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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
   JONES FINANCIAL COMPANIES LLLP 22 - 2023-12-31 8,384,800 $812,068,000 137,178
   CWM LLC 22 - 2024-03-31 1,793,353 $186,132,000 739,023
   PARK AVENUE SECURITIES LLC 6 - 2024-03-31 1,696,229 $176,052,000 110,754
   PNC FINANCIAL SERVICES GROUP INC 148 - 2023-12-31 1,316,901 $127,542,000 48,395
   BANK OF NEW YORK MELLON CORP 730 - 2024-03-31 849,321 $88,151,000 71,106
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 55 - 2023-12-31 485,924 $47,062,000 471,121
   Financial Synergies Wealth Advisors Inc. 6 - 2024-03-31 409,522 $42,504,000 18,725
   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
   Austin Private Wealth LLC 7 - 2024-03-31 322,329 $33,093,000 28,379
   MARINER WEALTH ADVISORS, LLC 222 - 2023-12-31 331,229 $32,079,000 40,621
   CAPTRUST FINANCIAL ADVISORS 165 - 2023-12-31 320,851 $31,074,000 37,466
   DUBUQUE BANK & TRUST CO 6 - 2023-09-30 334,195 $28,841,000 11,425
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 43 - 2023-12-31 295,278 $28,598,000 12,519
   MCKINLEY CARTER WEALTH SERVICES, INC. 9 - 2024-03-31 273,602 $28,397,000 10,380
   Octavia Wealth Advisors LLC 6 - 2024-03-31 269,978 $28,021,000 6,925
   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
   COLONY GROUP, LLC 89 - 2023-12-31 244,541 $23,684,000 227,233
   HIGHTOWER ADVISORS, LLC 425 - 2023-12-31 237,707 $23,009,000 26,226
   NATIXIS ASSET MANAGEMENT ADVISORS LP 355 - 2024-03-31 215,230 $22,339,000 67,990
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 473 - 2024-03-31 209,773 $21,772,000 24,347
   FLOW TRADERS U.S. LLC 25 - 2023-12-31 224,261 $21,720,000 175,279
   RTD Financial Advisors Inc. 9 - 2024-03-31 206,293 $21,411,000 419
   Alera Investment Advisors LLC - 2023-12-31 219,037 $21,214,000 219,037
   Icon Wealth Advisors LLC 9 - 2023-12-31 203,218 $19,682,000 3,538
   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
   Baird Financial Group Inc. 361 - 2023-12-31 160,654 $15,559,000 87,545
   CONSILIO WEALTH ADVISORS LLC 5 - 2024-03-31 147,705 $15,330,000 4,179
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 156,322 $15,140,000 3,092
   Sharkey Howes & Javer 8 - 2024-03-31 143,130 $14,855,000 7,520
   CREATIVE FINANCIAL DESIGNS INC /ADV 13 - 2023-12-31 152,488 $14,768,000 2,928
   GREENLEAF TRUST 47 - 2023-12-31 148,670 $14,399,000 16,978
   Horst & Graben Wealth Management LLC 11 - 2024-03-31 129,651 $13,456,000 6,315
   Affinity Capital Advisors LLC 8 - 2024-03-31 129,564 $13,447,000 20,857
   Fountainhead AM LLC 9 - 2023-12-31 134,446 $13,021,000 10,679
   TIAA FSB 149 - 2023-06-30 132,020 $12,596,000 4,564
   Steel Peak Wealth Management LLC 41 - 2024-03-31 115,880 $12,027,000 7,888
   Sentinus LLC 5 - 2023-06-30 114,826 $10,956,000 1,499
   REGIMEN WEALTH LLC 9 - 2023-12-31 112,461 $10,953,000 11,165
   OHE FINANCIAL INC 19 - 2023-12-31 111,034 $10,754,000 3,550
   PATHSTONE FAMILY OFFICE, LLC 168 - 2023-09-30 120,237 $10,376,000 7,030
   TNF LLC 5 - 2024-03-31 100,352 $10,000,000 2,676
   Simplicity WealthLLC 88 - 2024-03-31 90,956 $9,440,000 5,439
   Private Portfolio Partners LLC 10 - 2023-12-31 97,338 $9,427,000 1,702
   UMA Financial Services Inc. 12 - 2024-03-31 94,366 $9,282,000 12,043
   Cypress Wealth Services LLC 8 - 2024-03-31 87,830 $9,116,000 1,180
   TANGLEWOOD WEALTH MANAGEMENT, INC. 17 - 2023-12-31 87,187 $8,444,000 25,028
