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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
5,090
 0.01%
 
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
   ENVESTNET ASSET MANAGEMENT INC 24 - 2023-12-31 16,052,758 $1,554,710,000 -7,256,569
   JONES FINANCIAL COMPANIES LLLP 22 - 2023-12-31 8,384,800 $812,068,000 137,178
   J P MORGAN CHASE & CO 368 - 2023-12-31 4,412,339 $427,335,000 -670,500
   LPL FINANCIAL CORP 89 - 2023-12-31 4,174,062 $404,258,000 -1,635,306
   BANK OF AMERICA CORP /DE/ 379 - 2023-12-31 3,889,985 $376,745,000 -392,646
   MORGAN STANLEY 534 - 2023-12-31 3,670,887 $355,526,000 -784,073
   Envestnet Portfolio Solutions Inc. 24 - 2023-12-31 2,155,802 $208,789,000 -1,013,297
   CWM LLC 22 - 2024-03-31 1,793,353 $186,132,000 739,023
   BLACKROCK INC. 1685 - 2023-12-31 1,891,301 $183,172,000 -1,527,951
   PARK AVENUE SECURITIES LLC 6 - 2024-03-31 1,696,229 $176,052,000 110,754
   Advisor Group Holdings Inc. 77 - 2023-12-31 1,574,975 $152,672,000 -1,722,235
   US BANCORP 90 - 2023-12-31 1,527,570 $147,945,000 -85,463
   WELLS FARGO & CO/MN 364 - 2023-12-31 1,333,622 $129,161,000 -117,122
   PNC FINANCIAL SERVICES GROUP INC 148 - 2023-12-31 1,316,901 $127,542,000 48,395
   FMR LLC 975 - 2023-12-31 1,118,348 $108,312,000 -23,958
   MML INVESTORS SERVICES LLC 30 - 2023-12-31 1,112,588 $107,754,000 -550,629
   AE Wealth Management LLC 30 - 2023-12-31 988,589 $96,081,000 -48,166
   AMERIPRISE FINANCIAL INC 534 - 2023-12-31 985,718 $95,452,000 -341,018
   Facet Wealth Inc. 7 *New 2023-12-31 957,665 $93,928,000 957,665
   M&T BANK CORP 68 - 2023-12-31 968,747 $93,823,000 -39,293
   UBS Group AG 455 - 2023-12-31 917,555 $88,865,000 -40,020
   JANNEY MONTGOMERY SCOTT LLC 63 - 2023-12-31 895,622 $86,741,000 -429,041
   BANK OF NEW YORK MELLON CORP 806 - 2023-12-31 778,215 $75,370,000 -259,224
   Resources Investment Advisors Inc. 15 - 2023-12-31 627,695 $60,792,000 -95,298
   COMMONWEALTH EQUITY SERVICES LLC. 179 - 2023-12-31 618,013 $59,855,000 -164,998
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 156 - 2023-12-31 562,475 $54,476,000 -1,147
   Beacon Pointe Advisors LLC 35 - 2023-12-31 517,548 $50,125,000 -201,387
   Cetera Investment Advisers 37 - 2023-12-31 509,632 $49,358,000 -228,731
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 55 - 2023-12-31 485,924 $47,062,000 471,121
   JB Capital LLC - 2023-12-31 441,566 $42,766,000 -215,435
   Financial Synergies Wealth Advisors Inc. 6 - 2024-03-31 409,522 $42,504,000 18,725
   Foundations Investment Advisors LLC 21 - 2023-12-31 406,889 $40,083,000 -92,656
   ROYAL BANK OF CANADA 777 - 2023-12-31 413,606 $40,059,000 161,514
   BAKER AVENUE ASSET MANAGEMENT, LP 14 - 2023-12-31 401,224 $38,859,000 15,449
   THRIVENT FINANCIAL FOR LUTHERANS 293 - 2023-12-31 392,146 $37,979,000 -117,031
   WEALTHSOURCE PARTNERS LLC 6 - 2023-12-31 391,479 $37,915,000 -141,143
   JANE STREET GROUP LLC 323 - 2023-12-31 389,204 $37,694,000 -429,088
   Financial Advisory Service Inc. - 2023-12-31 376,604 $36,474,000 -11,041
   RAYMOND JAMES & ASSOCIATES 501 - 2023-12-31 376,587 $36,472,000 195,997
   Quent Capital LLC 2 - 2023-12-31 373,946 $36,217,000 -6,338
   STIFEL FINANCIAL CORP 357 - 2023-12-31 362,463 $35,105,000 -83,273
   HTLF Bank 6 - 2023-12-31 351,734 $34,065,000 0
   Austin Private Wealth LLC 7 - 2024-03-31 322,329 $33,093,000 28,379
   Goss Wealth Management LLC 78 - 2023-12-31 336,280 $32,446,000 -114,769
   MARINER WEALTH ADVISORS, LLC 222 - 2023-12-31 331,229 $32,079,000 40,621
   GOLDMAN SACHS GROUP INC/ 1236 - 2023-12-31 330,104 $31,971,000 -58,473
   BB&T CORP 306 - 2023-12-31 324,646 $31,442,000 -60,894
   FINANCIAL NETWORK 121 - 2023-12-31 323,895 $31,369,000 -83,424
   CAPTRUST FINANCIAL ADVISORS 165 - 2023-12-31 320,851 $31,074,000 37,466
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 217 - 2023-09-30 352,482 $30,419,000 -63,963
