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Get Institutions for : 
Ishares Msci Usa Index Fund (EUSA)  
$88.65 0.91 (1.04%) as of 4:30 Fri 5/31


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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 : 
 $74.40  
Last Quarter's Ending Price : 
 $84.44  
Last Quarter's Average Price : 
 $77.29  
Change from last quarter's     
avg. price to the last closing  : 
11.36 (14.7%)  




 
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: 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
   SCHRODER INVESTMENT MANAGEMENT GROUP 286 - 2024-03-31 547,877 $49,851,000 51,024
   BANK OF AMERICA CORP /DE/ 1308 - 2024-03-31 520,823 $47,390,000 -229,556
   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
   MORGAN STANLEY 2409 - 2024-03-31 281,475 $25,612,000 -125,446
   Ironwood Wealth Management llc 6 - 2024-03-31 130,014 $11,830,000 -1,938
   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
   Pictet Asset Management Holding SA 642 *New 2024-03-31 110,000 $10,009,000 110,000
   BLACKROCK INC. 3301 - 2024-03-31 92,598 $8,425,000 69,174
   Running Point Capital Advisors LLC 8 - 2024-03-31 87,740 $7,983,000 -1,622
   Financial Architects LLC 8 - 2024-03-31 84,409 $7,680,000 2,800
   PALLADIEM LLC 2 - 2023-09-30 88,170 $6,631,000 -997
   LPL FINANCIAL CORP 1630 - 2024-03-31 66,959 $6,093,000 -1,924
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1247 - 2024-03-31 37,256 $3,390,000 -8,963
   Sunbelt Securities Inc. 68 - 2024-03-31 30,996 $2,820,000 -1,407
   FIRST HEARTLAND CONSULTANTS INC 88 - 2024-03-31 29,014 $2,640,000 -401
   UBS Group AG 2754 - 2024-03-31 28,196 $2,566,000 -2,747
   GOLDMAN SACHS GROUP INC/ 3044 - 2024-03-31 26,887 $2,446,000 2,266
   MARINER WEALTH ADVISORS, LLC 1089 - 2024-03-31 22,958 $2,089,000 -1,469
   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
   ROYAL BANK OF CANADA 2535 - 2024-03-31 21,265 $1,936,000 -1,929
   SHUFRO ROSE & CO LLC 81 - 2024-03-31 19,420 $1,767,000 772
   BESSEMER GROUP INC 551 - 2024-03-31 19,400 $1,765,000 0
   J P MORGAN CHASE & CO 3051 - 2024-03-31 19,177 $1,745,000 -4,338
   John W. Brooker & Co. CPAs 30 - 2024-03-31 18,899 $1,720,000 -48
   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
   Benchmark Financial Wealth Advisors LLC 25 - 2024-03-31 15,591 $1,419,000 -1,031
   Sharkey Howes & Javer 59 - 2024-03-31 15,545 $1,414,000 0
   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
   PFG Advisors 257 - 2024-03-31 12,719 $1,157,000 -1,941
   WESCAP Management Group Inc. 55 - 2024-03-31 12,489 $1,136,000 -61
   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
   EDMOND DE ROTHSCHILD HOLDING S.A. 280 - 2024-03-31 9,500 $864,000 0
   CENTAURUS FINANCIAL INC. 273 - 2024-03-31 9,260 $843,000 -339
   McLean Asset Management Corp 50 - 2024-03-31 9,095 $819,000 0
   Capital Analysts Inc. 279 - 2024-03-31 8,086 $736,000 0
   YHB INVESTMENT ADVISORS, INC. 165 - 2024-03-31 7,700 $701,000 0
