & WHITNEY TRUST CO LLC 80 - 2024-03-31 42,199 $4,380,000 0
   NAVELLIER & ASSOCIATES INC 79 - 2024-03-31 26,633 $2,764,000 0
   Turtle Creek Wealth Advisors LLC 61 - 2024-03-31 18,016 $1,870,000 0
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 46 - 2024-03-31 17,200 $1,785,000 0
   IRONWOOD INVESTMENT COUNSEL LLC 91 - 2024-03-31 13,893 $1,442,000 0
   Hardy Reed LLC 38 - 2024-03-31 13,470 $1,398,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 200 - 2024-03-31 12,010 $1,247,000 0
   CONNING ASSET MANAGEMENT CO. 147 - 2024-03-31 11,731 $1,218,000 0
   Milestone Investment Advisors LLC 43 - 2024-03-31 11,708 $1,215,000 0
   BTC Capital Management Inc. 125 - 2024-03-31 11,025 $1,144,000 0
   SBK Financial Inc. 19 - 2022-12-31 13,497 $1,131,000 0
   WASHINGTON TRUST CO 146 - 2024-03-31 10,594 $1,100,000 0
   CARDIFF PARK ADVISORS LLC 100 - 2024-03-31 9,674 $1,004,000 0
   Armstrong Fleming & Moore Inc 37 - 2024-03-31 8,371 $869,000 0
   IEQ CAPITAL LLC 502 - 2024-03-31 8,066 $837,000 0
   MYCIO WEALTH PARTNERS LLC 29 - 2024-03-31 8,031 $834,000 0
   Chicago Partners Investment Group LLC 353 - 2024-03-31 7,933 $792,000 0
   OXFORD FINANCIAL GROUP LTD 95 - 2024-03-31 7,426 $771,000 0
   Noble Family Wealth LLC 44 - 2024-03-31 7,160 $743,000 0
   SAGE FINANCIAL GROUP INC 57 - 2024-03-31 7,035 $730,000 0
   WSFS CAPITAL MANAGEMENT LLC 245 - 2024-03-31 6,992 $726,000 0
   Schneider Downs Wealth Management Advisors LP 59 - 2024-03-31 6,984 $725,000 0
   Independence Bank of Kentucky 117 - 2024-03-31 6,596 $685,000 0
   FINEMARK NATIONAL BANK & TRUST 248 - 2024-03-31 6,090 $632,000 0
   CHOATE INVESTMENT ADVISORS 246 - 2024-03-31 6,025 $625,000 0
   Harbour Capital Advisors LLC 150 - 2024-03-31 5,906 $604,000 0
   MidWestOne Financial Group Inc. 202 - 2024-03-31 5,558 $577,000 0
   BIRCH HILL INVESTMENT ADVISORS LLC 125 - 2024-03-31 5,373 $558,000 0
   ASSOCIATED BANC-CORP 223 - 2024-03-31 5,282 $548,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 452 - 2024-03-31 5,456 $528,000 0
   GABLES CAPITAL MANAGEMENT INC. 68 - 2024-03-31 5,007 $520,000 0
   EverSource Wealth Advisors LLC 242 - 2024-03-31 5,314 $515,000 0
   GYL Financial Synergies LLC 239 - 2024-03-31 4,900 $509,000 0
   Colony Family Offices LLC 45 - 2024-03-31 4,828 $501,000 0
   Sachetta LLC 80 - 2024-03-31 5,131 $497,000 0
   HIGHLAND CAPITAL MANAGEMENT CORP 289 - 2024-03-31 4,271 $443,000 0
   Wolff Financial Management LLC 75 - 2024-03-31 4,168 $433,000 0
   Connecticut Wealth Management LLC 233 - 2024-03-31 4,028 $418,000 0
   Tranquility Partners LLC 143 - 2024-03-31 3,945 $409,000 0
   Urban Financial Advisory Corp 21 - 2024-03-31 3,651 $379,000 0
   Northeast Financial Consultants Inc 223 - 2024-03-31 3,463 $359,000 0
   Bristlecone Advisors LLC 218 - 2024-03-31 3,287 $341,000 0
   Laurel Wealth Advisors LLC 140 - 2024-03-31 3,269 $339,000 0
   FLC Capital Advisors 120 - 2024-03-31 3,152 $327,000 0
   Essex Savings Bank 189 - 2024-03-31 3,265 $316,000 0
   White Lighthouse Investment Management Inc. 106 - 2024-03-31 2,832 $294,000 0
   Family Firm Inc. 159 - 2024-03-31 2,811 $292,000 0
   Clarius Group LLC 374 - 2024-03-31 2,505 $260,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 690 - 2024-03-31 2,491 $259,000 0