   CI Private Wealth LLC 311 - 2023-12-31 309,492 $29,974,000 -6,379
   H D Vest Advisory Services 41 - 2023-12-31 308,339 $29,863,000 -17,064
   DUBUQUE BANK & TRUST CO 6 - 2023-09-30 334,195 $28,841,000 11,425
   MCMORGAN & CO LLC 6 - 2023-12-31 296,666 $28,732,000 -115,265
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 43 - 2023-12-31 295,278 $28,598,000 12,519
   Kestra Advisory Services LLC 86 - 2023-12-31 287,499 $27,844,000 35,998
   Cassaday & Co Wealth Management LLC 14 - 2023-12-31 278,736 $26,996,000 18,973
   Covenant Partners LLC 2 - 2023-12-31 275,340 $26,667,000 7,756
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 11 - 2023-12-31 267,342 $25,892,000 56,304
   MCKINLEY CARTER WEALTH SERVICES, INC. 10 - 2023-12-31 263,222 $25,493,000 -4,612
   Octavia Wealth Advisors LLC 2 - 2023-12-31 263,053 $25,477,000 8,110
   Icon Wealth Partners LLC 5 - 2023-09-30 294,346 $25,402,000 -44,032
   COUNTRY CLUB BANK /GFN - 2023-12-31 254,936 $24,680,000 -11,109
   NBT BANK N A /NY 6 - 2023-12-31 252,808 $24,484,000 10,392
   Integrated Wealth Concepts LLC 46 - 2023-12-31 251,652 $24,372,000 -264,283
   COLONY GROUP, LLC 89 - 2023-12-31 244,541 $23,684,000 227,233
   Atria Wealth Solutions Inc. 67 - 2023-12-31 240,772 $23,319,000 -99,806
   HIGHTOWER ADVISORS, LLC 425 - 2023-12-31 237,707 $23,009,000 26,226
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 207 - 2023-12-31 228,186 $22,100,000 -130,129
   FLOW TRADERS U.S. LLC 25 - 2023-12-31 224,261 $21,720,000 175,279
   MA Private Wealth - 2023-12-31 220,532 $21,359,000 -49,519
   Alera Investment Advisors LLC - 2023-12-31 219,037 $21,214,000 219,037
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC *New 2023-12-31 215,681 $20,889,000 215,681
   RTD Financial Advisors Inc. 9 - 2023-12-31 205,874 $19,939,000 -3,200
   Icon Wealth Advisors LLC 9 - 2023-12-31 203,218 $19,682,000 3,538
   BANK OF MONTREAL /CAN/ 686 - 2023-12-31 201,711 $19,616,000 -6,683
   ATRIA INVESTMENTS LLC 66 - 2023-12-31 198,740 $19,248,000 -104,010
   Cardinal Strategic Wealth Guidance 5 - 2023-12-31 198,140 $19,190,000 -42,448
   Adviser Investments LLC 62 - 2023-12-31 196,092 $18,992,000 42,964
   SHAKESPEARE WEALTH MANAGEMENT INC. 8 - 2023-12-31 195,768 $18,960,000 9,526
   COLONY GROUP LLC 93 - 2023-09-30 217,715 $18,789,000 2,461
   PRUDENTIAL FINANCIAL INC 458 - 2023-12-31 192,933 $18,686,000 -84,564
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 521 - 2023-12-31 185,426 $17,958,000 -11,699
   NATIONAL ASSET MANAGEMENT, INC. 35 - 2023-12-31 178,518 $17,289,000 -117,533
   MERCER GLOBAL ADVISORS INC /ADV 211 - 2023-12-31 178,494 $17,287,000 -6,585
   Baird Financial Group Inc. 361 - 2023-12-31 160,654 $15,559,000 87,545
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 349 - 2023-12-31 159,661 $15,463,000 -21,640
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 156,322 $15,140,000 3,092
   CREATIVE FINANCIAL DESIGNS INC /ADV 13 - 2023-12-31 152,488 $14,768,000 2,928
   Ronald Blue Trust Inc. 36 - 2023-12-31 168,101 $14,507,000 -66,560
   GREENLEAF TRUST 47 - 2023-12-31 148,670 $14,399,000 16,978
   NATIXIS ASSET MANAGEMENT ADVISORS LP 460 - 2023-12-31 147,240 $14,260,000 -108,539
   Pathstone Holdings LLC 196 - 2023-12-31 145,464 $14,089,000 0
   Checchi Capital Advisers LLC 20 - 2023-12-31 143,749 $13,922,000 5,116
   CONSILIO WEALTH ADVISORS LLC 5 - 2023-12-31 143,526 $13,901,000 11,222
   MULTIFINANCIAL SECURITIES CORP 114 - 2023-12-31 142,238 $13,776,000 -63,350
   Wakefield Asset Management LLLP - 2023-12-31 141,030 $13,659,000 -734
   Affinity Capital Advisors LLC 8 - 2024-03-31 129,564 $13,447,000 20,857
   Orion Portfolio Solutions LLC 134 - 2023-12-31 140,783 $13,432,000 -12,078
   STALEY CAPITAL ADVISERS INC 36 - 2023-12-31 135,983 $13,170,000 -3,414
  100 Records found
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