   WEALTHSOURCE PARTNERS LLC 249 *New 2023-12-31 8,250 $697,000 8,250
   MULTIFINANCIAL SECURITIES CORP 1384 - 2024-03-31 7,648 $696,000 -215
   Global Retirement Partners LLC 448 - 2024-03-31 7,568 $689,000 8
   Tolleson Wealth Management Inc. 55 *New 2024-03-31 7,430 $676,000 7,430
   FINANCIAL NETWORK 1744 - 2024-03-31 7,196 $655,000 -112
   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
   CITIGROUP INC 2650 - 2024-03-31 6,332 $576,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1187 - 2024-03-31 6,302 $573,000 519
   Sontag Advisory LLC 416 - 2024-03-31 5,789 $527,000 0
   Flagship Private Wealth LLC 55 *New 2024-03-31 5,421 $493,000 5,421
   TOWER RESEARCH CAPITAL LLC 887 - 2024-03-31 5,317 $484,000 3,866
   Cornerstone Wealth Management LLC 348 - 2024-03-31 4,949 $450,000 -29
   Goss Wealth Management LLC 1400 - 2024-03-31 4,881 $444,000 4,881
   KLINGENSTEIN FIELDS & CO LLC 127 *New 2024-03-31 4,737 $431,000 4,737
   CUBIC ASSET MANAGEMENT LLC 148 - 2024-03-31 4,720 $429,000 2,320
   Emerald Investment Partners LLC 207 - 2024-03-31 4,645 $423,000 -13
   CWM LLC 1213 - 2024-03-31 4,252 $387,000 1,327
   PRUDENTIAL CORP PLC 644 - 2024-03-31 4,000 $364,000 0
   EP WEALTH ADVISORS, INC. 589 *New 2024-03-31 3,780 $344,000 3,780
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2748 - 2024-03-31 3,712 $338,000 -73
   CREATIVE PLANNING 2142 - 2024-03-31 3,690 $336,000 0
   CAPTRUST FINANCIAL ADVISORS 1715 *New 2024-03-31 3,611 $329,000 3,611
   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
   Regal Wealth Group Inc. 36 - 2023-12-31 3,572 $295,000 0
   AMERIPRISE FINANCIAL INC 3525 - 2024-03-31 3,041 $277,000 -763
   TRANSCEND WEALTH COLLECTIVE LLC 433 - 2024-03-31 2,971 $270,000 385
   FLOW TRADERS U.S. LLC 559 *New 2024-03-31 2,885 $263,000 2,885
   OAK HARBOR WEALTH PARTNERS LLC 148 - 2024-03-31 2,830 $258,000 0
   Kathleen S. Wright Associates Inc. 98 - 2024-03-31 2,580 $235,000 0
   Column Capital Advisors LLC 135 - 2023-09-30 2,999 $226,000 506
   BANK OF MONTREAL /CAN/ 2596 *New 2024-03-31 2,408 $217,000 2,408
   Prime Capital Investment Advisors LLC 913 *New 2024-03-31 2,260 $206,000 2,260
   Cassady Schiller Wealth Management LLC 123 - 2024-03-31 2,020 $184,000 600
   Financial Advisory Service Inc. 301 - 2024-03-31 1,800 $164,000 0
   Concord Wealth Partners 244 - 2024-03-31 1,500 $136,000 0
   COMERICA BANK 2443 - 2024-03-31 1,467 $133,000 626
   PROEQUITIES INC. 1152 - 2024-03-31 596 $54,000 0
   NBC SECURITIES INC. 1191 - 2024-03-31 445 $41,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1268 *New 2024-03-31 250 $23,000 250
   Investors Research Corp 635 *New 2024-03-31 203 $18,000 203
   Aptus Capital Advisors LLC 988 *New 2024-03-31 153 $14,000 153
   WFA of San Diego LLC 270 - 2023-09-30 165 $12,000 0
   MATHER GROUP, INC. 1191 *New 2024-03-31 115 $10,000 115
   Aspire Private Capital LLC 422 - 2024-03-31 85 $8,000 1
   Cape Investment Advisory Inc. 727 - 2023-12-31 83 $7,000 0
  100 Records found
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