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Get Institutions for : 
Ishares Edge Msci Multifactor Emerging Markets Etf (EMGF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    0
Total shares held : 
11,699,139  
% of shares held : 
9.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -29  
Amount of shares held : 
-1,359,148  
% of shares held change : 
  -1.05%  
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 :
13
 28,575
 0.24%
 
Increased Positions :
34
 616,215
 5.27%
 
Unchanged Positions :
21
 180,080
 1.54%
 
Decreased Positions :
63
-1,765,968
-15.09%
 
Closed Positions :
13
-237,970
-2.03%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ARGI INVESTMENT SERVICES, LLC 9 - 2022-12-31 2,056,509 $84,399,000 160,860
   STRATEGIC INVESTMENT ADVISORS, INC 6 - 2024-03-31 1,712,589 $76,279,000 95,758
   FMR LLC 1310 - 2024-03-31 1,148,374 $51,149,000 1,033,876
   CWM LLC 80 - 2024-03-31 1,121,936 $49,971,000 -77,387
   WELLS FARGO & CO/MN 899 - 2024-03-31 697,611 $31,072,000 -56,826
   MORGAN STANLEY 2240 - 2024-03-31 672,111 $29,936,000 13,403
   J P MORGAN CHASE & CO 1558 - 2024-03-31 540,683 $24,082,000 -166,891
   Integrated Wealth Concepts LLC 64 - 2024-03-31 528,947 $23,559,000 -9,871
   AMERIPRISE FINANCIAL INC 1275 - 2024-03-31 461,412 $20,547,000 -5,151
   Trilogy Capital Inc. 30 - 2024-03-31 363,541 $16,192,000 -27,252
   Ullmann Financial Group Inc. 12 - 2024-03-31 352,658 $15,707,000 -46,647
   Dynamic Advisors Solutions LLC 45 - 2024-03-31 326,948 $14,562,000 14,917
   BSC PRIVATE WEALTH MANAGEMENT LLC 19 - 2024-03-31 300,945 $13,404,000 7,125
   MERCER GLOBAL ADVISORS INC /ADV 258 - 2024-03-31 293,356 $13,066,000 -48,071
   PURE FINANCIAL ADVISORS, INC. 45 - 2024-03-31 290,759 $12,950,000 29,221
   RAYMOND JAMES & ASSOCIATES 1031 - 2024-03-31 282,434 $12,580,000 16,550
   ENVESTNET ASSET MANAGEMENT INC 1520 - 2024-03-31 225,419 $10,040,000 -33,486
   SageView Advisory Group LLC 40 - 2024-03-31 130,532 $6,735,000 124,688
   Foundations Investment Advisors LLC 105 - 2024-03-31 149,177 $6,644,000 4,709
   Equitable Holdings Inc. 208 - 2024-03-31 138,322 $6,161,000 5,170
   CALLAN CAPITAL, LLC 36 - 2024-03-31 137,690 $6,133,000 -1,015
   Armbruster Capital Management Inc. 22 - 2024-03-31 135,610 $6,040,000 -3,415
   BANK OF AMERICA CORP /DE/ 3000 - 2024-03-31 106,730 $4,754,000 9,135
   HPM Partners LLC 667 - 2024-03-31 103,529 $4,611,000 -4,509
   Wade Financial Advisory Inc 17 - 2024-03-31 96,966 $4,319,000 -78,436
   Beacon Pointe Advisors LLC 322 - 2024-03-31 96,808 $4,312,000 -16,418
   Callan Family Office LLC 22 - 2024-03-31 94,691 $4,218,000 -4,205
   LPL FINANCIAL CORP 1903 - 2024-03-31 94,565 $4,212,000 699
   Kingsview Wealth Management LLC 211 - 2024-03-31 80,947 $3,605,000 28,177
   ARQ WEALTH ADVISORS LLC 26 - 2024-03-31 78,679 $3,504,000 3,976
   PHILLIPS FINANCIAL MANAGEMENT LLC 64 - 2024-03-31 70,041 $3,120,000 -5,026
   Keebeck Wealth Management LLC 64 - 2024-03-31 67,599 $3,011,000 -9,483
   HIGHTOWER ADVISORS, LLC 1331 - 2024-03-31 51,719 $2,318,000 902
   COMMONWEALTH EQUITY SERVICES LLC. 1686 - 2024-03-31 50,627 $2,255,000 -6,057
   PFG Advisors 166 - 2024-03-31 45,831 $2,041,000 5,419
   Ascent Group LLC 197 - 2024-03-31 39,786 $1,772,000 -35,987
   UBS Group AG 3119 - 2024-03-31 37,375 $1,665,000 -26,355
   Beirne Wealth Consulting Services LLC 29 - 2024-03-31 36,744 $1,637,000 391
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2024 - 2024-03-31 35,614 $1,586,000 -78,639
   Advisor Group Holdings Inc. 2051 - 2024-03-31 29,434 $1,312,000 -2,115
   MARINER WEALTH ADVISORS, LLC 1347 - 2024-03-31 28,769 $1,281,000 1,932
   Robertson Stephens Wealth Management LLC 201 - 2024-03-31 28,365 $1,263,000 -3,089
   FLOW TRADERS U.S. LLC 265 - 2024-03-31 27,147 $1,209,000 -122,881
   CAPTRUST FINANCIAL ADVISORS 1036 - 2024-03-31 26,589 $1,184,000 -7,052
