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Get Institutions for : 
Ishares Core Msci International Developed Markets Etf (IDEV)  
$68.05 0.61 (0.9%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 364    23
Total shares held : 
143,176,393  
% of shares held : 
22.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  63  
Amount of shares held : 
4,488,753  
% of shares held change : 
  0.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$57.36  
Last Quarter's Ending Price : 
$63.66  
Last Quarter's Average Price
$59.62  
Change from last quarter's     
avg. price to the last closing  : 
8.43 (14.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 328,491
 0.23%
 
Increased Positions :
144
 8,310,805
 5.8%
 
Unchanged Positions :
71
 5,063,405
 3.54%
 
Decreased Positions :
104
-3,819,120
-2.67%
 
Closed Positions :
22
-331,423
-0.23%
 
Guru Positions :
0
 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
   CREATIVE PLANNING 19 - 2024-03-31 17,796,026 $1,194,647,000 -390,095
   BLACKROCK INC. 539 - 2024-03-31 17,506,881 $1,175,237,000 -2,278,153
   CITIGROUP INC 70 - 2024-03-31 4,025,687 $270,244,000 -11,062
   ROYAL BANK OF CANADA 472 - 2024-03-31 1,566,336 $105,147,000 -36,722
   AXXCESS WEALTH MANAGEMENT LLC 4 - 2024-03-31 1,263,284 $84,804,000 -36,423
   Capital Asset Advisory Services LLC 3 - 2024-03-31 1,259,920 $83,810,000 -40,683
   AMARILLO NATIONAL BANK 3 - 2024-03-31 742,111 $49,818,000 -3,307
   WELLS FARGO & CO/MN 722 - 2024-03-31 723,746 $48,585,000 -98,203
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 29 - 2024-03-31 595,747 $39,992,000 -4,184
   ARROW FINANCIAL CORP 8 - 2023-12-31 463,678 $29,518,000 -7,438
   RAYMOND JAMES & ASSOCIATES 613 - 2024-03-31 424,962 $28,528,000 -284,107
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 416 - 2024-03-31 394,099 $26,456,000 -24,677
   MML INVESTORS SERVICES LLC 224 - 2024-03-31 336,274 $22,574,000 -35,786
   AAFCPAs Wealth Management LLC 2 - 2024-03-31 334,876 $22,480,000 -68,862
   AE Wealth Management LLC 98 - 2024-03-31 330,988 $22,219,000 -473,839
   Orion Portfolio Solutions LLC 90 - 2024-03-31 304,137 $20,417,000 -91,039
   FDX ADVISORS, INC. - 2024-03-31 281,611 $18,905,000 -74,425
   COLDSTREAM CAPITAL MANAGEMENT INC 31 - 2024-03-31 277,385 $18,621,000 -5,152
   VISION CAPITAL MANAGEMENT INC 10 - 2024-03-31 260,770 $17,505,000 -8,317
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 396 - 2024-03-31 198,792 $13,345,000 -1,836
   CAPE COD FIVE CENTS SAVINGS BANK 25 - 2024-03-31 170,238 $11,428,000 -3,481
   DELAP WEALTH ADVISORY LLC 4 - 2024-03-31 166,837 $11,200,000 -95,670
   Cetera Investment Advisers 171 - 2024-03-31 149,275 $10,021,000 -131,799
   Heritage Financial Services LLC 9 - 2024-03-31 142,000 $9,532,000 -12,181
   Steele Capital Management Inc. 35 - 2024-03-31 138,467 $9,295,000 -11,592
   R. W. Roge & Company Inc. 7 - 2024-03-31 131,026 $8,796,000 -5,829
   Peterson Wealth Advisors LLC 10 - 2024-03-31 124,499 $8,358,000 -2,722
   Advisor Group Holdings Inc. 800 - 2024-03-31 117,612 $7,896,000 -207,044
   HANSON MCCLAIN, INC. 151 - 2024-03-31 106,393 $7,142,000 -6,329
   Strid Group LLC 13 - 2024-03-31 89,880 $6,034,000 -8,496
   Resonant Capital Advisors LLC 45 - 2024-03-31 84,184 $5,651,000 -483
   Red Wave Investments LLC 14 - 2024-03-31 82,269 $5,523,000 -649
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 78 - 2024-03-31 71,393 $4,793,000 -2,550
   HPM Partners LLC 672 - 2024-03-31 67,166 $4,509,000 -1,849
   Integrated Wealth Concepts LLC 289 - 2024-03-31 65,070 $4,368,000 -2,284
   Columbus Macro LLC 10 - 2024-03-31 57,823 $3,882,000 -122
   Arbor Investment Advisors LLC 23 - 2024-03-31 55,397 $3,719,000 -1,301
   EVENSKY & KATZ INC 32 - 2024-03-31 50,411 $3,384,000 -838
   Beacon Pointe Advisors LLC 378 - 2024-03-31 50,214 $3,371,000 -1,058
   Probity Advisors Inc. 28 - 2024-03-31 48,143 $3,232,000 -1,548
   BEAM Asset Management LLC 16 - 2024-03-31 47,645 $3,198,000 -1,384
   Emerald Investment Partners LLC 50 - 2024-03-31 47,345 $3,178,000 -320
