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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
   BOS Asset Management LLC 155 *Closed 2024-03-31 0 $0 -4,417
   Rockbridge Investment Management LCC 226 *Closed 2024-03-31 0 $0 -124
   HM PAYSON & CO 964 *Closed 2023-12-31 0 $0 -440
   Williams Financial LLC 26 *Closed 2024-03-31 0 $0 -59,989
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -11,376
   ORG Partners LLC 589 *Closed 2024-03-31 0 $0 -69,413
   WCM INVESTMENT MANAGEMENT/CA 253 *Closed 2024-03-31 0 $0 -8,812
   New Millennium Group LLC 133 *Closed 2024-03-31 0 $0 -37
   OLD SECOND NATIONAL BANK OF AURORA 330 *Closed 2024-03-31 0 $0 -41
   Lloyd Advisory Services LLC. 132 *Closed 2024-03-31 0 $0 -4,955
   TOMPKINS FINANCIAL CORP 633 *Closed 2024-03-31 0 $0 -62
   Lehman & Derafelo Financial Resources LLC 153 *Closed 2022-12-31 0 $0 -93
   Peterson Financial Group Inc. 78 *Closed 2024-03-31 0 $0 -6,417
   HARDING LOEVNER MANAGEMENT L P/NJ/ 75 *Closed 2024-03-31 0 $0 -50,855
   TWO SIGMA SECURITIES LLC 1738 *Closed 2024-03-31 0 $0 -3,360
   LM Advisors LLC 317 *Closed 2024-03-31 0 $0 -700
   Benchmark Investment Advisors LLC 120 *Closed 2024-03-31 0 $0 -56,988
   Aprio Wealth Management LLC 248 *Closed 2024-03-31 0 $0 -10,102
   Oakmont Partners LLC 745 *Closed 2024-03-31 0 $0 -21,785
   Professional Financial Advisors LLC 104 *Closed 2024-03-31 0 $0 -3,095
   AlphaCore Capital LLC 224 *Closed 2024-03-31 0 $0 -292
   Focused Wealth Management Inc 451 *Closed 2024-03-31 0 $0 -13
   Aurum Wealth Management Group LLC 375 *Closed 2024-03-31 0 $0 -2,709
   Ten Capital Wealth Advisors LLC 292 *Closed 2023-06-30 0 $0 -8
   First County Bank /CT/ 167 *Closed 2024-03-31 0 $0 -2,504
   Ambassador Advisors LLC 271 *Closed 2024-03-31 0 $0 -238
   VERITABLE LP 301 *Closed 2023-09-30 0 $0 -5,082
   MEITAV DASH INVESTMENTS LTD 339 *Closed 2024-03-31 0 $0 -3,115
   Fortitude Family Office LLC 1040 *Closed 2024-03-31 0 $0 -237
   Scarborough Advisors LLC 619 *Closed 2024-03-31 0 $0 -35,585
   HOWE & RUSLING INC 418 *Closed 2024-03-31 0 $0 -127
   TOTH FINANCIAL ADVISORY CORP 744 *Closed 2024-03-31 0 $0 -71
   True Link Financial Advisors LLC 75 *Closed 2024-03-31 0 $0 -6,303
   Cerro Pacific Wealth Advisors LLC 158 *Closed 2023-03-31 0 $0 -50,318
   KARLINSKI ANDREW C 68 *Closed 2022-12-31 0 $0 -639
   JUNCTURE WEALTH STRATEGIES LLC 122 *Closed 2024-03-31 0 $0 -21,776
   QUADRANT CAPITAL GROUP LLC 2774 *Closed 2024-03-31 0 $0 -4,575
   Polaris Wealth Advisers LLC 181 *Closed 2023-09-30 0 $0 -34,861
   HANSON INVESTMENT MANAGEMENT 495 *Closed 2024-03-31 0 $0 -29
   ARLINGTON PARTNERS LLC 227 *Closed 2024-03-31 0 $0 -145
   Orin Green Financial LLC 77 *Closed 2024-03-31 0 $0 -2,560
   Bremer Bank National Association 199 *Closed 2024-03-31 0 $0 -25,494
   Trellis Advisors LLC 38 *Closed 2023-12-31 0 $0 -5,852
   Koss-Olinger Consulting LLC 320 *Closed 2024-03-31 0 $0 -113,190
   Cutler Group LP 1486 *Closed 2024-03-31 0 $0 -500
   Headlands Technologies LLC 1395 *Closed 2024-03-31 0 $0 -45
   SlateStone Wealth LLC 288 *Closed 2024-03-31 0 $0 -2,461
   NEUBERGER BERMAN GROUP LLC 1917 *Closed 2024-03-31 0 $0 -67,961
   Capital Financial Planning LLC 109 *Closed 2023-09-30 0 $0 -2,331
   Atlas Private Wealth Advisors 156 *Closed 2024-03-31 0 $0 -2,557
   Pensionmark Financial Group LLC 475 *Closed 2024-03-31 0 $0 -14,454
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 240 *Closed 2024-03-31 0 $0 -3,585
   Procyon Private Wealth Partners LLC 529 *Closed 2024-03-31 0 $0 -6,686
   B.O.S.S. Retirement Advisors LLC 238 *Closed 2024-03-31 0 $0 -23,815
   Gleason Group Inc. 210 *Closed 2024-03-31 0 $0 -5
   CHILTON CAPITAL MANAGEMENT LLC 649 *Closed 2024-03-31 0 $0 -186
   TRANSAMERICA FINANCIAL ADVISORS, INC. 649 *Closed 2024-03-31 0 $0 -1

  57 Records found
  1    
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