   PARK AVENUE SECURITIES LLC 588 - 2024-03-31 26,242 $1,169,000 -263
   BANK OF NEW YORK MELLON CORP 3062 - 2024-03-31 25,750 $1,147,000 -7,681
   HIRTLE CALLAGHAN & CO INC 37 - 2024-03-31 25,331 $1,128,000 -171
   KICKSTAND VENTURES LLC. 47 - 2024-03-31 24,739 $1,102,000 -3,104
   Kestra Advisory Services LLC 1212 - 2024-03-31 23,310 $1,038,000 370
   One Wealth Advisors LLC 77 - 2024-03-31 22,390 $997,000 -5,972
   WEIL COMPANY INC 59 *New 2024-03-31 21,902 $976,000 21,902
   Cedar Brook Financial Partners LLC 125 - 2024-03-31 21,817 $972,000 935
   Williams & Novak LLC 34 - 2024-03-31 18,968 $813,000 0
   Cypress Wealth Services LLC 97 - 2024-03-31 17,645 $786,000 -997
   RHS Financial LLC 55 - 2024-03-31 17,256 $769,000 -3,635
   Stratos Wealth Partners LTD. 758 - 2024-03-31 15,453 $688,000 -1,774
   Affinity Capital Advisors LLC 74 - 2024-03-31 14,554 $648,000 -4,305
   Cetera Investment Advisers 2407 *New 2024-03-31 14,278 $636,000 14,278
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1159 - 2024-03-31 14,071 $627,000 458
   US BANCORP 1400 - 2024-03-31 13,136 $585,000 -909
   GTS SECURITIES LLC 740 *New 2024-03-31 12,768 $569,000 12,768
   Merit Financial Group LLC 545 - 2024-03-31 12,024 $556,000 1,355
   BEACON FINANCIAL GROUP 208 - 2024-03-31 11,825 $527,000 -1,154
   First Citizens Financial Corp 66 - 2024-03-31 11,515 $513,000 596
   TSA Wealth Managment LLC 40 - 2024-03-31 11,431 $509,000 -15,524
   Quotient Wealth Partners LLC 178 - 2024-03-31 10,581 $471,000 -13,921
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1297 - 2023-09-30 10,755 $440,000 0
   Sanford Advisory Services LLC 90 *New 2022-12-31 10,167 $417,000 10,167
   REGAL INVESTMENT ADVISORS, LLC 397 - 2024-03-31 9,187 $409,000 356
   MULTIFINANCIAL SECURITIES CORP 1744 - 2024-03-31 8,982 $400,000 -680
   BOURGEON CAPITAL MANAGEMENT LLC 89 - 2024-03-31 8,739 $389,000 404
   Wealth Alliance 329 - 2024-03-31 8,661 $386,000 -13,233
   Private Advisor Group LLC 1741 - 2024-03-31 7,785 $347,000 -299
   Mayflower Financial Advisors LLC 265 - 2024-03-31 7,447 $332,000 -7,739
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2779 - 2024-03-31 7,152 $319,000 -81
   Farther Finance Advisors LLC 548 - 2024-03-31 6,698 $299,000 -171
   NewEdge Wealth LLC 665 *New 2024-03-31 6,492 $297,000 6,492
   Horst & Graben Wealth Management LLC 112 - 2024-03-31 6,537 $291,000 -686
   J.W. COLE ADVISORS INC. 716 - 2024-03-31 6,153 $274,000 225
   Seed Wealth Management Inc. 104 - 2024-03-31 6,000 $268,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2013 - 2024-03-31 5,635 $251,000 -50
   FINANCIAL NETWORK 2461 - 2024-03-31 5,296 $236,000 127
   SCOTIA CAPITAL INC. 743 - 2024-03-31 5,010 $223,000 0
   Csenge Advisory Group 649 - 2024-03-31 4,915 $219,000 -895
   GSA CAPITAL PARTNERS LLP 1369 - 2024-03-31 4,912 $219,000 0
   QRG CAPITAL MANAGEMENT INC. 1009 - 2024-03-31 4,645 $207,000 4,645
   ADVISORY SERVICES NETWORK, LLC 1326 - 2024-03-31 4,599 $205,000 -1,217
   Sheridan Capital Management LLC 26 - 2024-03-31 4,500 $200,000 -4,066
   ROYAL BANK OF CANADA 4203 - 2024-03-31 4,120 $183,000 -3,066
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 974 - 2024-03-31 3,673 $164,000 256
   Aspire Private Capital LLC 170 - 2024-03-31 3,291 $147,000 -6
   BANK OF MONTREAL /CAN/ 2777 *New 2024-03-31 3,144 $140,000 3,144
   VALLEY NATIONAL ADVISERS INC 287 - 2024-03-31 2,927 $130,000 -28
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 265 *New 2024-03-31 2,900 $129,000 2,900
   Asset Dedication LLC 350 - 2024-03-31 2,716 $121,000 0
   EverSource Wealth Advisors LLC 611 - 2024-03-31 2,521 $108,000 0
   PRINCIPAL SECURITIES INC. 1291 - 2024-03-31 2,096 $93,000 0
   Capital Advisors Ltd. LLC 352 - 2024-03-31 1,975 $88,000 0
   Ronald Blue Trust Inc. 1012 *New 2024-03-31 846 $38,000 846
   COMERICA BANK 2835 - 2024-03-31 814 $36,000 636

  100 Records found
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