   DEFINED WEALTH MANAGEMENT LLC 16 - 2024-03-31 39,530 $2,654,000 -139
   DAVIDSON D A & CO 466 - 2024-03-31 37,077 $2,489,000 -625
   HOGE FINANCIAL SERVICES LLC 13 - 2024-03-31 34,947 $2,346,000 -8,434
   Snowden Capital Advisors LLC 288 - 2024-03-31 34,268 $2,300,000 -176
   RETIREMENT PLANNING GROUP 61 - 2024-03-31 33,780 $2,268,000 -696
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 406 - 2024-03-31 33,159 $2,226,000 -6,120
   COMERICA BANK 1126 - 2024-03-31 32,430 $2,177,000 -409
   KRAFT ASSET MANAGEMENT LLC 11 - 2024-03-31 32,346 $2,171,000 -48
   Cordant Inc. 17 - 2024-03-31 28,792 $1,933,000 -952
   SIGMA INVESTMENT COUNSELORS INC 85 - 2024-03-31 26,776 $1,797,000 -934
   CWM LLC 650 - 2024-03-31 26,539 $1,782,000 -3,804
   Sequoia Financial Advisors LLC 348 - 2024-03-31 26,346 $1,769,000 -3,945
   CI Private Wealth LLC 1093 - 2024-03-31 25,466 $1,710,000 -4,233
   SMITH MOORE & CO. 118 - 2024-03-31 24,340 $1,634,000 -1,021
   Pallas Capital Advisors LLC 170 - 2024-03-31 23,749 $1,594,000 -1,632
   Goss Wealth Management LLC 825 - 2024-03-31 20,887 $1,402,000 -17,626
   Financial Synergies Wealth Advisors Inc. 39 - 2024-03-31 20,411 $1,370,000 -1,128
   KINGFISHER CAPITAL LLC 82 - 2024-03-31 19,924 $1,337,000 -327
   BENJAMIN F. EDWARDS & COMPANY INC. 438 - 2024-03-31 19,780 $1,328,000 -71
   GeoWealth Management LLC 263 - 2024-03-31 17,024 $1,143,000 -339
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 927 - 2023-09-30 19,474 $1,135,000 -907
   MERCER GLOBAL ADVISORS INC /ADV 949 - 2024-03-31 15,255 $1,024,000 -1,892
   Asset Dedication LLC 163 - 2024-03-31 15,009 $1,009,000 -467
   CITADEL ADVISORS LLC 3254 - 2024-03-31 12,347 $829,000 -45,233
   IHT Wealth Management LLC 483 - 2024-03-31 11,971 $804,000 -1,070
   OLD MISSION CAPITAL LLC 449 - 2024-03-31 11,761 $790,000 -57,470
   Nicholas Hoffman & Company LLC. 146 - 2024-03-31 11,028 $740,000 -2,320
   Aveo Capital Partners LLC 172 - 2024-03-31 10,810 $717,000 -9
   STIFEL FINANCIAL CORP 2435 - 2024-03-31 9,871 $663,000 -2,848
   Lido Advisors LLC 745 - 2024-03-31 9,045 $607,000 -1,740
   ANDERSON FISHER LLC 52 - 2024-03-31 8,651 $581,000 -20
   DFPG INVESTMENTS INC. 369 - 2023-12-31 9,013 $563,000 -2,450
   DRW SECURITIES, LLC 159 - 2024-03-31 7,840 $526,000 -17,313
   Glass Jacobson Investment Advisors llc 123 - 2024-03-31 7,796 $523,000 -40
   Merit Financial Group LLC 565 - 2024-03-31 7,784 $516,000 -3,540
   Mascoma Wealth Management LLC 54 - 2024-03-31 7,502 $504,000 -20
   Balanced Rock Investment Advisor 48 - 2024-03-31 7,510 $504,000 -1,257
   WATERSHED PRIVATE WEALTH LLC 77 - 2024-03-31 7,171 $481,000 -32,668
   Strategic Financial Planning Inc. 28 - 2024-03-31 6,865 $461,000 -475
   Opes Wealth Management LLC 92 - 2024-03-31 6,133 $412,000 -170
   KAVAR CAPITAL PARTNERS GROUP LLC 122 - 2024-03-31 5,731 $385,000 -5,731
   AlphaStar Capital Management LLC 217 - 2024-03-31 5,294 $355,000 -1,207
   Wynn Capital LLC 74 - 2024-03-31 5,200 $349,000 -625
   REGIMEN WEALTH LLC 47 - 2024-03-31 5,078 $341,000 -238
   VCI Wealth Management LLC 92 - 2024-03-31 5,064 $340,000 -1,480
   Birchcreek Wealth Management LLC 109 - 2024-03-31 5,045 $339,000 -520
   RAYMOND JAMES TRUST CO 911 - 2024-03-31 5,049 $339,000 -5,917
   Laurel Wealth Advisors Inc. 467 - 2022-12-31 6,024 $337,000 -255
   CFS Investment Advisory Services LLC 134 - 2024-03-31 4,999 $336,000 -315
   Fort Point Capital Partners LLC 241 - 2024-03-31 4,931 $331,000 -1,254
   Slagle Financial LLC 84 - 2024-03-31 4,670 $313,000 -5,918
   Ascent Group LLC 426 - 2024-03-31 4,493 $302,000 -149
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 524 - 2024-03-31 4,485 $301,000 -36
   Robertson Stephens Wealth Management LLC 441 - 2024-03-31 3,768 $253,000 -4,840
   Capstone Financial Advisors Inc. 121 - 2024-03-31 3,742 $251,000 -59
   COLTON GROOME FINANCIAL ADVISORS LLC 108 - 2024-03-31 3,451 $232,000 -1,303
   GOLDMAN SACHS GROUP INC/ 4205 - 2024-03-31 3,354 $225,000 -3,816
   VALMARK ADVISERS INC 506 - 2024-03-31 3,193 $214,000 -13

  100 Records found
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