   My Personal CFO LLC 87 - 2024-03-31 2,476 $257,000 0
   ERn Financial LLC 160 - 2024-03-31 2,462 $256,000 0
   REGIS MANAGEMENT CO LLC 35 - 2024-03-31 2,465 $256,000 0
   Waldron LP 352 - 2024-03-31 2,355 $244,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 155 - 2024-03-31 2,307 $239,000 0
   CRA Financial Services LLC 214 - 2024-03-31 2,266 $235,000 0
   Taylor & Morgan Wealth Management LLC 56 - 2024-03-31 2,215 $230,000 0
   STAGE HARBOR FINANCIAL LLC 39 - 2024-03-31 2,217 $230,000 0
   FF AdvisorsLLC 78 - 2024-03-31 2,100 $218,000 0
   HOYLECOHEN LLC 266 - 2024-03-31 2,069 $215,000 0
   Goodwin Investment Advisory 31 - 2024-03-31 2,060 $214,000 0
   ARMSTRONG ADVISORY GROUP INC 183 - 2024-03-31 1,967 $191,000 0
   Sage Mountain Advisors LLC 323 - 2024-03-31 1,706 $177,000 0
   FIRST MANHATTAN CO 682 - 2024-03-31 1,609 $167,000 0
   Addison Advisors LLC 228 - 2024-03-31 1,503 $156,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 107 - 2024-03-31 1,460 $152,000 0
   HOEY INVESTMENTS INC 88 - 2024-03-31 1,370 $142,000 0
   WEBSTER BANK 246 - 2024-03-31 1,295 $134,000 0
   Balentine LLC 495 - 2024-03-31 1,220 $127,000 0
   BESSEMER GROUP INC 1151 - 2024-03-31 1,100 $114,000 0
   ANGELES WEALTH MANAGEMENT LLC 239 - 2024-03-31 972 $101,000 0
   WHITTIER TRUST CO 795 - 2024-03-31 900 $93,000 0
   Pinnacle Bank 292 - 2024-03-31 883 $92,000 0
   BALLAST ADVISORS LLC 137 - 2024-03-31 781 $81,000 0
   Mascoma Wealth Management LLC 141 - 2024-03-31 769 $80,000 0
   ADIRONDACK TRUST CO 194 - 2024-03-31 768 $80,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 250 - 2024-03-31 711 $74,000 0
   TSFG LLC 242 - 2024-03-31 661 $69,000 0
   Atlantic Private Wealth LLC 55 - 2024-03-31 639 $66,000 0
   NATIONAL BANK OF CANADA /FI/ 1499 - 2024-03-31 599 $62,000 0
   Cribstone Capital Management LLC 148 - 2022-12-31 717 $60,000 0
   Frazier Financial Advisors LLC 135 - 2024-03-31 568 $59,000 0
   HighMark Wealth Management LLC 127 - 2024-03-31 542 $56,000 0
   Allspring Global Investments Holdings LLC 1930 - 2024-03-31 530 $55,000 0
   Coston McIsaac & Partners 206 - 2024-03-31 480 $49,000 0
   OPTIMUM INVESTMENT ADVISORS 376 - 2024-03-31 447 $46,000 0
   Bradley & Co. Private Wealth Management LLC 66 - 2024-03-31 422 $44,000 0
   CVA Family Office LLC 530 - 2024-03-31 371 $39,000 0
   Atlantic Edge Private Wealth Management LLC 212 - 2024-03-31 345 $36,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 281 - 2024-03-31 321 $33,000 0
   BALDWIN BROTHERS INC/MA 439 - 2024-03-31 290 $30,000 0
   Ruedi Wealth Management Inc. 106 - 2024-03-31 286 $30,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 392 - 2023-06-30 305 $29,000 0
   WETZEL INVESTMENT ADVISORS INC. 331 - 2024-03-31 260 $25,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 357 - 2024-03-31 210 $22,000 0
   PIN OAK INVESTMENT ADVISORS INC 256 - 2024-03-31 200 $21,000 0
   Asset Dedication LLC 610 - 2024-03-31 166 $17,000 0
   WealthCollab LLC 330 - 2024-03-31 164 $17,000 0
   EPG Wealth Management LLC 369 - 2024-03-31 162 $17,000 0
   APCM Wealth Management for Individuals 96 - 2024-03-31 145 $15,000 0
  100 Records found
  1    
  Page 1 of 1
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