   Axiom Advisory LLC 5 - 2024-03-31 77,447 $8,038,000 2,068
   COMMERCE BANK N A/MO 237 - 2023-12-31 81,313 $7,875,000 29,746
   KMG FIDUCIARY PARTNERS LLC 34 - 2024-03-31 72,574 $7,532,000 3,095
   FRANKLIN RESOURCES INC 964 - 2023-12-31 74,908 $7,255,000 68,645
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 31 - 2024-03-31 68,416 $7,101,000 6,185
   KESTRA PRIVATE WEALTH SERVICES LLC 143 - 2023-12-31 71,746 $6,949,000 4,603
   Apeiron RIA LLC 14 - 2024-03-31 66,751 $6,928,000 1,176
   EMPIRICAL FINANCIAL SERVICES, LLC 88 - 2023-12-31 69,483 $6,729,000 18,366
   ORG Partners LLC 21 - 2023-12-31 69,413 $6,724,000 68,080
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 67,571 $6,544,000 4,793
   JOHNSON INVESTMENT COUNSEL INC 136 - 2023-12-31 65,496 $6,343,000 3,763
   NORTHERN TRUST CORP 2367 - 2023-12-31 64,470 $6,244,000 12,951
   COMERICA BANK 596 - 2023-12-31 62,365 $6,040,000 10,127
   Equitable Holdings Inc. 195 - 2023-12-31 61,775 $5,983,000 14,623
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 27 - 2023-12-31 56,617 $5,483,000 3,285
   GLENMEDE TRUST CO NA 418 - 2023-12-31 56,480 $5,470,000 5,111
   FTB Advisors Inc. 142 - 2024-03-31 52,682 $5,468,000 1,421
   Derbend Asset Management - 2023-12-31 54,098 $5,239,000 6,346
   Obsidian Personal Planning Solutions LLC 8 - 2023-12-31 52,286 $5,064,000 2,876
   HYMAN CHARLES D 57 - 2023-12-31 66,593 $5,018,000 1,000
   Bay Harbor Wealth Management LLC 19 - 2024-03-31 48,300 $5,013,000 3,520
   Madrona Financial Services LLC 17 - 2024-03-31 48,120 $4,994,000 3,992
   HARDING LOEVNER MANAGEMENT L P/NJ/ 68 - 2023-12-31 50,855 $4,925,000 42,031
   MorganRosel Wealth Management LLC 17 - 2024-03-31 47,450 $4,925,000 2,827
   LWMG LLC 16 - 2023-12-31 50,467 $4,888,000 3,182
   MMA ASSET MANAGEMENT LLC 9 - 2023-12-31 49,285 $4,884,000 1,982
   Lane & Associates LLC 7 - 2024-03-31 46,722 $4,849,000 4,246
   WADE G W & INC 108 - 2023-12-31 48,877 $4,734,000 4,739
   Rehmann Capital Advisory Group 47 - 2023-12-31 48,472 $4,695,000 526
   Spire Wealth Management 170 - 2024-03-31 45,005 $4,671,000 1,287
   Wealthquest Corp 28 - 2023-12-31 47,932 $4,642,000 1,572
   Callan Family Office LLC 19 - 2023-12-31 47,091 $4,561,000 2,179
   CONDOR CAPITAL MANAGEMENT 44 - 2023-12-31 46,855 $4,538,000 669
   COURIER CAPITAL CORP 73 - 2024-03-31 43,638 $4,529,000 3,221
   Stratos Wealth Advisors LLC 89 - 2024-03-31 43,464 $4,511,000 4,216
   TRUSTCORE FINANCIAL SERVICES LLC 33 - 2022-12-31 52,426 $4,391,000 40,248
   SOA Wealth Advisors LLC. 23 - 2024-03-31 42,195 $4,379,000 391
   Hoxton Planning & Management LLC 9 - 2024-03-31 41,161 $4,272,000 1,262
   PBWM Holdings LLC 19 - 2023-03-31 45,568 $4,269,000 5,923
   Pinnacle Wealth Planning Services Inc. 18 - 2023-12-31 43,777 $4,240,000 2,611
   VALMARK ADVISERS INC 97 - 2023-12-31 43,661 $4,229,000 271
   Legacy Financial Group LLC 27 - 2024-03-31 40,650 $4,219,000 38,570
   DORSEY & WHITNEY TRUST CO LLC 82 - 2023-12-31 42,199 $4,087,000 5,400
   Atlas Private Wealth Management 21 - 2024-03-31 36,277 $3,765,000 9,134
   Sterling Financial Planning Inc. 17 - 2023-12-31 38,775 $3,755,000 1,392
   LINCOLN NATIONAL CORP 182 - 2023-12-31 38,636 $3,742,000 8,526
   FIRETHORN WEALTH PARTNERS LLC 10 - 2024-03-31 35,917 $3,728,000 2,085
   Crestone Asset Management LLC 23 - 2024-03-31 34,315 $3,562,000 1,136
  100 Records found
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